• Identify and engage potential customers through your personal/professional network. • Promote Microsoft licensing products, including Microsoft 365, Office, and cloud solutions. • Generate and qualify leads, schedule meetings, and manage the full sales cycle. • Present solutions to clients and explain licensing options and benefits. • Work closely with our internal team to ensure accurate quoting and onboarding. • Achieve monthly and quarterly sales targets (commission-based rewards). • Maintain a pipeline of prospective clients and report on progress.

• Manage and advise our customers on store fit-out and rollout projects • Coordinate and control projects in close cooperation with internal departments and external partners • Prepare proposals and cost estimates • Ensure timely execution and quality of projects

• Identify target accounts, projects, contacts, and facilities to support regional branch strategies. • Generate qualified leads for Territory Account Managers through marketing campaigns and projects tracking. • Utilize historical and market data to identify ideal customer profiles. • Participate in cross-functional team meetings and sales meetings to foster team collaboration. • Serve as a secondary point of contact for customers. • Conduct outbound calls and emails to generate new business opportunities. • Develop and maintain a pipeline of quality sales leads. • Collaborate with sales and marketing teams to execute lead generation campaigns. • Utilize CRM systems to organize and maintain accurate lead information. • Qualify website and phone inquiries to gather customer insights for Territory Account Managers. • Continuously learn Shermco’s services to craft value proposition messages. • Coordinate and host meetings between clients and Territory Account Managers to understand customer needs and develop sales skills.

• Land New Accounting Partners at Scale- Leverage and iterate on our playbook to rapidly identify, engage, and sign accounting firms that are a strong fit for Puzzle's platform and vision. Execute high-velocity partner acquisition while continuously improving our processes based on what works. • Drive Expansion Within Firms- Collaborate with activated firms to identify client opportunities, support co-selling motions, and cross-thread relationships within larger organizations to grow Puzzle's footprint. • Build High-Trust Relationships- Develop deep, consultative relationships with firm decision-makers. Act as a trusted advisor in helping them modernize workflows, improve client experience, and drive efficiency. • Partner Pipeline Management- Maintain visibility into the full funnel of engaged firms, from initial outreach through client expansion. Track all partner activity and progression in CRM and forecast growth accurately. Help refine our processes as the program evolves. • Surface Insights to GTM & Product- Bring back field insights to inform go-to-market strategy, messaging, and product roadmap. Actively contribute to program evolution based on what you hear in the market. • Work Cross-Functionally- Coordinate closely with Marketing, Product, Success, and the broader Partner team to deliver a cohesive partner experience and support long-term firm-led growth.