• Manage, upgrade, and grow a portfolio of small and mid-sized business or multi-location accounts through proactive 40 - 60 daily outbound calling. • Generating quotes, closing activities, and processing order information to retain core revenue. • Present and close renewal opportunities virtually or by phone with existing clients. • Address and overcome client objections by effectively communicating program benefits, features, and Pitney Bowes’ value proposition. • Navigate the requirements and regulations associated with renewal agreements. • Plan and document sales activities, maintain accurate customer records, execute campaigns, build pipeline, and manage forecasting using Salesforce. • Perform additional duties as assigned.

• Responsible to fully manage and grow assigned customer accounts. • Prospect and develop new potential customers (Resellers) via trade shows and phone by qualifying and tracking leads, researching and identifying key contacts, traveling and placing calls to establish business relationships, qualifying new accounts and strategically suggesting products. • Maintain a pipeline of new business, pushing opportunities through each stage of a documented, standard sales process. • Manage schedule to focus on customer support, project management and revenue-generating activities with an expectation of frequent travel. • Attend customer and sales representative facing trade shows, and strategic meetings with management and executives. Instruct and train representatives and customers on new Omada products and program updates while improving relationships with major resellers. • Develop an understanding of the customer’s business, identifying their needs and proposing appropriate product mix and marketing programs. • Participate in marketing program planning, development, execution and measurement to ensure that programs succeed according to plan. • Planning, preparing and conducting necessary training to educate sales representatives and customers on all new TP-LINK products and programs. • Maintain customer satisfaction and elevate issues of dissatisfaction for quick resolution. • Negotiate terms, establish profitability metrics and establish logistic relationships, which meets the needs of Omada channel partners. • Coordinate with the sales team and prepare strategic account development plans for each customer. • Work with other departments, including accounting, marketing, and logistics to complete tasks and reach personal and team goals. • Be a strategic problem solver with the ability to identify ROI within strategic solutions to win market share. • Review weekly and monthly sales through forecasts and financials.

• Develop, coordinate and implement strategies and plans associated with all aspects of renewals for groups of 50-499, including Diversified Business, new sales and renewals. • Accountable for coordination of marketing service efforts in a manner that facilitates the retention and effective administration activities of assigned accounts by assuring that Florida Blue delivers appropriate service to all group administrators, employees and agents. • Maintain relationships with key contacts and provide a mutual understanding of the plans, policies and procedures to ensure group’s expectations are met. • Manage and conduct the development, coordination and distribution of enrollment materials and enrollment educational sessions. • Build strong partnerships with agents and individuals internal/external to the sales organization who support servicing, renewing and selling of our products. • Develop and maintain strong partnerships with a specific assigned group of agents. • Educate agents on Florida Blue sales processes, products, pricing, policies and procedures. • Act as liaison or key point of contact between agent and Florida Blue. • Build strong relationships with individuals within and outside the sales organization who support retention of our products. • Manage the agent through the Florida Blue sales process to achieve retention goals through collateral material, proposal and rating, influencing RFP's, closing/acquisition, objection handling, and enrollment/implementation. • Create commitment to Florida Blue by moving agent to higher levels (Gold and Blue Diamond).

• Execute all elements of a proactive local sales strategy, including interacting with external clients, prospects, and organizations to provide accurate and updated information regarding the UWorld Accounting & Finance Review Products which focus on the CPA, CMA, CIA, CFA, and CMT Exams and on-going updates to each of the aforementioned exams. • Support and maintain existing customer base while continuing to expand market presence and build new business • Execute account-specific presentations, demonstrations, lunch and learns and other strategies for all assigned and prospective accounts to grow revenue in an assigned territory. • Identify opportunities for new business and for growth at existing accounts and pursue those opportunities through closing and renewal • Develop and execute individualized sales and marketing strategies within each Firm/Corporation and universities in the New York territory. • Drive revenues at Firms/Corporations by managing relationships with the COO, Managing Directors, Human Resources, Learning Directors, Administrator, and recruiters. • Establish and participate in Firm/Corporation specific events, webcasts, Meet the Firms, and related opportunities to provide thought leadership. • Build, maintain and strengthen new and existing relationships with Firm/Corporation administrators, partners, directors, to generate sales inquiries, pilots, partnerships, and sales revenue. • Build, maintain and strengthen new and existing relationships with key universities through on campus events and presentations as well as developing faculty relationships.