• Partner and develop ongoing relationships and value propositions within the C-suite at the HQ LNG as well as key stakeholders within the different accounts dedicated to the LNG (i/e Committee Members, Procurement, Medical Directors etc.) • Build and own long term account plan including Goals, Strategies, Tactics & Op Mechs incorporating key value drivers for both the customer as well as Beckman Coulter which will drive YOY revenue growth and sustained partnership. • Utilize DBS tools to lead sales campaigns with the local regional teams, ensuring that each member of the team understands the needs of the whole LNG and how their actions tie into the bigger customer partnership. • Owns RFP and is responsible for compliantly closing the deal with overall positive margin expansion for the life of the customer contract. • Partner with service organization to ensure that installation, go live and post install maintenance are successful. • Provides a high-level view of all activities going on within individual accounts to make sure the customer is provided with high quality, consistent service. • Partner with local regional sales to ensure alignment between local teams and overall, LNG. • Provide indirect coaching/mentoring and leadership to sales reps both formally and informally.

• Cultivates and maintains customer relationships within assigned account base. • Actively create tasks that impact service design, success and impact future concepts, products, and innovations. • Provide support via phone, email, and on site to customers and GHX coworkers for escalations and any related product issues. • Host ongoing webinars and trainings for Managed Services customers and internal teams. • Proactively developing campaigns to re-engage customers and increase customer KPI’s to ensure service excellence and satisfaction. • Provide clear instructions to customer care analyst for project work. • Lead implementation of managed services solutions for new customers and work closely with cross-functional teams to ensure successful project kickoff. • Excellent time management of projects and meetings while adhering to deadlines. • Create, develop, and use presentation materials for onsite or WebEx meetings with customers. • Mentor team members through daily tasks and refine processes and resource materials where areas of improvement have been identified. • High level understanding of all other GHX services and customer activity of account health to aid in an increased adoption of GHX’s recommended practices. • Work closely with the CSM and ESE team to ensure customer satisfaction and new potential sales opportunities. • Works closely with Solutions Delivery, Sales, and Customer Success Managers to oversee all phases of the implementation process. • Develops an in-depth knowledge of customer environment and GHX product knowledge to achieve goals and solve complex problems while fostering innovation. • Travel may be required (approximate 20%). • Able/willing to work 8am-5pm Eastern Time Zone (Monday-Friday).

• Own Transfer’s credit risk underwriting program, including policies, scorecards, and playbooks for customer onboarding, periodic reviews, and exception handling enabling consistent, high quality risk decisions as the portfolio scales. • Manage portfolio-level financial exposure across ACH, RTP, and FedNow by monitoring customer activity, return behavior, liquidity risk, and solvency signals, reducing the likelihood of unexpected losses and balance-sheet shocks. • Evaluate complex and higher-risk use cases, such as crypto, lenders, platforms, and liquidity-fronted customers allowing Plaid to support new business models safely. • Partner with Transfer Operations on day-to-day risk decisions and escalations, including setting and adjusting holds, reserves, limits, and pre-funding requirements ensuring fast, coordinated responses to emerging risk events. • Develop and maintain executive-level risk reporting, including exposure tracking, reserve adequacy, and loss forecasting, improving leadership visibility and decision-making. • Enable operational scale through training and documentation, creating self-serve guides and decision frameworks for customer oversight teams driving consistency and reducing operational risk as volume grows. • Collaborate cross-functionally with Product, Engineering, AML/Compliance, and Finance to translate risk policy into tooling, workflows, and automated controls embedding risk management directly into the Transfer platform. • Continuously improve risk frameworks and tooling by incorporating data insights, post-mortems, and industry best practices, keeping Plaid’s risk posture aligned with evolving threats and growth objectives.

• Lead, mentor, and develop a team of BI engineers through regular one-on-ones, standups, performance reviews, goal alignment, and career planning to ensure high performance and engagement on high-impact initiatives. • Ensure the BI team has the necessary training, skills, and technical capabilities (e.g., SQL, Python, Tableau/Power BI, data modeling) to meet current and future business needs. • Set the technical direction for the BI team, including evaluating and recommending tools and technologies to improve the scalability, reliability, and effectiveness of data pipelines, models, and reporting environments. • Maintain a highly reliable, scalable, and well-governed analytics and reporting environment, ensuring data remains accurate, complete, consistent, and up to date. • Proactively identify, troubleshoot, and resolve issues within the BI and analytics domain, while continuously improving data quality, pipelines, and reporting performance. • Collaborate with cross-functional partners to identify, prioritize, and deliver analytics and reporting solutions that meet evolving business requirements. • Partner closely with executives, business leaders, and other stakeholders to ensure data models, dashboards, and insights support decision-making and align with business objectives. • Define and enforce user interface, visualization, and reporting standards in accordance with company guidelines to ensure consistency, usability, and clarity across analytics outputs.