• Own and grow a book of business through renewals, upsells, and cross-sell opportunities • Meet or exceed revenue targets through client growth and retention strategies • Lead contract renewal conversations and manage negotiations in collaboration with internal teams • Build and maintain strong relationships with key stakeholders at credit union clients • Act as a trusted advisor, helping clients maximize the value of their Sharetec investment • Drive product adoption and identify opportunities to improve client operational efficiency • Develop and execute account plans and sales strategies aligned to client needs and Sharetec’s offerings • Leverage CRM tools and data insights to manage pipeline, improve forecasting, and optimize performance • Conduct regular client reviews and strategic planning conversations • Partner with marketing, product, support, and implementation teams to deliver client value

• Present and sell company products and services to current and potential clients. • Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made. • Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals. • Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff. • Follow up on new leads and referrals resulting from field activity. • Identify sales prospects and contact these and other accounts as assigned. • Prepare presentations, proposals and sales contracts. • Develop and maintain sales materials and current product knowledge. • Establish and maintain current client and potential client relationships. • Participate in marketing events such as seminars and trade shows. • Coordinate with company staff to accomplish the work required to close sales. • Other duties as assigned.

• The Account Executive is responsible for managing and directing the front-line relationship with clients • They are responsible for managing the relationship, performing analysis and assessment of the benefit plan • Recommending strategies, assuring superior service levels and plan effectiveness • The overall retention of the business, and upsell FBG products where appropriate. • Respond to client inquiries within 24 hours • Create and maintain a proactive interaction with clients, brokers, business partners, and vendors • Evaluate client needs and lead cross-functional teams to design, plan, configure, and implement products and services • Assist leadership team in guiding and mentoring Account Managers and Account Management Associates • Analyze and evaluate client's plan performance and seek opportunities to upsell/cross-sell FBG products and services • Build and maintain a strong understanding of product/service delivery systems and infrastructure • Schedule and lead client "delivery centered meetings," communicating progress.

• Prospect (cold-call) via phone, email, and other methods to obtain qualified leads for a pipeline; consistently meet performance benchmarks for outbound calls and meeting scheduling to drive revenue growth • Expectations for probationary period (hire month plus the following 2 calendar months): Weekly average of 45 calls a day; Average 4 meetings scheduled per month • Expectations following probationary period: Weekly average of 45 calls and/or 60 minutes of talk time per day; Average 1.5 sales per month • Maintain accurate records of interactions and activities in systems to ensure data integrity for reporting and pipeline management • Assist leadership or team members with special projects, reporting, or administrative tasks as requested to support team efficiency and contribute to strategic initiatives • Participate in internal meetings and training sessions to stay informed on company updates and continuously improve skills • Support cross-departmental initiatives that enhance client experience or operational efficiency to foster collaboration and improve overall customer satisfaction • Mentor or assist new team members during onboarding or training when requested to share knowledge and promote team development