Role Description As Director of Partner Acquisition, you are LINK’s tip of the spear. Your job is to find, pursue, and close new partner relationships – primarily financial institutions (banks, credit unions), and secondarily advisors (financial, benefits, insurance) and technology providers (adjacent fintech, HRIS) – that license LINK’s platform and bring it to their clients. This is a business development and deal-closing role. You will be directly responsible for generating new Annual Recurring Revenue (ARR) and implementation revenue by selling LINK’s technology into prospective licensees. The successful candidate must be based in Toronto/GTA (Canada's financial centre), but will have the flexibility of working remotely in that area. If you’re a hunter who gets energy from building pipeline and signing deals that move an entire market, keep reading. What You’ll Do - Win New Partners - Own the full partner sales cycle from first conversation to signed agreement, with a relentless focus on closing deals that generate ARR and implementation revenue. - Proactively source and qualify partnership opportunities – prioritizing financial institutions, then advisors and technology providers – to build a continuously growing pipeline of high-value prospects. - Leverage market insights, industry events, and your personal network to open doors at target organizations. - Develop and execute scalable outbound strategies to penetrate new segments and expand LINK’s partner ecosystem across North America and into international markets. - Grow Within Existing Partners - Map large partner organizations to identify new lines of business, divisions, and channels where LINK can expand – for example, landing through a bank’s commercial arm and growing into their wealth advisory or benefits divisions. - Build and execute land-and-expand strategies that turn a single point of entry into a multi-division relationship, driving incremental ARR and implementation revenue. - Develop internal champions within partner organizations who advocate for LINK’s adoption across additional business units. - Negotiate and Structure Deals - Lead negotiations on partnership agreements, commercial terms, and revenue-sharing structures that maximize value for LINK and the partner. - Build compelling business cases and proposals that articulate LINK’s value proposition to prospective partners in their language. - Drive urgency and momentum in the deal cycle to compress time-to-close. - Collaborate Internally - Work closely with the CRO on pipeline strategy, sales planning, and alignment of partner acquisition efforts with LINK’s broader revenue goals. - Leverage the CEO and executive leadership to open senior-level doors and strengthen LINK’s credibility in strategic deal cycles. - Hand off closed partnerships to the VP of Client Success for seamless onboarding and activation of new clients acquired through partner channels. - Work cross-functionally with revenue operations, marketing, and product to optimize go-to-market strategies and accelerate deal flow. Qualifications - A proven track record of sourcing, negotiating, and closing partnership deals that directly drive ARR and implementation revenue. - Demonstrable success selling SaaS technology into financial institutions, advisors, or technology providers. - Experience in fintech and the workplace savings space is required. - Experience in a fast-scaling B2B SaaS organization is required. - Strong tech-enabled sales chops with expertise in tools like HubSpot, Fathom, and Claude AI, and an affinity for pushing sales technology to its limits. - Familiarity with sales methodologies such as MEDDIC, ensuring a structured and disciplined approach to pipeline management and deal execution. - Exceptional negotiation skills and the ability to build trust, create urgency, and influence decision-makers at every level of a partner organization. - Experience working cross-functionally in a dynamic, fast-paced environment to drive strategic outcomes. - Familiarity with Traction EOS is considered an asset. Who You Are - A hunter. You’re energized by prospecting, building pipeline, and closing new business with partners. - A strategic thinker who can spot high-value partner opportunities across segments and translate them into actionable, scalable plans. - Highly competitive and results-driven, with a bias for action and a track record of exceeding targets. - Entrepreneurial and resourceful – capable of navigating complex deal cycles with creativity and resilience. - A strong communicator who can craft persuasive narratives and present confidently to senior partner stakeholders. - Detail-oriented with strong organizational and time management capabilities. Benefits - This is a high-upside role designed for someone who is a proven closer. - If you thrive on winning new business, building impactful relationships with partners, and driving strategic growth at a company that’s actively expanding internationally, we want to hear from you. - The role has an OTE of $250,000-$300,000 made up of base salary, performance-based compensation and company stock/equity.

• Build and maintain strong, strategic relationships with C-level customers, focusing on the Government segment. • Understand customer needs and deliver solutions that maximise value. • Drive customer success through proactive engagement, retention strategies, and growth initiatives. • Ensure adoption of Caseware's evolving suite of cloud solutions. • Engage in new & additional business activities including upsell, cross-sell, and migration. • Optimize customer retention & satisfaction. • Drive revenue growth (Net of CPI). • Engage in account coverage and customer engagement strategies. • Manage revenue-related inquiries and drive outbound engagement for growth.

PLNAR is seeking a high-energy Account Executive / Strategic Account Manager to manage and grow relationships across two critical markets: - Insurance Carriers - Restoration / Water Mitigation Companies This role sits at the intersection of Customer Success, Sales, and Product. You will be responsible for helping customers succeed with PLNAR while identifying opportunities to expand usage, introduce new products, and grow revenue across both industries. Because PLNAR launches new capabilities frequently, the ideal candidate is technically curious and excited to learn. You are someone who enjoys understanding how new products work and helping customers adopt them. We are looking for a rare hybrid: someone who can build strong relationships and manage accounts, while also diving deep into new technology and translating it into real value for customers. What You’ll Do - Manage a portfolio of insurance carrier and restoration company accounts - Serve as the primary strategic contact for adjusters, managers, executives, and operational leaders - Drive renewals and identify upsell and cross-sell opportunities within existing accounts - Proactively monitor account health, product usage, and adoption trends - Deliver Quarterly Business Reviews (QBRs) and strategic account planning sessions - Forecast revenue, manage pipelines, and track key account metrics - Collaborate cross-functionally with Product, Operations, and Leadership to ensure customer success - Advocate for customer needs internally while aligning solutions with business objectives - Travel as needed for conferences and customer meetings - Become a product expert on PLNAR’s expanding platform - Help customers understand how new features improve claims workflows - Guide customers through onboarding, training, and adoption

PLNAR is seeking a high-energy Account Executive / Strategic Account Manager to manage and grow relationships across two critical markets: - Insurance Carriers - Restoration / Water Mitigation Companies This role sits at the intersection of Customer Success, Sales, and Product. You will be responsible for helping customers succeed with PLNAR while identifying opportunities to expand usage, introduce new products, and grow revenue across both industries. Because PLNAR launches new capabilities frequently, the ideal candidate is technically curious and excited to learn. You are someone who enjoys understanding how new products work and helping customers adopt them. We are looking for a rare hybrid: someone who can build strong relationships and manage accounts, while also diving deep into new technology and translating it into real value for customers. What You’ll Do - Manage a portfolio of insurance carrier and restoration company accounts - Serve as the primary strategic contact for adjusters, managers, executives, and operational leaders - Drive renewals and identify upsell and cross-sell opportunities within existing accounts - Proactively monitor account health, product usage, and adoption trends - Deliver Quarterly Business Reviews (QBRs) and strategic account planning sessions - Forecast revenue, manage pipelines, and track key account metrics - Collaborate cross-functionally with Product, Operations, and Leadership to ensure customer success - Advocate for customer needs internally while aligning solutions with business objectives - Travel as needed for conferences and customer meetings - Become a product expert on PLNAR’s expanding platform - Help customers understand how new features improve claims workflows - Guide customers through onboarding, training, and adoption