• Drive new account acquisition and organic growth through strategic prospecting, value-based selling, and clinical education • Position Caris as a preferred or sole-source provider of tumor profiling and molecular intelligence solutions • Analyze territory opportunities and develop strategic sales plans to achieve growth objectives • Meet or exceed assigned revenue, activity, and performance targets • Build and maintain strong customer relationships through consistent in-person engagement • Ensure a seamless customer experience across the full order lifecycle • Execute retention strategies and identify upselling and cross-selling opportunities • Engage with oncology clinicians and allied teams across clinics, pathology labs, and hospital settings • Collaborate with Client Services, Regional Business Directors, and Commercial Leadership • Maintain accurate CRM documentation and complete required administrative tasks.

• Act as a Strategic Partner to both current and prospective customers, gaining a deep understanding of their business needs and recommending solutions to maintain and grow sales • Use proven sales strategies and CRM tools to effectively promote and sell the company's products, image, and “total value” • Conduct regular territory analysis and strategic planning to identify and capitalize on opportunities • Pursue and secure major project business, demonstrating a strong ability to close deals • Effectively set priorities and manage time efficiently • Develop product-based solutions to address customers' latent pain • Deliver sales solutions both independently and collaboratively, working seamlessly across teams to achieve success

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.