Role Description As an Account Specialist you’ll oversee and manage client relationships. In this role, you will act as a representative for the company and work with a broad spectrum of clients. The Account Specialist develops, maintains, and improves client relationships across a large territory. - Engage with clients to discuss their current program status and needs. - Introduce clients to new products or services as made available. - Ensure success through excellent interpersonal skills and the ability to manage multiple accounts across multiple regions. - Bring skills as a negotiator, problem solver, and thought leader. Qualifications - Bachelor’s Degree in Business Management, Business Science, or a related field strongly preferred; High School Diploma or equivalent required. - Minimum of 2-3 years’ experience managing and supporting customer accounts. - Able to work in a fast-paced environment with changing client needs and demands. - Successful and positive experience working in a remote environment preferred. - Knowledge of customer service software, reporting, and CRM systems. - Strong organizational skills; ability to manage multiple client accounts and tasks. - Strong computer skills; basic understanding of MS Outlook, Word, and Excel (F&O). - Decisive thinking and leadership abilities. - Excellent interpersonal and client-relations skills. - Negotiation, conflict resolution, and presentation skills. - Dynamic and creative problem-solving abilities. - A strong client-focused mindset. Requirements - Manage and oversee key client accounts to ensure strategic alignment and overall satisfaction. - Exercise independent judgment and discretion in developing and implementing client account strategies. - Analyze client performance metrics and recommend solutions that drive business outcomes. - Establish, monitor, and adjust client targets to meet contractual and company goals. - Serve as the primary point of escalation and resolution for complex client issues. - Engage, train, and consult with clients on effective use of the software. - Lead Quarterly Business Reviews and strategic planning sessions with clients. - Identify opportunities for growth, expansion, and improved service delivery across accounts. - Collaborate with senior management to influence service offerings and operational improvements. - Take a leading role in client presentations, proposals, and contract renewals. - Monitor market trends and customer insights to inform strategic recommendations. - Promote new services and products in alignment with business objectives. - Provide reports and insights on account performance and client health. - Live the values of Sarnova. - Additional job duties as assigned. Benefits - Competitive salary, commensurate with experience. - Comprehensive benefits package, including 401(k) Plan.

• Effectively pitches, qualifies and closes data center maintenance contract renewals and upgrades • Sells consultatively and makes recommendations to prospects and clients of the various solutions the company offers • Manages opportunities throughout the entire solution selling process • Initiates timely communications via phone calls and on-site visits as necessary • Develops annual sales plan in conjunction with EVP of Sales • Documents activities in CRM program • Stays current with industry changes in technology and influences

• work closely with other NCR team members to develop and execute an appropriate business plan to maximize new sales and first year revenue • develop strong client relationships to maintain existing renewal and fee revenue • assist with business development by formulating and implementing strategies and programs that differentiate NFP and its partner firms • be a subject matter expert in the design, implementation, and service of Bank Owned Life Insurance (BOLI) and Executive Benefit programs • conduct client meetings on an annual basis (in-person and/or via Teams) • attend annual state banking conventions and other events for relevant territories • identify prospects and introduce NFP product offerings • identify new and/or additional sales opportunities with existing clients • identify, create, and leverage opportunities with key business partners • coordinate and review standard BOLI and compliance reports • coordinate and review standard benefit reports and participant statements • develop and maintain client statistics and industry best practices in our region • document relevant updates, reminders, and history in each client’s tracking file.

• Accountable for profitable achievement of sales objectives associated with existing IP business revenue growth and new IP business acquisition in an assigned territory in North America • Identifies new customer opportunities, tracks selling activities, manages contact information for sales prospects and existing customers • Delivers sales presentations and collects information about existing and prospective customers to assist in development of marketing plans • Generates revenue utilizing sales opportunity process via necessary sales and support visits, calls, emails and presentations • Identifies and gains access to decision makers • Cultivates relationships with the most senior buyer in the client organization as well as networking with day-to-day client representatives and buyers • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients • Creates and documents user success stories and communicates these to buyers