• Prospect for New Opportunities to assist Career Managers and Educational Consultants. • Engagement with potential leads to grow into opportunities, including meeting with instructors to review the product offerings, deliver presentations, answer questions, engage in follow-up, etc. • Maintain, and keep all account records in CRM system, including data uncovered while prospecting and documentation of communication with customers • Support Regional Managers and Sales Managers with open territories, including managing customer inquiries and delivering sales presentations to potential customers • Maintain strong level of digital and print product knowledge to uncover, advance opportunities and close opportunities in assigned territories as needed. • Support Sales Department with CRM system rollout changes, including documentation and training sessions • Support Sales Department by auditing CRM, including accurate program, content and product set up • Complete special projects as assigned by Sales Management

• Sales management of all customers within the defined territory providing a principle point of contact for CooperVision with the overall objective of achieving long term, year on year sales growth. Accomplishment of sales targets, including revenue and sales mix of products. • Day to day management of the territory, designated customers and CooperVision’s products and services. • To develop and introduce new products on behalf of the Company to maximize the opportunities presented. • To ensure outstanding knowledge of CooperVisions products, clinical and technical information, product strategy, market and commercial positioning and brand messages to assist customers in selecting those best suited to their needs. • To respect a daily number of contacts per working day and month. Optimize the travel time to improve prospecting activities and the customers’ visit efficiency. • To deliver training programs to retail staff individual or in conjunction with Professional Services, to improve knowledge of CooperVision’s products and placement. • To organize and execute clinical training in liaison with the Professional Services team to improve clinical knowledge of employees and build brand loyalty. • To form close relationships with the Area Managers and Sales Representatives within the account structure to provide the platform for commercial, retail training and educational programs. • To service the customer base of the company and liaise with local Customer Service to ensure service levels are both maintained and acceptable to the account. • To represent the Company at seminars, exhibitions and meetings as required enhancing the customer experience when interacting with CooperVision’s team members. • To attend all sales meetings to ensure understanding of Company’s direction, action plans and required performance in different areas of work. • To accurately complete all reporting and administrative duties as lay down at any time including the upkeep of the designated CRM system and a complete set of customer records for the designated area to ensure all knowledge is shared for the company benefit. • Any other related duties connected with the Company’s business.

• Develop and maintain relationships with business clients to promote Capital Allowances services. • Identify and pursue new business opportunities within target markets. • Collaborate with internal teams to ensure a seamless client experience. • Provide expert advice on Capital Allowances and other related tax consultancy services. • Maintain accurate records of client interactions and sales activities.

• Identify and develop regional and national business opportunities • Cultivate meaningful partnerships • Contribute to the division's overall sales strategy and growth objectives • Assist the business development team across all stages of the sales pipeline • Maintain accurate and timely documentation of sales activities in CRM platform • Support outreach to new prospects • Conduct research and gather information to support grant and procurement responses • Support existing client and partner relationships • Leverage professional and community networks to generate intelligence • Represent CSD Access at industry, marketing, and customer-focused events • Develop foundational knowledge of CSD Access products and services