• Own a territory and meet/exceed new business growth targets across fuel cards, delivered fuel, and lubricants (B2B) • Run the full sales cycle: prospect, cold call, qualify, demo, propose, negotiate, close, and transition to onboarding • Generate pipeline through consistent outbound prospecting, cold outreach, and in‑field account visits , alongside managing and growing your existing book of business. • Grow relationships with customers from local businesses to large enterprises; become the trusted point of contact • Analyze customer data, revenue trends, and competitor insights to spot pricing and cost‑saving opportunities • Partner cross‑functionally with Credit, Billing, Account Management, and Customer Service to ensure smooth onboarding • Maintain CRM hygiene and pipeline accuracy; submit weekly recaps on wins, challenges, and competitive intel • Travel locally throughout Arizona with up to 30% overnight travel

• Proactively identify and qualify new sales opportunities through various channels, including market research, networking, cold calling, and inbound lead follow-up. • Develop and maintain a robust sales pipeline, accurately forecasting sales activity and revenue. • Conduct thorough needs assessments with potential clients to understand their business challenges and demonstrate how SS&C's solutions can address them. • Prepare and deliver compelling sales presentations, product demonstrations, and proposals tailored to individual client requirements. • Negotiate and close complex sales agreements, ensuring mutually beneficial terms for both the client and SS&C. • Build and maintain strong relationships with key stakeholders and decision-makers within client organizations. • Collaborate closely with internal teams, including pre-sales, product, and client services, to ensure a seamless client experience. • Stay up-to-date on industry trends, competitive landscape, and SS&C product enhancements. • Achieve and exceed assigned sales quotas and performance metrics. • Maintain accurate and up-to-date records in the CRM system (e.g., Salesforce).

• Establish and maintain customer relationships • Drive sales growth through virtual sales, up sell, and cross sell strategically aligned products • Utilize detailed product and market knowledge to aid distribution partners and customers • Achieve monthly phone and activity goals while driving sales pipeline health • Exceed sales forecast through customer interactions • Collaborate with field sales representatives when appropriate

• Drive value delivery with current Gartner clients, ensuring clients maximize the value they receive from their Gartner services • Identify, cultivate, qualify and close client growth opportunities through cross-sell and upsell • Continually build a pipeline of high-quality opportunities to deliver against your sales metrics, ensuring KPI’s are met. • Quota responsibility for your assigned territory. • Manage complex high-revenue sales across matrix and diverse business environments. • Own forecasting and account planning on a monthly/quarterly/annual basis.