• Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. • Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices. • Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. • Provides clear communication regarding the roles of each individual involved in the onboarding process. • Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. • Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. • Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. • Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. • Ensures internal department’s completion of tasks by the scheduled due date. • Provides input to Management on client issues and onboarding delays. • Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. • Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. • Provide guidance to clients and financial advisors to fully inform and educate them on ongoing administrative services provided by FuturePlan. • Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. • Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. • Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. • Assist with other tasks and projects as assigned.

• Handles developing and managing relationships with providers within their assigned market • Communicates with providers about suite of benefit programs • Collaborates with reporting to discern provider reports • Maintains visibility within their market • Evaluates and monitors provider cost reports to educate and improve performance • Handles recruiting new providers and maintains network participation • Responsible for educating providers and advising on policies and procedures • Promotes dentist adoption of technology solutions • Seeks continuous improvements in internal methods and procedures • Facilitates Oral Health presentations • Represents clients and company at trade shows and health fairs • Governs creation and submission of required reports • Acts as a subject matter expert • Develops personalized presentations of company benefit programs • Measures impact of provider satisfaction

• Conduct telephonic outreach to members with diabetes to assess needs and close gaps in care • Provide education and support to promote member engagement and self-management • Identify and address social determinants of health impacting care • Refer members to appropriate care management programs and community resources • Collaborate with providers and interdisciplinary teams to coordinate care • Apply nursing processes in compliance with company and regulatory standards • Document interactions and care plans accurately in electronic medical records • Consult with supervisors to resolve challenges and improve member outcomes

Role Description We are seeking an articulate, intelligent, presentable, and charismatic Sales Consultant to join our growing team. This is a unique opportunity to shape our market presence and drive significant growth. You will be instrumental in expanding our reach within the education sector, managing the entire sales cycle, and executing impactful sales strategies. Key Responsibilities: - Full Sales Cycle Management: Execute the entire sales process, from lead generation and qualification to product demonstrations, proposal development, negotiation, and closing deals. - Product Demonstrations & Training: Conduct engaging and informative product demonstrations for prospective clients via video conferencing (e.g., Zoom), showcasing the value and features of our platform. Provide training sessions for new users to ensure successful onboarding and adoption. - Customer Relationship Management: Build and maintain strong relationships with clients, acting as a primary point of contact for technical support, problem-solving, and ensuring high levels of customer satisfaction and retention. - Market Analysis: Monitor industry trends, competitor activities, and market demands to identify new opportunities and inform product development and marketing efforts. - Team Collaboration: Work closely with the development and operations teams to relay customer feedback, contribute to product improvements, and ensure seamless service delivery. - Multitasking: We’re a small team so you’ll need to be comfortable and productive wearing multiple hats and multitasking. - Work Hard Ethos: Possess dedication and a results-oriented approach to professional life, together with core values such as integrity, responsibility and consistent high-quality effort. Qualifications - Proven track record (5+ years) in a sales role within the SaaS industry, with experience specifically in the education sector being highly advantageous. - Exceptional communication, presentation, and interpersonal skills, with the ability to articulate complex technical concepts clearly and persuasively. - Demonstrated ability to drive sales growth and achieve targets. - Proficiency with CRM software and video conferencing tools with knowledge of monday.com an advantage. - Self-motivated, results-oriented, and able to work independently in a remote environment. - A passion for education and a commitment to helping tutoring companies succeed. - Bachelor’s degree in Business, Marketing, Education or related field, or commensurate experience. Benefits - Be a pivotal member of a small team where your contributions have a direct and measurable impact. - Work remotely with the flexibility to manage your schedule. - Opportunity to significantly influence the growth and direction of an established SaaS business. - Competitive salary, commission structure, and benefits.