The Customer Success Lead focuses on both the strategic management of the account (20%) and concentrates on the tactical operations (80%) by working with the operations team to provide optimal services to the account. The CSL must be able to work effectively and efficiently with both the internal support team and external clients. The CSL acts as the liaison and primary contact for the operations team and escalates any issues to the Customer Success Manager (CSM) as necessary. Assist the CSM with building client relationships within the client enterprise including business development, identifying additional service opportunities and continuous process improvement. What you will do here: Event Management - Lead Planner / Meeting Owner on events or programs of significance to the customer’s business - Train planners on specific account processes and needs - Analyze/Improve operational systems and processes - Develop and update all account forms and processes to meet client expectations - Track client and individual program budgets to ensure M&IW forecast is attained - Meet with key stakeholders to review time spent on projects - Running client audits with M&IW Controller - Alert meeting owner of any anticipated account/program budget variances - Identify financial opportunities in post program billing - Participate in program operations turnovers, program briefings, and program debriefings to ensure account continuity - Ensure on-going client satisfaction surveys, analyze data, and implement continuous improvement processes - Responsible for document accuracy of operations team - Responsible for final reconciliation accuracy and timeliness from planners - Build pro-active relationships with high volume client meeting owners - Lead various internal departments toward desired outcomes as specified in Service Level Agreement - Plan meetings/events for the account as needed Account Management - Project management with a consultative approach - Contribute to the KPI/SLA Program for the Account - Contribute to the strategic relationship for at least one decision maker - Train planners on specific account processes - Analyze/Improve operational systems and processes - Develop and update all account forms and processes to meet client expectations - Analyze/review time spent on projects vs. management fees for the account - Qualify new meetings (as backup to the CSM) - Register new meetings into Cvent (as backup to the CSM) - Issue resolution with the meeting owners and escalation from the planners (as backup to the CSM) - Participate in program operations turnovers, program briefings, and program debriefings to ensure account continuity (as backup to the CSM) - Ensure on-going client satisfaction surveys, data integrity in Lanyon, and implement continuous improvement processes (as backup to the CSM) - Assist accounting in follow-up on past due invoices (as backup to the CSM) - Participate in applicable company and industry activities and events Business Development Responsibilities - Identify opportunities for new or expanded service offerings (including opportunities for M&IW strategic partners) - Up sell additional M&IW service opportunities - Network with decision makers/management as appropriate - Develop and maintain strong and highly ethical customer relationships - Gain knowledge of competitors’ strengths and weaknesses Onsite Physical Activities (Non-Essential Functions) This position includes a set of nonessential physical activities associated with onsite event support. These activities are not fundamental to the core duties of the Customer Success Quality Data Associate role but may be required during live event execution. While the essential functions of the position center on planning, coordination, communication, client management, and project leadership, certain onsite tasks involve physical activity that supports event operations and if unable to perform these physical activities the company needs to know. Physical activities include, but are not limited to the following: - Movement & Positioning: Frequent standing and walking are required, particularly during event setup and teardown, registration, and onsite administration. Extended periods on one’s feet are common throughout an event, often up to 4 hours without a rest break. A typical onsite day may last 8 to 14 hours, depending on client needs and agreements. - Sitting: Occasional sitting is required during planning meetings, travel to and from event sites, computer-based work, or registration duties. - Lifting and Carrying: Ability to lift, carry, push, or pull event materials, supplies, signage, or equipment weighing 25 to 40 pounds. Items over 25 pounds require assistance from another M&IW team member. - Reaching and Grasping: Event setup and breakdown may involve reaching overhead and handling tools or materials. - Bending/Kneeling/Crouching: Occasionally required during event setup and breakdown. - Repetitive Motions: Repeated hand and arm movements may occur during tasks such as preparing registration, arranging event spaces, or setting up displays. - Travel Requirements: Frequent travel to event sites, venues, and client locations, often involving overnight stays. This may include navigating airports, train stations, hotels, and conference centers. - Operating Vehicles: Occasional driving may be required to transport materials or travel to off-site event locations. This applies only to approved drivers with prior authorization from the Onsite Lead. - Working in Varying Environments: Events occur in diverse settings, including indoor venues (conference centers, hotels) and outdoor spaces. Fluctuating temperatures, weather conditions, crowded or noisy environments, and varying lighting levels may be encountered. What we expect: Details of these areas are shared during interviews and monthly reviews: - Cultural Excellence - Role Expectations - Emotional Intelligence What you will bring: - A minimum of three years of experience in the travel industry, specifically in managing meetings/events - Knowledge of virtual and hybrid event options - Experience with managing the lifecycle of a program, including reconciliation - Knowledge of Cvent is preferred - Train account team/planners on specific account processes and needs - Create/Revise program budgets to ensure M&IW forecast is attained - Run client audits with M&IW Controller - Participate in operations turnover meetings, program briefings and debriefings to ensure account continuity - Review ongoing client satisfaction surveys, analyze data, and implement continuous improvement processes - Accountability for accuracy and timeliness of final reconciliation from planners - Proximity to client headquarters offices preferred - Experience working in a virtual office environment - Must be able to travel 35% of the time, including Internationally - Proven excellent oral and written communication skills in both internal and client-facing environments - Demonstrated track record of successfully managing multiple projects simultaneously - Ability to deliver creative outputs in a constricted timeline while maximizing available resources - Able to provide clear, concise, effective, and professional communications with clients, peers, vendors, and department managers - Wide range of computer skills: - Proficient in Word, Excel, and Internet/social media - Database management programs (proficient in Cvent) - Outlook (email and scheduling) What we provide: - Competitive salary - Health, Dental, Vision and Life Insurance options - 401K plan - Paid holidays - Accrued personal time off for vacation and sick leave - Laptop, additional monitor, and mobile phone - Global Giveback program for volunteer service - Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee Who we are: Meeting & Incentives Worldwide, Inc. is an Equal Opportunity Employer who prohibits discrimination and harassment of any kind and affords equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, reproductive health decisions, sexual orientation, and gender identity), national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Meetings & Incentives Worldwide, Inc. specializes in global event management with virtual, hybrid, and in‑person experiences of all shapes and sizes, as well as consulting and enterprise strategies. As an entrepreneurial organization, we place customers at the center of everything we do and prioritize their needs through our core values of quality, agility, flexibility, and innovation. M&IW is a third generation, privately held, certified Women's Business Enterprise (WBE) in business for more than 50 years. Headquartered in Wisconsin, USA, and supported by a remote workforce across the US and in the UK, China, and Brazil. GLOBAL HEADQUARTERS: 10520 7 Mile Road, P.O. Box 65, Caledonia, WI 53108 | Phone +1 262-835-3553 www.meetings-incentives.com M&IW associates are located throughout the US, UK, Latin America and Asia Pacific Regions

Job Description Grow and accelerate your career with our Oncology Sales organization and join a team that’s driven to make an impact on cancer patients. We take a customer-centric approach by leveraging emerging digital technologies and data analytics to better understand our patients' needs. Developing your career with us will allow you to join a group of passionate professionals, driven by purpose and determined to help save and improve lives. Help us continue to grow and define the oncology market of today and tomorrow with a driven, customer-focused, and collaborative team. As an Oncology Customer Team Leader (CTL), you will manage and lead a team of Oncology Sales Representatives/Specialists that engage with customers to uncover and address their needs, and educate key stakeholders about our oncology products, and communicate to the broader oncology community. - This is a field-based sales management role that will be responsible for a team of Oncology Sales Representatives/Specialists for the Music City District. - The district covers Cincinnati, OH; Lexington, KY; Louisville, KY; Knoxville, TN; and Nashville, TN. - Candidates must be willing to travel to visit with their direct reports and customers in the district, as well as for national sales meetings. - Travel (%) and overnight requirements vary based on candidate’s location within or near the district. ​ Key responsibilities include but may not be limited to: - Maximize the sales team's performance and help achieve/exceed sales goals and budget targets, as well as increasing access to our Oncology products. - Hire, lead, and manage Oncology Sales professionals for the assigned district. - Coach direct reports, oversee training, and complete people management processes for Oncology Sales professionals. - Collaborate with Oncology Sales organization, including peer CTLs, Key Account Managers, and the extended team including alliance partners to ensure a cohesive customer experience and effective sales execution. - Develop and implement business plans and execute national sales and brand strategies as directed by the leadership team. - Communicate and coordinate with both district and cross-functional teams and share learnings with direct reports and peers. - Lead routine district sales meetings (remote and in-person) to inform and guide the district team. - Conduct annual and on-going performance reviews and competency assessments for direct reports. - In accordance with company policy and in collaboration with HR, handle all aspects of the employment process for your direct reports including hiring, career development, performance management, or termination. Qualifications: Minimum Requirements: - Bachelor’s degree with at least 8 years of sales experience OR a minimum of high school diploma with at least 10 years of equivalent experience, with at least 4 years of working in the pharmaceutical, biotech, or healthcare industries. - Equivalent experience can be professional sales experience, work experience in the healthcare/scientific field (including pharmaceutical, biotech, or medical devices) that is not sales related, professional marketing experience, or military experience. - Ability to establish relationships and networks within a customer organization. - Valid driver’s license and able to drive a vehicle. - Travel the amount of time the role requires, 50 – 75%. - Reside in or within a reasonable distance to the district. Preferred Qualifications: - First-line people management experience leading a field-based oncology sales team. - Minimum of 3 years of experience working with key thought leaders or high influence Oncology customers in large group practices, hospitals, or managed care organizations #oncologysales #eligibleforerp Required Skills: Account Management, Account Management, Adaptability, Brand Strategy, Business Planning, Career Development, Client-Centric, Customer Relationship Management (CRM), Human Resource Management, Inbound Phone Sales, Market Analysis, Marketing, Medical Devices, Oncology, Oncology Sales, Order Processing, Organizational Performance Management, People Leadership, Revenue Generation, Sales Forecasting, Sales Management, Sales Reporting, Sales Strategy Development, Sales Team Leadership, Sales Training {+ 2 more} Preferred Skills: Current Employees apply HERE Current Contingent Workers apply HERE US and Puerto Rico Residents Only: Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities. Please click here if you need an accommodation during the application or hiring process. As an Equal Employment Opportunity Employer, we provide equal opportunities to all employees and applicants for employment and prohibit discrimination on the basis of race, color, age, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or other applicable legally protected characteristics. As a federal contractor, we comply with all affirmative action requirements for protected veterans and individuals with disabilities. For more information about personal rights under the U.S. Equal Opportunity Employment laws, visit: EEOC Know Your Rights EEOC GINA Supplement​ We are proud to be a company that embraces the value of bringing together, talented, and committed people with diverse experiences, perspectives, skills and backgrounds. The fastest way to breakthrough innovation is when people with diverse ideas, broad experiences, backgrounds, and skills come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another’s thinking and approach problems collectively. Learn more about your rights, including under California, Colorado and other US State Acts U.S. Hybrid Work Model Effective September 5, 2023, employees in office-based positions in the U.S. will be working a Hybrid work consisting of three total days on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence.This Hybrid work model does not apply to, and daily in-person attendance is required for, field-based positions; facility-based, manufacturing-based, or research-based positions where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance also does not apply to roles that have been designated as “remote”. The salary range for this role is $190,800.00 - $300,300.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. An employee’s position within the salary range will be based on several factors including, but not limited to relevant education, qualifications, certifications, experience, skills, geographic location, government requirements, and business or organizational needs. The successful candidate will be eligible for annual bonus and long-term incentive, if applicable. We offer a comprehensive package of benefits. Available benefits include medical, dental, vision healthcare and other insurance benefits (for employee and family), retirement benefits, including 401(k), paid holidays, vacation, and compassionate and sick days. More information about benefits is available at https://jobs.merck.com/us/en/compensation-and-benefits. You can apply for this role through https://jobs.merck.com/us/en (or via the Workday Jobs Hub if you are a current employee). The application deadline for this position is stated on this posting. San Francisco Residents Only: We will consider qualified applicants with arrest and conviction records for employment in compliance with the San Francisco Fair Chance Ordinance Los Angeles Residents Only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance Search Firm Representatives Please Read Carefully Merck & Co., Inc., Rahway, NJ, USA, also known as Merck Sharp & Dohme LLC, Rahway, NJ, USA, does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails. Employee Status: Regular Relocation: No relocation VISA Sponsorship: No Travel Requirements: 75% Flexible Work Arrangements: Remote Shift: 1st - Day Valid Driving License: Yes Hazardous Material(s): n/a Job Posting End Date: 05/1/2026*A job posting is effective until 11:59:59PM on the day BEFORE the listed job posting end date. Please ensure you apply to a job posting no later than the day BEFORE the job posting end date.

• Operate as the CEO of your own book of accounts to drive financial results for your customers and for Wholesail • Partner closely with Sales, Product and Onboarding teams to advise on customer priorities and drive long-term value • Operate in an intellectually rigorous environment where new ideas and contributions are encouraged • Leverage AI and cutting edge technologies • Handle a complex book of accounts that integrate with various ERPs like Quickbooks, NetSuite, Entree and other vertical/broadline ERPs • Lead executive-level conversations with Controllers, CFOs and operators • Uncover root operational and accounting challenges through deep discovery • Handle escalations independently with a clear point of view • Identify churn risk early and create structured mitigation plans

Role Description Deine Mission: Die Schnittstelle zur Perfektion. Du bist der strategische Kopf an der Schnittstelle zwischen unseren B2B-Kunden und unserem technischen Support-Team. Deine Aufgabe ist es, Systeme nicht nur zu verwalten, sondern sie zum Laufen zu bringen. - Prozess-Design: Du planst und begleitest das Onboarding sowie die individuelle Einrichtung der CRM-Accounts. - Workflow-Architektur: Du entwickelst komplexe Automationen und „Wenn-Dann“-Logiken, die manuelle Prozesse eliminieren. - Kontrolle & Release: Du bist die finale Instanz. Du kontrollierst, optimierst und gibst technische Prozesse erst frei, wenn sie fehlerfrei für den Kunden funktionieren. - Projektsteuerung: Du koordinierst effiziente Projektabstimmungen via Zoom und stellst die fachgerechte Anwendung der neuen Infrastruktur beim Kunden sicher. Qualifications - Technik-Expertise: Fundierte Erfahrung im Aufbau von Automation-Workflows (z. B. mit Zapier, Make oder direkt in CRM-Systemen). - Logik-Fokus: Tiefes Verständnis für Datenstrukturen und digitale Prozess-Skalierung. - Kommunikation: Verhandlungssicheres Englisch für unsere internationale Ausrichtung. - Mindset: Extrem strukturiert, entscheidungsfreudig und ein hoher Qualitätsanspruch an Projektergebnisse. Benefits - 100% Remote & Freiheit: Vollständige Ortsunabhängigkeit bei absoluter Ergebnisorientierung. Du gestaltest deine Arbeitsweise und -zeit eigenverantwortlich im Rahmen der Projektvorgaben. - Freelance-Modell: Langfristige Zusammenarbeit mit einer transparenten Abrechnung über fixe Honorarsätze pro betreutem Projekt/Kunden. - Performance-Incentives: Zusätzliche Erfolgsprämien für herausragende Kundenresultate, die zu messbarem Feedback führen (z. B. positive OMR-Bewertungen sowie die Generierung von Video-Testimonials und Case Studies). - Team & Netzwerk: Trotz deiner Eigenständigkeit legen wir Wert auf einen fachlichen Austausch. Projektbezogene Abstimmungen und optionale Team-Events fördern die Verbindung und den Wissenstransfer innerhalb unseres internationalen Netzwerks. - Wachstum: Ein professionelles Umfeld, das auf Skalierung und maximale Effizienz programmiert ist.