• Partner with clients throughout the annual health and welfare lifecycle to align wellness initiatives with overall benefits strategy. • Lead clients through the annual wellness cycle: • Conduct discovery and benchmarking analysis • Develop program strategy and statement of services • Implement programs and provide ongoing support • Deliver annual wellness stewardship reporting • Maintain accurate client and project logs for performance tracking. • Build and sustain strong client relationships within ongoing benefits and wellness engagements. • Develop and report on measurable outcomes for wellness and health management programs. • Strengthen existing vendor partnerships and identify new opportunities. • Ensure detailed planning and flawless execution of client wellness programs. • Collaborate effectively with other wellness consultants and EPIC colleagues. • Contribute to practice development and resource enhancement initiatives.

• Create and implement annual and 3-year growth plans, with detailed revenue and market share targets • Identify and execute initiatives for new programs and product launches • Build strong relationships with corporate and regional stakeholders within national accounts • Negotiate pricing, rebates, and Go-To-Market strategies • Represent Husqvarna at regional and national trade shows • Achieve or exceed sales targets through data-driven decision-making • Analyze account performance and publish monthly health dashboards • Conduct corporate and regional business reviews with key decision-makers • Maintain account activities in CRM and ensure accurate expense reporting • Partner with Marketing on promotional plans and product commercialization • Provide input on product development and category improvements • Drive alignment between national goals and regional execution

• Own Company-Level KPIs: Directly responsible for maximizing Gross Revenue Retention (GRR) and driving Net Revenue Retention (NRR) through proactive account management and expansion initiatives, alongside managing CSAT. • Expansion & Upselling: Proactively partner with customers to identify new integration needs, product adoption opportunities, and use cases that result in the expansion of services, scopes, and ultimately, increased contract value. • Strategic Retention: Act as the executive sponsor for a portfolio of key accounts, ensuring continuous, high-value delivery to secure timely and successful contract renewals. Mitigate churn risk by maintaining deep alignment on the customer's long-term business and technical roadmaps. • Team Leadership & Performance: Manage, mentor, and develop a team of Senior TAMs, instilling a strong focus on commercial outcomes, account growth, and proactive value demonstration. Ensure the team meets or exceeds targets related to revenue retention and account expansion. • Customer Business Partnership: Serve as a trusted advisor, translating complex technical integration challenges and new interoperability standards into clear, financially-sound strategies for the customer's executive team. • Internal Collaboration: Drive cross-functional alignment (Sales, Product, Engineering) to manage customer success plans and escalations, specifically where they impact the customer’s time-to-value and future renewal potential. • Product Utilization: Monitor industry trends and product enhancements to proactively guide customers toward utilizing new features that directly translate to operational efficiency and business growth.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Responsible for structuring, facilitating approval of, and closing of Small Business Administration (SBA) loans for Magnifi Financial. This position will work with Commercial Banking Officers (CBOs) and SBA referral partners along with borrowers and internal departments (including but not limited to credit analysts, SBA Business Development Officers (BDO’s), SBA Loan Processors, Document Specialists, and Servicing) to efficiently approve and close SBA loans while providing the best experience to borrowers and referral partners. This position may be worked remotely by candidates who live in MN, WI, or ND. - Contributes to the overall production, portfolio performance and reputation of Magnifi Financial while striving to meet or exceed individual goals. - Oversees the SBA loan sales process while maintaining excellent communication between internal staff, borrowers, and referral partners, as applicable. - Interviews existing and prospective members applying for medium and moderately complex SBA and other third party sponsored programs loans. Makes decisions within authority and provides recommendations or referrals when appropriate. - Reviews financial information with borrowers (concerns, strengths, weaknesses). - Works with staff to complete credit presentations, financial analysis and risk ratings on existing and prospective credits. - Responsible for preparation of commitment letters and adverse action documentation. - Performs loan closings with borrowers, ensuring all paperwork is properly completed and complies with legal regulations and the policies of Magnifi Financial. - Assists the SBA Servicing Department with collections/negotiations on problem member commercial loans. - Keeps abreast of the SBA rules and regulations along with loan policies of Magnifi Financial. - Understands and remains knowledgeable on the products and services offered by Magnifi Financial, including but not limited to deposit products, cash management services and other loan products. - Uses the sales process to identify and recommend Magnifi Financial products and services to members based on financial need, as appropriate. Makes referrals to appropriate departments. - Assists in marketing efforts (via outbound call lists, etc.) as necessary. - Assists in training and mentoring less experienced staff. - Actively participates in community relations efforts to contribute to the mission and visibility of Magnifi Financial. Ensures positive relationships with members, community leaders and businesses. Qualifications - Bachelor’s degree in Business, Sales or Finance, or equivalent experience. - Eight years of lending or credit experience in a financial institution; or equivalent knowledge and skills gained from related work experience. - Five years of experience working with SBA loans, as well as community development lending, traditional and alternative loan programs. Requirements - Salary Range: Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. - Level I SBA Account Officer (2 years lending/credit experience, previous lending experience): $71,404 - $107,107. - Level II SBA Account Officer (8 years lending/credit experience, five years SBA experience): $89,248 - $133,873. - Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. Benefits - Opportunities for Training and Development * - Leadership Development * - Job Level Advancement (ability to move up in your position through training and development) * - Tuition Reimbursement * - 32 Hours Volunteer Paid Time Off * - Paid Time Off – Begins accruing upon date of hire for a total of 4 weeks per year for FT; prorated for PT * - Medical - Dental - Vision - Employer paid Life Insurance/AD&D - Employer paid Disability Insurance - Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * - Paid Parental Leave - Bonus/Incentive Program - Employee Engagement/Health and Wellness Programs * Company Description At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.