• Own the full partnership lifecycle: identify, pitch, negotiate, close, and operationalize strategic partnerships with CPA firms, accounting networks, and tax technology platforms • Build and execute co-selling and reseller motions with partner firms, creating alignment between their practice leaders and Instead's GTM team • Drive distribution partnerships that embed Instead into accounting firm workflows, making us the default tax automation layer • Develop joint go-to-market programs: co-branded content, webinars, conference presence, referral programs, and integration partnerships • Work cross-functionally with Product, Engineering, and Tax to ensure partner needs are reflected in our roadmap and delivery • Represent Instead at industry events (AICPA, CPA.com, state CPA conferences, tax technology summits) and build executive-level relationships across the ecosystem • Track partnership performance rigorously: pipeline generated, revenue influenced, firms onboarded, retention impact • Help define Instead's partner program structure, tiers, incentives, and enablement as we scale from early partnerships to a mature channel

• Own day-to-day management of assigned DSP partner relationships • Support partner enablement and onboarding initiatives • Assist with deal setup and campaign execution across platforms • Troubleshoot and resolve technical and operational issues • Monitor performance and deliver reporting insights • Identify and escalate risks, blockers, or discrepancies proactively • Ability to proactively identify, pitch, and execute upsell opportunities while delivering strategic recommendations that drive value for key clients

• Driving specialty product sales into assigned region including new and existing customers. • Develop new opportunities through cold calling, marketing campaigns, ground swell activities, National Account resources, and participation in regional/national shows. • Assisting the National Account, Channel Management, and Client Services Teams in driving unit sales volume. • Developing and encouraging strong customer relationships, building brand loyalty, and driving current customer expansion through new product sales. • Ability to plan, prioritize, lead, and track all sales cycle events. • Present and demo the patient safety and business benefits of the Censis solutions through individual and committee meeting channels. • Responsible for forecasting, monitoring, and posting sales activities within the assigned region. • Build and maintain a clinical and technical knowledge expertise.

• Drive active sales across the full microscopy product portfolio • Manage your territory, including travel and customer engagement • Plan and conduct customer visits and product demonstrations • Identify and develop new business opportunities, with or without marketing support • Manage your sales pipeline and opportunities using the CRM system • Maintain accurate records of opportunities, timelines, and customer interactions • Represent the company at exhibitions, conferences, and industry events • Build and nurture long-term relationships with existing customers • Work closely with internal teams to ensure customer satisfaction and success • Proactively seek new accounts to stimulate regional growth