This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are looking for a Client Engagement Specialist who enjoys building relationships and providing high-quality client support. This role involves assisting clients with coordinating services, managing important details, and ensuring communication remains clear throughout the process. The ideal candidate is proactive, friendly, and committed to excellent service. The Client Engagement Specialist works directly with clients to organize services and ensure each request is handled with care and attention to detail. Responsibilities - Communicate with clients to understand their needs and preferences - Provide helpful recommendations and service options - Coordinate scheduling details and confirmations - Maintain accurate documentation and records - Provide follow-up communication when needed Qualifications - Customer service or client support experience preferred - Strong communication and organizational skills - Detail-oriented with strong time-management abilities - Comfortable using online systems and communication platforms Requirements - Ability to manage multiple client requests - Professional written and verbal communication - Ability to work independently in a remote environment

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Katapult Field Retail Growth Manager reports to the Head of National Field Retail Sales & Growth and serves as Katapult’s primary in-market representative across assigned Southeast retail territories. This role is responsible for driving adoption, revenue growth, operational execution, and partner engagement across franchise, regional, district, and store leadership. The Field Retail Sales & Growth Manager ensures seamless delivery of Katapult’s financial services across omnichannel partners while serving as the trusted field liaison between retail partners and internal Katapult teams. Primary Responsibilities - Relationship & Revenue Leadership - Build and maintain strong relationships with executive leadership, regional leaders, district managers, and store and support teams. - Influence key stakeholders to drive adoption, increase program penetration, and achieve revenue and profitability targets. - Serve as the primary field contact for assigned partners, proactively resolving issues, protecting revenue, and maintaining a strong “save the sale” mindset. - Monitor performance through reporting dashboards and store-level metrics, identifying trends, outliers, and performance gaps. - Develop targeted action plans with retail leadership to improve application volume, approval rates, take rate, and overall program utilization. - Identify growth opportunities within the local leadership and execute grassroots strategies to expand awareness, advocacy, and utilization of Katapult’s lease-to-own solution. - Partner with store teams to identify and eliminate friction points—resolving issues, refining workflows, and simplifying execution. - Program Execution & Operational Excellence - Oversee the end-to-end execution of Katapult’s lease-to-own program from pre-launch collaboration through post-implementation optimization. - Conduct regular store visits, audits, and structured business reviews to assess performance, reinforce standards, and implement action plans. - Ensure adherence to Katapult policies, operational guidelines, merchandising standards, and applicable compliance requirements. - Coach retail teams on corrective actions when necessary. - Training, Enablement & Engagement - Lead onboarding and ongoing training for retail sales associates, store leadership, and field operations teams. - Deliver workshops focused on selling strategies, customer experience excellence, and operational best practices. - Deliver targeted training sessions for stores or individual associates to deepen product knowledge and strengthen selling skills. - Market Intelligence & Strategic Feedback - Monitor competitive activity, market dynamics, and field performance trends across assigned territories. - Provide actionable insights and structured feedback to Retail Operations & Growth leadership. - Collaborate cross-functionally with Business Development, Client Success, Marketing, Risk, and Operations. - Celebrate wins and share best practices with associates to help everyone drive results. - Brand Representation & Event Engagement - Represent Katapult at retail field meetings, partner events, and industry gatherings. - Support local marketing initiatives and ensure proper merchandising and point-of-purchase materials are executed effectively in store. - Provide hands-on training during key events and weekends, supporting associates in real-time transactions. Qualifications - Minimum 5 years retail store leadership experience required (Store Manager, District Manager, Franchise Operator, or multi-unit leadership strongly preferred). - Experience within financial services required; near-prime or non-prime lending experience strongly preferred. - Demonstrated ability to influence and lead through partnership in environments without direct authority. - Strong operational acumen with the ability to analyze performance reporting, identify trends and outliers, and translate insights into actionable field strategies. - Proven experience driving behavior change and adoption at the store level. - Strong presentation and training capabilities with the ability to engage and motivate frontline sales teams. - Self-starter with the ability to manage a multi-state territory independently. - High level of professionalism, accountability, and executive presence.

Company Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to accomplish their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description What you'll do You will manage daily partner relationships and ensuring successful execution, adoption, and ongoing engagement across Experian's indirect client portfolio. In close partnership with Account / Client Executives and internal teams, you will support joint growth plans. You will do this by ensuring solution adoption, protecting existing revenue, and identifying opportunities to expand Experian's footprint within partner ecosystems. You will focus on enabling partners, making them operationally successful, and positioning them to deliver value using Experian data, software, and analytics. You will coordinate onboarding and enablement efforts, monitor partner performance, address risks and escalations, and serve as the voice of the partner internally to help improve Experian's solutions and overall partner experience. This role may base itself in North America and will support partners across multiple markets and time zones. You will report to the Specialized Partner Director. What we're looking for - A Relationship Manager who is passionate about building trusted partnerships and ensuring our partners adopt and grow with Experian solutions. - You can clearly articulate how you use data, software, and analytics within your customer's environment and help partners translate Experian capabilities into meaningful outcomes for their clients. - You collaborate naturally across sales, product, implementation, and support teams, balancing priorities and bringing the right people together to solve problems and uncover opportunities. - You understand your customer by seeing the world through their perspective, speaking their language, and serving as the voice of the customer internally to help improve Experian's solutions and partner experience. - You have experience supporting revenue growth by protecting core revenue, ensuring adoption of solutions, and identifying expansion opportunities in partnership with Account / Client Executives. - You will proactively strengthening relationships, improving operational execution, and ensuring partners are set up for long-term success. Qualifications - 5+ years of experience in account management, customer success, relationship management, or sales support within an indirect or partnership-based model - Experience managing complex client or partner relationships - Experience translating technical or complex concepts into clear, actionable insights - Experience working with data, software, analytics, or technology-driven solutions - Industry experience in Indirect, Financial Services, Partnerships, or related fields - Bachelor's degree required - Travel to support partner engagements and important milestones Additional Information Benefits/Perks: - Great compensation package and sales incentive plan - Core benefits including full medical, dental, vision, and matching 401K - Flexible work environment, ability to work fully remote, hybrid or in-office - Flexible time off, including volunteer time off, vacation, sick, and 12-paid holidays At Experian, our people and culture set us apart. We're committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others. Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. This position is also eligible for a variable pay opportunity and a comprehensive benefits package. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Remote - Employee Status: Regular - Pay Range: $55,000 - $95,000 - Role Type: Home - Job Posting - Salary Range: See Pay Range - Department: Sales & Business Development - Flexible Time Off: 15 Days - Schedule: Full Time - Shift: Day Shift

• Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery • Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding • Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform • Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community • Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures • Design and refine the outreach and onboarding workflow, building a framework the team can scale on • Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience • Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months