• Own and be accountable for renewals, expansions (upsell and cross-sell), user licenses, product add-ons, services, and recurring support programs • Maintain high client retention and ensure on-time renewals • Consistently meet or exceed core metrics including forecast accuracy, GRR, NRR, upsell, churn, and contraction • Drive account growth by identifying cross-sell and upsell opportunities beyond the immediate negotiation • Proactively identify risk and opportunity in client accounts and develop strategies to mitigate or capitalize • Track and manage renewal and upsell forecasts on a weekly basis • Leverage client data and behavior to assess account health and renewal readiness • Build and grow relationships with executive stakeholders at high-value client accounts • Collaborate across Sales, RevOps, Client Success, and other functions to deliver seamless client experiences • Contribute to a positive, inclusive work environment rooted in Benevity’s values and commitment to DEI

• Analyze unique risks, provide accurate quotes, and secure premiums for customer assets • Translate complex underwriting and regulatory standards into actionable advice • Identify gaps in coverage and ensure correct customer insurance • Monitor own KPIs as a roadmap for professional development

• Builds, maintains, and develops knowledge to become an expert on Teaching Strategies' products and services, as well as the competitive landscape for early childhood development • Achieves defined sales revenue numbers for the assigned territory • Contributes to the development and implementation of a strategic sales plan for the territory • Actively seeks to uncover and meet the needs of customers and prospects by building collaborative relationships and delivering solutions • Participates in new license and renewal/upsell call campaigns and marketing programs to uncover new business opportunities for your assigned territory • Qualifies leads and works collaboratively with the field sales team to complete the full cycle of the sales process (i.e., contacting potential clients, conducting sales presentations, attending exhibits and conferences) or handles the full cycle of the sales process for customers of a certain size • Strategically and creatively manages opportunity pipeline • Develops and maintains product and industry knowledge • Utilizes Salesforce to track pipeline information related to the opportunity and maintain all sales-related progress in Salesforce for a given territory • Maintains existing relationships with customers, and channels customer feedback appropriately • Communicates regularly with Manager and other members of the sales team • Timely follow up to all phone and email communication regarding potential sales opportunities, document and keep track of all communication • Communicates on a regularly scheduled basis with clients within the territory regarding new products, renewals, and overall experience. • Occasional domestic travel required for in-person team, department, and company meetings

• Handling inbound calls and warm leads • Consulting with customers on their insurance needs and matching the correct coverages, products, and benefits • Converting sales leads into policyholders