• Engage with new and existing customers to discuss available product options. • Assist customers in reviewing insurance and financial service offerings. • Coordinate daily operations across multiple business areas to help meet office objectives. • Monitor performance metrics and support ongoing marketing efforts. • Contribute to team development through communication, coaching, and collaboration. • Participate in community activities that build local awareness of the agency.

• Manage and grow an assigned book of business • Build strong client relationships • Drive referrals and upsells • Help dealerships get the most out of Recall Masters’ solutions • Be a trusted advisor to your clients and drive retention and performance

• Supporting the growth and execution of membership and sponsorship, driving member engagement, and fulfillment of member services • Measured by the success of membership engagement, member satisfaction, sponsorship execution and satisfaction, and membership retention • Primary point of contact for incoming member inquiries, diagnosing problems and solving to resolution • Ensuring proper execution and delivery of sponsorship agreements and fulfillment of sponsorship benefits • Responsible for new member onboarding, measuring member engagement, and proactively increasing engagement of under-engaged members • Conducting outreach via both in-person and virtual meetings • Participation in member engagement meetings with existing members to drive additional cross-sales or maximize relationships

• Report into the Executive Director, Clinical Data Management. • Focus on all aspects of the CDM process from project planning, development of project documentation, system set-up, UAT through database lock. • Responsible for timelines and quality of CDM deliverables for the assigned studies. • Contributes to technical infrastructure of CDM such as the development of SOPs, departmental process improvement etc. • Provides feedback and task assignment to meet department and company objectives. • Supports budget and resource planning across assigned projects as required. • Participates in CRO/vendor selection process for outsourced activities. • Directs activities of direct reports as applicable. • Represents CDM in study team meetings. • Manages CDM timelines to coordinate and synchronize deliverables with overall study timelines. • Generates and/or reviews/approves study documents (e.g. study protocols, Data Management Plans, Case Report Forms, data transfer specifications, SAE/external data reconciliation plans, coding conventions). • Oversight of CDM CRO/service providers (e.g. reviewing vendor SOPs, invoices). • Monitors the progress of all CDM activities for the project to ensure project timelines are met. • Responsible for the accuracy and completeness of the clinical data collected during a clinical trial, and able to work independently towards the assigned goal.