• Use data analytics to identify market trends, customer segments, and growth opportunities for the San Diego region. • Support the development and execution of targeted outreach campaigns, leveraging insights to optimize client engagement and retention. • Assist the team in preparing client communications, presentations, and reports. • Help track and analyze outreach effectiveness using CRM and analytics platforms. • Work closely with Sales, Account Management, and Marketing teams to align strategies and deliver actionable recommendations. • Summarize findings and present actionable insights to team leadership, supporting data-driven decision-making.

• Establishing and building key stakeholder relationships inside and outside the customers’ laboratory, their wider health system, and leverage them to drive growth. • Providing end to end diagnostics solutions to large, complex enterprise accounts with a focus on retention, penetration, and growth to generate profitable and sustainable activity that exceeds customers’ expectations. • Leading an internal cross-functional team to execute a strategic account plan for each enterprise customer; coordinating activities across entire customer & healthcare network to maximize growth and customer outcomes. • Responsible for overall strategic account management planning, including uncovering a large complex organization's long-term strategic plan and converting this to a winning solution for the customer; oversee detailed account planning and sales forecasting; negotiate contracts and all pricing resulting in long-term commitments. • Providing organizational leadership, commercial development of teams and individuals through coaching and mentoring.

• Lead, coach, and develop a team of Account Managers across SMB, Mid-Market, and Enterprise segments • Own team forecasting, pipeline health, and reporting to ensure predictable performance against NRR goals • Build and refine operating rhythms for the team, including 1:1s, deal reviews, and performance management • Partner with Sales, Product, Marketing, and Customer Success to develop and execute segment and whitespace strategies • Drive deal strategy and execution with the team, including proposal development, negotiation guidance, and expansion planning • Create and standardize tools, templates, and playbooks that elevate how the team engages customers • Serve as a senior escalation point for strategic and global accounts and ensure a best-in-class customer experience • Hire, onboard, and grow talent within the Account Management organization, including developing team leads and future managers • Navigate and champion organizational change, helping the team adapt as Spreedly scales and evolves • Travel up to 20% of the time, including internationally, to support customer relationships and team needs

• Own and grow a portfolio of existing customers, identifying opportunities to expand adoption of Versapay’s payments, AR automation, collaboration, and cash application solutions. • Partner closely with Customer Success Managers to develop coordinated account strategies and execute strategic account plans that drive customer outcomes and revenue growth. • Engage finance, accounting, and IT executives to understand their priorities, challenges, and transformation goals—positioning Versapay as a critical partner in increasing efficiency and accelerating cash flow. • Lead the commercial motion within your accounts, including opportunity identification, qualification, value articulation, proposal development, and commercial negotiation. • Serve as the primary point of contact for all sales-related activities, ensuring customers have a seamless experience throughout the expansion cycle. • Track and forecast pipeline activities, providing reliable updates to management and ensuring full visibility across customer stakeholders. • Collaborate cross-functionally with Product, Marketing, Solutions Consulting, and Implementation to bring the right expertise to each opportunity. • Act as a trusted advisor, teaching best practices, uncovering inefficiencies, and recommending tailored solutions that reduce manual work, strengthen controls, and increase the speed and volume of payments.