• Demonstrate knowledge of the client’s products, policies, and personnel while collaborating with the client to develop realistic objectives and strategies for building its business. • Demonstrate industry, market, customer, and category knowledge by regularly monitoring and analyzing market trends, customer trends, promotional activity, consumer behaviors, demographic shifts, and “best practices”. • Provide Fiduciary Management of Client/Customer Relationships in innovation, assortment, pricing, programming, shelving and claims management. • Demonstrate accountability and responsibility for client and customer relationships, maintain appropriate records, manage and access company SharePoint Sites, share files on company platforms, and drive and manage client and customer portals as required for success. • Establishes professional and frequent lines of communication with clients, supervisors, direct reports, associates, and customers and elevates issues and opportunities in a timely manner. • Participates in training and development programs to improve communication, organization, analytical, presentation, and negotiation skills. • Is a "team player"; honest and forthright with all parties; works well with peers; trains and develops subordinates; adheres to the Code of Business Conduct.

• Demonstrate knowledge of the client’s products, policies, and personnel while collaborating with the client to develop realistic objectives and strategies for building its business. • Demonstrate industry, market, customer, and category knowledge by regularly monitoring and analyzing market trends, customer trends, promotional activity, consumer behaviors, demographic shifts, and “best practices”. • Provide Fiduciary Management of Client/Customer Relationships in innovation, assortment, pricing, programming, shelving and claims management. • Demonstrate accountability and responsibility for client and customer relationships, maintain appropriate records, manage and access company SharePoint Sites, share files on company platforms, and drive and manage client and customer portals as required for success. • Establishes professional and frequent lines of communication with clients, supervisors, direct reports, associates, and customers and elevates issues and opportunities in a timely manner. • Participates in training and development programs to improve communication, organization, analytical, presentation, and negotiation skills. • Is a "team player"; honest and forthright with all parties; works well with peers; trains and develops subordinates; adheres to the Code of Business Conduct.

• Convert inbound and outbound calls into confirmed vehicle service appointments. • Achieve and exceed KPIs for conversion rates, upsells, cross-sells, and revenue goals. • Recommend additional repairs, maintenance packages, and service upgrades that benefit the customer. • Provide VIP white glove customer service, ensuring every interaction builds trust and loyalty. • Communicate clearly with customers about services, timelines, and costs. • Use our CRM to track leads, schedule appointments, and document all customer interactions. • Collaborate with shop teams to ensure seamless handoffs and exceptional follow-through.

• Research, identify, and engage potential customers across target industries. • Develop tailored outreach campaigns (email, LinkedIn, phone, events) that speak the language of EHS and resonate with safety leaders. • Qualify inbound and outbound leads, uncovering real pains and readiness for AI-driven safety solutions. • Partner closely with the CEO and GTM leadership on refining messaging, segmentation, and outbound strategy. • Build and maintain a pipeline of qualified opportunities for Account Executives and leadership. • Represent Haven at industry conferences, webinars, and events. • Be the “voice of the market,” sharing insights from conversations with safety leaders back into product and marketing.