• Grow the Global Forwarding services by securing new profitable and sustainable customers for the office or territory • Manage customer interactions including fostering relationships, making customer calls and closing deals • Identify, prospect, and engage new customers through CRM, calls, and face-to-face visits within the assigned territory 3-4 days per week maintaining a strong presence in the local marketplace and participate in regional events • Execute sales activities to meet or exceed revenue targets, leveraging market insights to present persuasive cases for change and tailored solutions aligned with customer supply chain goals • Build and maintain strong relationships with multiple decision-makers, ensuring ongoing account success in collaboration with internal teams; follow up on leads and facilitate smooth transitions to account management • Use CRM and other tools to track opportunities, organize priorities, and maintain accurate records • Partner with customers to understand needs and develop customized solutions using internal resources and CHR platform capabilities; lead proposal development and presentations • Influence customers to adopt technology and automation for process efficiency from implementation onward • Work closely with managers and cross-functional teams to align with branch strategies, forecast pipeline, and deliver seamless customer experiences • Share best practices and contribute ideas to support regional team success • Coordinate quotes, negotiate payment terms, and utilize internal pricing resources to develop competitive strategies • Attend training sessions to enhance knowledge and skills; assist in creating SOPs for effective account management

• Own payments opportunity intake and qualification, assessing fit across payment rails, compliance requirements, expected GPV/transaction volume, and commercial structure. • Determine deal viability early and guide go/no-go decisions in partnership with Core Sales. • Lead payments-specific discovery alongside Core Sales, including current workflows, friction points, integration paths, stakeholder mapping, approval processes, and timelines. • Shape and document a clear deal strategy and close plan aligned to customer and internal requirements. • Build and own pricing and GPV models, including volume assumptions, forecasts, pricing structures, and commercial terms. • Partner with Finance and leadership to secure internal approvals and translate models into customer-ready proposals. • Drive solution design in collaboration with Solutions Consultants, Implementation, Product, and external partners as needed. • Define scope, requirements, dependencies, and technical approach to support successful deal execution. • Support end-to-end contract execution in partnership with Sales and Legal, including MSAs, payments addenda, exhibits, redlines, and signature coordination. • Ensure commercial and technical terms align with the approved deal strategy. • Coordinate implementation planning prior to formal handoff to ensure each closed deal has a clear onboarding plan, timeline, responsibilities, and technical path. • Deliver a complete internal handoff package to enable a smooth and timely launch. • Maintain accurate and up-to-date payments pipeline data, including next steps, risks, dependencies, and forecasting inputs. • Capture and route learnings to improve go-to-market execution and product strategy, including objections, pricing insights, integration friction, and recurring deal patterns.

• Prospect and generate leads: Identify and engage potential clients in the large group market, using various lead generation techniques such as networking, cold calling, referrals, and market research. • Consult and advise brokers and clients: Work closely with insurance brokers, business decision-makers, HR departments, and executives to understand their employee benefit needs and recommend tailored health insurance solutions. • Develop and present proposals: Prepare comprehensive and customized health insurance proposals, outlining plan options, costs, and benefits. Deliver clear, concise presentations to key stakeholders. • Negotiate contracts and close sales: Effectively negotiate plan rates, terms, and benefits with clients, aiming to close deals that meet both client needs and company sales targets. • Build long-term relationships: Foster strong relationships with brokers and clients to ensure ongoing satisfaction, policy renewals, and potential upselling of additional benefits like dental, vision, or supplemental insurance. • Industry and regulatory compliance: Remain current on market trends, new products, and regulatory changes, including ACA requirements and other compliance regulations for large group plans. • Collaborate with internal teams: Work closely with underwriting and client service teams to ensure seamless onboarding and implementation of new clients. • Meet sales goals: Achieve monthly, quarterly, and annual sales quotas by developing new business.

• Prospect and generate leads: Identify and engage potential clients in the large group market, using a variety of lead generation techniques such as networking, cold calling, referrals, and market research. • Consult and advise brokers and clients: Work closely with insurance broker, business decision-makers, HR departments, and executives to understand their employee benefit needs and recommend tailored health insurance solutions. • Develop and present proposals: Prepare comprehensive and customized health insurance proposals, outlining plan options, costs, and benefits. Deliver clear, concise presentations to key stakeholders. • Negotiate contracts and close sales: Effectively negotiate plan rates, terms, and benefits with clients, aiming to close deals that meet both client needs and company sales targets. • Build long-term relationships: Foster strong relationships with brokers and clients to ensure ongoing satisfaction, policy renewals, and potential upselling of additional benefits like dental, vision, or supplemental insurance. • Industry and regulatory compliance: Remain current on market trends, new products, and regulatory changes, including Affordable Care Act (ACA) requirements and other compliance regulations for large group plans. • Collaborate with internal teams: Work closely with underwriting and client service teams to ensure seamless onboarding and implementation of new clients. • Meet sales goals: Achieve monthly, quarterly, and annual sales quotas by developing new business.