• Work with Partners to build and manage sales pipeline to achieve revenue goals. • Develop program objectives and co-develop partner business plans to support revenue commitment. • Lead business planning and quarterly review process. • Responsible with partner for timeliness and accuracy of partner forecast. • Manage and deliver the entire process from sales through to delivery. • Utilization of sales force to support sales generation efforts • Work with current and target partners to understand current offerings and amend to include MetTel product as part of core offerings or dedicated practice • Responsible for working with partners on account mapping, go to market strategy, and facilitating partnering efforts of MetTel Sales • Drive partner marketing programs to develop incremental revenue streams. • Work closely with marketing team to provide support of partner-driven events with support from field marketing resource and present these presentations to prospective and in program channel partners • Responsible for ensuring partner technical skill development to achieve success • Bring on new prospective partners by effectively presenting MetTel’s value proposition. • Evangelize the partnership including joint value proposition with sales teams to ensure awareness and collaboration, minimizing sales conflicts. • Manage channel / sales conflict.

• Significantly contribute to the enterprise implementation strategy, aligning onboarding and go-live experiences with company growth, revenue, and retention goals. • Establish scalable frameworks, methodologies, and best practices to support enterprise and complex customer implementations. • Anticipate market, customer, and regulatory trends impacting implementations and proactively adapt strategy • Serve as sponsor for strategic and enterprise customers during onboarding and early lifecycle phases. • Build trusted relationships with health plan and provider organization senior customer stakeholders, positioning Vatica + Cozeva as a long-term strategic partner. • Act as the voice of the customer internally, influencing product direction, roadmap priorities, and process improvements. • Directly lead planning, execution, and delivery of complex, multi-workstream enterprise implementations. • Ensure consistent, high-quality onboarding experiences across customers while allowing for tailored solutions where required. • Drive continuous improvement in implementation efficiency, predictability, and outcomes. • Partner with Sales to support deal scoping, implementation planning, and smooth handoffs from pre-sale to post-sale. • Collaborate with Product, Data, Engineering, Clinical, and Support teams to resolve implementation dependencies and customer risks. • Influence cross-functional priorities to reduce friction and improve customer outcomes. • Define, track, and report on implementation KPIs including time-to-first-value, customer satisfaction, adoption, and retention indicators. • Use data-driven insights to identify risks, trends, and opportunities for optimization. • Contribute to forecasting, capacity planning, and resource allocation decisions.

• Build consultative relationships in the RIAs market and grow market share with top financial advisors and key centers of influence in the RIA channel for FS Investments. • Develop and implement a fundraising plan for the RIA market, utilizing fully the FS Investments business plan template. • Become the product specialist for investments offered to the RIA client base. • Work closely with internal resources to implement territory plan, prospect and maintain existing firm relationships. • Fully leverage the firm’s CRM platform, including logging all contact data and client profile information, as well as creating reports to analyze sales data. • Master the firm’s investment messaging. • Be a student of the markets and effectively add value to advisor consultations through a holistic view of their business. • Represent the firm at regional and national conferences. • Consistently improve and develop product knowledge, sales skills and efficiencies through active involvement in company training, education and professional development programs. • Study and learn the firm’s language and sales process, to deliver a consistent experience for clientele of the Broker and its Affiliates. • Effectively leverage senior executives in the sales process in territory management. • Work closely with the Broker’s National Accounts group to identify and execute on specific firm and advisor initiatives. • Fully adhere to and reinforce standards of Future Standard Code of Conduct.

• Driving performance, guiding account teams and orchestrating growth for top advertisers • Managing client relationships as account sponsor for some of our largest accounts • Guiding digital paid media strategy across paid search, social & programmatic (video and display) advertising • Supporting a team of strategists and channel experts for global enterprise engagement • Building, managing, and maintaining the client relationship • Revenue & retention responsibilities for accounts • Driving overall account strategy, forecasting, and planning for accounts • Analyzing performance data and KPIs • Leading expansion into new digital paid media channels to facilitate growth • Managing a team to help fulfill and expand client’s marketing programs