• Achieve and exceed team bookings/revenue targets through execution of sales to payors • Forecast pipeline and opportunity progression to senior leadership • Coach and develop team members based on key performance criteria • Develop strategic territory plans to maximize revenue • Collaborate with multiple teams to demonstrate Sharecare solutions • Serve as a voice of the market and provide input on pricing and product positioning

• Represent Virtus as a subject matter expert demonstrating an in-depth knowledge of its offshore mutual funds (UCITS) and separately managed accounts. • Develop new relationships and maintain existing relationships with advisors. • Lead sales initiatives with intermediaries in a defined territory. • Identify client needs and coordinate efforts to serve assigned intermediaries. • Conduct sales/product training meetings for assigned territories.

• Develop and maintain dealer partnerships, selling the value of Exeter’s program • Develop and execute business strategy within assigned market that drives application and loan volume growth • Cultivate the market identifying unsigned dealer opportunities • Collaborate with originations and dealer services to problem solve market challenges • Foster a collaborative culture that facilitates achievement of team goals • Effectively communicate to develop strong partnerships with dealers enhancing dealer experience

• Maintain and execute the CRM and Sales Data Audit process to set standards. • Perform data enrichment research and maintain appropriate data within the CRM. • Manage report requests to support sales representatives and sales leadership. • Consolidate and analyze sales data to support system integrity, process and performance. • Manage, test and implement CRM updates, changes, and enhancements. • Maintain dashboards, reports and KPI data within the CRM. • Work with sales team to resolve data integrity issues in support of CRM hygiene. • Provide reporting to Sales regarding lost business, new opportunities/pipeline, account onboarding, etc. • Manage sales account assignments and territory coverage model. • Serve as the subject matter expert for the sales organization in relation to systems and processes used within the sales cycle. • Conduct CRM system and process training. • Assist with the development of education and training content to establish core sales fundamentals for new and existing sales team members. • Assist with key projects and initiatives that drive overall sales growth.