• Building and maintaining business relationships with new clients focused on HR Sales Consulting. • Involves business-to-business prospecting, nurturing existing relationships. • Conducting demos and discovery calls to close new business. • Identify and develop prospects through curated lists, self-generated opportunities. • Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors, and Insurance Brokers. • Manage a robust sales funnel to exceed monthly, quarterly, and annual sales quotas. • Leverage Salesforce CRM to report on and manage all sales and client services-related activities.

$250,000 - $300,000 On Target Earnings Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. Core Requirements and Responsibilities: Essential job functions included but are not limited to the following: - Expand Vertafore footprint by selling Vertafore products and services into Vertafore’s largest, existing Strategic customers - Retain existing revenue through building and maintaining a high level of customer satisfaction - Execute the Vertafore Value Selling Process - Establish collaborative relationship and present complex, solution-selling techniques to c-level executives - Make recommendations to c-level customer executives that align business needs to technology solutions and services - Expeditiously and effectively resolve customer concerns and strategic objectives - Engage with Vertafore senior leadership and internal teams to recommend solutions and innovative ideas to better serve and align with the Enterprise customer - Regularly perform against individual monthly and/or quarterly activity targets tied to sales, revenue expansion, and revenue retention - Development and execution of Enterprise Account Plans and Pursuits - Chart and deliver timely and accurate forecasting and pipeline management - Ensure value-selling methodologies are leveraged to process and track opportunities

• Planning, preparation and presentation of mail plans, and recommendations for new and current accounts. • Develop and implement client strategy. • Role focuses on clients’ CRM and customer acquisition programs through direct mail and catalogs. • Recognize opportunities to cross-sell and upsell other Belardi Wong services and products. • Detailed analytical skills to report on campaign, seasonal, and annual success metrics. • Create PowerPoint decks to review results, plans, and strategy options with clients. • Maintain accuracy of reporting & integrity of customer service relationships with clients. • Stay abreast of industry trends and technology advancement in the industry. • Responsible for keeping client schedules and establishing meeting dates. • Work with Account Leads to review Account Status and ensure all deadlines are met. • Overall management and retention of client accounts. • Proactive problem resolution. • Participate in external and internal meetings as requested. • Performs other duties as assigned by management.

• Actively seek to develop and expand your territory via your management and selling skills. • Plan and execute work to achieve or exceed sales targets. • Be the product expert and provide education and training effectively to all clinical end users and hospital staff for your assigned territory. • Gather market intelligence (product, price, promotion, discount etc.) by observation, discussion, or research, and seek to develop new business opportunities. • Work individually and as part of the wider team to establish and foster strong relationships with key opinion leaders. • Ensure timely follow-up and prompt resolution to customer/patient technical and product issues, including after-hours support when needed.