• Develop and execute a comprehensive territory plan to penetrate assigned markets • Prospect and build a robust pipeline of new accounting and tax firms • Maintain accurate and real-time updates to forecasts and CRM systems • Generate leads and appointments with 50-75 outbound calls and 30-50 emails daily to defined market and territory • Engage in business-level conversations with firm leaders to uncover pain points and strategic needs • Position solutions that address application management, security, compliance, and firm growth challenges • Represent the company at regional association events, tradeshows, and networking opportunities to generate leads and build relationships • Consistently meet or exceed monthly, quarterly, and annual sales targets • Drive aggressive growth within the assigned territory