• Develops territory plan designed to build diversified and meaningful pipeline and to achieve monthly, quarterly, and annual revenue goals • Achieves monthly, quarterly, and annual revenue goals for the assigned territory • Builds, maintains, and develops knowledge to become an expert on Teaching Strategies' solutions as well as the competitive landscape for early childhood development • Responsible for the full cycle of the sales process; balances time effectively with the right mix of prospecting, planning, presenting, negotiating, and closing • Accurately manages sales pipeline in Salesforce.com while providing sales opportunities to reflect product, dollar amount and estimated close dates • Utilizes Salesforce.com to track all sales activity and customer/prospect correspondence for given territory • Provides monthly forecast and sales projections to Sales Team Director • Maintains existing relationships with customers and channels customer feedback appropriately • Hosts online presentations and demonstrations as well as face-to-face meetings • Communicates on a regular scheduled basis with major clients within the territory; timely follow up to all phone and email communications regarding potential sales opportunities • Represents Teaching Strategies at exhibits, conferences, events in territory • Increases market leadership capacity and ensures the development of long-term customer partnerships • Works across departments to establish shared goals and cross-functional initiatives in support of sales and company priorities

• 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.