• Own the full RIA partnership lifecycle, from identifying and engaging prospective partners through negotiation, onboarding, and ongoing relationship management, with accountability for revenue and growth targets • Build and manage a high-quality pipeline of RIA partners using a multi-channel approach including direct outreach, referrals, conferences, and industry relationships • Develop and execute joint business plans with partners to expand engagement, increase partner investment, and drive long-term marketplace growth • Build and maintain trusted relationships with senior stakeholders across partner organizations, serving as a strategic advisor and identifying opportunities to deepen partnerships over time • Design and refine scalable processes, pricing approaches, and partnership playbooks that improve onboarding efficiency and partner performance • Partner cross-functionally with Product, Marketing, and Operations to test and optimize messaging, pricing, and go-to-market strategies based on performance data and partner feedback • Bring market and partner insights into NerdWallet to inform product development, pricing strategy, and overall marketplace experience • Develop deep expertise in the RIA ecosystem and competitive landscape to strengthen NerdWallet’s positioning and targeting strategy • Represent NerdWallet at industry events and conferences to build relationships, strengthen brand presence, and generate qualified pipeline

• Develop and execute an effective territory strategy for the Southeast region. • Conduct sales forecasting for specific accounts, geographic markets, and industry verticals. • Meet with and educate AV integrators, consultants, and customers about NETGEAR’s solutions. • Partner with the NETGEAR distribution team to ensure key accounts access appropriate discount levels. • Collaborate with distribution sales teams to identify and target key accounts and markets. • Stay current on product and industry developments to provide expert consulting to partners and clients.

• Development and support of the distributor network (50%) • Identify and prospect new distributors to expand the network. • Support existing distributors in expanding product ranges, promoting and selling our products. • Train distributor teams on the technical features and benefits of our tools. • Monitor distributor performance regularly and suggest areas for improvement. • Act as the primary point of contact for distributors and ensure a trusted relationship. • Specification and influence with target users (50%) • Identify strategic end users (tradespeople, construction professionals, industrial clients, etc.) and understand their needs. • Present and demonstrate the technical and practical advantages of our tools. • Organize product demonstrations on-site or at professional events. • Build trusted relationships with users to foster loyalty to our products.

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs. • Prepare and review client communications and deliverables. • Manage certificate of insurance process, if necessary. • Prepare, process, and distribute endorsements and invoices. • Monitor and resolve billing discrepancies and perform reconciliations. • Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc. • Execute consistent and accurate database and document management processes and workflows. • Coordinate and own the renewal process workflow for successful, timely execution.