Overview At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Responsibilities: Sales Execution: - Serves as a primary new business sales contact for Wipfli’s Construction and Real Estate (CRE) Practice, focusing on the East or Southeast United States - Creating awareness, building relationships with key accounts and Relationship Executives in Wipfli’s CRE Practice - Represent the full breadth of service offerings within CRE - Develop leads through external referral sources, associations and networking groups - Manage multiple, complex pursuits and coordinate a collaborative sales effort with subject matter experts and consultants through the entire sales lifecycle - Participate in trade shows and regional industry events - Assist with preparing and presenting the value proposition - Support direct marketing campaigns and programs - following up on marketing qualified leads to further nurture those leads and turn them into sales opportunities Planning: - Develop and cultivate a target list of companies in the Eastern or Southeastern United States - Understand the targeted market segment needs, industry issues, competitive threats and our service offerings - Build a strong working relationship with Wipfli’s CRE Leaders Knowledge, Skills and Abilities Qualifications and Experience: - Requires a Bachelor's Degree in Marketing, Communications, Business or other job related major, or an equivalent level of job related experience - 5+ years of CRE industry sales experience - Familiarity with selling intangibles and value-added services - The ability to craft and execute strategic and tactical plans to close projects and services - Demonstrated success in developing new client relationship - Able to leverage enterprise level CRM systems for effective pipeline management and performance tracking. Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-REMOTE #LI-BD1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs. We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there. For more information, visit arcadia.io. Why this role is important to Arcadia The Director of Delivery & Operations, Life Sciences is a hands-on execution leader responsible for both building the Life Sciences operating model and personally driving the delivery of complex, high-value client and partner engagements. This role sits at the center of the Life Sciences business, owning end-to-end delivery across real-world data licensing, analytics and evidence generation, precision medicine programs, and innovative partner projects. The Director works horizontally across analytics, engineering, product, finance, legal, and commercial teams and serves as a primary client-facing delivery leader with strong life sciences domain fluency. This is not a strategy-only or oversight role. The Director is directly accountable for getting work done—structuring delivery, solving problems in real time, and ensuring Arcadia delivers for life sciences customers with speed, quality, and credibility. What Success Looks Like In 3 months - Direct ownership of active Life Sciences deliveries, serving as the primary execution lead on priority engagements - Strong working relationships across analytics, engineering, product, finance, legal, and commercial teams, with clear ownership and escalation paths - A documented current-state view of Life Sciences delivery, including active commitments, risks, bottlenecks, and dependencies - Core delivery processes and artifacts in place (delivery plans, weekly reviews, escalation mechanisms) - Credibility established with clients as a hands-on, LS-fluent delivery leader - Initial translation of delivery and client insights back into Arcadia teams to address the most critical execution gaps In 6 months - A built, documented, and operating Life Sciences delivery model supporting multiple concurrent engagements - Standardized (but pragmatic) delivery processes across commercial handoff, execution, and client communication - Consistent, high-quality delivery across data licensing, analytics, and precision medicine programs - Reduced recurring delivery friction related to data readiness, quality, rights, infrastructure, or resourcing - Clear feedback loops translating Life Sciences needs and client feedback into product, data, and technical roadmap improvements - Delivery performance actively supporting renewals and expansion opportunities In 12 months - Life Sciences delivery recognized as a reliable, scalable, and differentiated capability at Arcadia - Ability to support larger deal sizes and more complex engagements with predictability and confidence - A durable, documented operating foundation that enables execution excellence and continuous improvement - Life Sciences requirements consistently informing product strategy, data investments, and platform priorities - Measurable commercial impact through strong client satisfaction, retention, and expansion - Recognition internally as the owner of Life Sciences execution excellence and externally as a trusted LS delivery partner What You'll Be Doing - OWN END-TO-END DELIVERY OF LIFE SCIENCES ENGAGEMENTS - Personally own and drive delivery of Life Sciences client and partner engagements, including: - o De-identified real-world data products (claims, EHR, linked datasets) - o RWE, HEOR, market access, and evidence-generation analytics - o Precision medicine and provider-activation programs - o Custom or innovative initiatives with strategic partners - Translate life sciences objectives into clear delivery plans, timelines, and execution steps - Stay close to the work: unblock teams, resolve issues, and make real-time tradeoffs to keep delivery moving - Be accountable for delivery quality, timelines, and client satisfaction—not just coordination BUILD AND RUN THE LIFE SCIENCES OPERATING MODEL - Design, stand up, and continuously refine the Life Sciences delivery and operations model while actively delivering projects - Create lightweight but effective processes, documentation, templates, and operating rhythms that enable scale without bureaucracy - Define and manage the end-to-end lifecycle from commercial handoff → execution → delivery → expansion - Continuously evolve the operating model based on what is actually working in practice APPLY LIFE SCIENCES FLUENCY TO ANTICIPATE CLIENT NEEDS - Bring strong life sciences domain understanding to every engagement, including: - o Pharma and biotech workflows - o RWE, HEOR, market access, medical affairs, and clinical development use cases - Anticipate downstream client needs and proactively shape delivery approaches aligned to how LS teams consume data and evidence - Serve as a credible, fluent counterpart who can speak the language of life sciences data buyers, researchers, and commercial stakeholders LEAD CROSS-FUNCTIONAL EXECUTION - Act as the day-to-day execution quarterback across analytics, data engineering, product, legal, finance, and commercial teams - Translate Life Sciences delivery requirements into clear technical and operational priorities - Ensure data pipelines, de-identification, quality controls, and analytics workflows are production-ready for client delivery - Identify risks tied to data readiness, rights, infrastructure, resourcing, or dependencies—and directly drive resolution - Establish and run hands-on operating cadences (delivery reviews, escalation paths, executive updates) - Feed learnings from live delivery back into product, data, and technical roadmaps to drive continuous improvement SERVE AS SENIOR DELIVERY LEAD FOR CLIENTS AND PARTNERS - Act as the senior, hands-on client-facing delivery lead for active Life Sciences engagements - Own delivery communication, expectation-setting, and issue resolution - Develop deep understanding of client goals and proactively identify: - o Expansion opportunities - o Follow-on data, analytics, or evidence needs - o Additional ways Arcadia can deliver value - Partner closely with Commercial to support renewals, upsells, and new opportunities rooted in delivery success DRIVE OPERATIONAL AND FINANCIAL DISCIPLINES - Partner closely with Finance to: - o Track project economics and margin - o Improve forecasting and delivery planning - o Ensure readiness for revenue recognition and renewals - Make pragmatic decisions about resourcing, sequencing, and vendor usage to balance speed, quality, and cost What You'll Bring - 10–15+ years in delivery, operations, or program leadership roles with direct accountability for execution - Experience delivering complex data, analytics, or evidence programs in life sciences, including: - RWE / HEOR / market access analytics - Life sciences data platforms or marketplaces - Precision medicine or analytics-driven healthcare services - Demonstrated success operating in ambiguous, high-growth environments where processes are still being built - Strong working knowledge of: - Real-world data (claims, EHR, linked datasets) - Life sciences data licensing and usage models - Analytics and evidence-generation workflows - Comfortable working directly with engineers and analysts while serving as a credible LS-facing leader - Track record of partnering with commercial teams to drive expansion and long-term account growth Would Love For You To Have - Deep life sciences and healthcare data fluency, with hands-on experience delivering real-world data, analytics, or evidence-generation programs and navigating data quality, governance, and licensing considerations - Proven execution leadership in complex, cross-functional environments, with a track record of owning outcomes end-to-end, solving problems in ambiguity, and unblocking teams across engineering, analytics, product, legal, and commercial partners - Strong business and client impact orientation, including the ability to influence stakeholders, translate delivery insights into scalable operating improvements, and support client retention, expansion, and long-term growth What You'll Get - As Arcadia’s Life Sciences business scales, this role creates the operational discipline and delivery excellence required to support larger deal sizes, more complex engagements, and repeatable growth—turning execution into a durable competitive advantage - This role is a hands-on builder and executor, deeply involved in day-to-day delivery and problem solving, client-facing and commercially impactful, and responsible for building operations by doing the work - This role is not a pure people-management or oversight role, a back-office PMO function, or a research-network or scientific leadership role About Arcadia Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership. For a better sense of our brand and products, please explore our website. Protect Yourself If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website. This position is responsible for following all Security policies and procedures in order to protect all PHI under Arcadia's custodianship as well as Arcadia Intellectual Properties. For any security-specific roles, the responsibilities would be further defined by the hiring manager.

Do you want to leverage your Insurance Industry experience selling business services to the Insurance Sector with a growing, global company? Are you able to build trusted relationships with clients while building their accounts strategically? Your role... ReSource Pro is looking for a Client Executive to join our MGA vertical within the Business Development team to drive growth by cultivating client relationships, lead the client account planning cycle and ensure clients’ needs are consistently met. Premium Audit experience is a plus! All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. In addition- our goal is to be where our clients are, and a significant portion of time will be spent traveling. In this role you will: - Direct strategy, planning, and execution of business development activities within assigned accounts. - Develop and maintain trusted partner relationships with clients to understand client’s unique business goals and activities. - Proactively introduce solutions and ideas to clients to help them improve business performance. - Manage sales lifecycle and effectively communicates the business and financial cases to successfully close sales. - Ensure client satisfaction and retention by strategically managing the client relationship. - Develops relationships with internal and external customers and centers of influence to identify and leverage strategic partnership opportunities and generate referrals to new client sources. - Execute deliverables within marketing & campaign initiatives/go-to-market strategies. - Learn new ReSource Pro products/services and introduce the client base to new Resource Pro products and services. - Leverage knowledge of industry trends and client challenges to develop and deliver compelling value propositions. - Stay current with industry trends and develops strategic relationships with industry influencers to leverage partnerships and identify business development opportunities. What you need to be successful... - 2-5 years' experience in business development or strategic account management, preferably with business process outsourcing (BPO) - 2-5 years insurance industry experience - Premium Audit experience preferred - MGA experience preferred - Bachelor’s degree - Experience selling products or services to insurance organizations. - Insurance designations preferred. - Proven record of sales success and internal drive to persevere and grow client relationships. - Strong verbal, written and presentation skills with the ability to listen effectively to client and audience responses (verbal and non-verbal) - Exceptional interpersonal skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes variable compensation eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $81,913 - $138,596. The salary range could be lower or higher based on the specific geographic location in which the candidate. This role is eligible for commission in addition to base pay. The commission structure is uncapped and is calculated based on a variety of sales performing factors. The salary range may vary based on the specific geographic location in which the candidate resides. Your Benefits & Perks... - 100% paid employee health insurance on Day 1 - Eligible for all medical, dental, and vision benefits on Day 1 - Remote & Hybrid work available. - 401k with employer match, vested on Day 1 - Generous PTO plan with paid holidays + floating holidays - Development and growth opportunities - Comprehensive wellness program and prioritization of employee health - Fun and teamwork-oriented work environment Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: - Behavioral Interview with Talent Acquisition - Online talent assessment - Hiring Manager interview - Stakeholder interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Are you a strategic leader with a proven track record of growing relationships within the retail insurance sector? Do you thrive on identifying high-impact solutions and driving profitable growth for your clients? Come Join ReSource Pro! Your role... ReSource Pro is looking for a Client Executive to join our Retail vertical within the Business Development team who will be the trusted advisor and strategic growth driver for an assigned portfolio of key retail insurance accounts. Your primary focus will be to deepen client relationships, achieve ambitious sales targets, and ensure our solutions consistently deliver maximum value. We hire the best because we believe great people create exceptional experiences. That’s why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self. All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration. – our goal is to be where our clients are. A significant portion of time will be spent traveling. In this role you will... - Develop and maintain deep, influential relationships with C-level executives, stakeholders, and decision-makers within assigned retail insurance accounts. - Act as the primary trusted partner to understand their unique business goals, challenges, and activity. - Drive account strategy, planning, and execution to achieve annual sales and retention targets. - Introduce new products and services, manage the entire sales lifecycle, and use insurance industry knowledge to deliver compelling, value-based propositions that close sales. - Work seamlessly with our global Service Delivery, Operations Advisory, and Solutions teams to onboard new services and ensure client satisfaction. - Stay ahead of market trends and actively network within associations and trade groups to generate new business opportunities and elevate our brand visibility. What you need to be successful... - 5- 10 years' experience in business development or strategic account management, preferably with business process outsourcing (BPO) - 5- 10 years insurance industry experience - Bachelor’s degree - Experience selling products or services to insurance organizations. - Insurance designations preferred. - Proven record of sales success and internal drive to persevere and grow client relationships. - Strong verbal, written and presentation skills with the ability to listen effectively to client and audience responses (verbal and non-verbal) - Exceptional interpersonal skills Your Compensation… Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes variable compensation eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $97847 - $165707. The salary range could be lower or higher based on the specific geographic location in which the candidate. This role is eligible for commission in addition to base pay. The commission structure is uncapped and is calculated based on a variety of sales performing factors. The salary range may vary based on the specific geographic location in which the candidate resides. We respect your current compensation commitments. We are fully prepared to align the successful candidate’s start date to accommodate the receipt of year-end bonuses or commission payouts, ensuring a seamless transition. Your Benefits & Perks... - 100% paid employee health insurance on Day 1 - Eligible for all medical, dental, and vision benefits on Day 1 - Remote & Hybrid work available. - 401k with employer match, vested on Day 1 - Generous PTO plan with paid holidays + floating holidays - Development and growth opportunities - Comprehensive wellness program and prioritization of employee health - Fun and teamwork-oriented work environment Your Interview Process… To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: - Behavioral Interview with Talent Acquisition - Online talent assessment - Hiring Manager interview - Stakeholder interview *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process. About ReSource Pro: Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history. Equal Employment Opportunity Policy ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.