• Call and connect with potential customers daily • Start meaningful business conversations — no scripts • Follow up through email and LinkedIn • Book and qualify demos for the sales team • Keep our CRM (HubSpot) organized and updated • Collaborate with marketing on outreach ideas and campaigns

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities: Sales Execution: - Serves as a primary new business sales contact for Wipfli's Manufacturing, Retail and Distribution (MRD) Practice, focusing on the Western or Midwest United States. - Creating awareness, building relationships with key accounts and Relationship Executives in Wipfli's MRD Practice - Represent the full breadth of service offerings within MRD - Develop leads through external referral sources, associations and networking groups - Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle - Participate in trade shows and regional industry events - Assist with preparing and presenting the value proposition - Support direct marketing campaigns and programs - following up on marketing qualified leads to further nurture those leads and turn them into sales opportunities Planning: - Develop and cultivate a target list of companies in the Western or Midwest United States - Understand the targeted market segment needs, industry issues, competitive threats and our service offerings - Build a strong working relationship with Wipfli's MRD Leaders Qualifications and Experience: - Requires a Bachelor's Degree in Marketing, Communications, Business or other job related major, or an equivalent level of job related experience - 5+ years of MRD industry sales experience - Familiarity with selling intangibles and value-added services - The ability to craft and execute strategic and tactical plans to close projects and services - Demonstrated success in developing new client relationship - Able to leverage enterprise level CRM systems for effective pipeline management and performance tracking. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

• Initiates and responds to inbound and outbound communications with prospective and existing customers. • Manages onboarding-related inquiries, provides product‑specific guidance, and supports customers through activation milestones. • Facilitates order intake, closes onboarding‑related sales opportunities, and ensures all required steps are completed. • Identifies, qualifies, and documents prospective customer opportunities. • Logs all outreach, progress, and qualification details in CRM or designated tracking systems. • Maintains accurate and up‑to‑date customer records, onboarding progress notes, and compliance documentation. • May carry individual or team‑based KPIs, sales quotas, or onboarding activation targets.

• Develop and own the annual business development strategy, revenue targets, and go-to-market plan for Venbrook Claims Services across all service lines and client segments • Accountable for delivering against assigned annual new business revenue targets and sales quotas, with responsibility for building and executing the pipeline required to achieve growth objectives • Identify, pursue, and close new business opportunities with insurance carriers, MGAs, captives, brokers, self-insured entities, and public sector organizations • Build and manage a robust sales pipeline; maintain accurate opportunity data, forecasting, and reporting within Salesforce • Develop and deliver executive-level presentations, proposals, and RFP responses in partnership with operations and subject matter experts • Represent Venbrook Claims at industry conferences, associations, trade events, and client forums to drive brand visibility and relationship development • Establish and manage strategic partnerships and referral relationships with brokers, consultants, and other channel partners • Collaborate with the Chief Claims Officer and executive leadership team on pricing strategy, service offerings, and competitive positioning • Partner with claims operations leadership to ensure smooth client implementation and ongoing service delivery that supports retention and account expansion • Monitor competitive landscape, market trends, and client needs to inform service innovation and sales strategy refinement • Develop and maintain account management discipline for existing client relationships, identifying opportunities to expand scope and deepen engagement • Lead the response process for RFPs and competitive bids, coordinating internal stakeholders to produce compelling, differentiated proposals • Establish and report on key performance metrics including pipeline volume, win rates, revenue contribution, and client retention • Partner with marketing to develop thought leadership content, collateral, digital campaigns, and event strategy that support business development objectives