• Educating and training current Dealer partners in the assigned area • Acquiring new sources and contacts • Managing and consulting in all sales activities and account development • Managing quality and consistency of product and service delivery • Understanding the Westlake Program to help Dealers grow and succeed

• Responsible for driving strategic marketing initiatives that support B2B partner growth, brand visibility, and revenue generation through best-in-class event execution, business development marketing support, and high-impact creative asset development within a regulated financial services environment. • Develops and executes a comprehensive national event strategy across in-person, virtual, and small-group formats, including tradeshows, partner events, executive roundtables, and speaking engagements. • Leads end-to-end event planning and execution, including logistics, messaging, presentation alignment, speaker coordination, and post-event performance analysis. • Partners with sales and marketing leadership to support business development initiatives, including lead generation, nurturing strategies, onboarding support, and account-based marketing (ABM) programs. • Collaborates cross-functionally to design and execute integrated marketing campaigns that align with company strategy, OKRs, and growth priorities. • Owns partner and sales team marketing asset development from concept through delivery, ensuring alignment with brand, compliance, and business objectives. • Manages marketing asset delivery platforms, including asset inventory, organization, and governance to ensure ease of access and scalability. • Monitors and analyzes asset usage and engagement data to provide reporting, insights, and recommendations on asset effectiveness and optimization. • Recommends and evolves asset types and formats based on partner needs, performance data, and business objectives. • Works closely with creative teams to clearly communicate direction, provide feedback, and ensure timely delivery of high-quality marketing materials. • Contributes to the development and optimization of marketing programs that drive partner engagement, awareness, and pipeline growth. • Analyzes campaign and event performance to provide insights and recommendations for continuous improvement. • Ensures all marketing activities adhere to legal, regulatory, and compliance requirements specific to the mortgage and financial services industry. • Remains informed on industry trends, competitive landscape, and evolving regulatory requirements to inform marketing strategies. • Supports team initiatives and collaborates across departments to achieve broader marketing and organizational goals. • Performs other duties as assigned.

• Develop and maintain strong relationships with new and existing distributors and customers to drive revenue growth and improve margins. • Assist distributors in identifying and converting new sales opportunities within their assigned territories. • Support distributors and customers in selecting the most suitable products for their applications. • Introduce Fenner’s product line to consulting firms and potential customers. • Build and maintain relationships with other sales professionals to coordinate opportunities and achieve shared business goals. • Facilitate contract negotiations, including new and existing agreements, pricing, and sales quotations. • Deliver effective sales presentations to prospective and existing customers. • Participate in networking events and local trade associations to expand company visibility and establish new connections. • Provide input to the annual sales budget by analyzing customer potential and forecasting realistic, attainable targets. • Monitor and evaluate distributor performance to ensure alignment with company standards and objectives. • Prepare and submit accurate weekly, monthly, and semi-annual sales reports documenting activities and progress. • Complete and submit all required documentation, including requisition forms, promptly and accurately. • Maintain acceptable margins on all products and services. • Perform conveyor surveys and inspections as needed to support customer and distributor needs. • Collaborate with internal departments, including the technical team, to address customer requirements and ensure service excellence. • When required, assist the finance department in resolving past due invoice matters. • Travel to customer/distributor sites as required, including overnight travel up to 50% nationally and internationally. • Professional behavior is required during working hours, while on customer/distributor sites and while traveling for Fenner Dunlop business. • Works safely at all times, and ensures that those around you do the same, both internally and externally, ensuring a strong safety culture. • Performs all other duties as assigned by management.

• Manage a territory of CAS customers and ensure they are receiving exceptional experiences through our interactions with CAS as a firm • Manage an assigned book of business and build, expand, and solidify relationships with existing clients via necessary sales and support visits, calls, emails, and presentations with the expectation of creating, advancing, and closing revenue opportunities within an assigned territory. • Effectively identify, analyze, resolve, communicate and work through customer problems, issues and opportunities. • Lead onboarding, enabling through insights, and teach our users and customers how to realize the full value of our solutions • Serve as the authoritative consultant to retain, cross-sell, and upsell existing clients through a superior experience and understanding of their needs • Anticipates and drives growth of additional services and coverage levels by conducting thorough needs assessments and matching these needs to the appropriate solutions. • Cultivates relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers. • Can facilitate buy-in from multi-stakeholder buying decision teams. • Exercise independent judgment in setting priorities, evaluating results, and waiving established procedures when warranted to achieve optimal customer outcomes • Create innovative solutions within our established sales process to drive value and consistently utilize the CRM to document prospect interaction, ensuring efficient lead management. • Secure in-person, phone, or virtual engagements with customers to connect more deeply and learn their challenges and how CAS can partner. • Monitor customer dashboards, identify risks and develop action where necessary to ensure optimal customer experience and product usage • Analyze, create and document user success stories and communicate these to buyers. • Establish a trusted advisor relationship, understanding the importance of timely follow up with customers, managers and staff making communication a top priority. • Develop and maintain daily plans to maximize selling time, including pre-call planning, adhering to metrics and customized scripts based on opportunity type. • Building account plans for mapping out customer/account landscape and creating plans for driving, protecting or growing value in accounts. • Attend/present at trade shows, events, and conferences • Provides coaching, mentoring, and guidance to work team members while coordinating cross-functional activities and serving as liaison between departments