• Partner with key customers to understand and help achieve their cybersecurity objectives, initiatives, and desired outcomes with increased resiliency. • Establish strategies and initiatives to raise cyber resilience through a programmatic approach using our methodology and a range of CRT offerings and deliverables. • Engage cybersecurity stakeholders throughout the customer organizations at all levels, including C-level, technical cybersecurity professionals, and major supporting lines of business. • Leverage your cybersecurity operational and technical knowledge to recommend and deliver appropriate improvements to current or new programs. • Drive adoption of Immersive's software to maximize the value. • Immerse yourself into the cybersecurity community to remain informed of evolving threats, trends, and new technologies. • Collaborate with internal Immersive teams as the voice of the customer and representative of the CRT to support product innovation and content development. • Support customers in sustainably operationalizing and incorporating the Immersive Platform into their cybersecurity programs. • Use in-depth statistical analysis with platform metrics to deliver intelligence and insights on customer capabilities, cyber preparedness, and responsiveness. • Develop custom reports and insights with narratives and recommendations to raise awareness of the value created and enhance capability and resiliency across the customer organization. • With the Customer Success Manager (CSM), assist in delivering Executive Business Reviews (EBRs) to customers, providing executive-level reports and insights that help drive long-term account health and expansion opportunities.

• Breakeven analysis and evaluation • Development of risk management plans that best align with the client’s objectives • Managing price risk in an ongoing manner as driven by market movement, including technical indicators • Provide regular market-related news and updates, including conference calls and publications as required • Record client profiles, sales, and interactions within the CRM system • Travel to client sites, raising new business as well as other travel as it relates to the business. • Lead or assist with other assigned projects and duties

• Resolve inquiries to complete satisfaction via phone, email, and chat, acting as the primary point of contact for members throughout their journey. • Manage the backend tasks required to move members through healthcare processes, including appointment confirmations, medical information retrieval, and troubleshooting. • Build strong, empathetic bonds with clients and advocates, navigating tough conversations with grace and a solution-oriented mindset. • Identify bottlenecks or 'friction points' in the customer journey and collaborate with leadership to implement automation or workflow optimizations. • Act as a natural troubleshooter, guiding users through basic browser, mobile app, or connectivity issues related to the platform. • Meticulously document all interactions in the CRM and track feedback to help our partners build a world-class experience. • Facilitate quick resolutions for site-specific issues and ensure seamless handoffs between clinical teams and advocates.

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner • Manage meeting schedule, including travel booking • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance • Achieve plan level and individual goals to help achieve service level agreements and business results • Participate in client meetings, sales finals, or other external meetings as needed • Work collaboratively across internal service and management teams to improve effectiveness