• Prepare, send, and track contracts for signatures, ensuring timely execution. • Maintain a structured system for contract storage and retrieval. • Follow up on outstanding contracts to minimize delays in the sales process. • Review sales call recordings and create tailored proposals that align with client needs. • Maintain a database of proposal templates for efficiency. • Ensure proposals are sent within the expected timeframe and track follow-ups. • Respond to all inbound leads promptly and qualify prospects based on predefined criteria. • Schedule and coordinate sales calls with the appropriate team members. • Maintain lead tracking and status updates within the CRM to ensure visibility. • Manage the transition from sales to operations by ensuring all necessary client details are properly documented and communicated. • Work closely with the operations team to ensure a smooth client onboarding experience. • Identify and address gaps in the handoff process to improve efficiency.

Role Description As a member of our global onboarding team, you will support our customers in the Americas region with realizing first value with ABC Glofox. You will be responsible for guiding customers through their onboarding, acting as a key resource, escalation point for platform queries, a trusted advisor and coach to ensure the customer is set up for success. The successful candidate will be an ambitious, customer-centric individual who can work cross-functionally to highlight, prioritize and seamlessly guide a customer through setup while maintaining a high level of engagement and managing blockers along the way. What You’ll Do - Support customers through their Onboarding journey by driving product adoption, engaging key stakeholders and using a consultative, value driven approach to guide customers through their initial Glofox setup. - Establish and maintain strong relationships with clients to identify needs and set appropriate expectations and objectives. - Manage scope, timelines, and define roles and responsibilities to ensure all onboarding milestones are met. - Collaborate with the Technical Implementation team to ensure successful migration of customer data during the setup phase of the journey. - Act as a product & industry champion, leveraging known & learned best practices to provide exceptional support during the onboarding phase. - Work with Sales team to understand key value drivers for newly signed customers and facilitate a smooth transition into the post-sale structure. - Identify and escalate risks and work with leadership and other cross functional teams to overcome any barriers to onboarding. Qualifications - Bachelor’s degree or equivalent work experience - 2-4 years of experience in a client facing role, SaaS experience highly preferred - Basic knowledge of Microsoft Outlook, Teams, Word, and Excel - Prior experience in onboarding a high volume (30+) or managing a large portfolio of customers (200+) is preferred - Excellent written and verbal communications skills, including experience meeting with and presenting to internal & external stakeholders - Outstanding organizational, scheduling and time management skills. - Tech-savvy with the ability to quickly learn new products and explain them to others. - High emotional intelligence and interpersonal skills, with a focus on achieving positive customer outcomes. - Coachable, self-motivated, curious and resilient - A natural desire to build meaningful partnerships and seek out creative solutions for customers Requirements - Proficiency in Spanish language - Prior experience within a Health and Fitness technology SaaS company, or experience working within a health and fitness club or studio Benefits - Purpose led company with a Values focused culture – Best Life, One Team, Growth Mindset - Time Off – with our open PTO policy, we offer flexibility in how and when you take PTO! - Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe. #oneteam - Parental & Pawternity Leave – we offer leave for when your family grows by two feet or four paws! - Best Life Perk – we are committed to meeting you wherever you are in your fitness journey with a quarterly reimbursement - Medical/Dental/Vision coverage - EAP – we get you help when you need it. Period. - Premium Calm App – enjoy tranquility with a Calm App subscription for you and up to 4 dependents over the age of 16 - And more! – so many benefits we couldn’t even fit them all here!

• Understand our clients' financial processes and their expectations for using our solutions, identifying particularities and improvement opportunities, and handle the initial setup of these clients on our platform; • Deliver training to our clients and the employees of the companies who will use our services; • Perform continuous follow-ups throughout the onboarding process, engaging clients in platform usage until they achieve success; • Manage implementation spreadsheets and corporate client accounts during the pre-maturation stage; • Ensure deliverables meet the targets established for the team; • Support clients with API integrations with ERPs and/or banking integrations; • Map improvement actions and collaborate with other departments (for example, Engineering, Support, and New Business) to deliver the best possible experience for our clients.

Alternate Locations: Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 75638 The Role at a Glance We are excited to bring on an EDI Onboarding Associate to join our Group Protection Operations Team supporting Workplace Solutions. Background Details The Group Protection Operations Team will help you grow your technical knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment. As an EDI Onboarding Associate, you will be responsible for delivering on EDI onboarding and implementation assignments & projects. You will support pre- and post-sales activity in providing guidance regarding compatibility of proposed onboarding approach with EDI processes. You will collaborate with internal and external stakeholders to coordinate activities, facilitate automated EDI processing, and provide a superior onboarding experience for the customer. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on! What you'll be doing - You will monitor EDI requests and ensures timely responses in gathering necessary information, addressing questions, and providing appropriate layouts/file formats for EDI processing. - You will act as a liaison between Account Management, internal EDI resources, and third-party partners to ensure all stakeholders understand optimal policy setup, per EDI guidelines, to facilitate efficient automation and onboarding. - You will participate in pre- and post-sales calls with brokers and customers; outlines pros & cons of onboarding approach in terms of compatibility with automated EDI processing; proactively advises on potential changes in approach that can enable automation. - You will implement standard inbound file feeds for both new customers and ongoing maintenance request including not limited to demographic/eligibility files. - You will coordinate with internal EDI resources and third-party partners to validate appropriate file configuration and ensure successful initial & on-going transmission and processing of files. - You will provide ongoing File Support to installed customers, including technical troubleshooting for Level 2 File Support requests. - You will act as a testing resource for general strategic initiatives. - You will work with the third-party benefit administration partners to expedite resolution of any escalated file issues; collaborate with partners to research root causes and recommend improvements to processes/file formats to avoid future issues. Identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality while supporting and promoting change management and departmental/enterprise initiatives. What we’re looking for Must-haves: - 1+ Years of experience in EDI processing and automation directly aligned to the specific responsibilities for this role OR 1+ Years of experience in Group Protection in customer facing roles directly aligned to the specific responsibilities for this role - Ability to communicate effectively (verbal/written) - Demonstrated strong customer service experience - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions and work with concepts such as averages and/or variances - 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) Nice-to have: - Ability to work in a fast-paced environment with the ability to adapt as needed Application Deadline What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you: - Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes - Leadership development and virtual training opportunities - PTO/parental leave - Competitive 401K and employee benefits - Free financial counseling, health coaching and employee assistance program - Tuition assistance program - Work arrangements that work for you - Effective productivity/technology tools and training The pay range for this position is $42,800 - $77,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.