• Own and manage a high velocity sales funnel • Manage the full sales cycle—from prospecting, to qualification, to close • Understand customer pain points and communicate Puzzle.io’s value • Maintain detailed records in the CRM and analyze sales metrics • Work cross-functionally with all GTM teams to align strategies

Job Requisition ID: 93214 Location Designation: Fully Remote ** Two (2) openings are available for this role. ** Role Overview A Relationship Executive is responsible for:• Managing key accounts and third parties (brokers and MGUs) relationships: o This role involves working closely with key policyholders, brokers and MGUs to understand their needs, developing strategies to meet those needs, and acting as a liaison between them and the company's internal teams. • Maintaining strong internal relationships: o Working with various GMAD's teams such as Underwriting, Sales and Marketing to assist brokers, MGUs and Policyholders. o Work with other New York Life divisions to cross-sell Accident and Health business. o Be a liaison to other New York Life divisions such as GBS. The ideal candidate will have excellent communication skills, a strong customer focus, and the ability to manage multiple accounts simultaneously. What You'll Do • Client Relationship Management: Develop and maintain strong, long-term relationships with clients. Act as the primary point of contact for client inquiries and concerns.• Account Planning: Develop strategic account plans to meet the client's business objectives and ensure client satisfaction.• Client Meetings: Regularly meet with key clients, brokers and MGUs to review their needs, provide updates on progress, and discuss new opportunities.• Cross-functional Collaboration: Collaborate with internal teams, including sales, marketing, and product development, to ensure client needs are met.• Project Management: Oversee the execution of client projects, ensuring they are completed on time and within budget.• Problem Resolution: Address and resolve any client issues or concerns promptly and effectively.• Mid-Term Policy Changes: Handle mid-term endorsements for accounts if necessary (including, but not limited to, BORs and name changes). What You'll Bring Salary Range: $68,000 - $100,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93214

• Lead the planning, management, and execution of Professional Services business development activities across the Workday Platform • Own and exceed assigned Professional Services bookings targets while simultaneously playing a key role in supporting Workday subscription sales within the Healthcare market segment • Partner with Workday Account Executives as a crucial member of the extended sales team • Articulate the value of the platform and the AI-enabled deployment methodology as important strategic differentiators • Leverage consulting sales and project delivery experience to help prospects develop successful implementation plans, including resource models, timelines, and cost estimates • Apply effective selling strategies to position Workday’s SaaS solutions and platform technologies as a modern, efficient alternative • Serve as a subject-matter expert in Workday’s deployment methodology and services portfolio

We are looking for a driven, high-energy, professional to join our team as a Customer Advocate (New Business Sales). At LogicManager, we take a customer-first approach, prioritizing respect, integrity, and trust in every interaction. Rather than focusing on traditional sales tactics, we empower prospective customers to solve their challenges through a consultative, value-driven process. With our inbound marketing-driven customer acquisition model and innovative guided sales platform, you'll have the tools and support needed to deliver real, impactful results. What is Customer Advocacy? As a Customer Advocate, you will be responsible for the entire new customer acquisition lifecycle. You'll clarify customer needs, highlight priorities, and demonstrate how our software solutions align with those needs. This is more than just sales - it's about building meaningful relationships that help our customers succeed. What You'll Do Customer Engagement: Engage 1:1 with potential customers, understanding their challenges and aligning them with our solution packages during initial and subsequent conversations. Journey Guidance: Guide prospects through the customer journey, highlighting how LogicManager can address their risks and realize their objectives. Lead Management: Manage a pipeline of inbound qualified leads, initiating and nurturing relationships with prospective customers. Product Demo: Demo LogicManager's software to leads generated through inbound marketing. Professional Development: Achieve qualifications in our leading solution areas, including Enterprise Risk Management, Security & Privacy, and more. 3+ years in a full-cycle sales role at a B2B SaaS company Soft Skills: You bring outstanding communication skills, a strong ability to analyze and solve problems, and advanced reading comprehension. With a positive, accountable mindset, you're goal-oriented and consistently track your progress to achieve objectives. Work Eligibility: Authorized to work in the US (sponsorship not available). Pay Transparency Notice The estimated salary range for this position is $75,000 to $95,000. Actual pay may differ depending on skills, experience, qualifications, and location. This role also offers a comprehensive benefits package. About LogicManager: LogicManager leads the Risk Management Software industry, with outstanding feedback from our customers on G2 . From navigating the See-Through Economy to championing Environmental, Social, and Governance (ESG) practices, our software empowers global organizations to uphold their reputations and protect stakeholders. LogicManager is a dynamic remote tech firm that cultivates an environment supporting internal growth and development. We take pride in being designated as a Great Place to Work® , a testament to our commitment to creating an exceptional workplace. As a remote work environment, we prioritize work-life balance, transparency, and collaboration. Our innovative approach to customer satisfaction, recognized as a competitive advantage in our customer-centric Go-To-Market (GTM) strategy, sets us apart. What Sets LogicManager Apart? Award-Winning Community: Our commitment to a vibrant, collaborative, and mission-driven culture has earned us the certification of a Great Place to Work® each year since 2016. As LogicManager flourishes, we're dedicated to nurturing its inherent culture. We aim to attract those who feel the same way about building a community rooted in mutual trust, respect, integrity, kindness, and fairness. Great Benefits & Perks: We believe in supporting our employees with benefits that matter, which is why we offer competitive salaries, 401(k) with matching, flexible paid time off, and more. We also celebrate our successes with frequent company-sponsored activities and events. 100% Remote Workforce: We believe in the quality of work over its location, fully supporting and offering a 100% remote work experience to our team. Global Presence: We serve our growing base of customers throughout North America (AMER), Europe, the Middle East and Africa (EMEA), and Asia Pacific (APAC) Common Traits That Make Someone Successful at LogicManager Empathy : Tune into the emotions and experiences of others to create meaningful connections. Abstract Thinking: Grasp complex, non-physical concepts that drive forward innovative ideas. Puzzle-Solving: Connect diverse information and approaches to generate creative solutions. Imagination: Develop new ideas, visions, and possibilities to push boundaries. Critical Thinking: Analyze situations, making informed decisions based on logic and reason. Complex Problem-Solving: Break down intricate challenges into manageable steps. Narrative Reasoning: Understand, remember, and convey stories that shape our business. Dynamic Reasoning: Reflect on observations and past experiences to inform present decisions. LogicManager is committed to being an equal opportunity employer. We celebrate and support diversity, and work every day to create an inclusive work environment that represents the world that we live in.