• Develop and execute a strategic territory plan, including setting annual sales targets and activity goals. • Deliver customized presentations to brokers and prospective clients, highlighting Ameriflex products and services to meet customer needs. • Plan and conduct client seminars, online presentations, and in-person meetings to expand the customer base. • Maintain a thorough understanding of Ameriflex products, services, and overall sales strategies, effectively communicating these to brokers and clients. • Proactively identify new business opportunities by developing relationships with brokers and prospective clients. • Monitor and track sales performance to meet or exceed annual revenue goals and product targets. • Participate in weekly sales meetings with the sales team and Senior Vice President of Sales to review progress and discuss regional sales strategies. • Accurately document sales activities and client interactions using Salesforce, ensuring detailed and up-to-date records. • Manage existing broker relationships to ensure satisfaction and uncover opportunities for growth. • Attend regional conferences, industry events, and marketing meetings to stay connected with industry trends and network with potential clients. • Act as a primary point of contact for brokers and clients, providing timely and professional support. • Work closely with the sales team and other departments to ensure alignment on territory strategies, sales activities, and client needs. • Provide feedback and insights to the sales leadership team to help shape sales strategies and improve sales processes. • Maintain proper business etiquette and professionalism in all communications, including email, phone calls, and in-person meetings.

• Lead, scale, and optimize a high-performing team of Enterprise Account Executives. • Drive revenue generation across the Eastern United States territory. • Own the regional forecast accuracy and deal execution discipline. • Build an environment characterized by deep consultative discovery and strategic customer advocacy. • Collaborate with Sales Engineering, Renewals, RevOps, and Product Marketing.

• Responsible for providing customers with information on product pricing, features, and availability. • Responsible for creating proposals, quotes, and opportunities. • Responsible for creating presentation formats and compiling data for the preparation of sales presentations. • Responsible for documenting all order-related activities in various systems. • Responsible for sending a follow-up with suppliers on orders. • Ensure up-to-date records of customer interactions, transactions, comments, and complaints. • Responsible for managing a high volume of inbound and outbound emails. • Responsible for providing general day-to-day customer service to clients and vendors. • Ad hoc tasks aligned with those mentioned above

• Oversee backend project management operations while supporting Sales Executives, Account Managers, suppliers, and clients to ensure an exceptional customer experience. • Play a key leadership role in coaching and developing team members, optimizing workflows, and ensuring seamless support across the sales and project management functions. • Create training sessions and/or assist the Manager of Creative Project Management with training sessions. • Conduct a thorough review and approval of CPMC and CPMSC's work during training to ensure accuracy. • Create and optimize training guides for new processes, updates, and workflow changes to ensure full team alignment and readiness. • Have 1:1s with every CPMC and CPMSC. Coach, motivate and improve their performance. • Coordinate recognition and remote events, within Kotis’ parameters, for CPMC and CPMSCs that fosters team cohesion and camaraderie, organizing team events to celebrate achievements and build a positive work culture. • Maintain an efficient productivity data system to track and evaluate the quality and completion of assistant's work. • Assign low-lead and non-program clients to CPMCs to guarantee that all incoming clients receive timely support and are guided smoothly through the ordering process. • Manage task delegation from AEs and CPMs when no support is available, ensuring all tasks are completed accurately and within deadlines. • Oversee team coverage and scheduling, including PTO approvals, ensuring uninterrupted support for the Creative Project Manager and stepping in to cover coordinator responsibilities during absences. • Deliver structured performance evaluations at the 3-month, 5-month, and annual milestones, providing clear feedback to support growth and accountability.