• Identify client needs • Present ERP solutions • Build lasting client relationships to drive sales growth • Handle the full sales cycle, from prospecting to closing • Develop strong, long-lasting client connections

• Own Revenue Growth in Region • Own and execute a regional sales plan to consistently achieve and exceed bookings targets across a defined territory. • Take full accountability for pipeline generation, deal progression, and closed revenue - not just activity. • Drive Net-New Logos: Identify, qualify, and pursue new sales opportunities through outbound emailing, cold-calling, in-person visits, networking, trade shows, referrals, and inbound leads. • Navigate local-government buying processes involving administrators, finance teams, department heads, and elected officials. • Run the Full Sales Cycle: Manage the entire sales process end-to-end: discovery, qualification, demonstrations, proposal development, negotiation, and close. • Lead product presentations and demos that clearly articulate FundView’s value to non-technical, public-sector audiences. • Partner with Marketing & Product Teams: Collaborate with marketing to refine sales messaging, collateral, and proposals based on real-world buyer feedback. • Provide structured input to product and leadership teams on customer needs, competitive dynamics, and feature gaps. • Forecasting & Market Intelligence: Maintain accurate pipeline data, forecasts, and activity tracking; regularly report insights to the VP of Sales. • Stay current on GovTech trends, competitive offerings, regulatory changes, and emerging technologies impacting local governments.

• Work with customers across many industries and provide solutions that make an impact in their workplace • Develop and maintain relationship with new and existing customers • Prospect for new business and network for sales opportunities • Sell a unique, exciting product line that changes by the minute - completely based on customer needs and desires

• Own and run a fast-paced, high-volume sales cycle • Manage 50–80 opportunities when your pipeline is at full strength. • Run multiple calls per day across different deal stages. • Lead structured discovery and qualification, ending every meeting with clear next steps. • Respond quickly and professionally to inbound questions, follow-ups, and proposal requests. • Use templated proposals to move fast while managing more complex RFP responses with care. • Partner closely with your BDR and Solutions Engineer • Collaborate daily with your dedicated BDR on outbound strategy, sequencing, and pipeline creation. • Coach your BDR to improve meeting quality and funnel conversion. • Work with a shared SE to coordinate demos, technical sessions, and evaluations. • Guide inexperienced SaaS buyers through a clear, confident process • Help utilities understand how SaaS procurement works. • Bring procurement into the cycle early to avoid surprises. • Multithread across small stakeholder groups: operations, compliance, IT, procurement, finance. • Create structured buying paths that reduce complexity for first-time SaaS buyers. • Drive urgency, clarity, and deal progression • Hold alignment sessions, value discussions, and onsite workshops. • Leverage in-person meetings and “test drives” to accelerate late-stage opportunities. • Maintain impeccable CRM hygiene and forecast with accuracy.