• work closely with other NCR team members to develop and execute an appropriate business plan to maximize new sales and first year revenue • develop strong client relationships to maintain existing renewal and fee revenue • assist with business development by formulating and implementing strategies and programs that differentiate NFP and its partner firms • be a subject matter expert in the design, implementation, and service of Bank Owned Life Insurance (BOLI) and Executive Benefit programs • conduct client meetings on an annual basis (in-person and/or via Teams) • attend annual state banking conventions and other events for relevant territories • identify prospects and introduce NFP product offerings • identify new and/or additional sales opportunities with existing clients • identify, create, and leverage opportunities with key business partners • coordinate and review standard BOLI and compliance reports • coordinate and review standard benefit reports and participant statements • develop and maintain client statistics and industry best practices in our region • document relevant updates, reminders, and history in each client’s tracking file.

• Accountable for profitable achievement of sales objectives associated with existing IP business revenue growth and new IP business acquisition in an assigned territory in North America • Identifies new customer opportunities, tracks selling activities, manages contact information for sales prospects and existing customers • Delivers sales presentations and collects information about existing and prospective customers to assist in development of marketing plans • Generates revenue utilizing sales opportunity process via necessary sales and support visits, calls, emails and presentations • Identifies and gains access to decision makers • Cultivates relationships with the most senior buyer in the client organization as well as networking with day-to-day client representatives and buyers • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients • Creates and documents user success stories and communicates these to buyers

• Manage a territory of Home Depot and Lowes accounts • Drive Top Line Sales to deliver quarterly and annual POS Goals • Partner with Store and District Managers to align strategies with retail goals • Analyze POS by store and promotional performance to create individualized sales plans • Work with Sales Operations team to ensure proper inventory for promotional activities • Drive execution strategy based on trends and SKU level details • Implement national overdrive strategies for product sell-through • Engage key decision makers to develop and implement initiatives • Partner with retail service partners for assessment and corrective actions • Leverage sales enablement tools for data analysis and sales planning • Manage budgets to drive profitability

• Own and grow revenue for a portfolio of assigned accounts within a territory • Execute proactive outbound sales motions to generate qualified meetings and uncover expansion opportunities • Position Rightworks as the trusted technology partner for accounting firms • Lead high-impact discovery and consultative sales conversations focused on customer pain points • Consistently build, manage, and forecast pipeline to meet or exceed quotas • Drive deals through the full sales cycle—from prospecting to close • Collaborate closely with Marketing, Product, and Channel teams to align messaging • Identify patterns, objections, and gaps in the sales motion and recommend process improvements