• Lead sales and client service initiatives for William Blair’s Investment Management strategies across the intermediary channel in Florida and Alabama. • Apply investment product and financial market knowledge to create and maintain key client relationships. • Grow the territory across the channel and mentor internal staff in developing key relationships with qualified advisors and financial intermediaries. • Advise management of competitive landscape and client base trends. • Collaborate with the Head of Intermediary Distribution to set sales goals and objectives. • Maintain extensive visibility and contacts outside of William Blair • Generate sales through the direct calling program and utilize strong networking and negotiation skills. • Develop and maintain deep expertise of all investments; serve as a technical resource. • Create, maintain and deliver client presentations highlighting investment management products. • Develop and maintain documentation of client meetings and calling activities.

• Lead planning and successful execution of customer implementations • Hands-on contributor for high-impact implementation activities • Implement reworked post-sales workflows and assets • Support pre-sales activities with technical guidance

• Develop and implement a nationwide OEM sales strategy aligned with corporate and product management objectives • Analyze market trends, customer requirements, and competitive positioning within the OEM segment • Identify, develop, and grow OEM customer relationships and strategic accounts • Define and execute sales plans to achieve assigned order intake, revenue, and profitability targets • Monitor sales performance against goals using defined action plans and metrics • Prepare technical calculations, pricing, and proposals; support bids, tenders, and RFPs as applicable • Serve as the primary customer interface, ensuring responsiveness and consistency in communication • Coordinate with engineering, applications, product management, operations, and logistics to support OEM customer needs • Monitor customer satisfaction and provide actionable feedback to leadership and cross-functional teams • Support new product introductions and customized OEM solutions • Collaborate with the Director of Sales on large, complex, or strategic OEM opportunities • Conduct OEM-focused marketing and customer engagement activities in alignment with company standards • Develop targeted OEM customers into long-term strategic partners • Identify new OEM opportunities across industries and applications • Provide insight and recommendations on packaging and positioning products to expand OEM sales

• Manage the full sales cycle, including follow-ups, negotiation, and closing. • Actively pursue leads and confidently ask for the sale. • Conduct client-facing sales calls and demos in fluent English. • Move opportunities through the pipeline efficiently and consistently. • Understand customer needs and position the product’s value clearly. • Collaborate closely with leadership on deal strategy and commissions. • Work independently with minimal supervision in a remote environment.