• Serve as the primary liaison with assigned clients • Work within Zotec departments, to optimize Revenue Cycle Management results • Work proactively with clients to shape RCM goals and expectations • Provide reimbursement analysis and management reporting • Advise clients of industry and regulatory trends that may impact their practice • Educate client groups on the benefits, capabilities, and value proposition of Zotec • Proactively communicate with client groups and appropriate organizational departments regarding open items, opportunities, and status of special projects • Keep the organization informed regarding ongoing client satisfaction and feedback • Provide client feedback to the organization leveraging support within Zotec • Maintain a clear understanding of MACRA, MIPS, and relevant specialty issues to assist clients • Maintain industry knowledge by utilizing internal and external education

• Identify and engage customers that have not previously used AVEVA solutions, securing new business and expanding market presence. • Develop and nurture relationships with existing customers to drive upsell and cross-sell opportunities, increasing ARR. • Develop and execute detailed account plans, from prospecting and qualifying leads to closing deals, ensuring revenue targets are achieved and forecasts are met. • Work closely with internal teams and leverage cross-functional resources to support account management and ensure sales goals are achieved. • Stay informed on industry trends, customer needs, and competitive products to effectively position AVEVA’s solutions. • Deliver compelling sales presentations that address specific business needs, showcasing the value and unique differentiation of AVEVA’s technology. • Use Salesforce and the MEDDPICC sales methodology to manage your sales pipeline, ensuring accurate forecasts and reporting.

• Responsible to manage the ZEISS Hunting & Nature sales and retail distribution efforts associated with an assigned account listing. • Product Assortment Planning and recommendations. • Set-up within each account’s internal system. • Ensuring a complete eCommerce / dropship assortment. • Merchandising Plan-o-gram or POS placement. • Physical and Digital asset delivery and implementation. • Promotional and Event Planning Pre-planning / customer specific. • Training Retail store training plan and execution. • Integration of digital training platforms like Expert Voice. • Spiff and loyalty program execution. • Scheduled Service Calls. • Inventory Management POS Reporting. • Supply-chain management (ideal on-hand v. turn ratio). • When possible achieving Vendor Managed Inventory responsibility. • Seasonal Transition Management. • Building, maintaining, and executing a comprehensive by-account sales plan. • Setting clear and measurable business goals for each account. • Developing actionable initiatives designed to accomplish these specific goals. • Communicating the required resources (tools, people, budget) required to drive success. • And managing the accountability thereof within a defined calendar. • Identify account challenges and propose relevant solutions to overcome challenges. • Manage sales programs. • Assist internal AR to ensure timely payment for your accounts.

• Manage large books of business for commercial lines insurance clients • Drive customer retention and market additional lines of coverage to grow business and properly insure risks • Evaluate carrier relationships, commercial insurance products, and market placement • Provide quality and timely service to customers and clients • Research, provide recommendations and implement ReSource Pro solutions for clients • Work in a variety of Agency Management Systems to complete tasks • Lead day-to-day customer interactions • Use your subject matter expertise to consult with customers and advise colleagues • Gather information about client needs and insurance solutions • Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals