• Develop and maintain expert-level knowledge of the Geotab ecosystem, serving as a Subject Matter Expert (SME) to empower end-users and partners and enhance their understanding of Geotab solutions. • Engage and collaborate with strategic partners and key end-users to optimize their utilization of Geotab's technology, products, and solutions, tailoring the approach to meet their complex and specific needs. • Collaborate with the Geotab revenue generating teams as a key technical resource to identify and deliver effective solutions for customer challenges, by working closely with them and their partners, contributing to sales growth, ecosystem expansion and customer retention. • Drive revenue growth by translating complex technical capabilities into tangible business value for prospective clients. Conduct in-depth discovery and requirements analysis to design and deliver compelling technical demonstrations and pilots that directly align with customer needs and accelerate deal closure. • Ensure partner and end-user satisfaction through prompt and accurate service, bolstering internal team support by providing additional insights and know-how. • Support Geotab’s partner upskilling, driving them towards excellence to support customers across unique channels, using best practices, and leveraging a deep understanding of industry verticals. • Assess and analyze complex partner and end-user business challenges, identifying Geotab’s viability and proposing alternative approaches when necessary. • Contribute to the continuous improvement of the company's offerings by providing partner and end-user feedback, providing opportunities to collaborate with Product. • Keep and maintain accurate documentation and records of customer/partner engagements, complex solution designs and deliverables by following department processes and procedures. • Manage high-impact projects, highly strategic customers/partners, collaborating closely with partners, third-party integrators, and customers to ensure seamless implementation, deployment, and success. • Create and contribute to processes and procedures, handle escalations, identify areas for change and drive the change. • Mentor and support Solutions Engineers and other team members, sharing knowledge, expertise, and best practices to promote skill development and professional growth.

• Using a solution sales approach to sell PowerSchool professional services to K-12 schools • Expand knowledge and maintain continual understanding of designated applications and client business processes. • Acts as a subject matter expert for overall Professional Services & the Customer Journey. • Managing and submitting weekly forecasts against assigned quota and leading overall services product solution team goals. • Able to lead effective Professional Services sessions to varied audiences and customer roles during the sales process. • Responsible for determining client needs and making appropriate recommendations for current and future value-added services, products, etc. • Developing and executing marketing campaigns focusing on specific territory and services offerings. • Liaises with clients either on-site, by phone or email. Sets project and software expectations. Responds to feedback, resolving any issues in a manner that satisfies the customer while meeting business objectives. • Being a positive member of a team environment while working independently to meet an aggressive quota. • All other duties as assigned.

• Develop, implement, effectively maintain, and continually update quoting processes, standards, guidelines, and procedures within the department. • Ensure objectives are clear, progress is tracked, and results are reviewed regularly. • Manage the quoting queue/backlog to meet or exceed SLO’s. • Responsible for the scheduling, time, and utilization management of team members. Ensuring every hour is a profitable hour and that workflows and procedures are being followed. • Perform proactive issue trending and data reporting for the improvement of key metrics. • Perform employee reviews, manage headcount, hiring and overall HR management for your department. Build a culture of continuous improvement via feedback, coaching and employee development. • Communicate with all parties in a constructive manner to ensure client expectations are met or exceeded. • Review and manage backlog of client quote requests to ensure services are being correctly scheduled and prioritized. • Provide timely responses and guidance to client quote requests, either directly if needed or via your team. • Perform client follow-up to verify final resolution and determine satisfaction level. • Act as an escalation point for critical client issues, communicate, and manage communication with clients with collaboration across all departments. • Assist Strategic Advisors and Client Relationship Managers with unique or unusual quoting requests. • Continually monitor market trends to determine standard models. • Continually monitor margins to ensure targets are being met. • Oversee company’s quoting and proposal templates. **Additional Responsibilities:** • Collaborate across all departments to maximize overall client satisfaction • Maintain accurate and up to date documentation through the change management processes • Ensure quality administrative results from your team. For example, real-time time entry, timely submission of timesheets and expenses, frequent and business appropriate client communications, and overall professionalism • Review, revise, submit and annotate any invoicing associated with your department • Be a leader within the company, attending employee events, participating in meetings, encouraging a positive morale and holding all employees accountable. Set the example to follow for client service • Conduct one on one meetings with staff to ensure objectives are clear, progress is tracked, and results are reviewed, to instill a culture of high performance • Host morning huddles and weekly L10 meetings for your team • Attend training events, maintain necessary partner management certifications • Maintain an in-depth knowledge of the products and services that we offer • Additional duties as required

• Develop, implement, effectively maintain, and continually update quoting processes, standards, guidelines, and procedures within the department. • Ensure objectives are clear, progress is tracked, and results are reviewed regularly. • Manage the quoting queue/backlog to meet or exceed SLO’s. • Responsible for the scheduling, time, and utilization management of team members. Ensuring every hour is a profitable hour and that workflows and procedures are being followed. • Perform proactive issue trending and data reporting for the improvement of key metrics. • Perform employee reviews, manage headcount, hiring and overall HR management for your department. Build a culture of continuous improvement via feedback, coaching and employee development. • Communicate with all parties in a constructive manner to ensure client expectations are met or exceeded. • Review and manage backlog of client quote requests to ensure services are being correctly scheduled and prioritized. • Provide timely responses and guidance to client quote requests, either directly if needed or via your team. • Perform client follow-up to verify final resolution and determine satisfaction level. • Act as an escalation point for critical client issues, communicate, and manage communication with clients with collaboration across all departments. • Assist Strategic Advisors and Client Relationship Managers with unique or unusual quoting requests. • Continually monitor market trends to determine standard models. • Continually monitor margins to ensure targets are being met. • Oversee company’s quoting and proposal templates.