• Achieve sales goals by generating new business and cross-selling to existing clients • Identify and qualify sales leads from multiple sources • Educate clients on products and how they meet their protection needs • Help families prepare for life’s unexpected events through proper coverage • Build lasting relationships by providing trusted advice and excellent customer service • Deliver a positive and professional client experience

Role Description The Account Executive is responsible for driving revenue growth through new business development and managing existing client relationships. This role requires a consultative approach to sales, working closely with clients to understand their needs and deliver customized solutions. The successful candidate will be goal-oriented, relationship-focused, and capable of managing a full sales cycle from prospecting to closing. This is a remote position that is based in St. Louis, MO. This role may require occasional in-person attendance at work-related events at the discretion of management. What You’ll Do - Generate leads through multiple channels including inbound inquiries, cold outreach, networking events, referrals, digital marketing campaigns, and industry conferences. - Maintain and strengthen relationships with existing clients through regular communication, needs assessment, and proactive account management to ensure retention and growth. - Develop presentation materials and deliver impactful demonstrations via webinar or in-person meetings, positioning our services as strategic solutions to client challenges. - Act as a trusted advisor to clients, analyzing their business needs and recommending tailored solutions that drive measurable results. - Research and identify key decision-makers within target organizations, developing comprehensive prospect profiles and engagement strategies. - Maintain accurate CRM records, track sales activities, and provide regular updates to management. - Stay informed about industry trends, competitive landscape, and client feedback. - Work closely with internal teams including marketing, operations, and customer success to ensure seamless client experiences. - Other duties as assigned. Qualifications - High school diploma or equivalent required. - Demonstrated ability to thrive in fast-paced, dynamic environments with shifting priorities. - Exceptional verbal and written communication skills with the ability to present to C-level executives. - Strong interpersonal skills and collaborative team approach. - Meticulous attention to detail and organizational excellence. - Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Self-motivated with strong work ethic and results-oriented mindset. - Professional presentation skills and executive presence. - Experience with or willingness to learn AI tools and emerging technologies. Requirements - Bachelor’s degree. - 2+ years of proven B2B sales experience with track record of meeting/exceeding quotas. - Experience in mortgage lending, financial services, or related industry. - Knowledge of mortgage processing, underwriting, or compliance regulations. - CRM software experience. Benefits - Comprehensive healthcare benefits including medical, HSA, prescription, vision, dental. - Life insurance, short & long-term disability. - Roth and 401K with possible company match and profit sharing. - Employee Assistance Program (EAP). - Time Away from Work (TAFW) and paid holidays. - Employee referral bonuses. - Role-based professional development opportunities.

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals. • Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions. • Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances. • Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment. • Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition. • Balance new business and existing account growth to meet or exceed sales targets. • Serve as a consultative partner, delivering insights and value that support long-term customer success and retention. • Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations. • Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders. • Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges. • Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment. • Act as a role model across the sales organization by demonstrating professionalism, accountability and collaborative selling behavior.

• Preplanning a daily schedule of sales calls for each day on campus. • Conducting interviews following all sales training parameters established by the immediate supervisor. • Delivering appropriate sales materials on a timely basis (including complimentary books, marketing brochures, letters, software demos) as sales enhancements. • Accomplishing required/requested servicing activities (including campus bookstores) for each of assigned accounts promptly. • Actively and accurately manage company CRM tool. • Responding promptly, either in writing, through email, or by phone to requests made by customers and/or by Macmillan Learning personnel. • Travel to assigned accounts [approximately 35 hours/week] for the purpose of constructing personal sales interviews. • Develop and execute selling techniques that enhance the ability to effectively promote Macmillan Learning Products [visiting 12-15 decision makers per campus per day]. • Service new customers within the assigned territories for the first year. • Weekly telephone calls to and with assigned sales manager. • Submission of required sales tracking, sampling, etc. • Daily sampling and salesforce.com reporting. • Submission of travel and entertainment expense reports on a timely basis.