• Manage a regular meeting cadence with each client in your territory, both onsite and remotely. • Educate clients on Fiserv happenings and our impact on their organization. • Create an easy environment for clients to interact and communicate with you and Fiserv. • Advocate and lead cooperation/collaboration with other Fiserv business units to realize revenue growth, client value and satisfaction. • Facilitate client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major Professional Services projects. • Coordinate team education on Digital Channels and Electronic Payments products as needed. • Develop and manage Client Action Plans for key clients, cultivate and maintain Client References, and serve as the point of contact for engaging on client satisfaction issues. • Support client visits and conferences, and ensure billing accuracy.

• Manage a regular meeting cadence with each client in your territory, both onsite and remotely. • Educate clients on Fiserv happenings and our impact on their organization. • Create an easy environment for clients to interact with and communicate with you and Fiserv. • Advocate and lead cooperation/collaboration with other Fiserv business units to realize revenue growth, client value, and satisfaction. • Facilitate client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major Professional Services projects. • Coordinate team education on Digital Channels and Electronic Payments products as needed. • Develop and manage Client Action Plans for key clients, cultivate and maintain Client References, and serve as the point of contact for engaging on client satisfaction issues. • Support client visits and conferences and ensure billing accuracy.

• Manage a designated list of prospective or existing accounts and build relationships with key stakeholders. • Identify and develop opportunities for new business and/or account expansion. • Lead the full sales process, from prospecting and discovery to negotiation and closing. • Present tailored solutions and effectively communicate Deel’s value proposition. • Maintain an active and healthy sales pipeline through outbound outreach, inbound lead management, and ongoing client engagement. • Collaborate with internal teams (SDR, Customer Success, Product, Marketing, Sales Ops, Legal) to support client needs and ensure a seamless experience. • Prepare accurate forecasts and keep CRM data up to date, including account details, activities, opportunities, and pipeline. • Meet or exceed monthly and yearly revenue targets. • Provide feedback on customer needs, market trends, and product opportunities to internal stakeholders.

• Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. • Meet annual sales goals as established by the Sales Leadership. • Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. • Continually work to strengthen, deepen, and grow broker relationships. • Execute appropriate number of broker meetings per week with assigned brokers. • Drive a pipeline of appropriate number of RFP’s per month. • Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. • Demonstrate proficiency in the group products sold by Pacific Life. • Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. • Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. • Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. • Participate in ongoing industry and community activities to stay attuned to industry trends. • Represent the company as needed with legislative platforms, industry events, community activities. • Perform other job-related duties or special projects as required.