• Proactively manage a high-volume pipeline of qualified leads and prospects. • Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement. • Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach. • Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle. • Master our CRM system and other sales tools to efficiently manage your pipeline and client information. • Other duties as assigned.

• Communicate product offerings to refinery, petrochemical, power generation and light industrial customer base • Respond to sales inquiries with accuracy, speed and effectiveness • Review contracts, address design and technical questions, project status updates • Maintain communication and expedite others for quote and order fulfillment • Develop knowledge of product lines, pricing, delivery time and other data as required • Maintain ownership and oversight of all customer requests and concerns until completed

• Drive new account acquisition and organic growth through strategic prospecting, value-based selling, and clinical education. • Position Caris as a preferred or sole-source provider of tumor profiling and molecular intelligence solutions. • Analyze territory opportunities and develop strategic sales plans to achieve growth objectives. • Meet or exceed assigned revenue, activity, and performance targets. • Build and maintain strong customer relationships through consistent in-person engagement. • Ensure a seamless customer experience across the full order lifecycle. • Maintain open communication with key account stakeholders and escalate issues when satisfaction is at risk. • Execute retention strategies and identify upselling and cross-selling opportunities. • Engage with oncology clinicians and allied teams across clinics, pathology labs, and hospital settings. • Support physicians with ordering and interpretation of the CMI platform, including access to PHI when required. • Demonstrate and advise on technology solutions such as portals, EMR integrations, and workflows. • Maintain strong knowledge of molecular profiling, biomarkers, and competitive offerings. • Provide consultative guidance on billing, reimbursement, and payer dynamics. • Serve as a resource on laboratory reimbursement and operational workflows. • Share market trends, customer feedback, and competitive insights with leadership. • Collaborate with Client Services, Regional Business Directors, and Commercial Leadership. • Maintain accurate CRM documentation and complete required administrative tasks. • Maintain assigned company assets. • Support meetings, conferences, and trade shows as required. • Perform other duties as assigned.

• Responsibility in a named account environment generating revenue growth and managing Credit Union client relationships. • Develop close alliances with senior client management personnel, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements. • Be a strategic partner and primary contact for each client, helping them use data, analytics, software, and technology solutions to lead lending, risk management, fraud prevention, and member engagement. • Collaborate with members across different teams balancing priorities, bringing the right people to the table, handling issues and identifying opportunities. • Develop forecasts, advance pipeline, and ensure delivery of solutions. • Identify new ways to grow our business and expand current partnerships. • Report to the Vice President of Sales.