• Handling inbound calls and warm leads • Consulting with customers on their insurance needs • Matching the correct coverages, products, and benefits to convert sales leads into policyholders

• Manage inbound demo requests + free trial signups within your region. • Self-source new business through outbound prospecting — this is a required skill, not optional. • Maintain a healthy pipeline with disciplined qualification and forecasting. • Deliver engaging, outcome-driven demos rooted in strong discovery and value framing. • Solution-sell virtually to multi-stakeholder buying committees across Operations, HR, Finance, PMO, IT, and Executive teams. • Multithread effectively and identify missing buyers early. • Drive clear next steps, mutual action plans, and accurate timeline expectations. • Map the buyer journey and guide prospects from problem awareness → solution fit → technical validation → commercial close. • Maintain impeccable CRM accuracy in HubSpot — every deal should be transparent, inspectable, and forecastable. • Leverage our demo playbook, qualification frameworks, and buyer journey mapping to keep deals moving forward. • Share competitive intel, customer pain patterns, and product feedback with Sales, Marketing, and Product. • Partner with SDRs and cross-functional teams to accelerate pipeline creation and deal velocity. • Model best-in-class asynchronous communication in a global remote environment.

• Develop strategy for prioritizing, targeting, and closing key opportunities in assigned territory • Performs account planning for assigned accounts, coordinating with pre-sales and other resources to ensure strategic alignment • Initiate and support sales of Workday solutions within Large Enterprise prospects and shares Workday value proposition • Be responsible for developing relationships with net new customers with a focus on deal management and connecting customers with Workday solutions, particularly core financials • Negotiate deals with a variety of C-Suite Executives to close opportunities • Maintain accurate and timely customer/prospect, pipeline, and service forecast data

• The role of Account Executive will be responsible for winning new business and revenue with new and existing accounts, working with Kinaxis senior management to contribute to the overall growth strategy of Kinaxis. • Leads efforts for identifying opportunities and growing revenue in new name and existing accounts. • Working with Kinaxis senior management to develop the relevant account strategies and engagements to drive pipeline growth and close deals within agreed timelines. • Establishing and maintaining high-level, executive relationships with New Name Accounts and our existing customers, focusing on the establishment and maintenance of strategic relationships (direct and reseller). • Qualifying prospects according to Kinaxis’ capabilities and applicability. • Providing accurate sales forecasts and relevant reporting based upon realistic close timelines. • Communicating product improvements and recommendations that originate in the field.