This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Estate Plan Builder is a client-facing operational professional responsible for guiding clients through the estate planning process from discovery through document execution. This role conducts estate planning meetings, facilitates trust design discussions, and ensures cases are executed accurately and in compliance with company protocols. The Estate Plan Builder also supports advisors by documenting client interactions, managing workflows in the CRM, coordinating follow-ups, and assisting with appointment generation through BAMFAM (Book a Meeting From a Meeting). Success in this role requires strong procedural discipline, regulatory awareness, client relationship skills, and close attention to detail. Qualifications - Bachelor’s degree in Finance, Law, Business, or a related field - 2 to 5 years of experience in estate planning, trust administration, legal support, or a related area - Strong understanding of wills, trusts, probate processes, and estate planning structures - Experience using CRM systems and estate planning software - High proficiency in documentation management, workflow systems, and maintaining accurate client records - Strong written and verbal communication skills - Strong analytical and problem-solving abilities - High attention to detail and procedural accuracy - Ability to handle confidential and sensitive client information Requirements - Conduct estate planning discovery meetings and client fact-finding sessions - Lead trust design and estate planning consultation meetings with clients - Review and explain estate planning documents such as wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives - Facilitate document execution meetings in coordination with attorneys or notaries when applicable - Educate clients on estate planning structures, probate avoidance strategies, asset protection considerations, and relevant tax concepts within the scope of the role - Assist clients with guardianship and conservatorship planning coordination - Coordinate discussions around asset alignment and trust funding - Prepare case files and documentation in advance of client meetings - Maintain accurate CRM records and workflow tracking for all cases - Coordinate with internal staff and third-party professionals involved in estate planning cases - Ensure proper file storage, document retention, and confidentiality of client information - Monitor timelines and ensure cases move forward according to service benchmarks - Participate in internal audits, quality assurance reviews, and case coaching when required - Support advisors by scheduling qualified appointments through BAMFAM (Book a Meeting From a Meeting) - Conduct client follow-up communication when necessary - Identify opportunities for additional services that align with client needs - Help generate referrals, positive client reviews, and overall goodwill for the firm - Reinforce the firm’s value proposition and client service standards during interactions - Ensure activities comply with applicable federal and state estate laws within the scope of the role - Maintain strict confidentiality of client information - Uphold professional ethical standards and fiduciary principles - Participate in required training, certifications, and continuing education Benefits - Remote work opportunity - Full-Time schedule - Performance-based incentives tied to measurable outcomes: - Qualified BAMFAM appointments that hold: $20 per appointment - Verified Google 5-star reviews: $5 per review - Qualified client referrals generated: $20 per referral

• Partner with Bioproduction Account Managers to drive revenue growth and achieve or exceed sales targets for the OPUS PD and LS prepacked chromatography column portfolios • Develop, manage, and expand strategic relationships with key accounts, serving as a trusted technical and commercial expert for OPUS columns and Repligen resin technologies • Maintain accurate and timely sales reporting, forecasting, and pipeline management in SFDC • Support field sales execution through customer visits, technical presentations, and on-site technical discussions focused on OPUS columns, resin selection, and downstream workflow optimization • Clearly articulate the value of integrated purification solutions, combining Repligen chromatography resins, OPUS prepacked columns, and Artesyn Chromatography systems to deliver scalable, end-to-end workflows • Contribute to the development of sales tools, technical content, and collateral that highlight resin performance, OPUS scalability, and total cost-of-ownership advantages

• Craft and execute sales outreach strategy for inbound MQLs and outbound prospecting efforts for SDR team. • Develop compelling content and sales-specific outreach messaging that resonates with target audience, driving prospect and customer engagement. • Embrace and master new AI-powered tools to enhance content creation, personalization, and outreach effectiveness. • Write, edit, and optimize compelling copy for various sales outreach initiatives. • Monitor data and Tableau dashboards to ensure sequences are effective, used correctly, and show progress down the marketing and sales funnel. • Conduct industry research and internal interviews to develop a deep understanding of products, services, target markets, and personas.

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers. When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing. Enterprise Sales Manager (Financial Services & Insurance) Why We Have This Role Our Enterprise Account Executive team is a group of highly driven individuals dedicated to closing experience gaps. Our SaaS platform is used to help some of the largest organizations in the world drive action with pre-built experience management (XM) programs and projects that anyone can use. How You’ll Find Success - Takes initiative - Understands the expected outcome, gets the context, and then works entrepreneurially to get it done. - Highly communicative and influences effectively, creating trust at the team level. - Strong track record of exceeding quota. - Ability to acquire new clients - Develop strong client relationships to retain and grow partnership - Strong negotiating skills - Ability to sell a complex platform: Qualtrics Experience Management platform to large, strategic accounts How You’ll Grow - Structured promotion process - Career Action Planning with Manager - Qmobility Things You’ll Do - Lead a team of 6-8 FSI Enterprise Account Executives. - Coaching direct reports in sales strategy, pipeline management, opportunity management, and career planning/development. - Recruit, retain, and nurture your team of experienced sales professionals with high potential and strong performance history. - Provide skill training and mentoring on complex sales motions, including collaboration with legal, product presentations, juggling multiple relationships with internal teams, and quarterly sales forecasting. - Interface and develop professional relationships with existing clients and prospects throughout at all levels of an organization. - Display a systemic approach to handling meaningful contract negotiations/deals with multiple reps at a time. - Develop and maintain in-depth knowledge of Qualtrics' solution offerings. - Maintain a real-time understanding of the competitive landscape to assist in building win-based proposals and pricing. - Serve as an executive sponsor during enterprise-level deals. - Maintain a real-time understanding of the competitive landscape to assist in determining win-based proposals and pricing. - Develop and maintain positive relationships with other functional areas internally at Qualtrics, e.g., Professional Services, Implementation, Subject Matter Experts, etc, to ensure a collaborative approach to secure large enterprise engagements What We’re Looking For On Your Resume - A validated winner that has led teams to breakthrough results - Experience over-exceeding quarterly team quotas through metric-based skill development and - Experience working on complex contract negotiations - At least 2 years managing an enterprise-level sales team - At least 6-8 years of individual enterprise-level sales experience - Experience using MEDDIC sales processes - Experience using Salesforce.com and measuring system compliance - Ability to travel up to 50% - A bachelor’s degree or higher is required What You Should Know About This Team - Our FSI Enterprise Sales team has grown to respond to strong client demand for the Qualtrics Platform and we have a need for an exceptional leader with a track record of attracting, developing, and motivating an elite team of enterprise SaaS sales professionals. - Our team is a group of highly driven individuals who are intelligent, organized, and dedicated. We work together to accomplish and surpass quarterly and annual objectives. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. Our overarching objective is to drive company revenue growth through client success. Our Team’s Favorite Perks and Benefits - Salary + Uncapped Commissions and Accelerators - 100% Performance based promotions -- not politics or tenure - Quarterly team activities, winter and summer parties, and lots of Qualtrics swag - We offer private health insurance, an annual experience bonus, a wellness stipend to allow you to focus on yourself each quarter, and much more - The annual Qualtrics Experience Bonus can be used for an experience of your choosing. Some team members have chosen to use the bonus for vacations, concert or event tickets, or home improvement projects. Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. ​​​​​​​Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know. Not finding a role that’s the right fit for now? 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