• Develop annual strategic account plans (reviewed quarterly) with clear sales and growth objectives. • Identify growth opportunities based on marketing initiatives, product innovation, economic trends, and seasonality. • Own and manage the full relationship with assigned key accounts. • Serve as the primary point of contact and trusted advisor to retail partners. • Lead business reviews, client meetings, and executive presentations. • Forecast sales performance and provide regular reporting to the Head of Residential Sales. • Manage marketing spend to maximize ROI and drive sell-through. • Oversee product detail pages across e-commerce channels to ensure accuracy and strong performance. • Partner with retailers to secure optimal shelf positioning and effective merchandising in brick-and-mortar locations. • Represent Ooma at trade shows and industry events. • Travel regularly to meet with key accounts and strengthen face-to-face partnerships.

• Recruit, develop & manage an ecosystem of solution provider partners who serve all public and private Sector markets in the Central US. • Develop business plans with the partners in collaboration with our sales team and report progress on a quarterly basis • Drive joint demand generation campaigns, events and activities with the partners and our sales team • Achieve assigned channel sales and pipeline goals for the Central US public and private Sector markets

• Maintain current book of business and drive growth through sales renewals • Manage a territory of accounts and help guide customers and channel partners through the renewals process • Work with regional partners to guide deal review processes, renewals, account and territory planning • Manage bottlenecks in the renewals process and recommend solutions • Build reports and dashboards in Salesforce, ensure information is up-to-date and valuable to senior partners • Identify opportunities for process optimization, process redesign, or development of new processes/policies • Maintain Renewals forecast with a focus on timeline and accuracy

• Deeply understand and communicate the sales process to customers, delivering consistent and compelling messaging aligned with field strategies. • Proactively maintain contact with assigned accounts, including those not actively covered by field sales, following prescribed frequency metrics. • Follow up on field team visits, ensuring seamless communication and execution of next steps. • Build strong relationships with customers throughout the sales process, adopting a customer-centric approach and ensuring responsiveness to inquiries. • Identify, prioritize, and engage with new account leads, qualifying opportunities and facilitating appointments for field sales. • Manage customer communications in coordination with field team strategies, including funnel management and support for new, stalled, and ongoing opportunities. • Support territory planning and quarterly business reviews by collaborating closely with Regional Sales Managers and Clinical Trainers. • Assist with loyalty program onboarding, compliance, and utilization, in partnership with field representatives. • Ensure customer data accuracy by maintaining and updating contact details and TAUPs. • Document all customer interactions daily in the CRM system and comply with all local, state, federal, and internal policies. • Support promotional initiatives, training events, and product launches, complementing field team activities.