• Lead, develop, and motivate a team of regional sales leaders and individual contributors • Establish and execute the company’s sales strategy in alignment with revenue and growth goals • Own forecasting, pipeline health, and revenue predictability across regions • Monitor sales performance metrics and ensure disciplined execution against targets • Drive consistent, scalable sales processes while enabling regional flexibility to meet local market and district needs • Coach and develop sales leaders and reps through regular one on ones, performance reviews, and ongoing feedback • Build a culture of transparency, accountability, and continuous improvement • Create an environment that supports professional growth and internal career progression • Maintain direct involvement with key accounts, strategic opportunities, and complex deals • Support district level sales efforts by participating in executive presentations, negotiations, and debriefs • Use customer feedback and market insights to inform strategy, messaging, and product direction • Represent CENTEGIX at conferences, trade shows, and industry events • Ensure accurate CRM usage (Salesforce), reporting, and data integrity across the sales organization • Collaborate closely with Marketing, Customer Success, Implementation, and Product teams to improve customer experience and sales productivity • Identify and implement improvements to sales administration, tooling, and workflows • Partner with Product to provide field driven input on roadmap priorities and feature enhancements

• Enter pre-qualifications and applications in the Loan Origination system. • Evaluate loan options with the Loan Consultant that adhere to product and credit guidelines. • Identify loan adjustments and execute change of circumstance in the loan origination system. • Assure all components to the file are ordered, copied and included in the loan package prior to processing. • Work with customers to set expectations including but not limited to rate inquiries, appointments, loan status and other information deemed necessary. • Confirm and attend appointments and review with customer all documents needed at time of application to ensure efficiency. • Serve as a liaison between Loan Consultant, Fulfillment and Sales Support.

• Supervise and support Technology Trainers, providing coaching, direction, and performance feedback • Prioritize and manage team workload across ongoing training, and system updates • Ensure consistency in training standards, documentation, and communication • Serve as escalation point for training-related questions and support • Plan and facilitate live and virtual training sessions as needed • Oversee development and maintenance of training materials, user guides, and knowledge resources • Identify opportunities to improve training effectiveness and user experience • Coordinate training efforts related to system updates and enhancements • Partner with cross-functional teams to understand upcoming changes and prepare training plans • Support adoption efforts for new tools and process improvements • Develop a strong understanding of sales workflows and user challenges within company systems • Identify opportunities to improve how tools are utilized to support efficiency and revenue-generating activities • Share feedback with leadership and cross-functional partners regarding recurring user pain points or improvement opportunities • Help standardize content organization and knowledge management practices • Track participation, feedback, and training trends to enhance program quality • Contribute to improving onboarding and ongoing enablement processes

• Develop a business plan including strategies and tactics that will enable your team of sellers to grow existing accounts by deepening engagement with current stakeholders and identifying additional budget owners • Coach your team on how to leverage customer purchase data to proactively align tailored solutions to business needs, identifying clients business challenges and opportunities • Hold your team accountable to impeccable pipeline hygiene and management • Create and hold team accountable to best practices across the sales cycle from account management to upsells to annual renewals • Apply your experience in sales to exceed quarterly and annual revenue targets • Hold a set cadence of client check-ins and conduct ongoing discovery to stay aligned with evolving KPIs and retention risks • Identify scalable business opportunities that align to Cardlytics core value and can deliver incremental revenue and logos to the mid-market business