• Support fast-growing Revenue Operations Outsourcing business line as a Salesforce/HubSpot Account Manager • Manage a portfolio of SalesWorks clients and enable them to achieve objectives related to sales processes and technologies • Develop and implement sales process and technology strategies with clients • Design and manage client projects within project management tool, ensuring utilization and margin targets are hit • Serve as main liaison between SalesWorks and clients, ensuring high satisfaction levels and promoting long term relationships • Direct team on technical platform administration on common sales software • Manage live (virtual) and written communication with clients to set expectations and priorities • Monitor allocations and time spent on client projects and work within budgeted hours • Actively look for potential signs and opportunities for additional work based on client needs

• Main contact of communication and support between the Broker and the various departments and individuals of the company throughout the process of the loan, includes but not limited to Account Executive(s), Underwriting, Quality Control, Docs and Funding. • Is responsible for excellent customer service. • Pulls or verifies credit reports, flood certs and review appraisals as needed. • Ensures compliance deadlines are met with regards to pre-disclosures, approval letters, cancellation and declinations. • Monitors incoming documents from Broker verifying the data collected and submitted by brokers. • Obtains necessary stipulations from brokers and clears any stipulations prior to funding as required by underwriting. • Proactively monitors pipeline to ensure timely funding of loans. • Meets with Account Executives regarding their pipelines and updates the Account Executive daily. • Communicates with the Broker at a minimum of every other day and updates all necessary parties . • Enters required data in computer system and maintains the accuracy of the data. • Informs the Broker and Account Executive about any discrepancies in the title, appraisals, credit, employment, income and other related items in the loan file. • Orders Verifications of Employment and Deposit to assist with the prefunding QC process. • Assists departmental support staff when necessary.

• Lead Kantata’s global ISV and technology partner ecosystem • Architect and execute the partner strategy including cultivating net-new partnerships • Own and expand Kantata’s partnership with ServiceNow & SalesForce • Drive joint go-to-market initiatives, co-sell motions • Identify and cultivate complementary ISV partnerships • Negotiate and formalize alliances that accelerate growth • Build joint sales strategies focusing on priority markets • Develop frameworks for onboarding and enablement of partners • Partner with Sales, Marketing, Product, and Operations • Serve as Kantata’s ambassador at events and conferences

• Develop and implement customer accounts development and sales plans in support of company goals and quota objectives • Responsible for new account development and expanding existing accounts through business to business sales of Cimcor software products, renewals, and services to accounts • Use the CRM system effectively, responsible for the development, management, and closure of forecasted opportunities • Manage and drive revenue through complex, multiple go-to-market strategies • Execute complex sales and effectively manage the sales process and activities • Exceed sales quota • Interface to negotiate and exchange information with all levels of management • Performs other duties and projects as assigned • Work closely with sales engineers to ensure that the proper solution and components are being proposed to the customer, and to ensure technical accuracy. • Provide feedback to management and the engineering team, to help ensure that future product development and design includes the feedback of customers.