• Develop and execute a strategic business plan for a geographical area to effectively target, penetrate, and establish a network of relationships with key decision makers and stakeholders • Effectively call on physicians, nurses, nurse practitioners, physician assistants, etc., across multiple medical subspecialties • Manage hybrid relationships through a mix of in-person and virtual engagement – being able to leverage next gen ways of working to maximize efficiency • Effectively call on retail pharmacies, both chain and independent • Utilize data sources to maximize strategies and efficiencies to capitalize on opportunities with the greatest ROI • Attain or exceed assigned sales and profit goal • Manage and track territory specific information through a CRM system

• 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...