• Manage a defined account list of cardiology practices; create territory strategies to win them. • Drive disciplined pipeline velocity: CRM accuracy, forecasting precision, and momentum in every deal. • Generate your own pipeline through proactive outreach, in‑person visits, and event presence. • Build trust and credibility with cardiologists, practice owners, administrators, and PE or hospital‑aligned stakeholders. • Communicate value‑based care economics clearly: revenue upside, quality pathways, operational ease. • Navigate complex ownership structures, multi‑partner practices, and multi‑stakeholder decision processes. • Manage objections, negotiate terms, and guide practices toward clear, confident decisions. • Exceed targets across activity, meetings, proposals, and signed agreements. • Uphold a “next step always set” approach with every prospect. • Partner closely with Marketing and Growth Ops to improve lead flow, conversion, and messaging. • Provide structured feedback to help refine our sales playbook, talk tracks, and proposal approach. • Help shape repeatable sales processes, materials, and insights as we grow. • Adapt quickly to evolving product, operational, and market conditions. • Lean into ambiguity with ownership, urgency, and resourcefulness.

• Assist in basic customer acquisition and retention activities • Learn and apply foundational sales principles and methodologies • Support the sales team in administrative tasks and data entry • Participate in sales meetings and training sessions • Help maintain customer records and update CRM systems • Collaborate with team members to ensure compliance with sales regulations • Assist in preparing sales reports and presentations • May be required to support additional products/brands as required.

• Serve as the primary post-sale point of contact and strategic advisor for assigned client accounts • Build deep, long-term relationships based on trust, transparency, and shared goals • Develop a comprehensive understanding of each client’s business, KPIs, and growth strategies • Champion client success through regular touchpoints, planning sessions, and business reviews • Take full ownership of account growth and retention, directly contributing to increased ARR for WEX • Identify and close upsell and cross-sell opportunities by aligning WEX capabilities to emerging client needs • Lead the renewal process, ensuring timely execution and clear demonstration of value • Use strategic planning and quarterly business reviews to showcase ROI and build expansion roadmaps • Guide clients through best practices and advanced product features to maximize value • Develop enablement plans that support customer-specific business outcomes • Drive consistent product utilization to ensure adoption and prevent churn • Act as the single point of accountability for issue resolution and client satisfaction • Coordinate with internal teams (Sales, Product, Engineering, Support, etc.) to resolve concerns quickly and completely • Prevent reactive service by identifying friction points early and proactively addressing them • Proactively share relevant product updates, enhancements, and news • Gather and communicate customer feedback to internal stakeholders to influence product direction and service improvements • Maintain accurate records of client status, activity, and opportunities • Monitor and report on success metrics such as satisfaction, renewal rate, and revenue expansion

• Exceed assigned revenue and profit goals quarterly and against an annual goal. • Establish relationships with customers, and vendors while creating opportunities in assigned region(s) as well as new markets when required. • Manage and report out a weekly pipeline of sales opportunities, quotes, and orders. • Develop requirements with customers for future bids and contract quotations for equipment and services provided by the company. • Travel to client locations and attend symposiums, conferences, trade shows and exhibitions, and conduct vendor ride-alongs, to cultivate sales opportunities. • Actively develop competitive and customer intelligence: Communicate market intelligence, opportunities, and threats to the company. • Provide price quotations and establish proper credit or contract terms, warranties, and delivery dates. • Learn and utilize internal CRM and ERP systems for processing quotes and orders. • Assist Inside Sales in data entry with generating quotes for customers, as well as work on identifying optimal and available funding opportunities. • Recommend products to customers, based on customers' needs and interests. • Perform administrative duties, such as preparing reports, keeping sales records, and filing expense account reports according to corporate deadlines. • Collaborate with potential customer professionals in product development, improvements, modifications, or changes that could enhance its overall performance. • Accurately process quotes that have been received either in writing, electronically, or by phone. • Develop a marketing strategy to create sales leads for new contacts within the existing region. • Implement an inside/outside team approach for sales, territory/customer strategy, vendor relations, and dealer of record.