• Develop and maintain strong, long-term relationships with clients and key individuals on the client's side • Understand client business specifics and how it operates • Monitor and forecast key metrics related to payment operations • Create a development plan and strategy for clients • Collaborate with both the team and key personnel from the client's side to identify potential issues and propose effective solutions • Collaborate with other departments, such as PSP BizDev, Tech team, and BAM • Effectively communicate client requirements to other teams • Identifying opportunities for improvement in account management processes and implementing changes to improve efficiency and effectiveness.

• Own and grow strategic partnerships with global pharma clients at Appsilon • Leading full account lifecycle: renewals, expansion, and long-term growth strategies • Identifying upsell and cross-sell opportunities aligned with client business needs • Building and maintaining executive-level relationships within global pharma and enterprise organizations • Acting as a strategic partner, positioning Appsilon as a trusted advisor in data & software solutions • Collaborating with delivery teams to ensure high-quality execution and client satisfaction • Providing strategic insights and account reports to support growth in the Life Sciences sector

• Work with leadership staff and members of the Board of Directors to identify, cultivate, and maintain strong relationships with new and existing national and regional funders • Develop fundraising strategies and multi-year development plans that sustain the organization on an annual basis • Lead and supervise a team of staff across diverse backgrounds and disciplines; set clear goals, provide professional development, and conduct regular evaluations • Coordinate with the Director of Communications on a scheduled basis for cross-team collaboration on projects and messaging • Collaborate with Executive Director, Deputy Executive Directors, and Finance Director to develop the annual organizational budget, and track and monitor income on a monthly basis • Support board relations, engagement, and preparation for Board of Director meetings • Design, implement, and maintain adequate systems and processes to strengthen JMA’s fundraising infrastructure and effectively carry out fund development work, which includes overseeing the organization’s CRM system (Salesforce) and other fundraising software • Identify and address organizational development issues that support health and effectiveness in general and fund development specifically • Manage departmental budgets, ensure effective use of resources, and support fundraising and reporting • Monitor relevant developments in the political, policy, or industry landscape and adapt strategies accordingly • Foster a collaborative, feedback-rich, and equity-centered team culture • Foster an organization-wide culture of philanthropy that engages all staff and board in JMA’s fundraising strategy • Be a Proactive Member of the Management Team: Engage in strategic decision-making, short/long-term cross-team planning, and development and implementation of internal policies, staff training, and committee participation • Ensure compliance with all organizational policies and procedures – both timely attention to individual administrative responsibilities as well as oversight to ensure the understanding and compliance of team members • Other duties as assigned

Role Description AO Globe Life is seeking motivated professionals who want to make a meaningful impact while building a flexible, remote career. In this role, you’ll help families across the United States understand and access important supplemental benefit programs through virtual consultations. This is a mission-driven opportunity designed for individuals who value professional development, service-focused work, and long-term income growth. Whether you're starting your career or looking for a new direction, this role offers the structure, training, and support needed to succeed. - Conduct scheduled virtual consultations to understand client needs - Clearly explain benefit options and guide clients through the enrollment process - Maintain accurate client records and follow-up communications - Deliver exceptional client service while building lasting relationships - Participate in ongoing training, mentorship, and professional development programs Qualifications - Strong communicators with a client-first mindset - Organized, self-motivated professionals comfortable working remotely - Individuals confident using Zoom and digital tools - Candidates with customer service, consulting, or sales experience (helpful but not required) - Growth-minded individuals who value mentorship and career development Requirements - Authorized to work in the United States - Windows-based laptop or PC with a functioning webcam - Reliable high-speed internet connection Benefits - 100% Remote Role – Work from anywhere in the United States - Flexible Scheduling – Structure your workday around your life - Pre-Qualified Leads Provided – No cold calling required - Vested Renewal Commissions – Long-term earning potential as your client base grows - Comprehensive Training – Ongoing mentorship and professional development - Career Advancement – Leadership and management opportunities for top performers - Supportive Team Culture – Collaborative environment focused on success Company Description For more than 70 years, AO Globe Life has provided supplemental benefits to working-class families across the United States. We proudly support union members, veterans, credit unions, and professional associations—helping protect families while creating meaningful career opportunities for our remote-first team.