• Expand revenue from the existing customer base by strategically providing a fantastic experience and upselling/cross-selling by being inquisitive, understanding the customers’ needs, and applying a partner-based approach to sales • Achieve sales targets, maintain, and develop a strong pipeline of opportunities from existing customer base • Build a strong understanding of client and industry segmentation, behavior, and insights to drive customer lifetime value • Ownership of customer engagement including customer upsell/cross-sell and renewals • Establish, manage, and grow value-based relationships though exceptional communication and follow through to ensure customer satisfaction, resulting in high customer retention • Serve as voice of the customer to prioritize feature requests and platform improvements during product discussions for Colibri to improve our business solutions using the customer feedback loop • Responsible for account retention, growth, and upsell-cross sell • Educate clients on new features, assist with extending their utilization, obtain customer feedback regarding new features/capabilities and overall satisfaction through customer surveys, interviews, and focus groups. • Actively drive customer references and case studies • The desire to exceed expectations

• Conduct regular visits to merchant locations within your territory, building and maintaining strong relationships by gaining firsthand insight into their needs, challenges, and opportunities. • Serve as the main point of contact for your assigned stores, ensuring that every merchant receives top-tier service and support. • Proactively address and resolve operational concerns raised by merchant partners, ensuring timely and effective solutions. • Track and report key performance indicators (KPIs) for each store. Provide regular updates to both merchant partners and internal partners on metrics and overall performance. • Lead the onboarding process for new merchant partnerships in collaboration with the NAM, ensuring merchants are equipped with the knowledge and tools to succeed. Provide both group and one-on-one training on products, services, and processes. • Identify and communicate potential business growth opportunities at the store level, sharing insights with both merchants and internal teams. • Partner with the National Account Manager (NAM) to develop and execute a strategic territory plan that aligns on key account needs—including marketing initiatives, system integrations, risk management, and prioritized coverage of high-potential, underperforming, and new stores.

• Convert qualified leads generated through marketing campaigns, webinars, and events into paying customers. • Conduct consultation calls with prospective clients and partners. • Guide prospects through the decision-making process for programs, training, and retreats. • Maintain and manage a structured sales pipeline within the CRM. • Track conversion rates and improve the sales process over time. • Sell premium programs such as practitioner training programs, retreat experiences, specialized courses, or consulting/institutional programs. • Develop strong trust-based relationships with prospective clients, identifying client needs and recommending appropriate programs. • Collaborate with leadership to develop revenue strategies and targets. • Provide feedback from prospects to improve offers, messaging, and pricing. • Identify new market opportunities and partnership channels. • Support launch strategies for new programs and offerings. • Ensure prospective clients receive thoughtful and professional communication. • Follow up with leads and maintain long-term relationships. • Support onboarding of new clients into programs.

• Developing and implementing strategies and tactics for business retention and profitable growth within assigned systems and biller accounts. • Providing strategic direction to the field sales organization to drive compliance, clinical value and growth within the highlighted portfolios. • Creating, presenting, and delivering insights using executive communication and presentation skills. • Successfully communicating to leadership your customer insights, growth forecast, and innovative approaches to value-based contracts and customer data sets. • Identifying opportunities using data trends, industry partners, and organizational goals to meet growth objectives managed through a sales pipeline. • Collaborating with cross-functional teams to ensure strategic alignment on shared priorities. • Creating and implementing strategic and operational plans by leveraging your project management skills.