• Play an integral role in new business pitches, foster long-term relationships, act as a catalyst in negotiating business terms to achieve enterprise-wide deployments of Fortinet solutions and deliver meaningful results for all parties involved. • Effectively on-board new clients and proactively focus on growing and developing existing accounts. • Generate a robust sales pipeline, qualify opportunities, and provide accurate forecasts. • Collaborate with internal teams to deliver contract bids, proposals, RFI/RFP responses, and Statements of Work that reflect our commitment to excellence. • Travel throughout the territory to support the needs of the business.

Company Overview Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign’s Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM). What you'll do The Docusign Strategic Customer Success Account Manager (CSAM) is a high-impact, multi-faceted position, responsible for owning a portfolio of strategic accounts and renewals in an assigned territory. The Strategic CSAM serves as a customer adoption advisor, driving a return on our customers’ investment in Docusign and unlocking further digitalization. Within their defined territory, the Strategic CSAM is responsible for developing and driving effective customer success and value strategies, identifying growth opportunities, negotiating favorable renewal terms, and providing insights to the business and customers that improve future outcomes. The Strategic CSAM is a critical member of the Account team, working in collaboration with our Sales Team (Account Executives). The ideal Strategic CSAM candidate will drive accountability with themselves and their business partners, thriving in a fast-paced environment. This position is an individual contributor role reporting to the Senior Manager, Customer Success Account Management. Responsibility - Prevent risk and drive growth in our top customers through early engagement, driving value, engaging with key collaborators and mapping our customers to our executives as measured by renewal outcomes - Achieve financial and strategic revenue, bookings and billings targets - Maintain and update accurate rolling forecasts of your territory and communicate any renewal risk to internal resources in order to develop resolution strategies, up to and including Executive Engagement - Own and implement win/win negotiation strategies for Docusign’s strategic renewals while protecting and enhancing customer trust - Conduct regular business reviews with our customers to ensure that they are adopted and deriving value from our product, and we are aligned with our customers primary objectives - Be accountable for the full adoption strategy, using key collaborators across the Docusign ecosystem to deliver holistic paths for success - Serve as the primary point of contact and facilitation on behalf of our customers for any escalation concerns - Collaborate with internal resources such as, but not limited to, Sales, Customer Success, Pricing, Legal, Revenue Operations and Product Management to develop growth and risk mitigation strategies for key accounts - Discuss and advise on core functionality and features beyond the fundamentals, and is able to effectively communicate the art of what is possible - Act as a Docusign expert for our customers, identifying process gaps and coordinating with Docusign resources to ensure successful adoption and deployment - Improve account growth by taking a major role within the account team, helping to identify incremental growth opportunities within the account, and involving the appropriate internal resources where applicable - Evaluate your portfolio and effectively analyze usage, health, data, and behavioral patterns to prioritize time to render the most favorable outcomes for the customer and Docusign - Travel occasionally to build customer relationships and improve overall partnership (up to 10%) - Follow and adhere to standard methodologies for all internal processes including, opportunity management, data quality and accuracy, CRM hygiene, quotes and forecasting Job Designation Remote: Employee is not required to be in or near an office frequently and works from a designated remote work location for the majority of the time. Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law. What you bring Basic - Fluency in English and French - 8+ years of experience within Sales, Renewal Management, Account Management and/or Customer Success - Experience with quota-carrying roles and proven history of meeting key performance indicators - Experience with deal negotiation cycles with a successful track record, ability to navigate across internally and with the customer in a trusted advisor/consultative approach and establishing credibility quickly with senior level executives across the organizations - BA/BS degree or equivalent work experience Preferred - Experience leading an adoption strategy across organizations, serving as a change agent for the customer - Ability to navigate internally and with the customer in a trusted advisor, consultative approach and establish credibility quickly with senior level executives across the organization - Ability to demonstrate a strategic approach to enable persuasive value conversations with customers at an executive level - Ability to interact with and influence all levels from individual contributors to executives - Ability to react and adapt to potential rapid shifts in priorities - Strong level of urgency, organization and prioritization skills - Salesforce experience - Excellent written and verbal communication skills - Ability to conduct value analysis around ROI Life at Docusign Working here Docusign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what’s right, every day. At Docusign, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you’ll be loved by us, our customers, and the world in which we live. Accommodation Docusign is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need such an accommodation, or a religious accommodation, during the application process, please contact us at accommodations@docusign.com. If you experience any issues, concerns, or technical difficulties during the application process please get in touch with our Talent organization at taops@docusign.com for assistance. Applicant and Candidate Privacy Notice #LI-Remote #LI-JM1

• Managing a digital brand focused on websites • Build and sustain relationships with key clients grounded in an understanding of their business goals • Provide confident counsel on client inquiries and establish fluency in the capabilities and offerings of Avalere Health • Develop proficiency in the client's market, trends, influencers, competitors, and key stakeholders • Effectively communicate the brand’s business objectives to the agency team both verbally and through written communications • Provide feedback on work in development across strategy, creative, technical and analytic project types • Document all scope requests and author project briefs • Partner with delivery and account leadership to monitor revenue and profit • Demonstrate an eye for opportunities and partner with account leadership to grow revenue

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Senior Associate Account Manager plays a key support role within the client service team, working in close partnership with Senior Account Managers and Account Managers to deliver high-quality service and ensure a seamless client experience. This role is responsible for assisting in the day-to-day servicing of a defined book of business, managing client requests, and coordinating internal and external resources to meet client needs across plan administration, compliance, open enrollment, and implementation activities. This role serves as a trusted partner in executing final plan decisions, reviewing benefit materials for accuracy, and facilitating communication between clients, carriers, and internal teams. This role also supports the renewal process, manages compliance-related tasks such as 5500 filings and SPD wrap documents, and plays a vital role in onboarding new client divisions and guiding carrier implementations. Success in this role requires strong organizational skills, attention to detail, and a proactive, service-oriented mindset. Essential Duties and Responsibilities (include but are not limited to): Responsibilities: - Supports Senior Account Managers and Account Managers in managing an assigned book of business, acting as a collaborative partner on client deliverables and service execution. - Serves in an advisory capacity for clients, addressing day-to-day service needs and escalating issues related to eligibility, billing, and advocacy as appropriate. - Coordinates and reviews the accuracy of client-facing materials including final plan decisions, Open Enrollment communications, and mid-year education campaigns. - Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process, ensuring timely and accurate delivery of materials and recommendations. - Reviews insurance contracts, SBC’s, and benefit summaries to confirm alignment with sold plans and client expectations. - Supports compliance deliverables, including completion of compliance checklists and coordination of 5500 filings, CMS reminders, SPD wrap documents, and related requirements. - Assists with client acquisitions and new division onboarding by gathering necessary information, coordinating carrier/vendor setup, and notifying internal teams of updates. - Supports Open Enrollment project management by helping develop and maintain timelines, coordinating between internal teams (communications, technology), and scheduling OE meetings and vendor participation. - Oversees the post-enrollment audit process and manages any required corrections in collaboration with internal and external partners. - Aids in carrier implementation by guiding clients through setup, attending implementation calls, collecting documentation, and collaborating with internal teams for accurate processing. - Partners with benefits technology teams to provide accurate data for benefits administration system setup and updates throughout the year. - Maintains client plan(s) detail updates CRM (D365) Qualifications, Skills and Requirements: - Experience working with clients with 1000+ US employees enrolled in benefits - Experience working with self-funded arrangements with pharmacy and stop loss carve-outs - Strong knowledge of benefits point solution landscape and experience implementing integrated solutions - Must be self-motivated and disciplined - Possess excellent written and verbal communication skills - Possess strong organizational skills - Must be very detail-oriented - Demonstrate leadership capabilities - Ability to work with clients at a strategic level - Ability to thrive in fast-paced environment Education, Training and Experience: - 2+ years’ experience in broker agency or benefit administration firm, required - Current Life and Health license, required - Thorough knowledge of health and ancillary products; required - Working knowledge of all Microsoft Office products; required - Familiarity and practical knowledge of quoting process and tools; preferred - Bachelor’s Degree, preferred - Experience with benefit administration systems, preferred Other: - Health/Life License required The typical base pay range for this role nationwide is $95,000 to $105,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!