• Maintain client files in Agency Management System accurately and consistently • Compose professional business correspondence • Monitor claims as outlined by agency procedures • Manage the day-to-day activities of client accounts

• Own and grow relationships with OpenXSelect curation partners • Develop and execute joint business plans with key partners • Collaborate cross-functionally with internal teams • Inform and shape go-to-market strategies through partner insights • Drive revenue growth through partnerships • Establish and manage scalable workflows • Guide internal stakeholders and support execution against partnership deliverables

• Client‑Centric Design and socialize multi‑year growth strategies across your portfolio; align executives on ambition, investment, and a practical change roadmap, resolving competing incentives and complex politics along the way. • Nurture trusted, resilient relationships across the stakeholder system (including C‑suite); lead strategic client touchpoints and formal cross‑functional account reviews that turn insight into decisions, analyze churn drivers, and implement preventive actions. • Oversee and elevate integrated planning across multiple accounts so plans are consistent, strategic, and aligned to business and portfolio objectives; standardize planning frameworks (audience strategy, channel mix, investment scenarios, pacing) and engage Strategic Planning for cross‑brand/multi‑market, long‑lead inventory, or complex governance needs. • Review, strengthen, and pressure‑test Director‑level plans - fine‑tune investment levels, channel roles, forecasting assumptions, and trade‑offs - and partner closely with Analytics/Econometrics, Channel teams, and Creative to ensure feasibility and measurement alignment. • Lead or co‑present senior‑level planning presentations and major pitches with Biz Dev and your VP, shaping the story, solution, and value proposition so they are clear, defensible, and aligned with leadership expectations. • Evangelize the Bliss Point App Suite and a product‑first operating model; set portfolio adoption, quality, and usage standards tied to retention, cross‑sell, and efficiency. • Challenge and evolve measurement approaches (e.g., MMM, incrementality, attribution) across your clients; align executives on investment cases, risk/return profiles, and clear success thresholds. • Apply expert‑level, measurement‑guided strategy across channels (including owned/earned), orchestrating interdependencies to optimize the holistic mix; integrate strategy, product, and measurement into a single, accessible narrative.

• Own relationships with health plans (primarily Medicaid MCOs) • Serve as the primary point of contact for payer partners • Build trust with stakeholders and maintain strong engagement • Own renewals, contract performance, and account expansion • Identify opportunities to increase value and revenue across accounts • Proactively manage risks that could impact retention • Track and manage payer performance across key metrics • Translate data into insights and actionable recommendations • Ensure programs deliver measurable outcomes aligned to contracts • Partner with product, operations, and clinical teams to improve performance • Identify gaps in workflows and build scalable solutions • Drive alignment across internal teams to support payer success