• Actively prospect and generate leads through cold calls, emails, social media, and networking • Identify and qualify potential clients, ensuring they align with our B2B product target market • Present and demonstrate Taxwell tax preparation solutions to prospective clients, highlighting key benefits and features • Maintain a robust and well-organized sales pipeline to ensure consistent deal flow • Collaborate with marketing and lead generation teams to align on campaigns and drive sales initiatives • Travel up to 25% of the time may be required

• Develops and retains a quality client base of Real Estate Agents and Brokers, Lenders, Builders, Agents, Attorneys and others through the acquisition of new business and maintenance of existing customers. • Sales Representatives interface with division management, branch manager and escrow staff in carrying out the functions of the position. • Builds client relationships, secures new orders from new customers, and maintains and expands business with existing client base • Communicates proactively with and responds in a timely manner to clients. • Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources. • Develops and executes a call plan for the area assigned to include calls on and appointments with qualified real estate agents, brokers and their staff, lenders and attorneys. • Assesses individual client needs and develops, presents and implements a plan to meet those needs. • Is highly visible in his/her marketing area by attending real estate industry functions and participating in community and real estate. • Displays or demonstrates product, using samples or catalog, and emphasizes salable features. • Effectively creates or adapts and delivers group and individual presentations to customer groups, target customers, cooperating agents and others.

• Identify and qualify new business opportunities • Execute outbound prospecting via phone, email, and LinkedIn • Research target accounts, industries, and key decision-makers within the German market • Schedule meetings and product demonstrations for senior sales leaders • Maintain accurate CRM data and strong pipeline hygiene • Prepare sales materials, presentations, and proposals • Manage prospect follow-ups and ongoing engagement • Collaborate with marketing and technical teams on messaging and positioning • Track activity and contribute to reporting and forecasting

• Manage inbound and outbound sales conversations with U.S.-based prospects. • Conduct virtual consultations to assess needs, design custom window treatments, and recommend solutions based on best principles. • Own the sales process end-to-end, including CRM pipeline management. • Provide expert, consultative guidance on window treatment options and design best practices. • Collaborate with internal teams to ensure a seamless post-sale experience. • Consistently meet or exceed agreed-upon performance metrics (conversion rate, activity volume, and revenue).