OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big. Location: This position is a remote US role. We are looking for a Sales Executive to join our Sales team to help drive the company's growth. This is a dynamic role where you will contribute across the organization, own a territory and manage the full sales lifecycle. You will be responsible for identifying new business opportunities, supporting client relationships, and meeting sales targets. What You’ll be Doing: - Selling into a territory, prospecting, working with pre-sales and other teams. - Help establish and maintain "growth oriented" relationships with wealth management firms, managing relationships, and growing the footprint of OneVest. - Maintain a consistent network of external professional relationships. - Conduct client meetings and presentations to identify needs and propose appropriate solutions. - Work with marketing, product and development to drive growth. - Collaborate with internal teams to build strategies to win deals. Must Haves: - Bachelor's degree in Business Administration, Finance, Economics, or a related field. - 3+ years of experience in sales, business development, or financial services. - Prior experience or exposure to sales within financial institutions is an asset. - Ability to assist in originating and managing a sales pipeline. - Strong skills in presentation, presentation materials creation, and solution selling. - Experience supporting the execution of sales strategies from end-to-end. - Knowledge of fintech, wealth & asset management, and capital markets. - Excellent communicator who can translate technical details into clear value propositions. - Self-starter and independent thinker comfortable in a fast-paced, collaborative growth environment. What It’s Like To Work With Us: - Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! - Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year - Flexibility: A flexible & hybrid working environment - Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start - Equity: Employee Stock Option Purchase Plan Sound like a good fit? Apply today! Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles. OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you. AI Use In Our Hiring Process: OneVest does not currently use AI to screen, assess, or select candidates as part of the recruitment process.

• Sell Honeywell Home and Braukmann heating and water solutions through merchant networks to Social Housing & Local Authority providers, M&E Contractors, Regional New-Build Developers, medium to large contractors, and other key partners. • Winning new business while maintaining and protecting key specifications and existing sales across the region. • Achieve regional sales targets through proactive specification strategies, conversion activities, and margin expansion initiatives. • Build strong relationships with key merchant partners to generate leads and joint business opportunities. • Utilize Salesforce.com to manage special pricing agreements, pipeline visibility, opportunity tracking, and reporting. • Provide accurate and timely updates on specification wins, project progress, and forecasts. • Monitor competitor activity and market trends, sharing insights with senior leadership. • Maintain a strong understanding of relevant building regulations and energy efficiency standards. • Deliver product presentations, CPD sessions, and training to customers and partners. • Represent Resideo at exhibitions, trade shows, and regional events to promote solutions and generate new sales leads.

Role Description We’re seeking a driven, detail‑oriented Inside Sales Representative who is early in their sales career and ready to step into a role with real ownership, accountability, and impact. This position focuses on transactional upgrades, expansion opportunities, renewal support, and targeted sales campaigns across existing customer accounts. This is not a cold‑calling role. You’ll work with active customers, manage live opportunities, and partner closely with Account Executives to support expansion strategies and active sales cycles. Designed as a development path toward a full Account Executive role, this position provides hands‑on experience owning revenue, managing pipeline, and operating within enterprise sales processes. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a strong understanding of Naviant’s solutions, pricing models, and common upgrade and expansion paths. - Learn sales processes, Salesforce workflows, forecasting expectations, and pipeline hygiene standards. - Build working relationships with Account Executives and internal partners across sales, marketing, and operations. - Begin supporting inbound customer inquiries related to renewals, upgrades, and expansion opportunities. - Demonstrate strong organization, responsiveness, and attention to detail in all customer and internal interactions. - Taking Ownership - Independently own transactional upgrade opportunities and core product add-ons within assigned existing accounts. - Manage inbound renewal questions and customer expansion inquiries, ensuring timely follow-up and resolution. - Execute targeted sales campaigns across existing accounts, tracking engagement and opportunity progression. - Ensure all opportunities, activities, and customer interactions are properly documented in Salesforce. - Support Account Executives by managing follow-ups, proposals, and customer commitments coming out of active sales cycles. - Begin proactively identifying expansion opportunities within the current customer base. - At 90 Days and Beyond: Driving Impact - Consistently close transactional deals and contribute measurable revenue through upgrades, add-ons, and expansions. - Maintain clear visibility into the transactional pipeline and provide updates that support accurate forecasting. - Partner closely with Account Executives on expansion strategies and account planning. - Help coordinate quarterly business reviews by preparing data, tracking follow-ups, and supporting execution. - Track and report on campaign effectiveness, opportunity progression, and revenue impact. - Demonstrate readiness for increased responsibility by operating with confidence, ownership, and process discipline. - Continue developing enterprise sales skills in preparation for progression into a full Account Executive role within 18–24 months. Qualifications - Experience closing small deals or supporting high‑volume BDR motions, with a strong interest in owning revenue. - Ability to identify and act on expansion opportunities within existing customer relationships. - Highly organized and comfortable working within defined sales processes. - Effective partner to Account Executives and cross‑functional teams. - Experience supporting or executing sales and marketing campaigns. - High degree of energy, enthusiasm, flexibility, and confidence. Requirements - Comfortable managing transactional sales cycles, handling objections, and moving opportunities to close with urgency and precision. - Skilled at responding to customer inquiries, understanding needs, and aligning solutions to drive additional value and revenue. - Strong attention to Salesforce accuracy, pipeline hygiene, and follow‑up tracking to support forecasting and execution. - Willing to support active sales cycles through follow‑ups, proposals, coordination, and customer communication to ensure commitments are met. - Able to track effectiveness, manage multiple opportunities simultaneously, and meet deadlines in a fast‑paced environment. - Motivated to learn enterprise sales, build credibility, and grow into a full Account Executive role. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Title: Sales Representative II Location: Remote North Carolina United States of America Full time As part of the Thermo Fisher Scientific team, you’ll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make the world healthier, cleaner and safer. We provide our global teams with the resources needed to achieve individual career goals while helping to take science a step beyond by developing solutions for some of the world’s toughest challenges, like protecting the environment, making sure our food is safe or helping find cures for cancer. DESCRIPTION: Join our team at Thermo Fisher Scientific as an Account Manager II, where you'll support revenue growth and contribute to serving science. You'll develop and maintain strategic relationships with customers while promoting our comprehensive portfolio of innovative products and services. Working in a collaborative environment, you'll implement sales strategies, identify new business opportunities, and provide excellent support to help customers achieve their goals. This role offers the chance to represent a leader in scientific solutions while contributing to our mission of making the world healthier, cleaner, and safer. REQUIREMENTS: • Bachelor's Degree plus 2 years of sales experience, preferably in scientific/laboratory industry, or equivalent laboratory experience • Preferred Fields of Study: Life Sciences, Chemistry, or related scientific field • Strong technical aptitude with demonstrated ability to learn complex product applications and workflows • Excellent communication, presentation, and negotiation skills • Demonstrated ability to build and maintain long-term customer relationships • Proficiency in CRM systems (preferably Salesforce) and Microsoft Office Suite • Strong territory management and strategic account planning capabilities • Strong analytical and problem-solving skills for developing effective sales strategies • Ability to work both independently and collaboratively in a matrix environment • Valid driver's license and ability to travel up to 70% within assigned territory • Fluency in English required; additional language skills based on territory needs • Demonstrated commitment to Thermo Fisher's core values: Integrity, Intensity, Innovation, and Involvement