• Own inbound and outbound partner engagement across email, LinkedIn, phone, and Zoom • Execute high-volume outbound outreach to identify and recruit IT Service Providers into the Secureframe Service Partner Program • Qualify inbound partner leads and respond quickly to new interest • Conduct initial discovery conversations to assess partner fit and alignment • Clearly articulate the value of Secureframe’s platform and Service Partner Program • Guide prospective partners through discovery to determine the best-fit engagement model (reseller vs. managed service provider) • Manage the partner recruitment lifecycle from first touch to provisioning • Accurately track all outreach, conversations, and outcomes in the CRM • Work closely with Partner Managers and the broader Partner Team to ensure smooth handoffs and consistent partner experience • Share feedback and insights from the field to help improve partner messaging and processes • Meet or exceed daily and monthly targets • Continuously refine outreach strategies to improve conversion and efficiency

• Support the sales process, coordination and execution of product or service delivery projects for clients from initiation through to completion. • Contribute to strategic sales planning efforts and achieve regional service sales goals. • Formulate business outcomes and value propositions to prospective clients during sales cycle. • Evaluate the profitability and potential risks of engagements, recommending client-centric solutions that optimize value while minimizing project risk. • Collaborate with internal Epicor teams to strengthen the client relationship with Epicor. • Act as a point of escalation for professional services and implementation concerns. • Actively participate in project kickoff meetings, planning sessions, and steering committee meetings, either on-site or remotely. • Contribute to pre-sales activities including client presentations, services planning, proposal development, and work plan creation. • Lead the review and approval process for scoping, planning, cost estimation, and pricing of consulting engagements. • Provide guidance and support to team members by sharing best practices and subject matter expertise to help ensure customer value is recognized early in the sales cycle.

• Develop and own a partner sourcing strategy aligned to Demandbase’s strategic priorities, customer use cases, and product roadmap • Identify, research, and prioritize net-new ISV partners across the GTM technology ecosystem, including marketing, sales, RevOps, data, analytics, and AI platforms • Map adjacent and competitive ecosystems to identify whitespace opportunities and high-impact integration opportunities • Proactively source prospective partners through outbound outreach, events, referrals, and ecosystem-driven relationship building • Evaluate and qualify inbound ISV and Services Partner applications to assess ecosystem fit and initiate partner discovery • Lead early-stage partner conversations with founders, product leaders, and partnerships teams • Clearly articulate the strategic, technical, and go-to-market value of building on the Demandbase platform and joining the Demandbase Marketplace • Conduct structured discovery to understand partner goals, technical requirements, customer overlap, and success criteria • Qualify partners based on technical feasibility, customer value, market opportunity, and long-term strategic alignment • Partner with Product, Engineering, Sales, and Marketing to move integrations from concept through build and Marketplace launch • Coordinate partner onboarding, technical alignment, and internal readiness to support successful launches • Support joint go-to-market initiatives, partner announcements, and targeted marketing campaigns • Act as the internal advocate for partners, translating partner feedback into actionable insights for product and platform teams • Maintain working knowledge of Demandbase APIs, data models, and platform capabilities to support effective partner conversations • Own partner recruitment and launch targets tied to Marketplace growth and customer adoption • Track partner progress from agreement through build and launch, identifying blockers and opportunities to improve time-to-value • Analyze partner funnel and launch metrics to refine sourcing strategies, qualification criteria, and messaging • Contribute to the evolution of Demandbase’s Technology Partner Program, Marketplace experience, and ecosystem strategy

• Lead multiple client accounts, overseeing a team to develop comprehensive account plans that address client needs and align with their strategic goals, ensuring ongoing satisfaction and retention. • Act as the primary advocate for clients within the agency, ensuring their goals are prioritized in strategic discussions and decision-making processes. • Partner with pod leadership on providing timely feedback, coaching, and evaluation of team members' goals and tasks, conducting weekly 1:1 meetings to offer ongoing support, and ensuring adherence to scorecard tasks. • Utilize a deep understanding of the clients' business, industry trends, and KPIs to offer strategic guidance and impactful solutions. • Champion innovative thinking within the team, inspiring the development of leading-edge solutions that drive client success and potentially win awards. • Equip clients with the knowledge and confidence to speak about strategic directions and decisions, reinforcing their trust in our expertise. • Maintain and apply an in-depth knowledge of market developments, emerging trends, and best practices of the client’s business, and the industry overall, to enhance client strategies and recommendations. • Leverage strong knowledge of multiple digital channels (SEM, SEO, CRO, Social, Shopping, Display, etc.) to develop strategic plans, clearly tying channel recommendations to the client’s business goals.