Role Description The VP Regional Sales Executive, Clearing Sales is a senior, quota bearing sales role responsible for originating, structuring, and closing new correspondent clearing relationships. This role manages long-cycle, complex sales processes involving broker dealers and hybrid RIAs and serves as the executive sponsor throughout due diligence, conversion, and post launch growth. - Originate and close new correspondent clearing relationships within Axos Clearing’s ideal client profile, focusing on broker-dealers and hybrid RIA wealth management firms. - Own the full sales lifecycle, including prospecting, deal structuring, credit approval, onboarding, and funding. - Structure competitive, profitable deals in partnership with Finance and Sales Leadership. - Serve as executive sponsor through due diligence, conversion, and post-launch growth. - Build and manage a robust pipeline of qualified opportunities to support long-term revenue targets. - Conduct regular prospect and client meetings, including significant in-person engagement. - Represent the firm at industry conferences, client events, and partner meetings. - Maintain accurate, timely activity and pipeline reporting in Salesforce. - Follow formal sales, pricing, and approval processes in a regulated environment. Qualifications - Bachelor’s degree in Business, Finance, or a related field. - 8+ years of sales experience within wealth management or financial services. - Active Series 7 license (minimum). - Deep understanding of broker‑dealer clearing, custody, and capital markets infrastructure. - Proven ability to manage long-cycle, consultative enterprise sales. - Strong financial acumen (Pipeline Management, economic modeling, pricing, profitability). - Executive‑level communication skills across client and internal stakeholders. - Comfort operating in regulated, risk‑aware environments with multiple approval layers. - Salesforce CRM experience. - Comfortable with high‑volume outbound calling to proactively build and manage a strong sales pipeline. Benefits - Medical, Dental, Vision, and Life Insurance. - Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year). - HSA or FSA account and other voluntary benefits. - 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan. - Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading.

Role Description As an Enterprise Account Executive (Managing Director) on our accounting vertical team, you’ll be the trusted advisor these firms rely on to understand how Intapp’s vertical SaaS solutions can move their business forward. This is an individual contributor role covering specific accounts across North America, with proximity to a major airport required. You’ll work directly with Risk, Compliance, Operational, IT, and Business Development leaders at leading accounting firms across the country. As a Managing Director, you can expect to: - Build and manage relationships with current and prospective accounting firm clients across your territory, serving as Intapp’s primary representative in market. - Develop and execute strategic account plans that drive new business, add-on sales, and renewals. - Identify and pursue a healthy pipeline of opportunities using the Intapp sales methodology, with a focus on complex, multi-million dollar pursuits. - Engage at the executive level — CIO, CTO, CFO, CMO, and Risk Partner — to educate prospects on Intapp’s solutions and articulate clear business value. - Partner with client success teams to ensure clients achieve the outcomes they expect from their Intapp investment. - Represent Intapp at company-sponsored events and in the broader accounting market. Qualifications - 8+ years of proven success selling enterprise SaaS software, with experience in or strong familiarity with the accounting vertical preferred. - A track record of consultative, multi-transaction selling — building long-term client relationships rather than one-time deals. - Demonstrated ability to meet and exceed sales goals, maintain accurate forecasts, and manage a disciplined pipeline. - Executive presence and strong communication skills, with the ability to influence and engage at the leadership level. - Experience with enterprise sales methodologies and a commitment to maintaining pristine CRM data. - Familiarity with AI and strong analytical skills are a plus; an MBA is valued but not required. - A bachelor’s degree and willingness to travel regionally, with some national and international travel as needed. - Location in the eastern or central U.S. within reasonable proximity to a major airport. Benefits - Professional development opportunities supported by a community of experienced professionals. - Reimbursement for training and continuing education to help you stay ahead in your career. - Comprehensive wellness and flexible time off programs and benefits designed to care for you and your family, including family-formation benefits and support during your family-building journey. - Paid volunteer time off and a donation matching program for the causes you care about.

Role Description Are you passionate about transforming the healthcare financial experience? Do you thrive on building executive relationships and helping healthcare organizations solve complex revenue cycle and patient payment challenges? U.S. Bank is seeking a high-performing Healthcare Mid-Market Business Development Executive to drive new business growth within healthcare organizations generating $50 million to $1 billion in Net Patient Revenue (NPR). This role is focused on partnering with health systems, physician groups, ambulatory providers, specialty practices, and emerging healthcare organizations to modernize patient payments, improve financial performance, and create a frictionless patient financial experience. As a trusted advisor, you will engage C-suite executives and operational leaders to identify opportunities, develop customized healthcare payment strategies, and deliver measurable outcomes for clients. What You'll Do - Drive New Business Growth: - Develop and execute a territory strategy targeting healthcare organizations with $50M–$1B in Net Patient Revenue. - Identify, engage, and build relationships with key decision-makers including CFOs, Revenue Cycle leaders, Treasury executives, CIOs, and Patient Financial Services leadership. - Generate new opportunities through prospecting, networking, industry events, referrals, and strategic partnerships. - Become a Trusted Healthcare Advisor: - Consult with healthcare executives to understand business objectives, revenue cycle challenges, patient engagement goals, and digital transformation initiatives. - Position U.S. Bank's healthcare payment ecosystem as a strategic solution for improving collections, patient satisfaction, operational efficiency, and financial performance. - Lead discovery sessions and value-based conversations focused on outcomes rather than products. - Deliver Complex Solution Sales: - Develop tailored presentations, ROI analyses, business cases, demonstrations, and executive proposals. - Coordinate cross-functional resources including product, implementation, sales engineering, pricing, and executive leadership. - Manage competitive opportunities and navigate complex healthcare buying cycles. - Close Strategic Relationships: - Lead contract negotiations and commercial discussions. - Execute agreements and establish long-term client partnerships. - Collaborate with account management and implementation teams to ensure successful client onboarding and growth. - Build Industry Presence: - Represent U.S. Bank at healthcare industry conferences, trade associations, and networking events. - Maintain a strong understanding of healthcare payment trends, regulatory developments, revenue cycle challenges, and competitive market dynamics. - Establish a reputation as a thought leader within the healthcare payments ecosystem. Qualifications - Bachelor's degree or equivalent combination of education and experience. - 5+ years of successful solution sales experience. - Demonstrated experience selling into healthcare organizations. - Experience selling revenue cycle, healthcare technology, patient financial engagement, healthcare payments, financial technology, or related solutions. - Proven track record of meeting or exceeding sales targets and generating new business. - Experience selling to healthcare organizations with $50M–$1B Net Patient Revenue. - Deep understanding of healthcare revenue cycle operations and patient payment workflows. - Experience engaging executive stakeholders, including CFO, Treasurer, CIO, VP Revenue Cycle. - Strong consultative and value-based selling skills. - Experience responding to RFPs, conducting executive presentations, and delivering solution demonstrations. - Proven contract negotiation and deal management experience. - Exceptional communication, presentation, and relationship-building skills. - Ability to travel as needed to client locations, conferences, and internal meetings. Benefits - Healthcare (medical, dental, vision) - Basic term and optional term life insurance - Short-term and long-term disability - Pregnancy disability and parental leave - 401(k) and employer-funded retirement plan - Paid vacation (from two to five weeks depending on salary grade and tenure) - Up to 11 paid holiday opportunities - Adoption assistance - Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

• Achieve or exceed assigned sales goals by proactively selling exhibitor products and services across designated events, managing an annual revenue target of $1.5M • Identify, qualify, and convert sales opportunities through outbound prospecting efforts and follow-up on inbound leads • Consult with exhibitors to understand their business objectives and recommend lead retrieval and other exhibitor-focused solutions • Conduct product demonstrations and presentations via phone, virtual meetings, and webinars, highlighting key features and benefits • Drive incremental revenue through upselling and cross-selling complementary products and services • Maintain accurate customer, sales, and account information within internal sales and exhibitor management systems while ensuring products, pricing, and services align with contractual agreements • Partner with Strategic Account Managers, Project Managers, Registration Specialists, Onsite Lead Specialists, Operations, and IT teams to support exhibitor needs and ensure successful event execution