• Prospect and qualify new client and channel partner leads • Schedule and facilitate meetings and presentations with prospects • Conduct consultative prospect meetings with Producers, Account Managers, and Leadership • Develop a trusted advisor relationship with preferred partners • Prepare financial analysis proposals • Track all sales activities in the company CRM system • Maintain a well-developed pipeline of prospects • Proven ability to meet and exceed sales quotas • Work closely with a team of coordinators, sales, marketing, and account management members