• Identify, qualify, and develop new business opportunities across target markets. • Manage the full sales cycle from prospecting to discovery, demo, proposal, negotiation, and closing. • Understand customer needs around customer engagement, lifecycle marketing, personalization, CRM, and marketing automation. • Present and demonstrate relevant solutions to potential customers in a clear and consultative way. • Coordinate communication between customers, internal delivery teams, and technology partners. • Build strong relationships with partner sales teams and support joint go-to-market activities. • Maintain accurate pipeline, activity, and forecast information. • Work closely with internal consulting and implementation teams to ensure smooth handover after deal closure. • Represent Omtera professionally in meetings, events, webinars, and partner-led initiatives.

• Conduct sales consultations with warm, pre-qualified leads • Help prospective students identify the best educational path for their career goals • Close high-ticket program enrollments through consultative selling • Maintain accurate records in our CRM system • Consistently meet and exceed sales targets • Collaborate closely with Marketing, Admissions, and Student Success teams • Share customer insights and feedback to help improve our programs and sales processes

Role Description We are looking for talented, high performing team players to join our growing sales team. In this role, you will be responsible for achieving monthly revenue goals by qualifying, developing, and closing sales in Accounting and Wealth Management firms. You will work with firms that are new to BILL to identify, understand, and align the problems with their current process to BILL’s Accounting and Wealth Management firm solutions. Account Executives who consistently meet and exceed their targets will be considered for any number of exciting career expansion opportunities within our fast-growing organization. Qualifications - A proven hunter and sales professional with a history of driving customer growth and success - 3+ years of experience in Software/SaaS or Financial Tech sales with a successful track record of consistent quota achievement - An experienced professional with a full understanding of the SMB sales process, who can resolve a wide range of problems in creative ways - Previous experience selling to CPAs, Accounting firms, bookkeepers, banking, wealth management and professional service verticals strongly preferred - Proven consultative sales solution skills, including the ability to articulate a clear, concise Return on Investment value presentation - Ability to work in a virtual home office - Ability to travel on an as needed basis - Tech savvy - awareness and experience using SaaS applications and translating technical features into business concepts - Forecast accuracy - maintain account and opportunity information within our internal CRM systems - Highly motivated, goal-oriented, self-starting individual. Persistence and tenacity is key for success in this role. - Organized, ability to multitask, and strong time-management skills - Professional presence and confident, articulate communication skills - Team Player - displays BILL's cultural values - Bachelor's degree or equivalent experience Benefits - 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) - HSA & FSA accounts - Life Insurance, Long & Short-term disability coverage - Employee Assistance Program (EAP) - 11+ Observed holidays and wellness days and flexible time off - Employee Stock Purchase Program with employee discounts - Wellness & Fitness initiatives - Employee recognition and referral programs - And much more Company Description BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. To ensure a fair evaluation, our Candidate Integrity Policy prohibits the use of unapproved external assistance, including generative AI, during live interviews or assessments. Doing so will result in a review and potential disqualification. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

• Own and execute a business sales plan for existing customers across multiple industries. • Build and manage a strong pipeline through proactive value based selling efforts, marketing campaigns, and relationship development with senior decision makers. • Position CallMiner Omni Agent as a differentiated AI powered solution, articulating clear business value and ROI. • Lead the full automation sales cycle—from initial discovery and qualification through to proposal, negotiation, and close. • Stay ahead of market trends, competitive offerings, and emerging technologies within the AI agent automation space. • Collaborate closely with marketing, product, and customer success teams to deliver compelling customized demos, proposals, and customer specific value narratives. • Represent CallMiner at industry events, conferences, and partner engagements to elevate brand presence and generate new opportunities. • Maintain accurate forecasting, pipeline hygiene, and CRM discipline.