• Serve as a domain expert, thoroughly understanding the business needs of financial professionals and clearly demonstrating how the Zephyr Platform, PSN data, and Zephyr API solve client challenges and create value. • Maintain in-depth knowledge of Zephyr’s portfolio analysis tools, performance reporting features, and cloud-based technology, including how they support financial decision-making and client relationship management. • Develop and expand the sales pipeline through proactive prospecting, outreach, and leveraging existing industry contacts within the financial services sector. • Adhere to Zephyr’s structured sales process, including following set timelines, collaborating with internal stakeholders, and maintaining detailed records of all client interactions in Salesforce. • Create and implement strategic sales plans aimed at engaging non-client prospects, with a focus on connecting with senior executive decision-makers within the financial advisory and wealth management industries. • Design and execute a comprehensive sales strategy, collaborating with teams across business disciplines, including marketing and product management, to maximize sales effectiveness and revenue generation. • Consistently meet assigned sales targets for profitable revenue growth. • Maintain and manage a robust sales pipeline in Salesforce to ensure accurate forecasting within a margin of +/- 20%. • Collaborate closely with Product Management and Senior Business Management to deliver competitive, tailored solutions that meet the evolving needs of financial professionals.

• Primary responsibility is to optimize outcomes of contract renewals and expand revenue via core platform expansions and adoption of ServiceTitan’s Pro Product modules within your designated book of Strategic Accounts • Become an expert on the value proposition of ServiceTitan’s core platform, Pro Products, and ancillary services • Build honest relationships and genuine partnership with existing Strategic Accounts • Work often with critical business partners across Finance, Success, Implementation, Operations, etc. to collaborate on, maintain, and execute on detailed account plans to drive maximum value creation for ServiceTitan’s largest clients • Work closely and collaboratively with Sales Engineers on complex requirements and integrations • Work with our Pro Development Representatives to source business for strategic accounts and with important clients • Track all activity in Salesforce and forecast business to Sales leadership

• Own a robust sales pipeline for your assigned territory, ensuring consistent activity and accurate forecasting that meets or exceeds quarterly and annual revenue quotas. • Develop and execute comprehensive account strategies, mobilizing internal resources (Solutions Engineers, Marketing, Executives) to deliver Pure's total value proposition to key IT and business leaders within your Enterprise customers. • Deepen relationships with C-level executives and key decision-makers to establish Pure as a long-term strategic partner, directly contributing to the industry's highest customer satisfaction ratings. • Lead complex, multi-stakeholder sales cycles from initial contact to final contract, effectively orchestrating team-selling efforts with both internal peers and external strategic channel partners. • Successfully acquire new logo business within the territory by proactively identifying, prospecting, and navigating the target accounts from the boardroom to the data center.

• Own the full sales cycle, from lead qualification and discovery to proposal development, negotiation, and deal close • Conduct comprehensive assessments of client business needs to ensure solutions align with their goals • Build and grow pipeline through target account engagement, networking, and strategic outreach • Partner with the SDR team to ensure qualified leads are effectively managed and converted • Collaborate with the Acumatica Implementation team to ensure a smooth handoff for a successful deployment • Develop tailored value-driven proposals and ROI analyses • Manage CRM pipeline and forecasting with accuracy and integrity • Build and nurture relationships with executive sponsors, finance leaders, and cross-functional stakeholders • Stay current on Acumatica product updates, industry trends, and competitive positioning to sharpen pitch and differentiation