• 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

• Follow up on demonstration requests (& other marketing-qualified leads) • Full sales cycle management (from cold calling to closing deals) • Identify prospect decision-makers, uncover critical business issues, stimulate interest • Schedule demonstrations while making and tracking activities • Ensure a smooth handoff to Implementations upon closing • Ensure (CRM) data integrity • Enrich our Inbound marketing activities with your local market/cultural insights • Stay current on industry issues/trends and competitive offerings • May be required to prospect in-person locally and/or travel • Attend hospitality events

• Proactively engage with existing customers to identify needs and opportunities for additional products. • Build and maintain strong relationships with key decision-makers and influencers within our customer accounts. • Use a consultative approach to present tailored solutions that align with the customer’s goals and objectives. • Partner with internal teams, including Customer Success, Marketing and Product, to deliver seamless customer experiences. • Manage and maintain a robust pipeline of customer sales opportunities, ensuring accurate forecasting and timely follow-ups. • Consistently achieve or exceed sales targets. • Gather insights from customer interactions to inform product development and marketing strategies. • Create high impact presentations designed to highlight additional value to clients • Formulate and present formal proposals • Forecast and report sales activity and metrics • Track sales activity in Salesforce.com and report information to management • Follow 8am sales methodologies and sales processes and documents in Salesforce • Understand our products and how the use of the technology benefits customers • Effectively build trust and find value in sales conversations, being the trusted advisor • Develop comprehensive understanding of clients’ key business drivers • Apply coaching from management to master the role and continue to improve • Self-motivated to develop product skillset, sales skillset, and industry knowledge, to prepare for future career growth • Operate with a growth mindset - open to change and constant development