• Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team • Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace) • Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business • Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns) • Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce • Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency

• Follow up on referrals and new leads in a timely fashion. • Coordinate sales activities with Marketing and Business Development to maximize lead generation activities. • Follow-up on leads and advise team on best next steps. • Contact new and existing customer base to sell additional software and services. • Learn emerging growth areas such as automated language translation, workflow-driven accessibility remediation. • Prepare proposals, presentations, demos, and sales contracts. • Inform and contribute to company growth strategy and market proposition. • Provide on-time and accurate/realistic sales forecasts.

• Employ AI technologies to enhance and optimize business processes • Utilize and leverage Power Digital's Nova ecosystem as it relates to your department • Run quarterly Power Circuit reviews — diagnose growth constraints across Business, Audience, Product, Messaging, Channels, and Measurement, with particular focus on lead quality, funnel conversion, and market-level dynamics • Work directly with client sales or operations teams to understand what makes a good lead — and build that definition back into targeting and creative strategy • Own the senior client relationship; QBRs should talk about cost per acquisition, not cost per click • Coordinate paid search, paid social, SEO, local, and creative teams around a single account strategy • Consult on geographic expansion and local market prioritization — many consumer services clients want to scale markets and need a framework for it • Manage retention and expansion; lead renewals; grow MRR • Build multi-threaded relationships with multiple layers of client contacts so no single point of contact departure puts an account at risk • Work in Iris and nova daily; surface problems before clients raise them • Coach analysts and specialists; give direct, specific feedback • Keep Pulse cadence at 100%

• Own the entire sales motion for Enterprise accounts. • Manage and close expansion opportunities within your existing customer base. • Through prospecting you will build and maintain a strong sales pipeline alongside Sales Development Representatives. • Develop a territory plan that supports the successful execution and achievement of sales targets. • Accurately forecast quarterly results to Sales Leadership. • Collaborate closely with Customer Solutions Consultants to deliver impactful product demos to key stakeholders. • Become an expert on all things Ada and be able to effectively communicate our value proposition to all levels, including C-Suite executives.