• Account management with an outcome of increased customer satisfaction and an increase in retention and account growth • Quota responsibility of $800,000+ of contract value within a territory of major client accounts • Mastery and consistent execution of Gartner’s sales methodology • Account planning and territory management • Managing forecast accuracy on a monthly/quarterly/annual basis • Maintaining competitive knowledge and focus • In-depth knowledge of Gartner’s products and services

• 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.