• Establish and expand partnerships with brokerages within your territory • Use tactics such as cold calling, email campaigns, and in-person networking • Maintain accurate sales data to inform process improvements • Stay informed about new product and feature launches • Track and analyze activity and sales metrics

• Successfully sell ASI products/services/programs to new business prospects in an assigned geographic and/or vertical industry area to consistently achieve or exceed assigned revenue objectives. • Utilize face-to-face meetings, conference calls, emails and other communication delivery methods to successfully close sales. • Must be a “hunter” for new business opportunities through a multi-faceted approach, including cold-calling, networking, webinars, and face-to-face seminars. • Work closely with potential clients and ASI resources to identify accurate project requirements. • Follow up with clients to ensure client satisfaction with products and/or services and promptly contact appropriate ASI staff or business partners to ensure awareness of client concerns and to handoff for resolution as needed. • Collaborate with sales support resources to gather, compile, and coordinate highly professional product demonstrations, solution summaries, proposals, and all other sales deliverables or meetings. • Lead and deliver professional presentations to C-level executives on ASI products, services, and programs. • Maintain a consistent minimum satisfactory pipeline level to meet sales goals. • Create, maintain, and submit accurate, weekly pipeline building and forecast reports. • Update HubSpot and ensure it is maintained with accurate sales processes completed or scheduled with specific key notes about the items discussed or voicemail messages left, meetings conducted, and meetings planned. • Remain continuously informed of the company's products, services, policies and procedures to effectively perform sales activities and accomplish ASI’s strategic objectives. • Assist with client sales as needed by attending and assisting with client events, providing support to ASI CPIL staff, especially during periods of personal and annual leave, and managing at-risk clients to address issues and ensure their satisfaction. • Perform other job-related duties and responsibilities as may be assigned from time to time.

Role Description We are seeking an experienced Account Executive. This sales position involves driving new business growth by selling ASI products and services to target clients, requiring a proactive approach to identify and close deals. This role requires a hunter mentality, strong closing skills, and a passion for exceeding sales targets. - Successfully sell ASI products/services/programs to new business prospects in an assigned geographic and/or vertical industry area to consistently achieve or exceed assigned revenue objectives. - Utilize face-to-face meetings, conference calls, emails, and other communication delivery methods to successfully close sales. - Must be a “hunter” for new business opportunities through a multi-faceted approach, including cold-calling, networking, webinars, and face-to-face seminars. - Work closely with potential clients and ASI resources to identify accurate project requirements. - Follow up with clients to ensure client satisfaction with products and/or services and promptly contact appropriate ASI staff or business partners to ensure awareness of client concerns and to handoff for resolution as needed. - Collaborate with sales support resources to gather, compile, and coordinate highly professional product demonstrations, solution summaries, proposals, and all other sales deliverables or meetings. - Lead and deliver professional presentations to C-level executives on ASI products, services, and programs. - Maintain a consistent minimum satisfactory pipeline level to meet sales goals. - Create, maintain, and submit accurate, weekly pipeline building and forecast reports. - Update HubSpot and ensure it is maintained with accurate sales processes completed or scheduled with specific key notes about the items discussed or voicemail messages left, meetings conducted, and meetings planned. - Remain continuously informed of the company's products, services, policies, and procedures to effectively perform sales activities and accomplish ASI’s strategic objectives. - Assist with client sales as needed by attending and assisting with client events, providing support to ASI CPIL staff, especially during periods of personal and annual leave, and managing at-risk clients to address issues and ensure their satisfaction. - Perform other job-related duties and responsibilities as may be assigned from time to time. Qualifications - Bachelor’s degree or equivalent work experience required; experience in the nonprofit industry is a plus. - 5+ years’ experience successfully selling B2B SaaS solutions. - Excellent communication (both verbal and written) and presentation skills required for delivering the iMIS value proposition to C-level executives. - Proven ability to develop a detailed written sales plan and execute it with a sense of urgency to exceed quota consistently. - Working knowledge of Microsoft Office products including Outlook, Word, and Excel. - Excellent time management and organizational skills. Benefits - Generous Paid Time Off - Wellness Benefits - Optional Private Medical Insurance - Retirement Pension Plan - Volunteer Time Off - Opportunities for Professional Growth and Development - Study Leave - Employee Assistance Program - Flexible Remote Work

• Responsibility for the complete sales cycle – from initial outreach and needs analysis through to closing. • Active new customer acquisition as well as expansion of existing customer relationships. • High willingness to travel and attend client meetings and industry events. • Preparation of independent proposals and successful contract negotiations and closings. • Use of AI-driven technologies to optimize processes. • Structured needs analyses and presentation of convincing business cases to decision-makers.