• Develop lasting, ethical customer relationships to maximize the profitable sales for each customer • Visit customer offices, shops, and job sites to assess the customer’s business, understand their needs and to develop and maintain strong relationships • Prospect and identify new customers and alert the Profit Centre Manager of viable prospects and/or market trends • Lead and own the sales process including producing sales call reports, territory planning and growth targets • Analyze customer data, develop, and execute strategies to profitably grow market share while meeting and exceeding targets set at the Profit Centre • Act as a project manager (as needed) for large projects, which includes keeping detailed records of lead times and communicating lead time updates to the customer • Process orders, quotes, job packages and any other sales functions as required • Investigate and resolve customer issues; address short payments and returns in a timely fashion that exceeds the customer’s expectations and benefits the Profit Centre • Work with the Profit Centre Manager and Credit Team to facilitate payment of all accounts receivable and communicate any changes in the customer’s business that might affect the credit standing • Develop and oversee implementation of strategic vendor programs designed to profitably grow the business; participate in vendor trade shows and industry conventions • Understand and follow all safety regulations at all customer locations as well as at the Profit Centre • Be an integral part of the team supporting activities that occur at the Profit Centre

• Serve as the trusted advisor for a set of strategic accounts, building deep relationships with technical and executive stakeholders. • Develop and execute account plans that connect customer goals to measurable results and align with our product vision. • Own the renewal and expansion process, uncovering opportunities to grow customer adoption and impact. • Run onboarding sessions, adoption checkpoints, and quarterly business reviews (QBRs) that inspire action. • Work closely with Sales, Product, and Engineering to deliver seamless customer experiences. • Use product usage data and customer health metrics to proactively recommend next steps that drive ROI.

• Own and deliver expansion (upsell and cross-sell) revenue targets across the installed existing customer base • Develop and execute a scalable expansion strategy aligned to company growth objectives • Segment the customer base to drive targeted expansion motions • Identify whitespace opportunities and build repeatable playbooks to capture them • Lead, coach, and develop a team of cross-sell and upsell Account Executives • Manage pipeline health, deal execution, and accurate forecasting for expansion revenue • Drive disciplined sales execution across complex dealer group buying environments • Partner closely with Customer Success to align on account strategy and renewal timing • Design and optimize expansion sales processes that integrate seamlessly with new business and renewals

• Meet and exceed quarterly territory sales quotas. • Conduct sales calls, both in-person and on Zoom. • Onboard new fertility practices and train clinic staff on the PatientFi platform, including best practices for increasing patient conversions and improving treatment accessibility. • Travel regularly throughout your territory to visit practices, strengthen relationships, and uncover new opportunities. Monthly, consistent travel required. • Attend Fertility Tradeshows and Regional or In Territory events to help drive leads and/or adoption. • Update and maintain detailed Practice interactions via the PatientFi CRM platform.