• Proactively make outbound calls across various lead types to both existing and potential customers within your designated territory; foster meaningful conversations to determine unique requirements and challenges, qualify potential spending on wearables, while also offering practical and imaginative solutions to meet their needs. • Create and implement an effective sales approach to leverage opportunities and secure a greater share of the customers spend. • Proactively educate customers on the advantages of choosing SanMar as their preferred supplier, emphasizing our unwavering commitment to quality, inventory, product selection and customer satisfaction. • Collaborate with Territory Managers to share valuable insights about customers they may not have encountered before; assess and qualify customers for Account Executive assignment as necessary. • Enter data into Salesforce CRM with learned information about customers, creating new or enhanced opportunities for AE's and/or Territory Managers. • Serve as a product and industry expert, demonstrating profound understanding of SanMar's product offerings, marketing tools, and solutions to effectively communicate their value and relevance to customers; stay abreast of industry trends and competitors to provide informed advice and service to customers. • Keep customers well-informed about products, updates, new offerings, marketing programs, and opportunities to enhance their business. • Complete and meet deadlines for all lead lists, calling initiatives and other assigned projects, achieving the expected volume of proactive customer contacts. • Participate in and contribute to various industry trade shows, effectively analyzing potential growth opportunities while enhancing customer relationships, education and engagement. • Perform other duties as assigned. • Comply with all policies and standards.

• Provide email and chat support (no phone calls!) to platform users • Answer common 'how-to' and FAQ-type questions • Assist with account management and payment-related issues • Guide users through troubleshooting steps with patience and clarity

• Manage the mortgage loan process from initial approval through final approval and closing • Serve as the primary point of contact for customers, Mortgage Loan Officers, and internal and external partners • Ensure timely communication, document collection, and processing of loan conditions • Work closely with all parties involved in the transaction to facilitate a smooth and efficient loan experience while maintaining compliance with bank, regulatory, and investor guidelines

• Deliver exceptional customer experiences by proactively building rapport driven by both business and personal needs • Speak to IGS sustainability initiatives and the value of green energy • Effectively educate on all IGS residential commodity and warranty markets along with associated products and services while driving sales and retention • Conduct proactive consultative analysis to identify and act upon opportunities to support various lines of business through up-sell and cross-sell conversations • Achieve all customer experience, retention, and sales standards set for the department • Offer customized solutions and product education to customers while following established departmental goals, policies, and procedures • Navigate systems, procedures, and other resources to provide accurate and timely resolution to customer inquiries • Assist customers with setting up new service, processing payments, and arranging payment plans • Handle sensitive customer information • Provide follow up on customer inquiries to ensure resolution satisfies customer and meets internal expectations • Complete additional duties and responsibilities as assigned