• Manage a portfolio of Commercial accounts to drive renewals, adoption, and incremental expansion • Identify upsell and cross-sell opportunities aligned to customer needs and usage patterns to drive growth • Identify expansion opportunities across additional departments and business units (BUs) within the broader customer organization • Partner closely with Customer Success on renewals and account health to ensure long-term client retention and revenue stability • Clearly communicate Agiloft’s value proposition and leverage internal resources as needed • Develop and nurture long-term, productive relationships with key stakeholders, including individual contributors to senior-level and C-level executives • Act as a trusted point of contact for customers by understanding core business needs and aligning Agiloft’s capabilities with their goals • Collaborate with sales leadership and internal teams to develop and deliver consistent, high-quality customer experiences • Conduct regular business reviews to assess customer satisfaction, address challenges, and ensure alignment with clients’ evolving needs • Leverage usage data, customer insights, and forecasting tools (e.g., Clari) to identify expansion opportunities and support accurate pipeline management • Apply the MEDDPICC sales methodology to qualify opportunities, guide deal strategy, and drive predictable outcomes • Manage expansion opportunities from identification through close • Maintain accurate records of account activities, opportunities, and sales forecasts • Provide regular updates to sales leadership on progress, account strategies, and forecast accuracy • Work closely with clients to understand their evolving business requirements and provide feedback to internal teams to help shape our product and service roadmap • Capture and relay customer feedback to inform AI product development, use-case refinement, and market messaging • Leverage AI-assisted tools to enhance productivity, streamline workflows, and support day-to-day account management activities

• Own and manage a portfolio of clients, acting as the primary relationship manager. • Build strong, long-term relationships with key stakeholders and decision-makers. • Ensure seamless onboarding, engagement, and ongoing support for clients. • Drive account expansion through upselling, cross-selling, and renewals. • Identify growth opportunities within existing accounts and convert them into revenue. • Support the sales pipeline by coordinating with internal sales and delivery teams. • Track account performance, revenue metrics, and client health. • Work closely with the Founder’s Office on strategic initiatives, key accounts, and special projects. • Assist in preparing sales reports, client insights, and growth plans for leadership reviews. • Act as the bridge between clients and internal teams to ensure timely delivery and issue resolution. • Maintain accurate CRM records, sales data, and account documentation. • Contribute to improving sales and account management processes.

• Assist in negotiating partnerships with influencers/KOLs. • Scout, prospect, and confirm creators by reviewing our existing database and quickly identifying additional influencers to help fulfill campaign budgets. • Collaborate with talent agencies and secure influencer deals for campaigns, ensuring smooth collaboration. • Draft, send, and track contracts and agreements to ensure timely completion. • Support campaign activations by coordinating with internal teams and influencers to implement agreements. • Identify and resolve bottlenecks in negotiations, contracts, and activations to keep projects on track. • Maintain accurate records of deals, contracts, campaign statuses, and influencer confirmations. • Collaborate with the team and directly with clients to ensure smooth workflow and communication between stakeholders.

• Lead the expansion of the organization’s customer base in the education and government sectors, focusing on maximizing sales revenue from public entities such as colleges/universities, and Federal, State, and Local government agencies • Forge and nurture partnerships with new customers to generate additional revenue streams • Pursue leads and progress them through the sales cycle • Monitor and analyze market trends to understand target audiences, aiding in the creation of effective sales leads and strategies • Identify and evaluate market opportunities through research, keeping up with industry developments, networking, cold calling, tradeshows, and conferences • Establish and maintain a robust network within the sector and continually evaluate competitor strategies to maintain a competitive edge • Plan and execute our integration with key Trades services platform(s) to ensure enduring support of both small- and large-scale TradeMasters, driving increasing share of wallet • Regularly engage with current and prospective customers via phone and email to understand their needs, answer inquiries, and resolve issues • Communicate with both new and existing customers to emphasize the benefits and features of our products and services, becoming a source of insight on tools and features to build into our tech roadmap • Gather relevant information and collaborate with internal teams to compile and submit comprehensive reports to management • Create, update, and manage sales reports and prospective client lists to ensure accurate and up-to-date records • Maintain strong cross-functional partnerships with Customer Experience, IT, Product Management, Customer Service, Merchandising, and Operations • Manage the bid process for SupplyHouse.com from start to finish while ensuring compliance with contracts in the education and government sectors • Optimize bidding strategies and build partnerships to acquire the business of new customers