• Lead strategic planning sessions with C-suite stakeholders, shaping a multi-year Value Road Map that aligns customer business goals with long-term value delivery through regular Customer Value Reviews. • Spearhead cross-functional initiatives across customer verticals to drive solution adoption and solve systemic business challenges. • Design and oversee the execution of complex, multi-layered programs, ensuring rigorous risk management and the consistent delivery of high-impact results that align with the customers’ business priorities. • Scale practice capabilities by defining and implementing operational standards that improve the efficiency and quality of the entire team’s output. • Foster an inclusive environment where feedback and mentorship empower groups to collaborate, breaking down silos by developing the shared leadership skills necessary for collective success. • Command confidence during high-stakes executive engagements, using deep business acumen to guide senior leaders through complex decision-making processes.

• Own a large portfolio of accounts (150+), ensuring strong retention and product adoption at scale. • Offer 1:1 training calls to help new and existing customers hit the ground running. • Do phone call or Zoom check-ins on accounts in your portfolio. • Monitor product usage across your portfolio and trigger targeted re-engagement campaigns or personalized outreach based on risk signals. • Identify at-risk accounts early and proactively intervene with helpful content, value reinforcement, or direct outreach. • Deliver value in creative, scalable ways — using Loom videos, email playbooks, personalized content, and group training sessions instead of relying on 1:1 synchronous meetings. • Clearly articulate the ROI of Spellbook and coach customers to use functionality they may not be aware of to improve efficiency and accuracy in their work. • Manage renewal conversations by showcasing usage, outcomes, and opportunities for further value, even with customers who are difficult to get a hold of. • Partner with marketing, product, and CS leadership to refine scaled engagement strategies, playbooks, and automation flows. • Maintain clear and accurate records in HubSpot and help improve how we track scaled success metrics and health scores.

• Owns Gainsight administration, Smartsheet solution design and reporting • Enables proactive customer health management, streamlined workflows, and insights that drive retention and expansion • Serve as administrator of the Client Success and Client Experience technology ecosystem • Design and maintain customer health models, success frameworks, engagement workflows • Identify and deploy AI-driven capabilities to increase efficiency • Establish governance standards for data quality and permissions • Translate product usage data, client interactions into unified client records • Lead change and release management for Client Success systems • Partner with various teams to align technology, data, and AI investments • Architect scalable Client Success operating models, workflows • Produce executive-ready client insights and reporting packages

The Onboarding and Experience Specialist plays a critical role in supporting early‑career financial advisors (years 1–4) by delivering a consistent, technology‑enabled onboarding experience across the ecosystem. This role ensures advisors are fully equipped to navigate Thrivent’s digital tools, training programs, and foundational expectations, enabling them to build confidence, productivity, and long‑term success. The Specialist partners closely with Foundations facilitators, field leaders, and COE partners to create a seamless transition from licensing to early practice development. This role will be proficient in training and understanding the connection of the advisor experience tools to deliver the advice experience. DUTIES & RESPONSIBILITIES:  Core Responsibilities - Own and maintain the onboarding experience for advisors in the first 6 weeks, ensuring a consistent, technology enabled launch process that aligns with Foundations training, ecosystem expectations, and the Advisor Growth COE strategy. - Responsible for preparing selling roles across the ecosystem to effectively attend and participate in the training experience. - Serve as the primary onboarding and technology resource for new advisors, guiding them through digital tools, platforms, workflows, and best practices that support early career productivity and confidence. - Establish strong relationships with advisors during their first four years, maintaining regular check-ins to assess progress, identify support needs, and reinforce expectations tied to Foundations, training milestones, and technology adoption. - Coach advisors on effective use of Thrivent’s technology ecosystem (e.g., Salesforce, planning tools, digital workflows) to support practice development, client engagement, and operational efficiency. - Monitor advisor performance and engagement metrics through dashboards and technology platforms, validating accuracy and coaching advisors toward target behaviors and outcomes. - Track advisor progress through Foundations and other formal training programs, providing timely updates, insights, and recommendations to field leaders and COE partners. - Collaborate closely with Foundations facilitators and training teams to ensure advisors are prepared, supported, and equipped to apply learning in the field. - Identify onboarding and technology gaps, recommend solutions, and support continuous improvement of processes, tools, and resources that enhance the early career advisor experience. Advisor Support & Coaching - Guide advisors through onboarding milestones, including technology setup, workflow adoption, client engagement expectations, and integration into their Thrivent Advisor Group (TAG). - Provide structured coaching on model work weeks, technology usage, and practice building behaviors, ensuring alignment with Foundations curriculum and ecosystem standards. - Collaborate with Foundations facilitators to ensure advisors are prepared for each stage of training and can apply learning effectively. - Support virtual and in person training sessions, technology workshops, and onboarding cohorts as needed. - Reinforce curriculum expectations and help advisors translate training into daily practice behaviors. Technology & Process Leadership - Champion technology adoption by helping advisors understand how digital tools support productivity, compliance, and client experience. - Partner with COE and TAG leaders to ensure onboarding processes are consistent, scalable, and aligned with technology best practices. - Support call rallies, virtual learning sessions, and technology focused workshops, coordinating presenters, content, and follow-up. - Maintain and improve onboarding SOPs, ensuring they reflect current technology, training requirements, and ecosystem expectations. - Guide advisors on Thrivent’s core technology platforms (e.g., Salesforce, planning tools, digital workflows) and ensure they adopt best practices for client engagement and operational efficiency. - Troubleshoot technology challenges and serve as a liaison between advisors and internal technology partners. - Monitor technology adoption metrics and coach advisors toward full utilization of required tools. - Partner with COE and TAG leaders to ensure onboarding processes reflect current technology capabilities and updates. Cross Functional Collaboration - Act as a liaison between advisors, field leaders, Foundations facilitators, and COE partners, ensuring seamless communication and alignment throughout the onboarding journey. - Share insights and trends with leadership, highlighting advisor progress, technology adoption patterns, and opportunities to strengthen early career support. - Bring forward best practices from TAGs and training cohorts to inform continuous improvement across the ecosystem. Leadership & Culture - Model Thrivent’s Leadership Competencies—Model the Way, Rally the Team, and Deliver Outcomes—by demonstrating resilience, collaboration, and accountability. - Support a culture of continuous improvement, engagement, and purpose, ensuring the onboarding experience reflects Thrivent’s values and strengthens advisor retention. QUALIFICATIONS & SKILLS:    Required: Education & Experience - Bachelor’s degree in business, management, education, financial services, or a related field; or equivalent professional experience. - 3–5 years of experience in financial services, advisor onboarding, training, technology enablement, or early‑career development roles. - Experience supporting or training advisors, sales professionals, or field‑based roles preferred. - Familiarity with advisor onboarding processes, licensing pathways, and early‑career development expectations is strongly preferred. Technical Skills - Strong proficiency with financial‑services technology platforms (e.g., Salesforce, planning tools, CRM systems, digital workflow tools). - Ability to train others on technology systems, troubleshoot issues, and translate technical concepts into practical, advisor‑friendly guidance. - Ability to analyze dashboards, performance metrics, and technology‑usage data to identify trends and coaching opportunities. - Ability to quickly learn new systems and stay current on technology updates that impact advisor workflows. Preferred: - Excellent interpersonal communication skills with the ability to build trust and rapport with advisors, field leaders, and cross‑functional partners. - Strong written and verbal communication skills, including the ability to simplify complex information and deliver clear guidance. - Ability to influence without authority and collaborate effectively across a matrixed organization. - Strong planning and organizational skills with the ability to manage multiple advisors, timelines, and onboarding milestones simultaneously. - Detail‑oriented with the ability to maintain accurate records, track progress, and ensure consistent execution of onboarding processes. - Comfortable working in a fast‑paced, evolving environment with shifting priorities. - Demonstrated ability to model organizational leadership competencies such as accountability, collaboration, and continuous improvement. Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $89,895.00 - $121,621.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources. #Remote