• Serve as the enterprise Velera relationship manager for Velera’s largest revenue generating and strategically important GSP's • Meet and consult with credit union senior executives to develop strategic opportunities • Monitor and communicate value of Velera products/solutions • Responsible for delivering the Strategic Business Review to all assigned clients • Align strategically the credit union’s goals with Velera’s products • Evaluate and understand market intelligence that may impact Velera’s product offering • Prepare proposals and negotiate contractual relationships with credit unions • Maintain and grow revenue for assigned book of business • Develop and maintain strong account relationships for credit union satisfaction • Prepare and deliver presentations at Velera sponsored events • Maintain current knowledge of payment industry trends and innovations • Collaborate with product team regarding new product development

• Serve as the primary liaison for assigned clients, ensuring alignment between client goals and Connexion Point’s operational delivery. • Build and maintain strong executive-level relationships with client stakeholders. • Participate in weekly touch base calls to ensure consistent alignment and delivery of goals. • Lead Business Reviews, performance deep dives, and strategic planning sessions. • Partner closely with Operations, Workforce Management, Training, and Quality teams to ensure delivery meets or exceeds contractual KPIs. • Monitor and interpret BPO performance metrics such as: Conversion rates AHT, ASA, and service levels Compliance and quality scores Enrollment performance. • Identify performance gaps and drive cross-functional action plans to improve outcomes. • Manage multi-million-dollar account portfolios with full accountability for revenue, margin, and forecasting accuracy. • Track and report on financial performance, including billing, change orders, and contract renewals. • Identify opportunities for account expansion, upsells, and new lines of business. • Lead the planning and execution of account ramp-ups, seasonal scaling (e.g., AEP/OEP), and new program launches. • Collaborate with Workforce and Operations to ensure staffing models, hiring plans, and training timelines support client demand. • Partner with Operations to develop scalable processes to support rapid growth while maintaining compliance and quality. • Ensure all programs adhere to CMS guidelines, Medicare marketing rules, and Connexion Point’s compliance standards. • Partner with compliance teams to manage audits, documentation, and regulatory updates. • Provide subject-matter expertise on Medicare Advantage, PDP, and supplemental insurance programs. • Deliver clear, data-driven insights to clients and internal leadership. • Translate complex operational data into actionable recommendations. • Maintain dashboards, scorecards, and executive-level reporting.

• Support the East Coast Public Sector Sales Executives in selling Strada’s HCM & Payroll Administration outsourcing services to Workday’s prospect & customer base within a given geographic territory. • Create external demand in Workday’s prospect & customer base to evaluate Strada’s outsourcing offerings by leveraging the Workday technology platform. • Participate in selling services that drive a strategic solution for Workday customers. • Coordinate selling efforts with the customer team and operates at all organization levels where Workday & Strada’s solution is purchased and influenced. • Achieve individual sales goal for HCM/FIN’s in Public sector and related services and solutions. • Assist in setting and execute the sales strategy for the assigned territory and assist in the development of a sales plan targeting organizations where an opportunity is likely to exist. • Develop and maintain relationships with the Workday Sales team to gain referrals and drive pipeline growth of new opportunities. • Review incoming RFP’s to assist in determining viability of pursuit overall scope as well as potential payroll opportunities, etc. • Review SA’s RFP response to ensure Strada’s response is correct, relevant and positions Strada effectively. • Collect and communicate market intelligence on products/services and incorporate it into sales client planning process. • Effectively utilize lead generation team and other sales support resources at the appropriate time in the selling process. • Demonstrate strong sales strategy ability by crafting and presenting client offers and helping the team identify and navigate alternative paths to making the sale. • Manage and maximize the client level cost of sale. • Provide input on pricing decisions striving to sell Strada’s value at the highest possible profit margin. • Maximize the use (both individually and with the team) of sanctioned tools including but not limited to Salesforce.com.

• Achieve individual sales goal for HCM/FIN’s in Public sector and related services and solutions. • Assist in setting and execute the sales strategy for the assigned territory and assist in the development of a sales plan targeting organizations where an opportunity is likely to exist. • Develop and maintain relationships with the Workday Sales team to gain referrals and drive pipeline growth of new opportunities. • Review incoming RFP’s to assist in determining viability of pursuit overall scope as well as potential payroll opportunities, etc. • Review SA’s RFP response to ensure Strada’s response is correct, relevant and positions Strada effectively. • Collect and communicate market intelligence on products/services and incorporate it into sales client planning process. • Effectively utilize lead generation team and other sales support resources at the appropriate time in the selling process. • Demonstrate strong sales strategy ability by crafting and presenting client offers and helping the team identify and navigate alternative paths to making the sale. • Manage and maximize the client level cost of sale. • Provide input on pricing decisions striving to sell Strada’s value at the highest possible profit margin.