Cater2.me was founded in 2010 with the goal of connecting inspired kitchens with the masses. Inspired by San Francisco's thriving farmers' markets and the abundance of passionate local chefs, we set out to transform catering by unlocking access to exceptional local food experiences. Today, Cater2.me, an Insperience Group, LLC brand, powers corporate dining programs for companies across the country, delivering curated quality, consistent variety, and a seamless employee experience through a combination of technology and white, glove service. At Cater2.me, Your Catering is Our Business. POSITION OVERVIEW: We're seeking a strategic Client Partner to complement our remote Client Solutions team by providing an elevated layer of relationship development and opportunity identification for our most valuable client accounts. While remote Client Solutions Leads handle day-to-day client support, you'll focus on cultivating deeper personal connections, engaging senior stakeholders, and uncovering strategic growth opportunities that may not surface through routine account management. You'll work cross-functionally to strengthen our most important relationships and maximize long-term partnership value, and also work to implement any new programs or other solutions you propose. WHAT YOU’LL DO Relationship Development & Stewardship - Conduct regular check-ins with top-tier clients to ensure satisfaction, gather feedback, and identify new opportunities - Cultivate deeper relationships by securing introductions to senior leadership and key decision-makers within client organizations - Execute strategic stewardship initiatives including in-person meetings, client gifts, and other relationship-building activities Revenue Growth & Expansion - Increase customer lifetime value by building stronger relationships, uncovering incremental opportunities, and consultative upselling across Insperience Group products and services - Gain deep understanding of client goals, objectives, and organizational structure to identify teams or offices that may benefit from our services - Partner with internal teams to design creative solutions that help clients expand their use of our services. You will act as the primary driver for these initiatives, taking ownership of implementation in many instances while collaborating with supporting teams. - Present new products and features to clients on an as-needed basis to ensure they're aware of evolving offerings that enhance their experience - Coordinate with sales and fulfillment teams to align solutions with client needs and ensure smooth onboarding of new services Client Health & Risk Management - Partner with Workplace Dining management to monitor client health metrics and proactively identify potential concerns among top-tier accounts - Work cross-functionally with Client Solutions Leads and fulfillment teams to address client needs, resolve issues, and ensure seamless continuation of high-value relationships - Conduct periodic business reviews with top clients to review relationship updates, key performance indicators, Insperience Group updates, highlights, and lowlights. Reporting - Actively manage client cultivation and stewardship budgets, ensuring spend aligns with client tier allocations - Maintain accurate records of all client success activities, touchpoints, and cultivation investments to enable measurement of return on investment - Report on relationship-building outcomes and portfolio health to leadership, providing insights that inform decisions about cultivation strategies, tactical adjustments, and budget allocation across client tiers WHAT YOU’LL BRING - 5+ years of experience in client success, account management, business development, or strategic relationship management - Proven track record of cultivating senior-level relationships and navigating complex organizational structures - Demonstrated ability to identify and drive revenue expansion opportunities within existing accounts - Strong analytical skills with experience tracking metrics, measuring ROI, and using data to inform strategic decisions - Excellent communication and presentation skills, with ability to engage C-suite executives and key stakeholders - Experience managing budgets and resources strategically - Comfort working cross-functionally with sales, operations, and fulfillment teams - Self-motivated with strong organizational skills and attention to detail - Strategic thinker who can balance relationship-building with business objectives - Proactive problem-solver who anticipates client needs before issues arise - Results-oriented with entrepreneurial mindset - Travel Requirements: The candidate must be willing to travel to client sites for face-to-face engagements, which may account for as much as 25% of their working hours. COMPENSATION & BENEFITS - Base Salary: $70,000 - On-Target Earnings Potential (OTE): $85,000 - Medical, dental, and vision insurance - PTO A NOTE TO CANDIDATES Cater2.me is an Equal Opportunity Employer. We are committed to building a diverse and inclusive team and do not discriminate based on any protected characteristic under federal, state, or local law.

• Achieving annual sales targets by retaining and expanding our InterAction product portfolio • Identifying new opportunities, managing renewals, and driving upsell and cross-sell initiatives • Growing pipeline through active account management and executing a strategic account plan with the client • Managing complete sales cycle from opportunity identification through close • Creating targeted, solution-oriented proposals with appropriate positioning and pricing for software and services • Developing and tracking pipeline within assigned accounts utilizing CRM and reporting weekly forecast and opportunity progression • Working with clients and internal partners through issue resolution to drive customer satisfaction • Representing product portfolio through speaking engagements, industry events and trade shows

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: - Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: - Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments - Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols - Escalate banking related issues or business risks that require an in-depth evaluation - Advise customers on various aspects of recommended and available financial options and services - Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services - Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals - Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations - Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals - Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially - Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances - Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs - This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: - 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - 3+ years of experience building and maintaining effective relationships with customers and partners - 3+ years of experience recommending products and services Desired Qualifications: - Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking - Experience recommending financial services products and services - Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration - State Insurance license(s) - 3+ years of experience in a licensed financial services position - Customer service focus with experience handling complex transactions across multiple systems - Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues - Excellent verbal, written, and interpersonal communication skills - Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business - Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention - Ability to follow policies, procedures, and regulations - Ability to educate and connect customers to technology and share the value of self-service digital banking options - Experience using strong business acumen to provide financial services consultation to small business customers - Knowledge and understanding of financial services consumer lending products - Ability to interact with integrity and professionalism with customers and employees - High motivation with ability to successfully meet team objectives while maintaining individual performance - Experience mentoring and peer-coaching others Job Expectations: - Ability to work a schedule that may include most Saturdays - Adherence to Wells Fargo sales practices risk management culture - Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required - For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment - State Insurance license(s) are required for this role and must be completed within a specified period - Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance - Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position - Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. - A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary - This position is not eligible for Visa sponsorship Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Locations: - El Segundo 309 N Sepulveda Blvd. El Segundo, CA 90245 - Hawthorne Artesia 4340 Artesia Blvd. Torrance, CA 90504 - Hawthorne Main 13545 Hawthorne Blvd. Hawthorne, CA 90250 - Hermosa Beach1501 Pacific Coast Hwy. Hermosa Beach, CA 90254 - Manhattan Beach 2910 N. Sepulveda Blvd. Manhattan Beach, CA 90266 - Manhattan & Sepulveda 1129 N Sepulveda Blvd. Manhattan Beach, CA 90266 - Palos Verdes 27440 Hawthorne Blvd. Rolling Hills Estates, CA 90274 - Rancho Palos Verdes 28350 S Western Ave. Rancho Palos Verdes, CA 90275 - Riviera Village 1701 S Elena Ave. Redondo Beach, CA 90277 - Torrance Crossroads 24439 Crenshaw Blvd. Torrance, CA 90505 - Torrance 1403 Sartori Ave. Torrance, CA 90501 - Torrance Del Amo 21323 Hawthorne Blvd Torrance, CA 90503 - Wilmington Main 339 W Anaheim St. Wilmington, CA 90744

• Growing pipeline through active account management and executing a strategic account plan with the client • Managing complete sales cycle from opportunity identification through close • Creating targeted, solution-oriented proposals with appropriate positioning and pricing for software and services • Developing and tracking pipeline within assigned accounts utilizing CRM and reporting weekly forecast and opportunity progression • Working with client s and internal partners through issue resolution to drive customer satisfaction • Representing product portfolio through speaking engagements, industry events and trade shows