• Responsible for maintaining and growing Tax and Accounting’s largest Global customers in North America • Managing 4-8 customers, developing and executing comprehensive sales strategies • Establish and maintain senior level relationships that aid in driving the partnership • Accountable for all new business and retention activity and sales for Tax and Accounting’s software and research products • Interacting, influencing and updating senior executives within Tax and Accounting on status and progress of overall relationship with the firm • Maintain a consistent knowledge of the customers' global goals and objectives • Maintain a deep understanding of our software solutions, features, and benefits • Formulate and execute a comprehensive global sales strategy to achieve revenue targets • Cultivate and maintain relationships with senior executives in North America and globally • Maintain constant awareness of the global competitive market • Facilitate timely customer Account Planning sessions • Deliver compelling sales presentations and proposals • Collaborate with marketing, product development, and customer success teams

• Own and expand relationships with key strategic partners, building trust and engagement up to executive/C-level. • Align mutual objectives with partners, developing collaborative, long-term partnership roadmaps. • Identify, develop, and launch joint business opportunities (GTM Motions) tailored to the unique strengths of each partner. • Manage and execute joint GTM campaigns, ensuring strong partner sales enablement and impact. • Drive co-selling initiatives, nurturing a robust sales pipeline through partnership efforts. • Own partner-driven revenue targets for your partners, ensuring alignment between channel, sales, and regional leadership. • Monitor pipeline health, forecast accuracy, and partner contribution to regional bookings. • Measure and report performance on sales revenue sourced through partners, aiming for continuous growth. • Facilitate onboarding, training, and close alignment between our technical, sales, and marketing teams and partner organizations. • Oversee integration readiness and ensure solution compatibility across partner ecosystems. • Track evolving market trends, partner strategies, and competitive dynamics to guide strategic action. • Feed insights back to product teams to influence roadmap and solutions. • Identify and cultivate future strategic partners for expanding our impact. • Work closely with product, marketing, legal, and sales teams to drive successful execution of alliance initiatives.

• Build and nurture client relationships, ensuring customer satisfaction and long-term retention. • Act as a trusted advisor, understanding client needs and aligning them with our solutions. • Identify upsell and cross-sell opportunities to drive revenue growth and increase account value. • Manage renewals and contract negotiations, ensuring a seamless client experience. • Address client inquiries, resolve issues, and proactively offer solutions to improve engagement. • Stay updated on industry trends and competitor offerings to provide strategic recommendations to clients. • Ability to prioritize tasks and manage multiple accounts effectively.

• Prospecting new and growing existing accounts using a consultative selling approach • Build strong customer relationships by understanding customer needs and aligning them with Rehrig Pacific solutions • Present, promote, and sell products and solutions using a consultative sales approach to both existing and prospective customers • Perform Return on Investment (ROI) analyses for current and potential customers • Serve as the primary contact for SMB accounts, securing long-term commitments and revenue growth • Conduct outreach to new prospects through cold calling and other lead-generation activities • Lead customer negotiations and support pricing strategy development • Resolve customer issues promptly to ensure maximum satisfaction • Utilize sales tools including Salesforce, Gong, and LinkedIn to effectively manage the territory and sales pipeline • Drive new business opportunities across the Rehrig portfolio, with a focus on QTEK pallet solutions • Achieve assigned sales targets and key performance outcomes within the territory • Analyze market potential, track results, and monitor territory status • Communicate and quantify the financial value of Rehrig Pacific products and services • Differentiate Rehrig Pacific solutions by monetizing and translating their value for customers • Partner with the Director of Sales and cross-functional teams to meet broader sales objectives • Provide regular reporting on customer needs, issues, competitive activity, and opportunities for new products or services • Build and maintain strong relationships with key decision makers and influencers at all organizational levels • Develop and deliver compelling presentations tailored to customer challenges and aligned to solution value • Collaborate with Directors, Solution Specialists, and National Account Managers to grow new and existing SMB accounts • Work with Accounts Receivable to optimize receivables and mitigate risk of bad debt • Utilize the Account Services team to deliver product information, pricing, references, and other materials to customers • Coordinate with SDRs to secure high-quality appointments with new prospects • Submit sales activity, forecasts, and update reports as required by the Sales Manager • Participate in trade shows and maintain an active presence in industry associations within the territory • Stay current on products, industry trends, and technical knowledge; share market and competitor insights with internal stakeholders • Understand and communicate Rehrig Pacific's unique solutions using the company’s sales model to maximize customer value • Develop familiarity with the New Product Development (NPD) process • Attend required training sessions, including Value Engineering (VE) and other professional development programs.