• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota • Drive new Digital Wealth business acquisition through direct sales activity, including cross-sell and up-sell opportunities • Build and manage pipeline through lead generation, prospect nurturing, prioritization, and disciplined reporting • Target potential leads and pursuits, and select the most effective sales strategies and approaches • Create forecasts and maintain a predictable funnel of qualified opportunities • Educate clients on the value of InvestCloud’s Digital Wealth capabilities, including digital engagement, onboarding, portfolio management experience, and reporting • Leverage financial services and industry knowledge to create demand and present compelling purchase rationales • Partner with internal pursuit teams, Sales Engineering, Product, and Account Management to shape, position, and close deals • Establish and grow executive-level relationships with prospective and existing clients • Share industry, deal, and sales best practices across the sales organization • Mentor and coach other account executives and associates, as needed • Manage demand generation efforts and quickly qualify opportunities

• Responsible for promoting SGS services (testing, inspection and certification) to new Consumer Product clients for deal closure • Responsible for driving end-to-end sales execution, from identifying new business opportunities to negotiating and closing contracts • Develop sales plans with manager to ensure the achievement of annual targets • Develop and maintain business relationships with potential and/or target customers • Be highly proficient selling and presenting SGS services • Issue proposals and negotiate fees, terms and conditions as necessary • Manage sales cycle and move events and activities to close leads and opportunities • Follow all reporting and web/call leads to meet company mandated time frame • Consistently and accurately provide sales reports and other reports timely as required by management • Work closely with technical and lab teams to present value-added service solutions to prospective customers • Work closely with customer service team to ensure ease and transparency of client information and requirements for order process • Escalate and resolve client order issues in strict alignment with client requirements • Attend industry and trade show events in support of leads generation and prospecting

Role Description We are seeking a proactive and highly organized Executive Officer to provide comprehensive administrative, sales, and operational support to a growing business. This role is ideal for someone adaptable, tech-savvy, and eager to learn multiple service lines, including NDIS, aged care, and commercial cleaning. You will play a key role in managing day-to-day operations, supporting sales outreach, handling customer enquiries, maintaining digital platforms, and ensuring business processes run efficiently. The successful candidate will receive structured onboarding through documented processes and daily screen-sharing sessions to develop a strong understanding of the business. The Executive Officer will report directly to the Director and work closely with key operational staff across NDIS, accommodation, cleaning, gardening, and administration services. Key Responsibilities - NDIS Compliance & Documentation - Understanding and maintaining NDIS participant records - Assisting with service agreements and onboarding documentation - Maintaining compliance records and audits - Incident reporting and record management - Maintaining worker screening and training registers - Invoicing & NDIS Administration - Preparing invoices for Plan Managers, Self-Managed, and NDIA participants - Following up on outstanding invoices and payments - Maintaining participant budgets and service tracking - Supporting payroll data collection for staff and contractors - CRM & Database Management - Maintaining customer databases and CRM systems - Tracking leads and referral partners - Recording interactions and follow-up activities - Generating weekly business reports Qualifications - Previous experience as an Executive Assistant, Virtual Assistant, Administrative Assistant, or in a similar support role. - Previous experience working with an Australian company/client. - Previous experience in NDIS administration and aged care administration. - Experience with sales support, lead outreach, or customer service is highly desirable. - Strong verbal and written English communication skills with a professional phone manner. - Experience managing email inboxes, calendars, and general administrative functions. - Strong bookkeeping experience and familiarity with accounting software are advantages. - Experience with CMS platforms. - Experience managing business social media accounts and creating or scheduling content. - Strong computer skills and proficiency with Microsoft Office or Google Workspace. - Ability to quickly learn new industries, systems, and processes through structured training. - Highly organized with excellent attention to detail and strong time management skills. - Self-motivated, proactive, and capable of working independently in a remote environment. - Comfortable participating in daily screen-sharing and collaborative training sessions. Key Performance Indicators (KPIs) - Response time to enquiries - Number of outbound sales calls completed - Appointment bookings generated - Social media content scheduled - Invoices processed accurately - Database updates completed - Weekly reporting delivered on time Technology Requirements - Reliable internet connection (minimum 50 Mbps) - Dedicated home office workspace - Noise-cancelling headset - Dual monitor setup preferred - Backup internet connection preferred Confidentiality & Data Security - Handling sensitive client information confidentially - Following privacy and data security procedures - Understanding Australian privacy obligations Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Disclose any existing ongoing roles or client work - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

• Own and drive a pipeline of mid-market opportunities ($20K–$100K ACV) from outbound prospecting through close • Run discovery, demos, and business case conversations with Finance, Accounting, and IT stakeholders • Potentially partner with a VAR Partner not in our network to co-sell and influence deals in the BC and Sage Intacct network • Develop deep knowledge of customer ERP environments to position Velixo’s value clearly and credibly • Collaborate with Sales Engineer on complex evaluations and POCs • Accurately forecast your pipeline and maintain CRM hygiene in HubSpot • Feed market intelligence back to product, marketing, and leadership