• Partners with Marketing, Business Development, and Product Team to develop sales strategies that will produce maximum market penetration. • Meeting and/or exceeding the assigned business targets in a specific geographic area or account. • Provides sales support in preparation for large proposals by the Bid and Proposals team and created bids for small proposals by identifying objectives, strategies, and action plans to improve short- and long-term sales earnings and capturing new business. • Reviews market analysis to determine customer needs, price schedules, and discount rates. • Analyzes sales statistics to formulate policy and promote sales. • Delivers sales presentations and demonstrations to key clients, negotiates and closes deals. • Meets with senior level management of clients and leads customer interfaces making recommendations for capture strategy. • Maintains relationships with customers, including timely responses and ensuring customer are kept current on product development. • Develops and presents business cases for internal review and communicate development on a regular basis. • May manage a team of sales representatives and/or engineers, ensuring training and resources are aligned for territory and engage team to drive innovative and relevant technologies. • Up to 50% of travel required.

• Lead, coach, and scale StartEngine’s Private Sales team of FINRA-registered representatives • Evaluate, hire, onboard, and train new sales talent as the business continues to grow • Set clear performance expectations, sales targets, and accountability frameworks • Drive revenue by improving sales process, deal execution, and investor engagement • Actively coach reps on calls, deal strategy, objection handling, and closing • Monitor KPIs, conversion rates, and pipeline health to optimize performance • Ensure compliance with FINRA regulations and internal policies across the team • Partner closely with executive leadership, compliance, and operations to support growth initiatives

• Lead business development efforts in the SLG segment for Salesforce solutions • Collaborate with Salesforce Account Teams, CREs, and ecosystem partners to identify and originate new opportunities • Provide strategic guidance and thought leadership in Salesforce practice development • Support proposal development, solutioning, and pre-sales activities for SLG engagements • Build and mentor a team of Solution Architects, Directors and Associate Directors under your leadership as demand grows • Engage directly with SLG clients to understand needs and deliver tailored Salesforce solutions

• Identify and pursue new business opportunities through market research, prospecting, and networking. • Build and maintain a robust sales pipeline, consistently meeting or exceeding sales targets. • Develop a deep understanding of client needs and challenges to tailor staffing solutions accordingly. • Nurture and strengthen relationships with existing clients, ensuring satisfaction and loyalty. • Act as a trusted advisor to clients, offering insights and solutions to address their workforce challenges. • Collaborate with internal teams to deliver high-quality staffing services that meet client expectations. • Conduct thorough needs assessments to understand client staffing requirements. • Present and articulate the value proposition of our staffing services, demonstrating how they address specific client needs. • Provide consultative guidance on workforce planning and talent acquisition strategies. • Stay informed about industry trends, competitive landscape, and client needs. • Utilize market intelligence to identify new business opportunities and stay ahead of industry changes. • Contribute to the development of sales strategies based on market insights. • Maintain accurate and up-to-date records of sales activities in the CRM system. • Generate regular sales reports and forecasts for management review. • Collaborate with the sales team to share insights and best practices.