• The Account Executive is responsible for driving top-line revenue by managing a territory of new clients. • Prospect into, conduct follow up calls, emails, and demonstrations, as well as develop and close opportunities with self-generated leads. • Carry a sales quota to be met or exceeded every month, quarter, and year. • Identify and close business in your assigned target accounts and generate new leads through networking and prospecting, including cold outreach. • Establish and foster strong relationships with target accounts and networking opportunities. • Navigate complex negotiations that are mutually beneficial and strengthen prospect and customer relationships while serving as primary point of contact for clients through entire sales process as well as onboarding, assessment development, and implementation success. • Consult and advise large, strategic customers resulting in increased adoption, success and enterprise-wide deployments. • Conduct virtual or in-person demonstrations for customers and prospects, including proper testing and research prior to such meetings. • Deliver and maintain the required monthly, quarterly, and yearly quota established by the department manager. • Effectively communicate NiCE’s value proposition to targeted accounts. • Manage your sales funnel and update your prospect and client information in CRM (Salesforce). • Research prospect companies, competitors, and stay abreast of industry trends. • Complete product training and continue to learn and develop knowledge. • Ability to project manage complex sales cycles with internal stakeholders (business development, CSM, solution engineers).

• Strategically develop a territory plan for accounts • Generate new business pipeline through prospecting • Form sales plans targeting use cases • Take customers through the full sales lifecycle • Advocate for customers and share opportunities with the product team • Leverage sales enablement tools for measurable activities • Consult customers on best practices for LogicGate platform • Deliver world class customer service

• Comfortability working in a high volume activity/sales environment and being on monthly quotas • Identifying and developing potential new clients through prospecting and cold outreach • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform • Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach. • Owning the full sales cycle, from prospecting to closing • Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the SmartAdvisor platform • Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement • Staying organized, maintaining contacts and outreach in Salesforce

• Own the full sales cycle for enterprise prospects, from prospecting to closing deals • Develop deep understanding of customer support operations and articulate how Lorikeet's AI can transform them • Partner with our product and implementation teams to ensure smooth customer onboarding • Help establish sales processes, documentation, and best practices as our founding AE • Provide market intelligence and customer feedback to inform product development • Build and nurture relationships with key decision-makers at target accounts • Collaborate with founders to refine our value proposition and sales messaging • Meet and exceed revenue targets through both new customer acquisition and expansion