• Owns the account strategy within assigned accounts and communicates to extended teams on an account-by-account basis. • Establishes executive level relationships within the customer base and understands customer processes, business drivers and organizational model. • Establishes a trusted advisor relationship with customers, understands customer processes, business drivers and organization model while providing guidance on customer's strategic initiatives. • Follows the Rockwell Automation sales process: knows assigned accounts, plans for growth, maintains a healthy funnel, drives opportunities to closure and evaluates performance to goal. • Understands the industry (applications, standards/regulations, drivers and trends), the customer's organization and desired business outcomes and Rockwell Automation offerings and delivery mechanisms as well as partner capabilities relevant to assigned accounts. • Provides application knowledge and industry expertise. • Manages sales activities according to Rockwell Automation's outcome-based selling methodology. • Proactively collaborates with the North America Regional Industry Managers. • Qualifies customer opportunities, engages the appropriate resources and coordinates the solution design to impact the customer's decision process and presents solutions to the customer (value proposition). • Brings the right resources to the table to impact the customer's decision process and presents solutions to the customer. • Coordinates Rockwell Automation account team, senior management, and a technical engagement team (domain experts) to plan for and win identified opportunities. • Maintains accurate assessment of target and opportunity funnel within the Salesforce Customer Relationship Management system. • Teams with corporate Contracts and Negotiations group to come to terms with customers. • Negotiates contract terms and conditions (T&Cs), pricing, discounts and allowances. • Supports customer/internal account reviews. • Sets and helps manage internal/external partner expectations.

• Lead sales efforts in the dairy channel, with a primary focus on further‑processing companies, to drive brand visibility and revenue growth. • Develop and execute business plans and sales strategies that support sales goals and profitability targets. • Manage and grow dairy revenue streams by guiding the team through the full sales planning, forecasting, and execution process. • Build and maintain strong relationships with major dairy customers, ensuring satisfaction and effective communication. • Oversee development of responses to RFPs/RFIs, lead customer presentations, and collaborate with internal teams to deliver accurate, competitive pricing while supporting margin goals. • Maintain comprehensive records of pricing, sales activities, and reporting requirements. • Participate in marketing initiatives, trade shows, and cross-functional collaboration to strengthen the Birko brand and deliver integrated customer solutions.

• Field calls from our inbound sales phone line and talk with qualified potential customers to provide advice and make sales. • Reach out to active, interested leads gathered from our marketing channels to explain our products and help them buy. • Work with existing customers to encourage upsells and cross-sells. • Track leads, customer interactions, and sales.

• Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. • Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner. • Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards. • Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. • Cultivate and maintain strong relationships with clients. • Understand clients' financial goals and preferences. • Identify opportunities for client growth and new business. • Stay informed on financial market trends and regulatory changes. • Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.