• Identify and engage new stakeholders, business units, subsidiaries, and workload opportunities within existing enterprise customers. • Support cross-sell and upsell motions aligned to account growth strategy. • Prospect into high-priority ICP enterprise accounts using account-based engagement strategies. • Develop executive and technical entry points across complex buying groups. • Execute structured, account-prioritized daily workflows aligned to account owner strategy, buying group priorities, enterprise ICP segmentation, and ABM and field program motions. • Engage VP+ executives, architects, engineering leaders, and technical influencers with consultative, value-based messaging. • Deliver high-quality meetings that convert into qualified opportunities and measurable pipeline. • Maintain rigorous Salesforce hygiene and activity tracking, leveraging tools such as Outreach, LinkedIn Sales Navigator, and ZoomInfo to drive precision targeting.

Role Description The Guardianship Representative (GOP – Guardian of Person) is responsible for providing informed substitute decision-making on behalf of the wards on their caseload as it relates to their medical care, placement, and social support services. The representative advocates for the needs, desires, and rights of each ward ensuring the greatest level of independence, while balancing the personal choices and best interest of the individuals. - Safeguards the health as well as the physical, mental, and financial well-being of wards by making informed, appropriate, and sound decisions regarding their care. - Establishes and maintains positive working relationships with service providers, social service agencies, funding sources, family members, court employees, etc. by ensuring timely responses to inquiries while overseeing the care and safety of the wards. - Coordinates service authorizations with the ongoing care manager, monitors the appropriateness and thoroughness of wards support services, and provides consents for the provision of services. - Participates in and provides direction for planning activities related to ward care, which includes advocating for services, meeting the ward’s best interest, taking into consideration the safety and personal preferences. - Acts as liaison with family members, wards, and other agencies in difficult situations by communicating and mediating differing perspectives as it relates to the wards’ care and services. - Responds to emergency situations requiring decisions related to care, necessary notifications, and final arrangements. - Conducts routine visits to monitor the ward’s care and functioning in their residences, day programs, or other settings, which includes addressing discovered issues promptly and proactively. - Maintains timely, ongoing case notes for individuals that are being supported, as well as maintaining updated demographics. - Completes required legal documentation per State and county policies, which includes informing relevant individuals of status changes, and attending and testifying at court hearings. - Maintains ongoing communication with supervisor, Guardianship staff, and primary and acute care systems as it relates to wards and their circumstances. - Completes statutorily required continuing education credits (minimum of 10 hours per year). - Participates in assigned meetings, professional development, and training as required. Qualifications - Bachelor's Degree in psychology, social welfare, or human service field required, OR an associate’s degree in a human service field OR equivalent experience. - Experience working with individuals with disabilities preferred. - Experience completing complex paperwork and documentation in a timely manner preferred. - Must be available to work flexible hours, including evenings and weekends. Telecommuting may be allowed for employees in this position. - Travel between multiple sites is required. - Must have a valid driver’s license and reliable transportation. - Must have proof of insurance AND meet the requirements of the Employee Driving Policy. - A Criminal Background Check must meet the requirements of the State of WI licensure for day programming. - A Credit Check is required for this position. Requirements - Knowledge of community resources. - Knowledge of medical and psychosocial needs of people with disabilities. - Working knowledge of Microsoft Office Suite. - Ability to maintain confidentiality. - Awareness of disability issues. - Ability to interact with people from culturally diverse backgrounds and display strong customer relation skills. - Ability to communicate effectively, verbally and in writing. - Ability to problem-solve issues. - Self-motivated and able to work independently. - Must be organized and able to handle multiple tasks. - Must be honest, dependable, and able to meet deadlines. - Must exercise sound judgment in making decisions and act accordingly. Equipment Used/Machinery Required to Operate - Telephone - Computer - Copy Machine - Fax Machine - Operate a motor vehicle safely - Durable Medical Equipment (as required) Physical Demands - May be required to lift, carry, push or pull up to 25 pounds. - Frequently requires sitting, standing, walking, bending, squatting, kneeling, and reaching. - Required to drive and transport clients. - Occasionally exposed to loud/noisy environments.

• Generate new sales leads through high-volume outbound prospecting (calls, emails, and LinkedIn outreach), as well as following up on marketing campaigns and inbound inquiries • Maintain a consistent cadence of daily outreach activity to build and manage a healthy pipeline of family law professionals • Create a strong first impression with prospects by clearly articulating how OurFamilyWizard can benefit their practice and their clients • Develop a deep understanding of OurFamilyWizard’s offerings and tailor messaging to the unique needs of each prospect • Schedule qualified meetings and product demos for Account Executives • Accurately enter, update, and maintain daily activity and prospect information in the CRM, ensuring data is complete and up to date • Achieve and exceed monthly activity, pipeline, and meeting-setting goals • Partner closely with Sales and Marketing to optimize outreach strategies and drive overall growth

• Drive growth and build strategic relationships that underpin our mission. • Own both the top and bottom of the funnel by identifying and qualifying new opportunities, and the sales lifecycle, from the first conversation through contract to long-term management. • Collaborate closely with internal product and regulatory teams. • Represent Platomics externally at industry events. • Help shape how we grow across European markets.