• Identify and develop whitespace opportunities. • Support the development and execution of expansion strategies. • Drive pipeline creation by identifying new programs, initiatives, and modernization efforts. • Help shape and accelerate early-stage pursuits and capture efforts, including competitive displacement opportunities and emerging programs across the portfolio. • Support capture development and pursuit acceleration for strategic opportunities by helping coordinate internal resources, partners, and technical teams to advance deals through the federal acquisition lifecycle. • Work closely with segment lead and account team to ensure alignment with existing customer engagements, relationships, and strategic pursuits. • Build relationships with program leaders, technical stakeholders, and acquisition officials to help position HPE solutions early in the opportunity lifecycle. • Orchestrate internal HPE teams and partner ecosystems—including engineering, specialists, system integrators, and channel partners—to support pursuit development.

• Manage a portfolio of employer group accounts focused on Flex, HRA, and HSA programs to ensure satisfaction, retention, and long-term partnership • Serve as the primary liaison for plan sponsors, brokers, and internal teams to deliver an exceptional client experience • Provide subject matter expertise on consumer-directed benefit programs, including regulatory compliance (IRS, ERISA, COBRA, HIPAA, ACA) and industry best practices • Oversee day-to-day account management activities including plan design, implementation, issue resolution, renewals, and ongoing program administration • Ensure accurate and timely delivery of reporting, funding requests, and reimbursement processes • Collaborate with internal operations, finance, eligibility, and claims teams to proactively address client needs and drive continuous improvement • Maintain relationships with senior-level client contacts in HR, Benefits, and Finance departments • Lead and participate in client meetings, presentations, and renewal discussions, providing data-driven insights and recommendations • Monitor service performance against established SLAs and client expectations • Establish cadence of regular strategic service meetings with clients and brokers • Identify opportunities for additional services or plan enhancements to support client goals

• Work with the Global Account Manager to identify, develop, and execute on account sales strategies across assigned accounts in your book of business. • Serve as single point of contact for business development within assigned accounts. You will own all facets of the account management process, understand business drivers, leverage cross functional resources, and analyze key metrics for customer sales. • Engage with customers to understand their needs and deliver results. • Develop and execute expansion strategies to meet quota. • Work with Customer Success and Customer Support to gather strategic results and organize sales presentations. • Communicate effectively with the customer success team to create and close on conversion, upgrade, and expansion opportunities. • Maintain a growth mentality and seek constant skill improvement and knowledge gain while working collaboratively with peers. • Ensure our customers receive the highest level of sales and operational excellence. • Stay ahead of industry trends, competitive activity, and customer opportunities and suggest new ways to increase sales.

• Manage and develop a portfolio of active partners with a strong focus on revenue generation; • Serve as a consultative advisor to partners (agencies and business owners), identifying growth opportunities; • Re-establish relationships with strategic partners, especially large agencies; • Lead complex negotiations and close opportunities within the portfolio; • Prioritize accounts based on business impact (short-, medium-, and long-term); • Ensure pipeline cadence through active and structured engagement; • Expand the revenue-generating partner base, increasing reach and creating new opportunities; • Re-engage and activate high-potential accounts; • Deliver trainings, meetings, and partner engagement initiatives; • Conduct partner visits and attend events to strengthen relationships and drive business; • Track and manage performance using the CRM, focusing on monthly revenue targets (NMR), especially new revenue.