• Drive Account Success: Take ownership of a portfolio of corporate accounts, ensuring their successful adoption, growth, and renewal by meeting and exceeding key performance metrics. • Strategic Account Planning: Develop and implement strategic account plans tailored to each customer’s needs, driving growth and maximizing the value of Invoca Call Analytics. • Customer Relationship Management: Cultivate and maintain strong relationships with key stakeholders at all levels within the customer organization, ensuring high satisfaction and retention rates. • Proactive Engagement: Lead proactive efforts to identify opportunities for account expansion and enhancement, including designing and executing initiatives to boost platform adoption and utilization. • Software Demonstrations: Conduct impactful software demonstrations and create compelling presentations to effectively showcase Invoca’s value propositions and differentiators. • Value Proposition Communication: Clearly communicate Invoca’s value proposition and benefits, tailoring messages to address specific client needs and challenges. • Forecasting and Reporting: Own and report on the renewal, expansion, and retention forecasts with accuracy, providing insights and strategies to achieve growth targets. • Cross-Functional Collaboration: Collaborate closely with internal teams, including Account Executives and Customer Success, to ensure smooth transitions, Customer Success Plans, and alignment with customer objectives. • Negotiation and Closure: Manage complex negotiations for renewals and expansions, working to close deals that deliver mutual value and drive long-term customer success.

• Champion and own key relationships with streaming and linear partners to strengthen collaboration, enhance performance and drive long-term growth. • Identify opportunities to optimize and grow existing campaign structures, partnering with stations, networks and publishers to maximize both revenue and cost efficiencies. • Develop innovative media partner solutions that grant Marketing Architects favor in accessing unique media at advantaged pricing. • Drive inventory expansion across Linear TV, OTT, CTV, OOH, YouTube, Digital Audio, Digital Video and other emerging platforms. • Oversee daily publisher and network needs including reporting, partner set-up, billing, bid request monitoring, troubleshooting and general platform inquiries.

Role Description An Account Manager owns the day-to-day customer service and support for their assigned clients to deliver best-in-class service and ensure all client needs and objectives are met. This role is responsible for ensuring project deliverables and timelines align with client service agreements and requirements, service levels are achieved, identified issues are resolved timely, and client satisfaction is achieved. This role works in tandem with the Account Executive to ensure the client’s strategic plan is executed. - Providing timely responses to all client inquiries and addressing all client needs. - Can prioritize competing priorities effectively and/or request support when needed. - Works effectively across organizations to resolve client needs with a sense of urgency. - Learns from Account Executive to better understand client utilization and needs. - Ensures full understanding of client benefit package intent. - Effectively and proactively communicates with clients and ensures that all communications are easy to understand. - Delivers quality products in every interaction. - Continues to focus and invest time in learning the Liviniti product suite and process interworking. - Acts professionally in all interactions – both verbally and in writing. - Preparing account management-related documents such as member documents, meeting reports, and other client communications and correspondence. - Preparing, co-leading, and owning all follow-ups from client meetings. - Ensuring all discussions are documented, and follow-ups are captured and delivered to committed timelines. - Developing, updating, and delivering member documents, client reports, and other client correspondence. - Working with client and AE to develop project timelines. - Fielding and processing internal and external information requests and handling them in a timely manner. - Maintaining current work-in-progress records and archives of past project information as appropriate. - Ensuring a working knowledge of assigned clients’ objectives, understanding their benefit plan designs, and overall needs/expectations. - Validating all systems accurately reflect their intent. - Provide proactive communication with clients. - Abide by all obligations under HIPAA related to Protected Health Information (PHI). - If a HIPAA violation is discovered, report the violation to the Compliance Officer and/or Human Resources. - Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company. - Flexibility to understand, appreciate, and embrace that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Qualifications - Business Acumen - Organization skills - Time Management skills - Initiative - Flexibility - Communication Proficiency - Customer/Client Focus - Sense of Urgency Requirements - Bachelor’s Degree required; or equivalent four (4) years of external client facing support or related account management experience in a healthcare or Pharmacy Benefits Management (PBM) environment. - 2 years of account management experience. - Demonstrate good presentation skills and excellent negotiation skills. - Experience with client or provider relations. - Intermediate or advanced proficiency with MS Excel, Word, PowerPoint, Project, Outlook, and Adobe. - Outstanding analytical skills. - Excellent verbal and written communication skills, establishing rapport and working with others. - Program performance and understanding of healthcare analytics. Benefits - Medical, Dental, Vision Insurance - Disability and Life Insurance - Employee Assistance Program - Remote work options - Generous Paid-Time Off - Annual Reviews and Development Plans - Retirement Plan with company match immediately 100% vested

- Own renewals, expansions, and net revenue retention metrics for assigned accounts - Develop and execute account plans focused on long-term adoption and growth - Identify upsell and cross-sell opportunities aligned to agency mission needs - Serve as the primary commercial point of contact for assigned customers - Partner with Customer Success to ensure successful deployments and outcomes - Maintain accurate renewal and expansion forecasting in CRM tools