• Serve as the primary strategic contact for an assigned portfolio of credit union and community bank clients, building trusted advisor relationships with key stakeholders and C-suite executives • Conduct regularly scheduled executive business reviews to align on goals, review platform performance metrics, and identify opportunities for deeper engagement • Proactively identify and address risks to client satisfaction and retention before they escalate • Partner with clients and internal teams during onboarding to ensure a seamless, successful implementation of the Finalytics.ai platform • Set clear milestones, communicate progress, and advocate for client needs across product, engineering, and support teams • Identify opportunities for clients to expand their use of Finalytics.ai products and services to drive additional member value and revenue outcomes • Collaborate with the sales team on renewal strategy, upsell opportunities, and referrals within the client's network • Own retention and expansion KPIs for your portfolio and report progress to internal and client leadership • Proactively share best practices, platform updates, personalization strategies, and relevant industry insights with assigned clients • Educate clients on how to maximize the Finalytics.ai platform beyond day-to-day usage - driving innovation, efficiency, and member growth • Represent Finalytics.ai at industry conferences and events as a subject matter expert in personalization and member engagement • Partner with internal teams, including product, marketing, and engineering, to surface client feedback, prioritize enhancements, and improve the overall customer experience • Contribute to the continuous development of account management processes, playbooks, and best practices • Report on portfolio health metrics, retention performance, and quarterly initiative progress to internal leadership

• Managing and developing relationships with an established portfolio of SAP Business One clients across Western Canada. • Inherit and develop an established portfolio of ERP clients, focusing on strengthening relationships, expanding solutions, and identifying new opportunities that support client growth. • Act as a trusted advisor, working closely with client executives and operational leaders to understand their evolving business priorities and identify solutions that support their growth. • Primary relationship owner and trusted advisor for assigned clients, building trusted partnerships with executive and operational stakeholders. • Regularly engage with CFOs, CIOs, and operational leadership teams, helping them align technology investments with long-term business strategy. • Identify and develop new opportunities within existing accounts by aligning Vision33 solutions with client business objectives and regional ARR targets. • Develop and execute structured account plans that support both client success and regional revenue goals. • Ensure long-term client success by proactively managing relationships, addressing challenges, and aligning internal teams to deliver exceptional outcomes. • Maintain accurate opportunity tracking, account forecasting, and performance reporting to support regional growth targets. • Work closely with consulting, delivery, and leadership teams to ensure clients receive maximum value from Vision33’s solutions and services.

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance • Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business • Handle billing, service and endorsement requests and process necessary paperwork associated with requested • Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship • Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary • Maintain knowledge of all company systems and offerings

• Build and maintain a quality pipeline of opportunities with new pharmaceutical clients • Secure qualified client meetings through networks, relationships, and a consultative approach • Develop account plans and execute account/opportunity strategies • Lead selling strategy meetings with internal teams • Understand client needs and remove limitations to effectively sell solutions, collaborating with internal partners when necessary • Partner with the business development team and subject matter experts to enhance outcomes • Deliver sales messages aligned to Amplity’s offerings while maintaining market presence • Track and manage key performance indicators (KPIs) to achieve monthly and quarterly sales targets