• Manage day‑to‑day relationships with major retail customers • Act as the primary liaison to ensure strong communication with retail partners • Support and manage Scope’s partnership with the retail broker • Drive the growth of the OPTASE brand’s retail footprint • Identify and secure new retail partnerships • Lead daily, weekly, monthly, and quarterly reporting of retail performance • Analyze retail data to monitor performance and track market trends • Collaborate with internal teams to ensure timely product delivery and resolution of disputes • Partner with the National Key Account Manager to deliver successful annual reset processes

• Own the end-to-end sales cycle: prospecting, discovery, solution positioning, negotiations, and closing. • Drive new business acquisition with enterprise and mid-market accounts. • Expand existing customer relationships through up-sell and cross-sell opportunities. • Direct sales prospecting and lead generation experience within the Property & Casualty (P&C) insurance industry. • Full-cycle technology sales experience, including outbound lead generation and deal ownership from initial outreach through close, selling to P&C carriers. • Develop account plans for target accounts and build multi-stakeholder engagement strategies. • Build trusted advisor relationships with executives, decision-makers, and champions. • Ensure customer success teams are set up to deliver long-term value post-sale. • Collaborate with marketing to optimize lead generation, messaging, and campaigns. • Provide market feedback to product teams to shape roadmap and solution enhancements. • Help refine sales playbooks, pricing, and positioning to scale GTM execution. • Consistently meet or exceed revenue, pipeline, and activity targets. • Maintain accurate forecasting, pipeline hygiene, and CRM discipline. • Leverage data-driven insights to continuously improve sales effectiveness.

• Drives consistent year-over-year sales growth • Seeking opportunities to expand the influence of Lowe's Pro Sales • Leading a team of outside sales representatives through coaching, teaching, and developing functional selling skills • Drive assigned sales team to achieve portfolio financial goals for assigned customers • Lead, engage and inspire a team of outside sales professionals to reach their highest potential • Demonstrate and execute consistent sales coaching behaviors • Monitor team activities and customer accounts through CRM management • Attract, recruit, select, develop, and retain outside sales professionals • Monitor progress toward goals for all success metrics • Conduct portfolio reviews/updates along with joint sales calls to observe sales interactions and provide feedback • Collaborate with outside sales professionals to develop and execute effective sales strategies to identify and address key opportunities for assigned customers • Analyzes trends in data around the business and people/productivity performance to make changes that will positively impact business results • Demonstrate effective communication with both internal and external partners/customers by developing and maintaining a cross-functional relationship as well as having solid relationships with customers • Tasks related to sales reports and driving team performance

• Assess potential application of company products to meet customer needs pre and/or post-sales • Prepare detailed product specifications for the development and implementation of customer products/applications/solutions • Engage with the customer base and associates across USP Technologies • Create, improve, and implement innovative sales strategies to drive USP’s position • Develop key relationships with customers through various methods