• Responsible for prospecting new clients into our Payroll/HCM services realm • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader • Responsible for training and coaching Senior Product Advisors (SPAs), who report to them • Provide status updates to reporting PDM

• Responsible for prospecting new clients into our Payroll/HCM services realm • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader • Responsible for training and coaching Senior Product Advisors (SPAs), who report to them • Provide status updates to reporting PDM • Additional responsibilities may be assigned as needed

Drive sales through channel partners while understanding customer needs and competitive landscape. Create detailed territory plans and leverage insights to deliver compelling value propositions, ensuring alignment with business challenges and...

• Build account base by demonstrating products, services, and technical product solutions • Effectively manage a territory and maximizes business potential. • Drives new customer business through networking, referrals, and cold calling. • Conducts sales presentations and product demonstrations to contractors and direct customers. • Enters all Customer Opportunities into SalesForce and actively manages and maintains opportunity status. • Collect all customer requirements to quote Request for Proposals from customers including drawings, specifications and contract terms. • Facilitate communications between AGI Quote Team and Customer to insure accurate cost estimating. • Works with internal departments and/or divisions to solve problems and develop solutions for customer accounts. • Strategizes with management to locate and maximize sales opportunities. • Develops strategies and provides feedback to ensure we remain competitive in the market. • Gathers and shares competitive information with appropriate internal departments. • Executes sales strategy within existing territory to meet monthly, quarterly, and annual revenue goals. • Assists with customer retention by being aware of competitive situations and meeting with the customers. • Builds relationships with customer decision makers and provide extraordinary customer service. • Ensures sales and retention goals for all products are met. • Sources and manages distribution channels as needed. • Works jointly with other departments when working directly with customers to resolve customer concerns and complaints. • Assists in development of sales budget and subsequently ensures adherence to the budget numbers. • Completes and maintains sales reports, forecasts and customer data. • Supports regional, national, trade shows.