• Establish and maintain client relationships with small-sized practices (1-2 providers), understanding practice goals and challenges • Meet with practice leadership proactively on a regular basis • Record and report on customer trends (successes, needs, issues) • Provide high level product support and triage concerns properly • Address escalated client issues with speed and urgency, orchestrating resources across the company as appropriate • Work with pediatric practices to optimize their usage and expertise of Office Practicum • Provide a smooth transition for customers after OP Implementation • Driving growth through net retention improvements and lead generation • Influence future lifetime value through higher product adoption, customer satisfaction and overall health scores • Meet and exceed set KPIs • Contribute to product roadmap by feeding back the customer’s voice, empathetic listening to them and translating their needs internally • Identify and increase reference sites

• Deliver eBL onboarding, training, and client support after contract signing • Guide users through full eBL workflows and ensure correct operational procedures • Provide functional and operational support to agri-trading firms, vessel carriers, banks, and agents • Maintain communication with clients across regions and gather feedback for improvements • Handle first-line eBL issues, perform triage, and escalate when needed • Create and maintain user guides, knowledge base content, and troubleshooting documentation • Maintain deep understanding of client solutions and meet KPI

• Manages assigned book of business • Manage and negotiate renewals (provide renewal quote to customer-renewal analysis completed by underwriter) • Revenue growth for all assigned accounts through upsell/cross-sell and/or renewal increases • Serves as subject matter expert and consults with customers (internal and external) as needed on topics such as; crisis, organizational risk, program strategy, formal referral process, supervisory trainings, workplace policies, OD projects for all segments • Available for organizational consults • Oversees implementation process to ensure that it is set up in accordance with contract and program strategy • Conducts orientations as requested • Evaluates program results and delivers quarterly reports to customers • Sends referrals for any new sales (new logos) to Sales Directors • Proactive outreach and relationship building with POCs • Assists with follow ups on any customer complaints • Educates customer/broker on scope of service • Responsible for account retention • Enters consults/contacts in CRM • Identifies red flags for accounts at risk • Direct all contract saves for all assigned accounts • Regular, monthly account reviews with VP, COO, and AMs to identify threats and opportunities • Consults on strategies and solutions with customers • Participates in annual meetings and/or other organizational events (health fairs) as appropriate to help build relationships with economic buyers in order to retain and sell more services • Polishes and delivers proposals and sales presentations to assigned customers • Occasional travel to customer locations as needed to support program delivery, conduct training, and build relationships.

• Kouluttaminen ja tukeminen: Varmistat, että asiakkaamme saavat Hausvisesta parhaan mahdollisen hyödyn ja osaavat käyttää järjestelmää sujuvasti arjessaan. • Ratkaisujen löytäminen: Keskustelet asiakkaiden tarpeista, kuuntelet heitä ja autat kehittämään ratkaisuja, jotka aidosti tukevat heidän arkeaan ja tavoitteitaan. • Toiminnan tehostaminen: Tarjoat tukea ja ohjausta esimerkiksi uusien ominaisuuksien käyttöönotossa ja löydät keinoja helpottaa asiakkaidemme työtä.