• Manage the end-to-end sales process, from lead generation to signed agreement. • Identify and prospect new restaurant customers across your region through outbound outreach, networking, and on-site visits. • Conduct in-person meetings and product demos to understand customer needs and position Sadie’s value. • Collaborate with internal teams to ensure a smooth handoff from sales to onboarding and customer success. • Maintain accurate pipeline data and forecasting in the CRM. • Represent Sadie at local industry events, restaurant meetups, and trade shows. • Consistently achieve and exceed monthly and quarterly sales targets.

• Build and close pipeline: Own the full sales cycle from sourcing to close across a targeted set of the largest U.S.-based retailers, many with international operations. • Drive strategic partnerships: Develop deep relationships with C-level and senior stakeholders across merchandising, payments, digital, and finance. • Negotiate complex deals: Structure and close commercial agreements involving multiple product lines, custom integrations, and cross-border considerations. • Navigate internally: Lead cross-functional collaboration with Product, Legal, Risk, Marketing, and Finance to bring complex initiatives to life. • Unlock enterprise value: Translate Affirm’s differentiated value into tailored business cases, driving both short-term wins and long-term partnerships. • Support international growth: While your core focus will be U.S.-based retailers, you’ll collaborate on global expansion needs in partnership with our international teams.

• Identifying and reaching out to new clients in the healthcare sector. • Building and maintaining long-term customer relationships. • Developing and implementing tailored proposals; negotiating and closing contracts. • Analyzing market trends and contributing to the development of the service portfolio.

• Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. • Manage a book of business, increase account retention, and resolve complex customer service problems. • Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers. • Direct daily activities and workflow of the account team. • Maintain high technical competence and industry expertise. • Ensure beneficial outcomes using discretion and judgment. • Manage client relationships, conduct meetings, and close business. • Act as a communication conduit between Producers and the account team. • Manage account activities, policy administration, billing, claims, and more. • Manage policy expirations and renewals. • Conduct research, gather information, prepare submissions, and bind coverage. • Monitor reports and collect outstanding balances. • Maintain data accuracy in agency management systems. • Ensure timely completion of activities. • Deliver excellent service, anticipate needs, and respond quickly to requests. • Stay updated on company policies and procedures. • Seek and adopt best practices to improve individual and team performance. • Demonstrate integrity and leadership.