• Match solution-set with opportunity needs to drive credibility and wins via presenting strategy and the solution with sales team, serving as the SME. • Engage in high-value, complex, or at-risk opportunities to shape deal strategy. • Lead value positioning, competitive differentiation, and executive messaging. • Support pricing strategy, packaging, and commercial structuring in partnership with Finance. • Develop and execute overlay sales strategies aligned to corporate growth priorities. • Drive incremental revenue across targeted solutions, industries, or strategic initiatives. • Equip frontline sellers with messaging, playbooks, and positioning tools in partnership with creative/marketing. • Conduct training sessions and workshops to elevate sales effectiveness. • Partner with Product to influence roadmap based on market feedback.

• Sales Workflow Management: Intake, triage, and route all incoming sales requests, ensuring proper prioritization based on deadlines, revenue impact, and customer needs • Maintain the sales queue or project management board, ensuring complete and accurate information • Monitor progress on active jobs and proactively follow up with team members to prevent delays • Sales Team Support: Prepare and organize client brief information for Business Development Reps and Account Managers • Assist with quote creation by gathering product details, vendor pricing, and artwork requirements • Support sample requests, proof approvals, and follow-through on production timelines • Cross-Department Coordination: Serve as a communication bridge between sales, creative/art, production, and procurement teams • Ensure all departments have the information needed to meet client expectations • Consolidate updates from vendors and internal teams and communicate them back to sales • Client Service & Communication Support: Draft or send routine client communications (order status updates, proof reminders, tracking info) on behalf of the sales team • Coordinate meeting scheduling, follow-ups, and preparation of sales materials when requested • Data & Systems Management: Enter and maintain accurate information within the CRM, order management system, or project management tools • Track key milestones (quotes sent, proofs approved, orders placed) to support reporting and pipeline accuracy • Maintain organized digital folders for assets, approvals, and client project documentation • Continuous Improvement: Identify workflow inefficiencies and recommend process enhancements • Help develop standardized intake forms, templates, and checklists to support scalable growth

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs

• Demonstrate and uphold IMS Core Values: Ownership Thinking, Humble Confidence, Quality & Excellence, Honor the Relationship, and Operate as One • Develop territory and account strategies to grow relationships with targeted law firms and attorneys across firm sizes and practice areas • Promote and sell all IMS service lines with confidence and clarity • Conduct daily field visits to meet face-to-face with current and prospective law firm clients • Build strong, lasting relationships through relationship-based sales: scheduled in-services, lunch-and-learns, and IMS-initiated or sponsored events • Tailor presentations and discussions on the unique needs of large law firms, regional firms, and boutique litigation firms that could benefit from IMS services • Increase awareness and preference for IMS through consistent outreach using phone calls, email, social media, and coordinated marketing campaigns • Partner with internal teams to initiate and support new matters while ensuring a seamless client experience • Represent IMS at industry conferences, bar association events, and firm programs to enhance brand visibility and generate new opportunities • Complete comprehensive training across all IMS departments and service offerings to effectively cross-sell and position the full IMS portfolio • Develop and implement tactical plans to achieve sales quotas and territory goals • Execute required outreach and meeting activity with accuracy and consistency • Conduct in-depth research on firms and litigators to identify opportunities and tailor outreach • Meet productivity expectations and case initiation targets • Function as the client’s advocate while collaborating with internal teams to meet case and project needs