• Consistently deliver against KPIs including call volumes, talk time, and conversion rates, meeting and exceeding monthly targets • Stay informed on global financial markets and macroeconomic trends, confidently discussing relevant developments with customers to build credibility and trust • Cultivate exceptional, long-term relationships with customers, ensuring every interaction leaves them feeling valued, supported, and confident to trade • Develop a thorough understanding of the regulatory framework governing financial trading, applying this knowledge to ensure all activity remains compliant and aligned with industry standards • Maintain accurate and up-to-date records across all key platforms, including HubSpot CRM, Microsoft Excel, SharePoint, and Outlook, upholding a high standard of data integrity • Effectively manage and diversify across multiple lead sources to maximise pipeline coverage and new business opportunities • Work cross-functionally with colleagues across departments - including Marketing, Product, and Compliance - to support brand growth and deliver a consistently outstanding customer experience • Demonstrate the ability to work autonomously, managing your own workload and priorities, while actively contributing to team performance and shared goals

• Lead structured discovery conversations with customers to uncover current-state challenges, future-state goals, and technical constraints • Use Miro boards to roadmap current and future opportunities, visually capturing scope, sequencing, dependencies, and value • Translate discovery outcomes into clear, outcome-driven Statements of Work (SOWs) • Act as the primary services seller for Technical Services engagements • Qualify, shape, and close services opportunities, either independently or in partnership with Business Development Executives • Serve as the primary owner of the decision gate between scope delivery and project kickoff • Collaborate with Technical Services leadership to validate scope feasibility and resource requirements prior to commitment • Contribute to the evolution of ATG’s services offerings, discovery frameworks, and scoping standards

• Analyze market opportunities within existing customer accounts and new prospect accounts to drive net-new revenue and expand current relationships. • Manage a book of assigned enterprise businesses, with accountability for customer retention, satisfaction, and revenue growth through renewals, upselling, and cross-sells. • Build and maintain trusted advisor relationships with key customer stakeholders to ensure ongoing value realization and long-term partnership. • Acquire and maintain a deep understanding of solution components, features, functionality, and benefits to effectively support both new sales and existing customers. • Collaborate with HealthStream Account Managers and internal teams to develop and execute account strategies that support customer goals while driving portfolio growth across the broader Healthstream suite. • Devise and execute competitive strategies to protect and grow existing accounts while targeting and unseating competitors. • Present and demonstrate the value proposition and ROI of assigned solutions to customers and prospects using a consultative approach via Teams/WebEx and in person as appropriate. • Create and execute an annual business plan aligned to monthly, quarterly, and annual quota attainment across both new and existing revenue. • Achieve and maintain Product Certification for assigned solutions through HealthStream’s Product Certification Program.

• Carry an individual coaching portfolio of CEO and C-suite clients, maintaining scheduled one-on-one engagements at a cadence appropriate to each client's needs and ATI's program standards. • Build deeply trusted advisor relationships grounded in candor, accountability, and genuine investment in each client's growth. • Guide clients through goal-setting, priority alignment, and business performance review using ATI's coaching frameworks as a foundation — adapting approach to the individual rather than applying a fixed formula. • Support clients through high-stakes decisions, organizational challenges, leadership development, and personal inflection points. • Facilitate regular in-person meetings of CEO and owner-level peer groups, maintaining an environment of trust, candor, and productive challenge. • Prepare for each session with intention — bringing relevant industry content, timely business topics, and thought-provoking questions that prompt member engagement, while transitioning quickly to member-led discussion. • Leverage ATI's position as an industry SME to introduce emerging trends, benchmarks, and best practices into group dialogue; draw in internal or external subject matter experts when appropriate. • Actively seek expertise from outside the automotive industry — including thought leaders and practitioners in business growth, leadership development, organizational strategy, and executive performance — to bring fresh perspective and broader context into peer group sessions. • Manage group dynamics with skill — drawing out quieter members, redirecting unproductive conversations, and ensuring every participant receives value. • Monitor individual member engagement and flag retention risks; partner with ATI leadership on member outreach and re-engagement strategies. • Contribute to the development of facilitation resources, session frameworks, and content that strengthens ATI's peer group program overall. • Facilitate annual strategic planning meetings for Platinum alumni clients — a distinct, high-stakes engagement that moves beyond peer exchange to structured organizational planning at the executive level. Ensure continuity between the coaching relationship and the planning engagement.