• Develop and execute account plans for assigned enterprise customers to meet or exceed revenue targets. • Actively engage with key stakeholders within the enterprise accounts to understand their goals and challenges. • Identify opportunities for upselling and cross-selling our products and services. • Negotiate contracts and pricing with clients to maximize profitability while ensuring customer satisfaction. • Collaborate with internal teams, including marketing, product development, and customer support, to ensure seamless customer experiences. • Stay informed about industry trends and competitive landscape to effectively position Partner One Capital's offerings. • Provide regular updates and forecasts to management regarding account status and potential opportunities.

• Identify and engage ultra-high net worth individuals through referrals, prospecting and internal lead generation • Create and update retail trips, sending updates to clients and sharing the information internally with both Operations and Sales as necessary • Perform and supervise the coordination of services for contracted retail trips, including communication with vendors for catering arrangements, ground transportation, and other services as required • Provide contingency planning and detailed flight tracking • Sourcing of aircraft options, preparing proposals and communication of options when off-fleet recoveries are warranted • In the event of mechanical or weather delays serve as the members personal advocate communicating transparently and securing recovery aircraft with urgency • Create a renewal strategy by monitoring member “burn rates” how fast they use their deposits and proactively initiate the replenishment process well before funds are exhausted

• Serve as the trusted advisor to employer benefits leaders, HR teams, and benefit consultants/brokers • Lead all client interactions, including regular strategy meetings, annual renewal negotiations, and quarterly performance reviews • Proactively identify and address client needs, providing consultative recommendations on formulary management, clinical programs, network strategies, and cost-containment opportunities • Oversee all aspects of benefit implementation and ongoing maintenance, ensuring benefit updates and contractual deliverables are executed accurately and on time • Manage the full issue resolution lifecycle, serving as the internal advocate for the client • Ensure strict compliance with all contractual terms, service level agreements (SLAs), and regulatory requirements (e.g., HIPAA, Medicare Part D/CMS) • Analyze complex pharmacy claims data, utilization reports, and financial metrics to identify key trends, cost drivers, and opportunities for clinical and financial optimization

• Provide counseling to Wiz’s channel sales organization regarding Wiz’s global partner programs and operations, strategic partnerships and initiatives, advising on the various legal risks (including anti-bribery and anti-corruption, third party risk, and anti-trust and competition law), and other issues related to the structure and execution of Wiz’s partner programs • Take ownership of the drafting, review, and negotiation of all forms of partnership and alliance agreements and associated program documentation including distribution and resale, services delivery, referral, systems integrator, managed services, cloud marketplace, and more. Advise your fellow Wizards on contract interpretation and negotiation to accelerate contract velocity • Respond promptly to requests for legal advice from business teams, summarizing and communicating legal concepts that business people can understand and use • Support the continuous improvement of standard form agreements, negotiation playbooks, contract templates, internal policies, and legal processes • Triage a heavy workflow, setting appropriate priorities with internal clients and delivering results efficiently