• Own the full sales cycle from prospecting to close • Advise business owners and accountants in a high-trust manner • Translate product capabilities into tangible business value • Collaborate with internal departments to innovate the sales process

• Own the Number - Build and execute a focused territory plan - Generate pipeline through consistent outbound prospecting - Identify and penetrate high-value accounts - Multi-thread across Operations, IT, and Executive stakeholders • Drive the Full Sales Cycle - Lead discovery tied to measurable operational impact - Run tailored demonstrations aligned to customer workflows - Manage deal velocity and stakeholder alignment - Negotiate and close new partnerships - Consistently achieve quarterly new business targets • Operate with Discipline - Maintain accurate forecasting and clean pipeline management - Drive urgency while qualifying effectively - Balance strategic account planning with daily activity output • Partner Cross-Functionally - Provide market feedback to Product - Ensure seamless transition to Implementation and Customer Success - Travel up to 25% for prospect meetings and industry events

• Prospect to CTOs, Engineering Leaders, and technical end users with insight-led outreach that challenges how they currently approach their problems. • Develop and execute strategic account plans for a defined set of named accounts. • Build and maintain relationships at the executive level (VP, C-suite) across technical and business functions. • Take ownership of Sales Qualified Leads (SQLs) by shaping the deal, not just progressing it. • Diagnose customer challenges and reframe them in a way that highlights risks, hidden costs, and missed opportunities in the status quo. • Manage the full sales cycle, confidently guiding stakeholders toward clear decisions. • Coordinate cross-functional resources (Solutions Architects, Customer Success, Legal, Product) across extended sales cycles. • Land new logos and drive expansion within existing enterprise accounts.

• Researching potential leads through Google, LinkedIn, databases, and market search • Contacting and engaging cold leads • Managing clients through the full sales cycle: pitches, presentations, negotiations, and contract signing • Collaborating with legal, finance, product, and business development teams • Working with CRM systems to track and manage opportunities • Building and maintaining partnerships in key verticals: Home Improvement and Loans • Achieving KPIs, including bringing in at least 5 new partners per month