• Generate high-quality pipeline through outbound prospecting (cold calls, email, LinkedIn, events) and book qualified meetings for the sales team • Identify, research, and engage decision-makers across fintechs and financial institutions in North America • Understand prospect needs and clearly articulate Flagright’s value proposition in a compelling, tailored way • Build and manage a consistent pipeline of opportunities, ensuring strong coverage against quota • Build and nurture relationships with prospects, progressing them into qualified, sales-ready opportunities • Develop and execute highly personalized outreach strategies based on deep account research • Maintain accurate CRM records and track outreach, pipeline, and performance metrics • Collaborate closely with Account Executives to ensure smooth handoff and progression of deals • Partner with the GTM team to refine messaging, campaigns, and outbound strategy • Represent Flagright at industry events, conferences, and customer meetings across North America

• Work with leadership to understand the organization’s PMO strengths and value proposition to develop strategies that result in sustainable and profitable growth • Identify, develop, and secure new PMO business opportunities, leading business development initiatives end-to-end • Drive the marketing of a complex PMO capabilities portfolio, acting as the primary client interface • Create business cases on market options and opportunities while leading the proposal efforts including cost estimation, competition and ranking the most profitable initiatives to grow future revenue • Analyze market trends and industry developments to find new opportunities and maintain a competitive edge with emerging opportunities in the High-Tech, Infrastructure, and Utility sectors • Maintain strong client relationships with key clients and business partners • Attend networking activities and conferences to research and connect with prospective clients • Work closely with the PMO leadership team to ensure understanding of client needs and service delivery models • Participate in client debriefings and distribute lessons learned to improve performance • Foster and work to maintain an entrepreneurial growth culture throughout the business unit and across the organization • Build repeatable strategies to scale development efforts over time • Performs other responsibilities associated with this position as may be appropriate

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a unique "founding" role for an experienced ediscovery and client enablement education professional. We are looking for a high-level strategist who isn't afraid to be the primary "doer." Initially, you will operate as a high-impact Individual Contributor. You will be the lead architect and content creator—designing the curriculum, and writing the documentation that will define our education standards. As We Grow, your success in building this foundation will lead to the evolution of the role. Your initial focus is internal: empowering our Client Services team (CSMs and Project Managers) to deliver flawless results. By ensuring our team has mastered the most efficient, defensible workflows, you directly impact Client Success. Over time, you will expand this vision externally, creating learning paths that help our clients and partners become recognized experts in the Array platform. Responsibilities - Phase 1: Build & Execute - Content Creation: Personally develop a centralized, high-quality repository of training documentation, "how-to" videos, and technical guides. - Curriculum Design: Design and launch the initial onboarding and role-based training programs for Project Managers and CSMs. - Program Launch: Establish repeatable learning and certification study programs that ensure a consistent understanding of software and best practices. - Phase 2: Scale & Lead - Strategy & Vision: Define the long-term education roadmap and align it with Array’s business goals and product strategy. - External Enablement: Expand the program to customers and partners, developing structured learning paths that maximize the value they get from our platform. - Team Leadership: Hire, lead, and mentor a team of education professionals as the department expands. Qualifications - 5 years of experience in education or enablement (Legal Tech or SaaS preferred) - Experience of a Director but the drive of a builder; satisfaction in creating the first draft and seeing it through to a finished product - Deep understanding of adult learning principles and instructional design - Ability to translate complex legal and technical concepts into clear, practical training - A Relativity Master designation or deep eDiscovery workflow experience is highly preferred - Exceptional writing skills and comfort in producing video-based content - Cross-functional collaborator who can work with product and service teams to ensure training reflects real-world use cases Requirements - Base Compensation range for this role will be $150,000-200,000, dependent upon the individual's location, skills, experience, and qualifications Benefits - People-Focused Culture - Competitive Pay & Quarterly Incentives - Comprehensive Benefits, 401k & Wellbeing Programs - Flexible Time Off & Remote Work Options - Professional Development & Career Growth Opportunities - Exposure to cutting-edge technology in the legal services industry

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job Summary: The Commercial Lines Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will support Producers who have clients with global exposure. You will prepare risk management analysis and identify exposure while collaborating on submissions to go to market. This is a sales support (new production) and sales retention role. You must be able to demonstrate and apply experience with multi-national, Commercial Lines client coverage and sales. This is a full-time, remote role working with an East Coast team and national producers. Essential Duties and Responsibilities: Market, negotiate, and broker new and renewal quotes/opportunities with underwriters. Work in conjunction with other brokers as the “backup” or second broker on certain assigned accounts. Engage and create a consultative role to explain features, advantages, and disadvantages of various insurance policies to internal producers, prospects and clients. Work with Account Coordinators/Managers to create formal proposals, present terms to the insured, and bind coverage via available close opportunities. Assist internal producers with prospecting meetings, policy comparisons, claims advocacy and product knowledge. Responsible for sending binding documents and ensuring policies are delivered to insureds. Participate in meetings and/or conference calls with the insured and/or underwriters. Responsible for attending industry events and social gatherings to cultivate, grow, and maintain relationships with clients and underwriters. Demonstrate the ability to consistently make cold calls to both warm and cold leads. Develop and maintain an ongoing pipeline of opportunities at different stages of the sales cycle. Develop and implement marketing strategies to compete with other brokerages/individuals in the industry. Generate new business that helps meet the group's annual new business sales goal. Must be self‐motivated, a self‐starter and able to identify and tackle a variety of issues. Become knowledgeable in specific insurance company appetites to implement competitive marketing strategies for each opportunity. Maintain constant communication with the professional liability team. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Other miscellaneous duties as assigned. Knowledge, Skills, and/or Abilities: Must have multi-national, Commercial Lines client coverage and sales experience. P&C Account/Client Management experience with a retail brokerage or independent agency. Experience with a generalist book of Commercial Lines verticals, including but not limited to manufacturing, construction, energy, environmental, transportation and logistics, technology, financial services. Highly professional and self-motivated. Strong presentation and negotiation skills. Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities. Proficiency in Outlook, Word, and Excel. Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. Self-confident to make sound independent decisions. Possess technical expertise plus solid analytical and problem-solving skills. Ability to handle situations in a calm, courteous and professional manner. Have the ability for limited travel, when required. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. Education and/or Experience Ideally, more than 5 years of experience in Commercial Lines with global clients. This must include experience at an independent agency or retail insurance brokerage. Experience includes ALL: account servicing, sales/sales support, working with a multiple carrier network and global clients. Experience with an agency management system/CRM is required. Fluency with Epic is a plus. A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications. Certificates, Licenses, Registration: P&C Insurance License required upon hire CIC, CPCU or other P&C designation preferred What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $144,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.