Role Description The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals. - Build trust and educate prospects and clients on principle financial planning objectives and strategies. - Help clients feel empowered and confident to make good financial decisions and plans. - Attract new clients, cultivate high-quality leads, and increase portfolio value through fund deposits and consolidation of investments. - Work collaboratively with the Emerging Investor team, primarily via phone and/or virtual conferencing technology. Responsibilities - Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs. - Demonstrate expertise and knowledge of EFE and industry products and services; educate clients on financial planning principles, and articulate EFE value proposition relative to competition. - Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed. - Accurately and efficiently open client accounts and establish fund transfer/management. - Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success. - Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up. - Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success. - Coordinate effectively with EFE account support staff to ensure timely and accurate administration. Qualifications - 5 years financial services experience. - Strong emotional intelligence: ability to show empathy, care, and concern. - Ability to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when needed. - Series 65 or 66 license required; CFP or CRPC preferred. - 4-year college degree required; financial and/or business background preferred. - Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs). Requirements - Expected base salary range for this role nationally is $73,600-$84,800. - Final base pay will be determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits - Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Role Description The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years. Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. You will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data. Responsibilities - Own the overall relationship with your portfolio of customers in our fastest growing customer segment. - Build relationships with the C-Suite and Product teams to grow and retain revenue. - Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals. - Help customers integrate and launch on Plaid. - Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations. Qualifications - 6+ years of quota carrying software or technology account management experience. - Demonstrated account management and sales experience. - Customer empathy and deep desire to see customers succeed. - Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. - Interest in financial services and technical products; a high degree of intellectual curiosity. - Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. - Ability to work with all types of people and build long-lasting relationships. Benefits - Plaid is proud to be an equal opportunity employer and values diversity at our company. - We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. - We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. - Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.

Role Description This position is responsible for leading and managing all operational aspects of servicing and retaining clients. This position is also responsible for managing the transition of new business into MedImpact effectively, accurately, and timely. Ensures consistent customer satisfaction during the life cycle of the client from Conception, Implementation, Business Relationship Management and Renewal by leading and collaborating with their assigned client team, over 30 business units, and continually interacting with customers and consultants. The Account Manager is ultimately accountable for ensuring consistent customer satisfaction, delivering successful projects, building, and maintaining solid business relationships and successfully executing the delivery of additional revenue to MedImpact. They are also responsible to ensure products, services and project deliverables are consistent with client service agreements, appropriate service levels are achieved, project timelines and deliverables meet client requirements, issues are identified and resolved timely, and client satisfaction is achieved throughout the life cycle of the client relationship. This position works on assignments that are complex in nature where considerable judgment and initiative are required in resolving problems and making recommendations. Acts independently to determine methods and procedures on new assignments and may provide guidance to other support personnel. What You Get To Do - Develops, builds, and maintains solid client business relationships beginning with a positive on-boarding experience and continuing throughout the life cycle of the client. - Ensures appropriate levels of service and operational support to assigned clients by understanding and championing clients’ operating requirements throughout the organization. - Proactively maintain and improve upon service performance levels and works across the organization to expeditiously resolve issues. - Actively leads members of the core client team in successfully meeting client needs and delivering flawless fundamentals during the business relationship management and renewal phases. - Adheres to strict procedural and quality standards, including thorough and accurate documentation and claims analysis. - Leads the implementation process for the onboarding of new business for existing clients. - Utilizes project management skills to track milestones and deliverables, timely recognition/notification of risk indicators. - Effectively educates the client to MedImpact systems and processes. - Manages the client and consultant in compliance with the client service agreement. - Partners with multiple business units and teams to ensure the accuracy of claims adjudication set ups. - Analyzes claims results and identifies discrepancies, inaccuracies, anomalies, and unexpected consequences. - Takes accountability for expeditious resolution of adjudication configuration issues identified during the implementation process. - Completes special projects as assigned. - Provide regular feedback to management team regarding client requirement status and business development opportunities. - Proactively identify and recommend solutions for client and operational improvements. Qualifications - Level I: Bachelor's degree from four-year college or university or equivalent combination of education and experience. - A minimum of two (2) years of account management or related client/customer service experience in a healthcare setting. - A minimum of one (1) plus years’ proven and demonstrated experience with Project Management or Project Coordination. - Level II: Bachelor's degree from four-year college or university or equivalent combination of education and experience. - A minimum of four (4) years of account management or related client services experience. - Level III: Bachelor's degree from four-year college or university or equivalent combination of education and experience. - A minimum of six (6) years of account management or related client services experience. Requirements - Must be familiar with healthcare related state and government regulations such as Medicaid, CMS, etc. - Intermediate to advanced skill set in MS Office, Word, Excel, PowerPoint, Project, and Outlook. - Intermediate to advanced knowledge in Visio. - Experience as a user of multiple business software applications is required. Benefits - Medical / Dental / Vision / Wellness Programs - Paid Time Off / Company Paid Holidays - Incentive Compensation - 401K with Company match - Life and Disability Insurance - Tuition Reimbursement - Employee Referral Bonus

Role Description To manage claim caseload of basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account Representatives and Account Specialists. - Utilizes special account instructions to obtain individual customer information and adhere to instructions. - Identifies, initiates, and coordinates various specialized services such as subrogation, fraud evaluation or case management review to resolve claims. - Establishes and maintains effective relationships with internal and external customers and coworkers; communicates effectively and timely. - Mentors/coaches account representatives and account specialists; facilitates round table discussions within the assigned team. - Investigates, evaluates and resolves claims; identifies potential problems/trends in claim files and takes corrective action or makes corrective recommendations. - Interprets medical reports and state law or jurisdictional law in claim handling. - Applies jurisdictional and medical knowledge to properly assess the indemnity, medical and expense exposure of assigned claims and appropriately interprets and applies insurance coverage. - Reviews client files and collaborates with team to prepare information which includes thorough analysis of file strategies, claims status and emerging trends. - Proactively manages litigation in conjunction with client requirements; works constructively with client and legal representatives to resolve claims. - Ensures compliance and best possible outcomes by minimizing financial liability. - Compiles requirements in order to prevent penalties and fines; utilizes instructions and tools provided to ensure that all state required documentation is issued accurately and in timely manner in accordance with specific jurisdictional timeframes and guidelines. - Monitors reports as assigned and documents compliance with key jurisdictional requirements (i.e. EDI, timeliness of benefit payments, etc.). - Assists Team Lead in tracking completion of team’s tasks and projects. - Reviews SAS/SOX documents and submits in timely manner. - Assists with takeover and reverse takeover projects ensuring that claim files are transferred and handled appropriately. Qualifications - Bachelor's degree from an accredited college or university preferred. - State adjuster licenses required. - Six (6) years of related experience and/or training or equivalent combination of education and experience required. - Thorough legal and jurisdictional knowledge based on line of business. - Strong oral and written communication, including presentation skills. - PC literate, including Microsoft Office products. - Analytical and interpretive skills. - Strong organizational skills. - Excellent interpersonal skills. - Strong customer service skills. - Ability to work in a team environment. - Ability to meet or exceed Performance Competencies. Requirements - Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. - Physical: Computer keyboarding, travel as required. - Auditory/Visual: Hearing, vision and talking. Benefits - Comprehensive benefits package including but not limited to: - Medical, dental, vision. - 401k and matching. - PTO. - Disability and life insurance. - Employee assistance. - Flexible spending or health savings account. - Other additional voluntary benefits.