• Manage CIEE’s current relationships with study abroad staff, faculty, and other administrators at partner institutions with the goal of increasing enrollments and overall revenue at those institutions. • Strategize with institutional partners to increase enrollment of students in study abroad programs. • Develop and sustain new relationships with Study Abroad Office staff, faculty, and other institution administrators in your portfolio. • Collaborate with study abroad partners to expand CIEE’s brand presence and working relationships with all institutional influencers and stakeholders outside of the study abroad office. • Strategize with institutions to increase and diversify study abroad participation. • Function as primary CIEE contact for all institutions in the portfolio using regular phone, email, and in-person interaction. • Create and host student-facing activities, faculty meetings, staff trainings, and other outreach activities as assigned. • Represent CIEE at study abroad events, pre-departure orientations, and other institutional engagements throughout the portfolio. • Strategize with the Assistant Director, Institutional Relations to plan and implement an annual strategy for achieving goals. • Collaborate with various internal departments to leverage their expertise for customer support and sales calls with key institutions. • Represent CIEE at national and regional professional conferences including NAFSA, Forum, and CIEE’s annual conferences. • Maintain detailed records of all activities related to institutions in the designated portfolio and manage institutional profiles in CRM (SalesForce). • Develop fluency with data visualisation software in driving evidence-based partner support, strategy, and decision-making. • Provide input on marketing strategies for institutions in the assigned portfolio and conduct market research, as necessary. • Manage personal travel budget appropriately. • Hours may be uneven and fall outside of the typical 9-5 range. • Extensive seasonal travel may be required - as much as 2-4 days/week, during two separate 2-3 month periods aligning with the Fall and Spring college semesters. • Roughly 95% of travel is domestic, 5% is international. • Meet individual and team goals for enrollments and approved programs. • Other goals will be assigned. These goals are both seasonal and annual. Goals and targets are evaluated and adjusted on a routine basis. Other duties as assigned.

• Grow and expand existing customer accounts by identifying upsell, cross-sell, and renewal opportunities. • Act as a trusted advisor to senior stakeholders, guiding customers on how Boomi can further support their business goals. • Use consultative selling techniques to design tailored solutions that address customers’ evolving challenges. • Develop and execute account plans to meet growth targets and ensure long-term customer satisfaction. • Engage cross-functional teams, including customer success, solutions consulting, and marketing to deliver outstanding customer outcomes. • Analyze account performance and market trends to proactively address customer needs and risks. • Accurately forecast renewals and expansion revenue while tracking key performance metrics.

• Responsible for developing a sales strategy and pipeline to sell professional services offerings by Veregy and its subsidiaries. • Achieve a minimum dollar amount of sales per year. • Builds and owns market strategies for obtaining and closing new business opportunities including competitive analysis and vertical market and horizontal business development strategies. • Delivers a solid pipeline resulting in meeting or exceeding set sales revenue expectations each fiscal year. • Analyzes the potential of specific clients and project opportunities while considering changing market conditions. • Works independently and as part of the sales team to obtain new project opportunities. • Delivers a client-focused message regarding the client’s business, our value proposition, and deliverables. • Partners and collaborates with internal and external resources to ensure planning, presentations, and sales deliverables meet timelines and requirements. • Utilizes the SalesForce CRM platform and other tools to track and document sales opportunities. • Acts as the client’s single point of contact from the initial sales cycle to beyond and facilitates handoffs to other staff as needed. • Provides support to the customer with regards to projects, financing, and contracting issues. • Prepares presentations, accurate estimates, quality proposals, and fee estimates with support from the technical and marketing teams. • Engages in market organizations and conferences to build and maintain brand awareness and business opportunities. • Travels to meet with clients or prospective clients; non-work activities to network with clients and prospective clients (i.e., dinner, outings, etc.).

• Build partnerships and referral networks with professional services firms • Execute a national channel partner strategy targeting law firms, CPA firms, and other professional services organizations • Identify, qualify, and onboard new referral partners • Develop and negotiate partnership/referral agreements • Represent KBF’s specialty tax and advisory practices to prospective referral partners • Track partner pipeline activity, referral volume, and revenue impact