• Own a portfolio of customer relationships from onboarding through renewal, ensuring adoption, satisfaction, and retention. • Act as a trusted advisor by providing strategic recommendations that align influencer programs with customer business goals. • Lead strategic business reviews (SBRs) and campaign wrap reports, delivering insights that shape future strategy. • Oversee influencer campaign delivery from kickoff through reporting, ensuring content quality, on-time execution, and alignment to KPIs. • Partner with customers on post-sale strategy, sharing best practices and actionable insights to optimize performance. • Manage budgets, contracts, and deliverables with precision, providing transparent updates and proactive issue resolution. • Project manage campaigns by delegating executional tasks to Coordinators/Co-Ops, while serving as a mentor and coach. • Collaborate cross-functionally with Sales, Strategy, Research, and Product teams to deliver seamless client experiences. • Represent the customer and influencer voice internally, escalating insights and feedback to shape platform and service improvements. • Analyze campaign performance data to generate actionable insights for customers and internal teams. • Identify risks and opportunities early, providing proactive solutions to drive stronger results.

• Drive direct sales engagements into SLED accounts within your assigned territory. • Create and implement territory plans to achieve deployments of Fortinet solutions to a set of assigned, existing accounts and new logo prospects, within your assigned territory. • Develop executive relationships with key buyers and influencers and leverage these relationships to achieve quarterly sales goals. • Coordinate with internal teams to deliver winning contract bids, proposals, RFI/RFP responses, and Statements of Work. • Negotiate terms of business with clients to achieve mutually beneficial results and long-term partnerships. • Build and promote the Company’s position as the worldwide leader in Unified Threat Management.

• Meet and exceed projected sales goals based on territory quota established by sales management for the given territory • Use, on a daily basis, a disciplined approach to selling to uncover and meet customer needs. Full understanding and implementation of CVI sales platform • Maintain territory call cycle; minimum 6 customer meetings per workday • Quickly and accurately meet customer needs. Return customer phone and email inquiries within 24 hours • Regularly complete and update comprehensive profiling of all customers; understand customers business • Formulate and execute an effective call cycle plan to grow territory business; Prepare and present account business plans for minimum “top 25” customers, as well as quarterly growth plans • Develop new business within geographic territory • Maintain technical proficiency with CVI products and competitive products • Keep current with industry trends and analysis; i.e., Health Product Research data • Integrate and train customer office on the CVI suite of technology and value-added products and services; sell value-added tools to enhance customer experience with CVI • Develop customer marketing plans and promotions to grow business; monitor to insure return on investment • Use the CRM tool and reports daily to analyze product, account sales and overall territory growth • Participate in provincial and regional optical shows when requested • Submit all administrative reports on a timely basis (call reports, expense reports, ROI reports, etc.)

• Manage a portfolio of schools, trusts, and education customers across the UK and Ireland. • Serve as the primary point of contact for assigned accounts. • Build relationships with school leaders, IT teams, safeguarding professionals, and operational stakeholders. Lead customer renewal conversations and achieve retention targets. • Identify cross-sell and upsell opportunities across the Lightspeed portfolio. • Conduct regular account reviews to ensure customer satisfaction and adoption. • Monitor account health and proactively address risks to retention. • Partner with Customer Success, Support, Product, and Sales teams to resolve customer issues and improve outcomes. • Maintain accurate customer records, forecasts, opportunities, and activities within Salesforce. • Stay informed on trends and developments within the UK education market. • Share customer feedback and insights with Product and Marketing teams.