• Assess a customer’s financial situation and guide them toward the option that best resolves their challenges. • Ensure all sales transactions adhere to compliance standards. • Build rapport and establish trust with prospective clients. • No cold calling; all prospective customers have requested debt consolidation solutions.

• Develop and execute cross-sell strategies that drive revenue expansion from existing clients. • Identify opportunities for expansion revenue within the existing Tebra customer base and conduct outreach to engage with these clients. • Partner Tech Touch account managers to develop a hand off for customers interested in new products and services. • Track and action all internal referrals related to customers who have hand raised and are interested in purchasing new products. • Serve as a trusted advisor as it relates to customers who are interested in adding additional products to their Tebra subscription. • Partner closely with other internal, customer facing teams to uncover expansion and cross-sell opportunities. • Leverage various technologies and team processes that drive proactive engagement and enhance client interactions (Gainsight, Outreach, etc.) • Assist Account Managers with contract negotiations that require large changes to transaction minimums or monthly revenue. • Provide Sales training and best practices to Account Management and Loyalty teams to drive demo volume and close rates. • Provide feedback and recommendations to improve the efficiency and effectiveness of the cross-sell team.

• Identify and engage potential customers through various channels • Meet or exceed sales targets and objectives consistently • Conduct customer-centric needs assessments and present solutions • Lead complex contract negotiations and manage the sales cycle • Build and maintain strong, long-term relationships with customers • Collaborate with internal teams and key stakeholders • Stay informed about key trends, technological advancements, and competitors’ offerings

• Identify and engage potential clients in the LATAM markets, leading the sales process from first contact to closing. • Own the full sales cycle for assigned markets (LATAM). • Generate new business through outbound prospecting. • Manage inbound leads from the CRM and convert interested prospects. • Book and deliver tailored product demos, adapting presentations to each prospect's needs. • Balance inbound and outbound efforts to maintain a healthy pipeline. • Build and nurture client relationships. • Collaborate with cross-functional teams to share feedback and improve messaging.