• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails • Re-establish and expand the growth potential for dormant and existing customers • Understand customer needs and requirements to match them to the appropriate product in our expanding portfolio • Work closely with management, internal team members, external sales, and service teams to generate high customer satisfaction • Maintain relationships with customers by providing support, information, and guidance • Research and provide recommendations on new solutions • Recommend profit and service improvements • Provide quotes for customers • Review sales orders for accuracy • Enter all new registrations into CRM along with associated opportunity • Complete and maintain accurate sales forecasts, data gathering, and reports for daily use of CRM on all contacts, accounts, and opportunities • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and benchmarking state-of-the-art practices • Participating in trade shows to expand territory networking and growth potential

• Own and manage client relationships from end-to-end, from sourcing to managing the sales process to client activation and adoption • Interact with key clients to understand and resolve complex issues related to the platform • Partner with our relationship management team to develop a coverage strategy for existing client relationships • Identify and originate new business opportunities, whether through your own actions or in partnership with our marketing organization • Manage the sales pipeline and relationships using CRM and partner with the data team to develop and maintain internal reporting tools • Collaborate on the development of product and functional strategy for Flourish • Willingness to travel for sales pitches and conferences (<50% travel) • Stay current on general trends in the financial industry, and specifically within wealth management • Maintain excellent communication with internal Flourish stakeholders • Exercise considerable judgment and analysis to arrive at recommendations and/or conclusions

• Develop and execute strategies to drive revenue growth, reduce costs, and improve profitability. • Grow the client base and expand the regional book of business to meet annual targets. • Plan and manage customer outreach using Salesforce to identify new opportunities. • Travel within the territory to meet prospects and strengthen client relationships. • Maintain existing client relationships and support smooth transitions to account managers. • Present our full range of products and services to key stakeholders. • Align client needs with business strengths and prepare tailored proposals. • Collaborate on contract development and lead negotiations with clients. • Research market trends and identify new business opportunities. • Support upselling and portfolio growth within existing accounts. • Track performance and work with the Account Manager to refine strategies and improve results.

This role is home based but needs to be located within a reasonable distance from a major metropolitan airport. The Business Development role at SunSource is key to driving profitable growth for the organization through the development and execution of SunSource’s acquisition strategy. The M&A Business Development Market Manager is a vital position within the group that works collaboratively across functions (Sales, Marketing, Legal, Human Resources, Finance, etc.) to identify and evaluate acquisition opportunities. From there, leading the charge through acquisition and into integration making this a true, full life-cycle role. In this role, it will be vital to immerse yourself in the industrial distribution arena to evaluate acquisition opportunities within our focused technology sectors. Networking with internal and external parties will be of the utmost importance.