• Drive engagement and revenue within existing customers by planning data-driven campaigns, events, and workshops • Partner with Sales and Customer Success to activate new contacts within existing accounts • Plan and execute high impact customer engagements • Organize and lead 1:1 customer workshops using Launchmetrics data • Track, analyze, and report on engagement metrics and campaign performance

• Regional business management to deliver sustainable growth based on targets / quotas • Identify and solve customer financial & clinical priorities & constraints • Use data and analytics to inform business planning • Provide comprehensive coaching and support to all team members through field rides, 1:1 meeting, and team meetings • Demonstrate clinical proficiency upon successful completion of training program • Manage team opportunity pipeline and critical business KPIs in Salesforce • Manage direct reports (sales & clinical) holding them accountable to achieve corporate annual financial and strategic goals • Model corporate core values • Hire, develop, and retain a high performing team • Ensure team members utilize tools, reporting, targeting, and materials designed to help them succeed • Manage corporate relationships and business interaction (e.g., contract negotiations) with key customers & local IDNs • Collaborate with channel/distribution partners to advance relationships and ensure alignment on mutually beneficial tactics/programs • Manage team expenses to ensure good financial stewardship • Ensure maximized collaboration between sellers and clinical specialists • Collaborate with cross-functional internal business stakeholders (e.g., national accounts, marketing, AR)

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr. Client Solutions Specialist to join our Workforce Benefits division. This role can be fully remote or hybrid and based in Newport Beach, CA, Omaha NE.   As a Sr. Client Solutions Specialist, you’ll play a key role in providing a first-class frictionless onboarding and enrollment experience to our employers in the Workforce Benefits division. How you'll help move us forward: - Maintain ongoing relationship with technology counterparts at one or more Benefits Technology vendor partners. - Serves as subject matter expert on enrollment flows for assigned partnerships. - Effectively diagnose and resolve case-level technology issues with a sense of urgency and excellence. - Escalate common case-level issues to Client Solutions Consultant for root cause analysis. - Communicate break-fixes and feature enhancements effectively to Pacific Life’s various customers. - Collaborate with internal stakeholders to understand data challenges that flow from benefits technology partners and work to resolve them. - Respond to inquiries regarding case-level support from Onboarding through Enrollment and through ongoing data exchange. - Understand case set-up for assigned partners and consult with brokers on best practices. - Support case-level file exchanges (e.g., EDI, XML, API) for an assigned partner(s) to ensure data sync between Pacific Life and our technology partners. - Monitor case-level error reporting and proactively address customer data issues. - Help grow the knowledge of and comfort with our technology solutions with internal partners. - Understand regulatory and compliance landscape related to enrollment and group benefits. - Works within departmental controls for all aspects of the role. - Demonstrate a customer-centric mindset with problem-solving skillset. - Participates and contributes to team meetings or special tasks and assignments and brings innovative ideas and a continuous improvement mindset to the department. - Job performance must meet department standards for work prioritization, productivity, quality and timeliness. - Identifies, understands and ensures that actions, behaviors and decisions are consistent with the department, division and Pacific Life Mission & Vision. The experience you bring: - College degree or equivalent experience preferred - 3-5 years in worksite or voluntary benefits industry - Understanding of technology ecosystems specifically within the FinTech industry - Effective written and oral communication - Strong attention to detail - Ability to present to all levels with both internal and external stakeholders - Demonstrated time management and organizational skills - Intermediate skills with MS office applications What makes you stand out: - Experience with API technology within the worksite benefits industry - Direct experience with Benefits Administration systems and data exchanges #LI--KB1 #Remote You can be who you are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.  Base Pay Range: The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $85,050.00 - $103,950.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered. - Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents - Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off - Paid Parental Leave as well as an Adoption Assistance Program - Competitive 401k savings plan with company match and an additional contribution regardless of participation You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

• Coordinate logistics for in-person events, conferences, and field marketing programs • Maintain event calendars, project timelines, and internal systems • Provide day-of support for both virtual and in-person events • Manage internal event documentation and communication • Track event expenses, ensuring invoices and receipts are organized and up to date • Manage event inventory, including booth assets, swag, and printed materials (via Sendoso and new orders) • Coordinate shipping and delivery of materials before and after events • Ensure all materials arrive on time and in excellent condition • Support end-to-end execution of HappyCo’s webinar program • Build and manage registration pages and attendee workflows within webinar platforms • Oversee attendee communications, including reminders and follow-ups • Provide live webinar support and manage participant engagement • Coordinate post-event materials and distribution