• Identify, generate, qualify, and close new business for customers and prospects in a defined territory • Responsible for managing the full sales lifecycle, building the go-to-market plan (including direct and indirect business) • Develop new and existing accounts within defined territory • Establish and deliver a sales strategy which outlines a roadmap to quota attainment • Sales forecasting, lead generation, prospecting, and strategic relationship development • Upsell ‘New Product’ to existing customers • Work with assigned Account Executive – Enterprise Assist’s to intelligently cover and proactively hunt for Add-on opportunity within territory • Maintain whitespace for all focus customers • Partner closely with Vice President, SE’s, PM’s and wider POD to deliver strategic goals • Align with Channel team and Channel Partners to deliver value to our customers and BeyondTrust wherever possible • Align with SDR team to proactively cover your total addressable market (focus and non-focus territory accounts) • Attend corporate trade shows and events • Maintain sales pipeline activity in Salesforce • Schedule and conduct product demonstrations and detailed presentations to prospects, customers and partners • Lead RFP responses for your accounts

• Support the onboarding process of new groups from application through to successful enrollment • Work with customers on their annual benefits renewal process and any coverage or carrier changes • Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers • Partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction experience for customers • Keep detailed notes/records in Salesforce regarding customer accounts and interactions

• Proactively generate new sales opportunities and grow existing client accounts through strategic partner collaboration. • Build and maintain a robust pipeline via industry events, networking, and proactive outreach. • Identify and evaluate new partners that align with ehouse goals and client needs. • Act as the primary point of contact for tech partners, fostering education and collaboration. • Develop deep technical expertise in partner products to effectively represent them to internal teams. • Execute strategic partnership plans alongside internal stakeholders to drive agency growth. • Commit to ongoing education regarding ehouse products, services, and the evolving partner landscape.

• Du unterstützt unser Account-Management-Team dabei, Kund:innen strukturiert, zuverlässig und mit echter Wertschätzung zu begleiten. • Du bereitest Check-ins, Status-Updates und Follow-ups vor, damit unsere Kund:innen schnell Fortschritte machen und sich optimal betreut fühlen. • Du hilfst bei der Pflege unseres CRM-Systems (HubSpot), hältst Kundeninfos sauber aktuell und unterstützt beim Aufbereiten einfacher KPI-Übersichten. • Du begleitest Kund:innen in ihren ersten Schritten im Programm und sorgst dafür, dass sie einen klaren Überblick haben — Onboarding, nächste Steps, To-Dos. • Du arbeitest eng mit Consulting, Support und Mentoring zusammen, um sicherzustellen, dass Kund:innen zur richtigen Zeit die richtige Unterstützung bekommen.