• Own and hit/exceed annual sales targets within territory and accounts • Develop and execute strategic plan to achieve sales targets and expand our customer base which includes active prospecting to build a short term and long-term pipeline • Build and maintain strong, long-lasting customer relationships • Partner with customers to understand their business needs and objectives • Effectively communicate the value proposition through proposals and presentations • Understand category-specific landscapes and trends • Reporting on forces that shift tactical budgets and strategic direction of accounts • Accountability for understanding a communicating Fintech Industry trends to effectively sell and compete in the open market

• Perform all required sales/service functions such as receiving and responding to Requests For Proposals (RFP) submitted by brokers, agents, consulting firms, Third-Party Administrators (TPA) and financial advisors • Build and maintain relationships with partners and plan sponsors to understand the client’s overall objectives and requirements • Prepare and conduct technical/product presentations and demonstrations for potential clients • Coordinate with local Client Relationship Managers & Regional Directors to coordinate new plan implementation to assigned accounts/customers • Provide feedback to marketing and product design teams for future product enhancements through Regional Vice Presidents • Continually prospect for new relationships with brokers, agents, and consulting firms

• Proactive lead generation: You search for and identify new potential customers. • Using our jointly developed sales strategy, you will independently drive outbound lead generation for our live training platform through cold calling. • Sales-qualified leads: As the first point of contact with potential customers, booked appointments you generate via phone outreach count as SQLs. • Cost per SQL / conversion: Improve call handling and execution to increase booking rates and enhance lead quality.

• Lead the end-to-end platform implementation process, ensuring timely and successful deployments. • Collaborate with clients to define solution architecture, configure platform components, and tailor implementations to meet specific business needs. • Develop and refine best practices for scalable, high-impact implementations. • Provide hands-on technical consultation during hyper-care, ensuring clients achieve stability and optimal performance. • Partner with Customer Success, Engineering, and Support teams to proactively address issues and drive faster resolutions. • Continuously refine risk mitigation strategies to improve system performance and security. • Work with clients to customize platform functionalities based on their operational and business needs. • Act as a technical bridge between clients and internal teams, translating requirements into product enhancements. • Diagnose and troubleshoot technical and product issues, ensuring minimal disruption. • Lead training sessions and hands-on workshops to empower client teams and ensure successful platform adoption. • Develop and maintain detailed documentation on implementation processes and platform configurations. • Partner with Product, Engineering, and Data Science teams to provide client feedback and inform roadmap priorities. • Align with Customer Success to ensure ongoing client value realization beyond implementation. • Support Sales & Pre-Sales by providing technical expertise for expansion opportunities within existing accounts. • Collect and analyze client feedback to enhance implementation strategies and platform usability. • Conduct quarterly fraud and risk reviews for key accounts, identifying areas for optimization. • Drive improvements in time-to-value, ensuring faster go-live and measurable business impact.