• Sell ftwilliam.com cloud-based software products and services in a defined territory made up of a specific geography of states in the U.S. • Partner closely with an assigned Account Manager to ensure customer retention/success and work together on new sales opportunities • Develop a strong understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and their daily workflow • Prospect and develop new business in both existing accounts as well as new accounts • Maintain and update information in Salesforce.com including activities, demos, and pipeline management • Utilize sales tech stack including Outreach.io, Gong, SalesIntel/ZoomInfo, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales workflow • Attend National and Local ASPPA and NIPA tradeshows to provide booth coverage as needed • Attend in-person customer/prospect meetings in defined territory as needed • Develop relationships with major players in each of your large metro markets • Submit timely reports as requested by the Sales Manager and/or Executive Management • Contribute & exchange ideas and best practices to other members of the sales team • Fast and thorough follow-up on inquiries from customers and prospects by phone, email, text message or applicable tech stack application • Work closely with the assigned Account Manager, Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription • Support team, Business Unit, and corporate goals and objectives