Centerfield

• Own and grow a book of ~100–125 accounts at ~$5K/month in spend • Drive revenue through upsell, cross-sell, and new campaign creation • Build and manage portfolios of campaigns across targeting, filters, and pricing • Lead performance conversations using conversion rate, cost per call, and COA • Align bids and structure to achieve profitable customer acquisition • Identify underperformance and take action on pricing, targeting, and expectations • Partner with media and operations to improve call quality and volume • Maintain retention through consistent performance and value delivery

• Analyze large datasets to optimize partner performance and maximize lead volume, quality, and revenue • Manage day-to-day partner relationships, including communication, support, and performance tracking • Identify trends and provide actionable insights to internal teams and clients • Support appointment setting and lead flow coordination across partners and clients • Ensure proper tracking, reporting, and data integrity across all affiliate activity • Develop and execute partner-specific strategies to hit volume and revenue targets • Assist in onboarding and launching new partners, managing the process end-to-end • Prospect and recruit new affiliate partners to expand the network • Troubleshoot partner issues and provide timely resolutions to maintain strong relationships

• Conduct needs assessments, job/task analyses, and audience analysis to define performance gaps and define learning objectives within the context of insurance operations and customer interactions. • Design interactive, visually appealing learning experiences using effective instructional materials focused on Medicare plans, insurance products, sales processes, claims handling, system workflows, and compliance mandates (e.g., HIPAA, CMS regulations), including: • Instructor-Led Training (ILT) and Virtual ILT • eLearning modules and multimedia content • On-the-Job training programs • Assessments, job aids, tip sheets, and performance support tools • Apply adult learning theory to instructional strategies that promote knowledge retention and skill development for complex or frequently changing insurance topics. • Plan activities that enhance learning transfer and address different learner styles. • Develop storyboards, scripts, and prototypes for SCORM-compliant eLearning. • Identify content suitable for digital delivery and determine the appropriate use of multimedia to explain intricate insurance processes or regulations. • Redesign or update existing training materials based on learner feedback, performance metrics, and evolving business needs, product launches, or regulatory changes common in the insurance/healthcare sector. • Proactively partner and communicate with stakeholders, SMEs (from areas like Compliance, Sales, Member Services), and cross-functional teams to align learning solutions with business goals and learner needs within the insurance/Medicare landscape. • Influence and negotiate with business partners to determine effective training strategies that drive measurable results. • Schedule and facilitate train-the-trainer sessions with stakeholders and facilitators to align content structure, learning objectives, and delivery strategies. • Create and manage project plans, timelines, and deliverables to ensure training initiatives are completed on time and within scope. • Coordinate with external partners and vendors to manage outsourced content development and ensure alignment with standards. • Maintain ownership of existing training materials, ensuring content remains current, accurate, and aligned with organizational processes and industry standards. • Plan and conduct user acceptance testing and gather learner feedback for continuous improvement. • Design and implement training evaluations to measure knowledge acquisition and business impact, particularly regarding compliance adherence and operational efficiency. • Analyze feedback and assessment data to refine content and delivery methods.

• Driving Performance Culture: Cultivating a competitive, supportive, and high-energy atmosphere across a fully remote team of 25+ agents • Real-Time Tactical Support: Jumping into "the heat of the moment" to help agents overcome objections, close complex Medicare enrollments, and stay motivated throughout the shift. • Active Coaching & Development: Utilizing call monitoring and side-by-side coaching to improve conversion rates and ensure agents are maximizing the live inbound volume provided by Datalot. • Operational Excellence: Managing team schedules and performance metrics within the 8am – 8pm EST window to ensure 100% coverage and lead utilization. • 1099 Team Management: Understanding the unique dynamics of managing an independent contractor workforce, focusing on engagement, retention, and consistent output.

• Providing virtual facilitation and adult learning subject matter expertise on special projects to help deliver on key initiatives • Facilitate virtual training for designated licensed and/or non-licensed agents with the ability to deliver, project, and motivate trainees through effective training methodologies, both in group and individual settings • Communicate effectively, both orally and in writing, with managers, colleagues, and other departments • Plan and conduct activities for a balanced program of instruction that meets the needs of adult learners • Prepare instructional materials and presentations • Cross-collaboration with various stakeholders to identify training needs, identify performance gaps, and implement training best practices to ensure alignment with company needs • Develop new or modify existing content that includes clear objectives for all trainings, workshops, activities, and projects • Provide a positive environment and manage group conduct to promote active engagement of participants in the learning process • Responsible for training and enabling agents to meet or exceed baseline sales performance metrics and key performance indicators. • Track metrics and performance of new hires

• Plan, launch, and manage campaigns across Centerfield properties to drive efficient user acquisition. • Own end-to-end execution and optimization of campaigns, ensuring performance aligns with gross profit goals • Continuously optimize bids, budgets, filters, and targeting to improve efficiency and scale profitable traffic • Evaluate publisher sources, lead quality, and traffic patterns to optimize performance • Proactively identify optimization and growth opportunities and scale campaigns that deliver strong acquisition and conversion results. • Analyze traffic and conversion data to uncover trends, diagnose issues, and inform strategy. • Build and execute structured testing roadmaps (A/B tests on creative, bids, filters, landing pages, audiences) to improve conversion rates and cost efficiency. • Partner with data and analytics teams to understand consumer behavior, funnel performance, and downstream conversion. • Analyze large datasets to identify performance trends, diagnose issues, and guide bid, budget, and targeting decisions. • Produce regular performance dashboards and deep-dive reports with actionable insights and strategic recommendations. • Present clear, concise performance summaries to internal and external stakeholders, translating complex metrics into meaningful, data-driven takeaways. • Partner with product, engineering, business development, and operations teams to ensure alignment on targeting, funnel performance, and acquisition goals. • Work with product teams to test, refine, and launch new landing page and thank-you page experiences that improve conversion and overall funnel efficiency.