• Drive growth through new logo acquisition within an assigned territory • Drive new business with prospective accounts (zero billers) • Responsible for selling the company’s products and services via telephone/web conference using a solution-based and consultative sales approach • Qualify leads, identify decision makers, determine customer needs, explain product/service variations, overcome customer objections and close sales • Responsible for updating relevant customer information - including sales funnel activity, opportunity updates, maintenance of monthly goals, customer proposals and customer contracts • Provide superior service with every customer interaction

• Increase sales through greater penetration within existing accounts, while also prospecting and building business with new accounts • Responsible for meeting or exceeding sales and margin goals • Demonstrate outstanding customer service to build relationships and ensure customer satisfaction • Implement and manage pricing strategies within all accounts • Work with manufacturers' representatives to sell promoted items • Attend sales meetings and meet with Sales Manager on a regular basis • Manage Account Receivables successfully • Communicate and cooperate in a productive manner with all departments • Utilize all appropriate VIP sales techniques and methodologies

• Own the full sales cycle from prospecting through close. • Drive a heavy outbound pipeline targeting Private Equity firms and Venture Capital firms. • Book and run discovery calls with portfolio operations teams, investment leaders, and decision makers responsible for portfolio performance. • Conduct demos and clearly communicate the value of the platform. • Close SaaS deals in the $30K to $70K ARR range. • Build relationships with Private Equity and Venture Capital professionals who influence vendor selection across portfolio companies. • Maintain strong pipeline management and forecasting discipline. • Work closely with company leadership as the sales motion evolves. • Provide feedback from the market to help refine positioning and messaging.

• Oversee and direct planning, research, content, and strategy development of complex efforts • Be a trusted advisor to clients and external partners who touch the client’s business, as well as with internal project teams • Take responsibility and accountability for larger projects, including the work and the process • Create momentum within the team to deliver high quality work and identify opportunities to drive growth • Think one step ahead, identifying potential opportunities and next steps needed, flagging risks, and coming up with solutions for how the team can fulfil or overcome them • Provide direction and feedback to junior team members in daily and ongoing responsibilities; mentoring them for growth within the team • Design and implement process improvement efforts in strategic and innovative ways • Prioritize and delegate assignments and requirements, as needed • Model and encourage company values • Influence decisions and drive change • Participate in the hiring and onboarding of new team members • Help drive the new business process including organic growth