• Become a product expert, clearly and confidently understanding the problems faced by our customers and clearly demonstrating the benefits and value Bizimply adds. • Demo the product (online and in-person) and confidently present Bizimply. • Managing your pipeline through various stages, forecasting new business. • Own and achieve quarterly and annual sales quotas aligned with company objectives. • Carry out detailed and analytical discovery to find out the root cause of problems facing our customers. • Proactively identify and prospect new customers through your own network, outbound initiatives and strategic partnerships. • Manage feature requests and collaborate with our product team to continue improving our best-in-class tools.

• Become a product expert, clearly and confidently understanding the problems faced by our customers and clearly demonstrating the benefits and value Bizimply adds. • Demo the product (online and in-person) and confidently present Bizimply. • Managing your pipeline through various stages, forecasting new business. • Own and achieve quarterly and annual sales quotas aligned with company objectives. • Carry out detailed and analytical discovery to find out the root cause of problems facing our customers. • Proactively identify and prospect new customers through your own network, outbound initiatives and strategic partnerships. • Manage feature requests and collaborate with our product team to continue improving our best-in-class tools.

• Deliver revenue growth aligned with the category strategies and profit objectives of the company. • Identify & sell to Large Enterprises looking to drive better outcomes. • Recommend sales strategies for improvement based on market research and competitor analysis. • Generate business opportunities through professional, dedicated prospecting and lead generation. • Orchestrate discussions with senior executives about their business needs. • Lead negotiations on Client contracts, terms, and conditions to ensure proper protections are in place. • Drive prospects through to contract award, including proposal presentation and successful implementation of the solution with clients. • Build, deepen and maintain high level contacts with current and prospective business partners to increase market penetration and brand recognition. • Develop a pipeline of viable opportunities that exceeds sales quotas and keep abreast of prospects. • Own the sales cycle – from lead generation to closure including proposals, scoping, pricing, and contract negotiations. • Ensure 100% customer satisfaction and retention together with the Account Management and Operations Teams. • Meet or exceed quarterly and annual revenue targets. • Accurately forecast new lead generation and report sales cycle progress throughout CRM tools on a weekly basis. • Create, and maintain customer business plans that lay out the strategy, objectives, and tactics to achieve success with a customer. • Work cross functionally within the company to ensure that the organization is aligned to the customer strategy. • Function as business and sales spokesperson as appropriate in customer, industry, and business environments. • Own the customer relationship both internally and externally, including understanding the Profit & Loss for the account, ensuring collection of outstanding Accounts Receivable, managing customer issues related to product or services, etc. • Oversee and participate in special projects as needed.

• 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