• Serve as the primary liaison for OEM customers, driving strategic account planning, customer satisfaction, and issue resolution. • Develop and execute sales and account strategies—including opportunity prioritization, training plans, and recovery actions—to achieve growth, margin, and market‑share targets. • Identify and secure new OEM customers through proactive outreach, networking, and cross‑functional collaboration while monitoring competitive activity and market trends. • Communicate customer needs internally and create added value through coordinated sales efforts, cross‑selling, and deep understanding of customer business drivers.

• Develop and expand relationships with top-tier consulting and transformation partners across Europe. • Drive partner-sourced and partner-influenced pipeline through enablement, account mapping, and joint GTM activity. • Engage confidently at C‑suite level within partner organisations and enterprise customers. • Deliver virtual demos, workshops, and enablement sessions via Teams. • Support partners throughout customer cycles, including scoping, proposals, and commercial alignment. • Identify and onboard new consulting and SI partners to extend market reach. • Report directly to the CEO on partner performance, pipeline, risks, and opportunities.

• Grow/Support the advisor relationship, point of contact for escalations, upsell goals, fund changes, fee negotiations, managing reporting and data feed requests, Non-fiduciary investment reviews, fee benchmarking and plan design discussions. • Effectively manage, analyze, and retain a portfolio of business clients to provide knowledgeable advanced solutions by delivering a high level of financial product expertise and support. • Maintain ongoing communication with client influencers/decision makers to understand their goals/objectives and identify service concerns. • Proactively and consistently present Alerus value proposition. • Proactively employ/share technical knowledge of and experience with ERISA and retirement plan industry with clients and intermediaries while conducting regular plan, investment and service reviews. • Will act as the primary Advisor contact or Sponsor contact for direct plans. • Assigned a book of plans, based on advisor relationship. • Responsible for helping to support and grow advisor relationships. • Proactively demonstrate ability to engage and interact with varying audience types including plan participants, plan sponsors, investment committees, and peer groups. • Review fee schedules and structure with clients. • For direct business, responsible for improving overall plan health through participant education and enrollment support and growing the client relationship with Alerus. • Handles all escalations and is responsible for client/advisor retention. • Will partner with internal stakeholders to research and resolve client issues.

• Build and maintain strong relationships with existing clients, understanding their needs and ensuring exceptional customer satisfaction. • Conduct regular check-ins, provide product updates, and address any concerns or issues promptly. • Identify and pursue new business opportunities within the formwork industry through strategic customer acquisition and strengthening current client relationships. • Develop and execute strategic sales plans to achieve revenue targets and expand market share. • Stay updated on industry trends, market conditions, and competitors' offerings. • Demonstrate in-depth knowledge of our formwork and shoring products to effectively educate and sell to clients. • Prepare and deliver compelling sales presentations to prospective clients. • Create customized proposals and quotes based on client requirements. • Work closely with the sales team, engineering, operations, and customer support to ensure a seamless customer experience. • Collaborate with cross-functional teams to address client needs and resolve issues.