• Identifies client requirements, determines schedule availability, promotes services, defines process and related materials, provides quotation & contracts, acquires customer paperwork, mediates process, resolves issues, communicates job status, obtains personalization signs-offs and performs customer required data audit. • Plays major advisory role by providing client consultation on RxBenefits and/or PBM services and products. • Responsible for understanding the Client's organization & structure, knowing the Client's product/services and staying aware of Client news and changes. Maintain and update Client record with changes. Communicates, monitors and assures proper billing procedures. • Establishes and promotes goodwill with customer. Reviews client history and contacts customer as a follow-up activity. • Accountable for accurate and timely preparation of orders; initiates work orders for implementation, produces the expected reports, oversees, creates and/or assembles job packets, facilitates and generates data processing work order, coordinates receipt of data, audits and updates. • Develop and maintain effective working relationships in liaison role with Pharmacy Operations, service partner contacts (such as underwriters, brokers, PBMs, sales and service representatives) and client contacts. • Keep other Account Managers, Service Representatives, Directors, Vice President - Account Management and Vice President Business Development fully informed of all important activities on client accounts. • Participate in seminars and classes for skill and knowledge development. • Quality check of applications (service agreements), claims processing and audit benefit designs, financial reports, etc. • Prepare and obtain employee materials and present employee benefits via webinars, benefit fairs, face-to-face enrollment meetings and enroll employees in the appropriate services in a timely manner. • Assist in the communication of benefits in enrollment meetings, webinars with client and PBM companies. • Act as liaison in conjunction with Pharmacy Operations, between client, brokers and PBM companies in order to independently resolve all service problems. Specifically, assist the client in resolving billing, claim, eligibility, COBRA and customer service problems. • Independently manage, with input from Service Representatives, Client Implementation, booklets, enrollment kits, enrollment forms, letters and checklists. • Prepare and assure accuracy on audits, census data and quoting. • Make regular service/relationship calls to clients. • Preparation of reports deemed necessary by the Vice President -Account Management and/or broker. • Keep all information on accounts accurate and up to date. • Communicate to our clients "Our Value Added Service". • Meet or exceed departmental goals established by the Vice President -Account Management. • Assist with keeping department materials, contacts, intranet, etc. up to date. • Assist with the development of job aids, training materials, etc. • Present a positive image in and out of the office to fellow employees, members, providers, and the community.

• Own the commercial plan for a defined book of business, including renewal strategy, pricing/packaging conversations, forecasting, and contract execution. • Drive retention and expansion by mapping stakeholder needs, building annual engagement plans, and identifying/closing upsell opportunities. • Build and maintain trusted, executive-level relationships, acting as a thought partner to help leaders apply Zero100 insights to their biggest operational and supply chain priorities. • Lead value delivery and engagement: ensure members are actively using Zero100 research, participating in peer forums, attending events/briefings, and connecting with relevant experts and peers. • Multi-thread accounts across senior sponsors, day-to-day champions, and procurement/finance to reduce churn risk and support expansion. • Partner closely with Research, Product and Delivery teams to match the right content, programming and advisory to each account and to surface opportunities for improvement. • Monitor account health using engagement data, renewal signals and member feedback; proactively mitigate risk and create clear action plans. • Act as the voice of the customer: share trends, competitive intel, and product/content feedback to improve the member experience.

• Drive new logo acquisition by engaging partner ecosystems to source, influence, and accelerate opportunities. • Lead the full sales cycle from qualification through close. • Become an expert in cloud channel programs, economic models, and partner incentives. • Work with Alliances to strengthen partner engagement and build scalable, repeatable co-sell playbooks.

• Drive new logo acquisition by engaging partner ecosystems to source, influence, and accelerate opportunities. • Lead the full sales cycle from qualification through close, ensuring a seamless partner- and customer-led experience. • Become an expert in cloud channel programs, economic models, and partner incentives—translating them into competitive advantage. • Work with Alliances to strengthen partner engagement and build scalable, repeatable co-sell playbooks.