• Become and act as an expert on the company’s products and latest educational trends • Develop and execute a sales territory plan for assigned territory • Establish and maintain strong consultative relationships with high-level school district leaders • Deliver key sales presentations virtually or in person • Plan and execute regional events and conference attendance/sponsorships • Engage in sales activities to generate revenue and meet territory plan metrics

• Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts and expansion of contacts within existing accounts. • Leverage Solution Selling techniques to drive the sales process and close opportunities through expert negotiation, including managing the contract and approval process for new deals. • Develop sales strategy and account plans, leveraging data, to gain greater market share, prioritize and segment accounts, and identify key go to markets. • Proactively research M&A and customer industry trends with the intent of providing value-added customers insights in support of the customer’s deal-making process and business objectives. • Deliver unique SS&C Intralinks value propositions to customers through a variety of channels including field, phone meetings, and virtually. • Employ value-based conversations to arrive at a highly differentiated solution for unique audiences. • Build and maintain strong sales pipeline and forecast, through consistent outbound activities, delivering quality discovery calls and meetings, providing consistent training on new platform capabilities, exceptional customer service, and proactively delivering solutions that solve business pains. • Lead cross functional teams to deliver exceptional value and experiences to customers, including partnering with Customer Success, Customer Support, Marketing, Engineering, Legal, and Sales Operations. • Meet or exceed set Key Performance Indicators (KPIs), for example, number of calls, meetings, and other sales activities. • Identify the need for, and collect, information to better understand client issues and problems. • Collect account history from all relevant SS&C Intralinks organizations and published sources.

• Manage the full SaaS new business sales cycle from prospecting and qualification of marketing leads, through discovery, requirements gathering and product demos, to developing and presenting proposals and negotiating to close deals. • Ensure sufficient quantity and quality of leads to support the pipeline. • Build, develop and manage a sales pipeline of opportunities. • Manage and maintain full, accurate and up to date information of all sales activities in the CRM system. • Follow the agreed sales methodology/process and ensure achievement of sales quota and other sales KPIs/OKRs. • Develop and maintain a good understanding of products and services to support the management of the end-to-end sales process, including delivering product demos. • Research and understand the market, including competitors. • Conduct sales meetings/presentations to build credibility and understand prospect needs.

• Seek out and drive new business opportunities with new-to-Gartner organizations across your territory, from initial client outreach to close, targeting Large Enterprise organizations. • Convert viable prospects into active Gartner clients, owning the full sales conversation and negotiation, through to the transition of new clients to the account management team. • Continually build a pipeline of high-quality opportunities to deliver against your sales metrics ensuring KPI’s are met. • Align the right combination of insight, guidance, and practical tools to bring value to the partnership. • Quota responsibility for your assigned territory. • Manage complex high-revenue sales across matrix and diverse business environments. • Own forecasting and account planning on a monthly/quarterly/annual basis.