Atlantix Partners delivers transformation, transaction and compliance consulting services to middle market companies. Our team focuses on increasing the return on your investment and mitigating risk. We thrive on developing a rich understanding of our clients’ businesses and delivering professional services with the insight, skills and resources required to solve problems and drive growth.•Execute a proven sales process to achieve activity quotas and revenue goals.• Develop new business within Atlantix Partners’ Business Process Outsourcing andFractional accounting services.• Research trends within start-up and SMB businesses.• Research and identify key decision makers within the target market.• Perform numerous, high quality, outreach connections with decision makers andmarket influencers by phone, email, and social platforms to set up in-person meetings.• Meet with clients and market influencers in a team selling environment to identifyopportunities that align with Atlantix Partners’ capabilities.• Build relationships with clients through a professional, consultative approach.• Meet goals on a weekly, monthly, quarterly, and annual basis related to sales activity,opportunities, and revenue.• Plan, execute, and document all activity within Atlantix Partners’ corporate CRMsystem.

• Develop the business by building new business pipeline, as well as upselling andcross-selling to existing clients.• Identify and optimize sales opportunities, using knowledge of the market andcompetitors, as well as TMF’s unique selling propositions and differentiators.• Develop and maintain a network of prospects that will enable a strong, consistentpipeline for conversion into sales.• Utilize effective relationships to maximize opportunities for cross referrals (includingintermediaries).• Manage the contact to contract sales process efficiently and effectively, withtransparency.• Develop proposals that address clients’ needs, concerns, and business objectives.• Work as part of a deal team to ensure the best customer experience and response.Including deal sharing across different sales teams (markets and regions) to increasechances to win the deal and learn from others in the process.• Leverage input from other internal teams to maximize overall deal value to thebusiness.• Participates in large opportunities, from initiation to closure, and create developmentplans for large client accounts.• Lead the coordination and presentation of multi-jurisdictional sales proposals tointernational clients.• Drive cross-selling opportunities, working with existing clients as they expand into oroperate in other jurisdictions serviced by TMF offices in over 85 countries across theglobe.• Meet monthly, quarterly, and annual qualified pipeline generation.• Meet monthly, quarterly, and annual sale´s targets, aligned with the company’sobjectives.

Stellar is the leading provider of philanthropic fiduciary enterprise solutions and professional services. Stellar's iPhi™ software solutions power some of the largest and most well-respected Community Foundations, Religious Philanthropies and Commercially Sponsored Donor Advised Fund, Planned Giving and Endowment Programs in the nation. We serve foundations and endowments directly or via partnerships with financial services firms which use our iPhi™ (integrated philanthropy) platform to perform subaccounting administrative services for their endowment and foundation clients. Stellar also offers a market leading Donor Advised Fund (DAF) Platform.• Develop, qualify, pursue and close new sales (hunter) opportunities within a territory. • 2022 closed largest sales in company history (financial institution).• Exceeded quarterly and annual sales quotas for territory accounts. • Learned Stellar products and the philanthropic fiduciary market to support cold calling, RPI/RFP support, presentations, and demos. • Used/maintain internal sales tools (salesforce.com) for CRM pipeline management. • Prepared and presented on weekly, quarterly (QBR) and annual sales meetings with senior. management providing weekly, quarterly and full year pipeline and plan to exceed target. • Develop client presentations and proposals that effectively communicate our solution’s value to each philanthropic fiduciary organization. • Work with Stellar management team and staff on special sales projects as needed. • Work industry trade shows as needed.

• Primary responsibilities are for retaining and growing new and existing corporate accounts and CPA firms in on-demand services, UCC services, and other ancillary services such as hCue, ARMS, CT Assurance, Global Manage Services and Business License Manage Services. • Over 100% of quota in 2013 thru 2020. Ended 2020 110%.• Identify sales opportunities within assigned territory and bring to close while achieving individual monthly and annual sales quotas.• Develop a deep knowledge of business product and service lines.• Maintain market and customer knowledge to stay abreast of trends and developments within the business support industry.• Establish industry contacts and relationships for partnering opportunities to improve revenue performance.• Develop a broad understanding of key competition and articulate how the business can maintain a competitive advantage over these competitors through effective account planning and knowledge sharing.• Schedule meetings account reviews with C-suite decision makers.• Build pipeline and territory, while contributing to a team, developing excellent and long-standing client relationships and consistently meeting monthly/annual sales objectives.• Cross-sell and upsell assigned accounts other CT products and services.• Identify and resolve customer issues for successful resolution.• Maintain accurate customer and sales pipeline data in CT's CRM system SalesForce.com.• Build relationship and close sales by traveling and visiting clients at client locations, trade shows and seminars.

The Account Manager for Wolters Kluwer CT Corporation has primary responsibility for retaining existing corporate accounts/CPA Firms and for driving profitable sales growth in corporate on demand, UCC services, and other ancillary services such as hCue, ARMS, and Business Licenses. Customers are smaller valuers as well as larger obligators in mid to high volume corporate legal departments within an assigned territory. Time will be spent defending current representation customers, and pursuing expansion into CT’s full suite of services. Account Manager activities include learning and staying informed on the complex and comprehensive CT product line; learning and following a comprehensive sales process; updating and managing sales pipeline information for an assigned list of accounts; managing time and resources effectively; representing Wolters Kluwer within the industry and territory; and contributing to sales planning and forecasting activities.

•Hunter position specializing in closing new logos and managing the business relationship with Large Corporations and CPA firms in the Mid-Atlantic region with combined revenues of $500M+.•Attended TAA Sales Achievement Club 2010.•Consistently succeed in sales goals.•Assist Division Sales Manager with covering open territories.•Conduct training sessions to key accounts in order to have CCH as there premier tax research resource.•Developed strategic incentive programs for driving early retention initiatives.•Develop understanding of customer needs and provide CCH solutions.•Service CCH customers and renew CCH business on regular basis.•Focus on targeted products as part of an overall sales plan.•Prospect and develop new CCH business in existing and new accounts.• Able to adapt and stay current in the changing marketplace to effectively communicate with customers and prospects.•Effectively follow-up and coordinate on-going progress of new customers.•Maintain and update information in sales tracking software program.•Submit reports as requested by the sales manager and/or company and keep manager informed of activities and sales progress.