Account Advisor About the Role: We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility. Core Responsibilities - Engage with new and prospective clients through outreach and follow-ups - Understand each client’s financial goals and decision-making process - Recommend solutions that align with their needs - Guide clients through onboarding and product implementation - Maintain accurate records in CRM tools - Support clients with regular check-ins and ongoing service Qualifications - High school diploma or college degree preferred - Strong communication and relationship-building skills - Comfortable working independently - Experience in client service or sales is a plus but not required What We Offer - Competitive base salary plus performance-based bonuses and incentives. - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - Flexible work-from-home schedule - Advancement opportunities with a growing company - A collaborative, mission-driven team environment

Remote Account Specialist About the Role: We’re looking for Remote Account Specialists to help individuals and small businesses discover financial solutions that fit their goals. In this role, you’ll serve as a trusted advisor—building meaningful client relationships, understanding unique needs, and guiding them toward the right financial path. If you enjoy helping people make informed decisions and value the flexibility of remote work, this role is for you. Key Responsibilities - Connect with prospective and existing clients through calls, emails, and follow-ups - Learn about each client’s goals and provide personalized recommendations - Support clients through onboarding and ensure smooth product setup - Maintain accurate and detailed client records in CRM systems - Conduct periodic check-ins to provide ongoing support and strengthen relationships - Collaborate with internal teams to ensure client satisfaction and success Qualifications - High school diploma or college degree preferred - Excellent communication and interpersonal skills - Strong organizational skills and ability to manage multiple client accounts - Comfortable working independently in a remote environment - Prior experience in account management, client services, or sales is a plus What We Offer - Competitive base salary plus performance bonuses and incentives - Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off - Flexible remote work schedule with structured support - Career growth opportunities within a rapidly expanding company - A collaborative, mission-driven remote team culture

• Proactively identify, recruit, onboard and manage new selling partners, focusing on successful MSPs and IT equipment distributors from your established network • Directly support partners in closing deals to attain revenue and margin targets • Recruit new channel partners to build your own channel team via networking and cold calls • Build and manage relationships with partners to optimize sales of all Edge solutions • Drive revenue of Edge Communications solutions through partner network • Serve as a liaison between the partner and the Edge Technical Sales Engineers to provide information needed for proposal creation • Be the primary point of contact for partners and their end-user customers • Leverage consultative sales approach to communicate the value of various solution options • Maintain thorough knowledge of all products and services • Use the CRM to track targets, partners, and proposals through the entire sales process

• Develop comprehensive Account plans with trackable metrics and KPIs. • Creating and monitoring targets for the national sales department. • Building a trusting and professional relationship with clients. • Meeting with clients and account managers. • Ensuring that all accounts are looked after and maintained. • Supervising and managing regional salespeople in your department. • Following up on complaints and queries on behalf of clients. • Promoting new services and products to clients in your department. • Reporting to senior management on the status of your accounts. • Taking a leading role in presentations and proposals for national accounts. • Monitoring and identifying market trends, competitive advantages, etc.