• Carry a quarterly & annual sales quota and pipeline generation in existing customers • Own and grow a portfolio of large accounts (enterprise and mid-market) with a primary focus on account expansion and retention • Build and maintain strong relationships with senior technical and business stakeholders, including CTOs, Engineering Leaders, and their direct reports • Proactively engage customers through email, calls, and virtual meetings to drive adoption and uncover growth opportunities • Understand how various teams within an organization are using the product and identify additional use cases and expansion opportunities • Conduct solution-oriented product demonstrations tailored to different teams and stakeholder needs • Position the product by showcasing relevant customer success stories and internal use cases • Collaborate closely with Product, Customer Success, and Engineering teams to ensure alignment on customer needs and successful execution • Maintain accurate account plans, expansion pipeline, and activity tracking using CRM tools • Monitor market trends and customer requirements within the North American SaaS and technology landscape

• Establish and maintain relationships with senior executives and decision-makers across assigned credit union client organizations • Assess client business objectives, operational priorities, and growth opportunities to position Fiserv solutions that address their needs • Build and maintain annual account plans that incorporate input from multiple internal stakeholders and define measurable actions for client success • Partner with business unit and corporate leaders to coordinate resources, resolve issues, and advance strategic client initiatives • Drive retention and growth by supporting service agreement renewals, identifying expansion opportunities, and developing formal proposals for additional products and services • Monitor client satisfaction, communicate insights to internal partners, and recommend actions that improve the client experience and business outcomes • Promote participation in Fiserv conferences, user groups, and other engagement opportunities that strengthen client partnership and product adoption

• Provide daily assistance with communication between IAA branches and provider. • Monitor SLA compliance and work with operations team to determine cause and appropriate action plan in instances where compliance is not met. • Solution escalations and complaints from providers and help address any areas of concern they may have. • Work with IAA reporting group to provide report framework on data requests from IAA operations or providers. • Review all reporting that is provided to the provider • Help manage relationships between IAA employees and providers • Support CAT operations, as requested

• You will sustainably grow our B2B business and ensure that existing partnerships and new collaborations translate into measurable growth. • You will strategically expand our partner network, strengthen existing client relationships, and advance our brand through targeted market activities—both digitally and on-site. • You will acquire new corporate clients and build long-term partnerships. • You will plan and manage partner activations to sustainably increase revenue and brand presence. • You will design and organize events (e.g., trade shows, POS activations, exclusive industry events). • You will optimize ordering and customer management processes. • You will drive listings in brick-and-mortar retail (drugstores, grocery retail) and develop corresponding strategies. • You will analyze the performance of your initiatives and implement data-driven optimizations. • You will work closely with internal teams (Marketing, Shop/e‑commerce) to ensure holistic execution. • You will take ownership of your projects and independently steer them to success.