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: Position Summary The Client Success Specialist serves as the onboarding expert for newly acquired clients, directing the end-to-end onboarding of employee benefit programs. The role partners with Client Executives to transition clients from the sales process into active onboarding and ensure benefit programs are successfully configured, launched, and prepared for ongoing service. The position works directly with clients, carriers, vendors, and internal teams to design onboarding strategies, timelines, and resolve complex challenges. Key Duties & Responsibilities • Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans. • Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables. • Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes. • Execute the setup and onboarding of employee benefit programs with carriers and vendors. • Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness. • Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch. • Manage carrier, vendor, and HRIS platform deliverables and timelines. • Provide operational guidance to Client Executives regarding onboarding readiness and requirements. • Serve as the primary operational contact for clients during onboarding. • Lead the transition of onboarded clients to the Account Management and retention teams. Decision-Making & Discretion • Determine onboarding strategies for assigned clients. • Manage timelines and operational priorities. • Evaluate solutions for complex onboarding issues. • Identify operational risks and mitigation strategies. • Recommend improvements to onboarding processes and operational workflows. Qualifications • 5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles. • Demonstrated experience leading client onboarding or implementation projects. • Experience advising on benefits administration, eligibility rules, and platform configuration. • Active Life & Health insurance license preferred. • Strong analytical, communication, and client relationship management skills. Scope of Authority • Operates with minimal supervision while managing assigned client implementations. • Sets priorities and manages timelines for onboarding projects. • Makes day-to-day decisions regarding implementation approach and issue resolution. • Escalates matters outside defined authority when necessary. The typical base pay range for this role nationwide is $55,000 to $65,000 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!

JOB PURPOSE The primary purpose of the Senior Customer Business Manager (CBM) position is to develop sustained business relationships and driving mutual profitable sales volume and nurture sustained business relationships with one of the largest U.S. distributors, UNFI Conventional, and their downstream retail customers for Foods categories. The Senior CBM will exceed (profitable) volume and share goals while improving return on holistic customer investment, in line with joint business plan targets and customer and brand strategies. They optimize product distribution, pricing and promotions to drive profitable growth. It is imperative that they have a working knowledge of the consumer cross functions. WHAT YOUR MAIN RESPONSIBILITIES WILL BE This position requires excellent customer engagement skills and will manage all aspects of the commercial plan for the UNFI Conventional business including:  - Lead 7-person dedicated broker team as well as indirect cross functional partners to deliver the collective KPIs required of the overall team  - Lead both near-term and long-term Joint Business Planning (JBP); lead the development of strategic platforms and other growth drivers to achieve growth targets across Foods categories at UNFI Conventional - Working with the Business Development Team and the internal Brand and Category Strategy & Planning teams to ensure the plans are resourced and that Spend and Volume are synchronized in order to deliver the Joint Business Plan - Create and operationalize the UNFI Conventional customer strategy including all components of the go to market plan including “Big Bets”, innovation execution, trade investment ROI and the integration of shopper marketing plans with merchandising plans  - Cross functionally lead all aspects of operational delivery of the business plan including initiating growth platforms, forecasting & retail inventory level management, supply chain compliance and managing deductions and balancing trade investment  WHAT YOU WILL NEED TO SUCCEED Experiences & Qualifications - Undergraduate bachelor’s degree required - 7-10+ years experience in CPG or Retail industry - Experience working with distributor networks and broker sales teams is a plus - Working knowledge of Nielsen/IRI, Evergreen, and Customer POS Data is strongly desired - Ability to build strong relationships with multiple levels of management internally and externally - Strong financial and business acumen, including P&L ownership, customer planning with effective internal/customer communication, and analytical skills   - Skilled in verbal & written communications to work with our Sales Leadership Team, Business Development Team, Category Strategy & Planning, and Brand Team - Resilience: Thrive on challenges and confidently navigate ambiguity with numerous support groups to deliver growth initiatives - Growth Mindset: Ability to present and sell new ideas and techniques to all UNFI Conventional and Unilever personnel to achieve profitable sales growth and turnover targets. Always seeking to optimize and evolve. - Ownership Mindset: Ask challenging ‘why’ questions and take full accountability for successes and failures. - Big Picture Thinking: You connect the dots and develop strategic plans to deliver growth Pay: The pay range for this position is $119,400 to $179,000. Unilever takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications, qualifications and education, and other business and organizational needs.  Bonus: This position is bonus eligible.  Long-Term Incentive (LTI): This position is LTI eligible.  Benefits: Unilever employees are eligible to participate in our benefits plan. Should the employee choose to participate, they can choose from a range of benefits to include, but is not limited to, health insurance (including prescription drug, dental, and vision coverage), retirement savings benefits, life insurance and disability benefits, parental leave, sick leave, paid vacation and holidays, as well as access to numerous voluntary benefits. Any coverages for health insurance and retirement benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents.  ------------------------------------ At Unilever, inclusion is at the heart of everything we do. We welcome applicants from all walks of life and are committed to creating an environment where everyone can thrive/succeed. All applicants will receive fair and respectful consideration, and we actively support the growth and development of every employee. Unilever is an Equal Opportunity Employer/Protected Veterans/Persons with Disabilities. For more information on your federal rights, please see Know Your Rights: Workplace Discrimination is Illegal Employment is subject to verification of pre-screening tests, which may include drug screening, background check, credit check and DMV check. If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at NA.Accommodations@unilever.com. Please note: This email is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. The Protected Veterans or Individuals with Disabilities AAP narratives are available for inspection by any employee or applicant for employment Monday through Friday during normal business hours at establishment. #LI-Remote

• Serve as a senior clinical expert providing advanced clinical insight, data interpretation, and strategic recommendations to strengthen Client Success Partner (CSP)-led client engagements and planning • Attend client meetings alongside CSPs as a clinical authority, contributing subject-matter expertise and program updates while remaining a support function rather than the primary relationship owner • Lead the development of pre-meeting clinical briefs, talking points, and data-driven insights to ensure CSPs are fully prepared for client discussions • Translate complex clinical findings into clear, actionable strategies that align with client goals and drive measurable outcomes • Support and contribute to finalist presentations by providing clinical narrative development, data validation, and executive-level clinical positioning to strengthen win strategy • Translate formulary strategy decisions, drug pipeline developments, rebate considerations, and policy changes into clear, executive-level client narratives that align with broader business objectives • Ensure CSPs are equipped with timely, accurate, and actionable insights related to formulary updates, utilization management criteria, high-cost drug strategies, and evolving market trends • Serve as a liaison between Formulary Strategy and Client Success, driving consistent, two-way communication and alignment across teams • Guide and support CSPs in articulating the clinical and financial rationale behind key decisions in a way that resonates with client stakeholders • Lead the analysis of pharmacy and clinical data to identify trends, risks, and opportunities, translating insights into actionable, client-focused strategies that drive outcomes • Provide strategic oversight for clinical program requirements, including formulary optimization, utilization management strategies, adherence initiatives, and specialty cost-containment efforts • Develop and deliver executive-level clinical content for business reviews, client reporting, presentations, and finalist presentations, ensuring a compelling and data-driven narrative • Ensure all client recommendations and clinical strategies are grounded in accurate, data-driven insights and aligned with organizational objectives • Provide leadership and oversight to CSPs navigating clinical and benefit change requests, ensuring alignment with clinical appropriateness, operational feasibility, and financial considerations such as rebates • Collaborate cross-functionally with Clinical Operations, Pricing, and PCA/UM teams to validate strategy and execution prior to client communication • Guide CSPs in clearly articulating the rationale, impact, and value of clinical changes to client stakeholders • Oversee implementation of approved clinical and benefit changes to ensure accuracy, consistency, and alignment with intended outcomes • Serve as a strategic partner across Formulary Strategy, Clinical Operations, PCA/UM, Clinical Programs, Reporting/Analytics, and Client Success leadership • Provide a unified, enterprise-level clinical perspective to ensure alignment, operational clarity, and consistent client messaging • Act as a trusted advisor to internal stakeholders, fostering collaboration and driving clinical excellence across the organization

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit klaviyo.com/careers to see how we empower creators to own their own destiny. Customer Education Specialists are responsible for executing day-to-day content operations and will create high-quality, relevant, and engaging content to help Klaviyo customers grow their businesses. You’ll create strategic content across a variety of different formats, but primarily written and video content. You’ll collaborate closely with fellow members of the Curriculum Development team, marketing, sales, and customer success to create interesting and educational resources. Curriculum Development’s mission is to enable our customers to grow through self-serve content, so you’ll be playing a critical role in helping both Klaviyo and its customers achieve business goals. A successful candidate has a strong background in marketing strategy, and is an exceptional storyteller and writer. You are also comfortable on camera and know how to create digestible and engaging videos. You’ll have a thorough understanding of the eCommerce marketing landscape, and how to keep the quality of content consistent with Klaviyo’s brand. You’ll be part of the Curriculum Development team and report to Klaviyo’s Manager of Curriculum Development. How You'll Make a Difference: - Research, write, & conceptualize content. You’ll work collaboratively with a team of video producers and designers to turn your words,research, and strategies to life through courses, lessons, and other on-demand learning resources. - Pitch content ideas. You’ll understand Klaviyo’s customers, their challenges and opportunities, and you’ll regularly contribute ideas for high-quality content. - Monitor performance. You’ll work collaboratively with the Curriculum Development and Learner Experience teams to understand how to measure the performance of our content—what’s resonating, what’s driving traffic, what’s reducing support tickets, what has a high CSAT rating—and you’ll use data to help make recommendations about what content we should create. - Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up. Who You Are: - You’re an experienced marketer, storyteller, writer, and communicator. - You have a customer-first mindset and deeply enjoy helping customers achieve their business goals by creating content that makes an impact. - You have a solid understanding of adult learning principles and how to create effective educational content. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location. In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility. Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations: $68,000—$102,000 USD This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance. Get to Know Klaviyo We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us. AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed. By participating in Klaviyo’s interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice. Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law. IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls. By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application. You can find our Job Applicant Privacy Notice here and here (FR).