This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Strategic Renewals Executives (SREs) are responsible for working with national and regional customers to understand their needs and how we can tailor a solution to meet their ongoing goals. We need people who are able to navigate through large, complex organizations as well as small, resource-limited organizations positioning EVERFI’s software, service, and training to retain and grow our relationship with customers. The SRE also must work collaboratively with other internal team members to construct the right solution to meet customer goals. - Developing and implementing account strategies for national and regional customers to retain their business. - Providing tactical and strategic plans with specific measurable time frames to retain and grow an account. - Managing activities to respond to customer re-sale opportunities, including solution strategy, RFP responses, demonstrations, pricing. - Working collaboratively with Regional team managers, Account Executives and Customer Success Managers to identify opportunities to expand the account during a renewal. - Managing renewal activities to exceed assigned retention objectives. - Becoming a trusted business advisor and establishing Executive relationships at senior levels within client accounts. - Differentiating EVERFI's solution by positioning and leveraging in the renewal our total set of capabilities – data and analytics, professional services, managed services, payments, and software. - Resolving complex issues where in-depth analysis is required. - Building and maintaining an accurate pipeline and timely forecasts to management. - Other job duties as assigned. Qualifications - 6+ years experience in positioning and selling large, complex CRM and/or ERP software solutions. Experience selling into Non-profits and Development offices a plus. - Alternatively, 6+ years experience working with nonprofit organizations in a customer service role, such as Customer Success or Professional Services, with experience conducting renewals. - Knowledge and experience working within a solution-selling or consultative selling methodology. - Experience selling or supporting the success of customers using relationship building skills and strategic conversations. - Experience working with and navigating a complex organization and influencing senior business executives is critical. - Bachelor's degree or equivalent work experience required. - Preferable if this person sits within the Eastern time zone. - Approximately 25% travel is required. Requirements - The base salary for this role is expected to start at $90,000. - Everfi may pay more or less based on employee qualifications, candidate location, market value, Company finances, and other operational considerations.

• Own Inbound Leads • Sell Consultatively • Hit (and Beat) Targets • Manage Your Pipeline • Level Up Constantly

• Own the full sales cycle for mid-market accounts, from discovery through close • Manage and close inbound demand while driving targeted outbound into priority accounts • Run thoughtful discovery to understand customer goals, pain points, and buying criteria • Deliver compelling product demos and position Scrunch as a strategic solution—not just a tool • Navigate multiple stakeholders (Marketing, Growth, Digital, Brand) within customer orgs • Forecast accurately and maintain strong pipeline hygiene in the CRM • Partner closely with Marketing, Solutions, and Product to refine messaging and improve win rates • Stay current on changes in AI, search, and discovery—and bring that insight into customer conversations

• Act as a Strategic Partner to both current and prospective customers, gaining a deep understanding of their business needs and recommending solutions to maintain and grow sales • Use proven sales strategies and CRM tools to effectively promote and sell the company’s products, image, and “total value” • Conduct regular territory analysis and strategic planning to identify and capitalize on opportunities • Pursue and secure major project business, demonstrating a strong ability to close deals • Effectively sets priorities and manages time efficiently • Develop product-based solutions to address customers’ latent pain. • Deliver sales solutions both independently and collaboratively, working seamlessly across teams to achieve success