• Manage an assigned book of business, ensuring account retention and supporting new business. • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. • Maintain technical competence and industry expertise. • Direct daily activities of the account management team. • Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Manage policy expirations and renewals. • Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Monitor reports and take action on delinquent accounts, collecting outstanding balances. • Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Monitor and maintain activity/suspense to ensure timely completion. • Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Stay updated on company policies and procedures. • Seek and adopt best practices to improve individual and team performance. • Demonstrate integrity and leadership.

• Account leadership role responsible for leading the Grid Systems Integration account strategy • Manage overall account relationships / strategy and deliver upon growth and other business objectives • Develop and execute commercial strategy for sales of GSI including AC Solutions, FACTS, & HVDC • Lead, develop, and execute the commercial and technical support team • Own the accurate forecasting of orders, convertible orders, margins, and sales • Develop and own strategic customer relationships with key decision makers • Drive identification, prospecting and creation of new sales opportunities • Drive Growth Initiatives and new product introductions • Conduct Operating Plan and Account reviews with region leadership

• Account leadership role responsible for leading the Grid Solutions sales activities related to AC Solutions, FACTS, and HVDC • Manage overall account relationships / strategy and deliver upon growth and other business objectives • Develop and execute commercial strategy for sales of GSI including AC Solutions, FACTS, & HVDC • Own the accurate forecasting of orders, convertible orders, margins, and sales for assigned customer(s) • Develop and own strategic customer relationships with key decision makers • Drive identification, prospecting and creation of new sales opportunities • Provide feedback regarding market trends, pricing and competition to product line marketing • Conduct Operating Plan and Account reviews with region leadership

• Drive large, complex software deals within the FSI vertical • Own the full enterprise sales cycle for major FSI accounts • Build and execute strategic account plans targeting large financial institutions • Maintain rigorous forecasting discipline and account strategy documentation • Represent the company at executive briefings and industry events