• Prospect daily through outbound calls in addition to receiving leads from SDR team • Identify and engage decision-makers (owners, agency leaders, sales managers) • Run full-cycle sales: rapport → discovery → pitch → objection handling → close • Sell subscription-based, real-time lead programs (recurring revenue) • Build a pipeline, manage follow-ups, and maintain clean notes in the CRM • Use email + phone + messaging to drive urgency and next steps • Track your activity and performance metrics and consistently hit targets • Participate in training, coaching, call reviews, and continuous improvement

• Prospecting, outbound calling, and responding to incoming inquiries from potential brokers • Leading all communications with prospective brokers, including perfecting pitch calls, with the goal of turning leads into partners • Collaborate with legal to perform background checks on prospective brokers, ensuring Splitero performs its proper due diligence • Onboard all new brokers by developing, scheduling, and leading training • Serve as the primary point of contact for all onboard brokers by answering questions, ensuring Splitero receives documentation for homeowners, and regularly reporting the status of opportunities • Create processes and communication templates to be used by our production, focusing on providing an informative white-glove experience • Create a scalable feedback loop between brokers and the internal production team to identify areas for improvement • Own cross-functional projects from scope to execution to increase efficiency and improve the broker experience - all with the support of leadership and collaboration from Production, Finance, Marketing, Product, Engineering, and Legal • Collaborate with Product & Engineering to develop an external Wholesale portal to be used by our broker partners

• Lead efforts to deliver tailored solutions to key clients and achieve sales targets. • Develop and execute strategic plans to enhance client relationships and drive growth. • Serve as a trusted advisor to clients, understanding and addressing their needs. • Conduct detailed presentations and product demonstrations for key decision-makers. • Collaborate with internal teams to ensure solution feasibility and success.

• Manage strategic accounts to find new opportunities and maximize usage in those accounts • Sell Filevine to clients seeking case management solutions, particularly in the legal vertical • Demonstrate ability to earn business by conveying the value props of Filevine • Share new insight that helps prospects properly evaluate different solutions • Prepare and tailor messaging for prospective clients • Help guide prospective clients through the purchasing process to meet agreed-upon timelines • Accurately forecast your quarterly and annual performance • Be proficient in using a CRM to manage your pipeline • Be willing to learn our sales process, and use it to manage your business, and increase your effectiveness as a rep • Develop sales strategies to increase client pipeline • Consistently meet/exceed sales quotas within a specified time frame • Partner with SDRs to effectively build a territory and identify qualified opportunities • Report on activity and performance metrics • Provide quarterly forecasts to senior sales management for various