• Named Account Prospecting – Prospect for new business across multiple functional areas within a highly-targeted account list, selected on high-potential • Building Relationships – Gain a deep understanding of the customer’s processes and problems. Ensure the right questions are being asked and answered. Bring unique value to every interaction. • Articulating Value – Connect prospect’s business objectives (both functional and corporate) with Alteryx solutions. Deploy a customer-centric approach in understanding how Alteryx can do so • Effective Account Coordination – Use a disciplined approach to effectively and efficiently involve pre-sales and post-sales support. Leverage industry expertise as needed • Driving Sales Strategy – Develop a deep understanding of the customer strategies, priorities, needs and organizational structure. Develop tailored account plans to ensure revenue target delivery and balanced growth. • Conducting Pipeline Planning - ability to manage & grow perpetual pipeline. You will collaborate with support organizations including marketing, alliance partners and channels • Demonstrating Alteryx & Analytic Proficiency – Be proficient in the Alteryx platform and product portfolio. Ability to effectively articulate the Alteryx value proposition. • Building Trust - Establish positive relationships based on knowledge of customer requirements and dedication to value (value of counsel and expertise, value of solutions, value of implementation expertise)

• Manage the end-to-end complex sales cycle including prospect identification, qualification, product demonstrations (with support from the Sales Engineering team), contract negotiations and close. • Respond to and manage SLED RFPs and government contracting requirements, collaborating with legal and compliance teams as needed. • Build and manage a robust pipeline of new business opportunities by researching target firms, identifying key decision makers, and driving tailored outreach that aligns Onit’s solutions with firm priorities. • Meet and exceed quarterly and annual sales quotas through focused pipeline management and execution. • Work in close alignment with our Sales Engineering team to develop strategy for custom demos in the pre-sales process. • Manage the handoff from signed license agreement to the implementation delivery team and stay connected during the transition to account management. • Partner with Marketing in the timely follow up of leads, the transition to opportunities process and feedback loop. • Proactively maintain accurate records in Salesforce (contacts, pipeline, forecasts, and activity logs). • Represent Onit at key industry events to promote brand visibility, network with senior executives, and source new relationships.

• Fulfill production goals by assisting regional sales team with their focus on selling Large Group customers and products • Maintain an in-depth understanding of all Large Group products and processes and how our field sales team and agents/brokers interact with these products and processes • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide value added expertise to our field sales team and agents/brokers • Effectively support our field sales team and agents/brokers to encourage them to maintain and grow their large group business by: • Reviewing the large group opportunities that our regional team has in their pipeline and providing consultative assistance to create revenue, and add coverage counts • Conducting regular follow-up calls, both in office and in market, to sell large group new business and grow the existing large group book with our products and services • Providing information on large group carrier administrative procedures and product availability, and direction in selecting appropriate large group products • Assist agents/brokers in obtaining sales materials and supplies • Assisting agents/brokers in presenting our Large Group products to clients by attending meetings as needed • Learn and utilize our large group products and services to reach our sales goals • Adhere to the CRC Benefits confidentiality standards of information

• Provide a seamless experience for customers from sales to delivery of service • Be the single point of contact for assigned broker firms to resolve any open service needs and deliver superlative, personalized care • Ensure a high level of customer satisfaction and exceed the expectation of our customers by providing quality information and superior customer service for a defined scope of issues and post enrollment inquiries • Proactively keep customers updated on status and outcome of ongoing support case • Provide quality customer service for issues regarding benefit administration group changes, employee enrollment changes, ID card status, and effective date inquiries • Facilitate communication to educate our customer base on the services we provide • Listen to customer ideas, resolve conflicts, solve problems, and provide feedback to Company management