Role Description The Account Manager will be responsible for managing and expanding our customer base, ensuring high levels of customer satisfaction, and driving customer success. You will work closely with customers to understand their needs, ensure they are getting the most out of our solutions, and drive revenue growth through upselling, cross-selling, and renewals. This role requires a proactive and customer-centric approach, with a strategic mindset and focus on building long-term partnerships. This role requires you to work during US business hours, Monday through Friday. What would you do, if hired? - Customer Relationship and Customer-Centric Focused Management: - Develop and maintain strong, long-lasting relationships with accounts. - Act as the primary point of contact for customers, addressing their needs and ensuring their satisfaction with Celigo’s solutions. - Conduct regular check-ins and business reviews with customers to assess their needs and identify growth opportunities. - Prioritize the needs, preferences, and satisfaction of customers in all actions and decisions. - Sales Acumen: - Identify opportunities for growth within existing accounts to meet or exceed sales targets. - Drive revenue through upselling, cross-selling, and renewals. - Develop and execute strategic account plans, narratives, and creative solutions that build engagement and trust. - Account Growth: - Identify opportunities for growth within existing accounts. - Develop and execute account plans to achieve sales targets and increase account value. - Build a framework based on input and other data to show value to the customer in leveraging the platform. - Customer Advisor & Advocacy: - Understand customers' business processes and needs. - Provide expert guidance on how Celigo’s solutions can address their challenges and improve their operations. - Act as a customer advocate within Celigo, ensuring that their needs are understood and addressed. - Champion their success stories internally and externally. - Renewal Management: - Manage the contract renewal process, ensuring high renewal rates and customer retention. - Proactively address any issues that may impact customer satisfaction and retention. - Negotiate renewal terms to align with both customer and company goals. - Cross-functional Collaboration: - Work effectively in a team-oriented environment, collaborating with internal teams such as Customer Success, Product, Support, and Finance. - Provide feedback to help improve our products and services. - Problem Solving, Reporting and Analysis: - Maintain accurate account records and track key metrics. - Leverage tools like Salesforce and Clari to provide regular reports on account status, forecasts, and customer feedback to management. - Identify opportunities for improvement and advocate for customer needs within the organization. Qualifications - Demonstrated ability to understand customer needs and build strong relationships. - Excellent verbal and written communication skills. - Strong analytical and problem-solving skills. - Ability to work effectively in a team-oriented environment and collaborate with cross-functional teams. - Strong Salesforce skills; familiarity with Clari (or related software) is a plus. - Understanding of integration solutions or related technology is a plus. Requirements - 3-5 years of experience in account management, sales, or a related field, preferably within the technology or SaaS industry. - Proven track record of meeting or exceeding sales targets and driving revenue growth. Benefits - Number one solution for the fourth consecutive quarter in the G2 Winter 2025 iPaaS report. - Remote-first culture. - Competitive compensation. - High-growth, collaborative, and inclusive work environment. - Vacation and holidays to recharge and spend time with family and friends. - Generous benefits package, including parental leave. - Monthly tech stipend. - Recognition opportunities.

Title: Neuroscience Territory Account Specialist – Great Lakes Location: Grand Rapids (Michigan) Job Description: Band Level 3 Job Description Summary #LI-Remote This is a field-based and remote opportunity supporting key accounts in an assigned geography. Novartis is unable to offer relocation support for this role. Please only apply if this location is accessible to you. Company will not sponsor visas for this position. As a Territory Account Specialist (TAS), you’ll lead with purpose – crafting personalized experiences that reflect the unique needs of each account and Health Care Provider (HCP). Acting as the primary point of contact, you’ll build meaningful connections, identify shared priorities, and navigate solutions that link customers to Novartis resources – all with the goal of improving patient outcomes. Success in this role comes from balancing demand generation with strategic account engagement. You’ll bring expertise in clinical and account-based selling, access navigation, collaborative problem-solving, team orchestration, and omni-channel engagement. Job Description Key Responsibilities: - Navigate and resolve challenges within accounts to ensure customer needs are met with effective, tailored solutions. - Build a strategic territory plan by aligning shared priorities and applying insights and tactics that drive product demand and support better patient outcomes. - Partner proactively with territory teammates, field teams, and home-office colleagues to address customer needs and deliver access support. - Apply deep knowledge of the market, competitive landscape, and cross-functional dynamics to anticipate opportunities and respond to challenges with agility. - Use territory data and market trends to uncover local insights, support pull-through efforts, and lead impactful customer engagements – virtually or in person. - Facilitate planning sessions with key stakeholders to solve complex challenges and collaborate across functions to meet customer needs with urgency. - Deliver real-time access support and work closely with Patient Specialty Services (PSS) to ensure seamless customer experience. - Harness digital tools and omni-channel strategies to personalize outreach and engage customers across both virtual and face-to-face settings. Essential Requirements: - Bachelor’s degree required from 4-year college or university. - Experience (see leveling guidelines below) in pharmaceutical, biotech, healthcare, or similarly structured industries with large, geographically dispersed sales teams within the last 5 years. We also welcome candidates from other complex sales environments such as medical devices, diagnostics, life sciences services, insurance, consumer health, or B2B sectors, especially where strong field leadership and customer engagement are central to success. For Associate Level opportunities, applicants with limited prior sales experience are encouraged to apply. - Proven track-record of consistent high-performance, and well-versed in navigating and successfully selling to large accounts and key customers. - Self-starter with analytic abilities to seek out, prioritize, and apply relevant information to solve problems to meet the needs of key customers, while also demonstrating ethical leadership and ability to foster environment that promotes ethical behavior and compliance with company policies and laws. - Candidate must reside within territory, or within a reasonable daily commuting distance of 50 miles from the territory border. Ability to travel 60-80% over a broad geography is required, with the ability to drive and/or fly within the territory. Must have a valid driver’s license. Desirable Requirements: - Experience across therapeutic groups, disease states, account management strategy, and new product launches. - Broad understanding in patient services, market access, buy and bill, specialty pharmacy, reimbursement and/or medical calling on HCPs with respect to a sophisticated product or reimbursement pathway. Leveling Guidelines: The position will be filled at level commensurate with experience. - Associate Territory Account Specialist: Recently separated from the US Military with 4+ years of military service in a leadership capacity (Platoon Leader, Executive Officer, Company Commander, etc.), or applicants with limited prior sales experience. - Demonstrates strong ability to collaborate, work cross-functionally within a matrix environment, and communicate product information effectively. - Preferred experience in the 2-year Novartis Sales Internship Program; demonstrated proven leadership experience in student sports, fraternities, clubs, activities, and other extracurricular activities. - Territory Account Specialist: 2+ years’ experience in specialty pharmaceutical, biotech, healthcare, medical device, diagnostics, life sciences services, insurance, consumer health, B2B sectors or sales role of similar complexity within the last 5 years. Strong ability to collaborate, work cross-functionally within a matrix environment and can communicate clinical product information. - Senior Territory Account Specialist: 5+ years’ experience in specialty pharmaceutical, biotech, healthcare, medical device, diagnostics, life sciences services, insurance, consumer health, B2B sectors or sales role of similar complexity within the last 5 years. Strong ability to collaborate, work cross-functionally within a matrix environment and can communicate clinical product information. - Executive Territory Account Specialist: 10+ years’ experience in specialty pharmaceutical, biotech, healthcare, medical device, diagnostics, life sciences services, insurance, consumer health, B2B sectors or sales role of similar complexity within the last 5 years. Strong ability to collaborate, work cross-functionally within a matrix environment and can communicate clinical product information. Driving is an Essential Function of this Role: Meaning it is fundamental to the purpose of this job and cannot be eliminated. Because driving is an essential function of the role, you must have a fully valid and unrestricted driver’s license to be qualified for this role. The company provides reasonable accommodations for otherwise qualified individuals with medical restrictions if an accommodation can be provided without eliminating the essential function of driving. COVID-19 Vaccine Policy (customer-facing roles only): While Novartis does not require vaccination for COVID-19 or proof of a recent negative test result for COVID-19 at this time, employees working in customer-facing roles must adhere to and comply with customers’ (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination. As required by applicable law, Novartis will consider requests for reasonable accommodation for those unable to be vaccinated. This requirement is subject to applicable state and local laws and may not be applicable to employees working in certain jurisdictions. Please send accommodation requests to Eh.occupationalhealth@novartis.com. For Field Roles with a Dedicated Training Period: The individual hired for this role will be required to successfully complete certain initial training, including home study in eight (8) or fewer hours per day and forty (40) or fewer hours per week. Novartis Compensation Summary: The salary for this position is expected to range between: - Associate Territory Account Specialist: $77,000 and $143,000 per year - Territory Account Specialist: $93,800 and $174,200 per year - Senior Territory Account Specialist: $119,700 and $222,300 per year - Executive Territory Account Specialist: $132,300 and $245,700 per year The final salary offered is determined based on factors like, but not limited to, relevant skills and experience, and upon joining Novartis will be reviewed periodically. Novartis may change the published salary range based on company and market factors. Your compensation will include a performance-based cash incentive and, depending on the level of the role, eligibility to be considered for annual equity awards. US-based eligible employees will receive a comprehensive benefits package that includes health, life and disability benefits, a 401(k) with company contribution and match, and a variety of other benefits. In addition, employees are eligible for a generous time off package including vacation, personal days, holidays and other leaves. EEO Statement: The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. We strive to create an inclusive workplace that cultivates bold innovation through collaboration and empowers our people to unleash their full potential. Accessibility and reasonable accommodations The Novartis Group of Companies are committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please send an e-mail to tas.nacomms@novartis.com call +1 (877)395-2339 and let us know the nature of your request and your contact information. Please include the job requisition number in your message. https://www.novartis.com/careers/careers-research/notice-all-applicants-us-job-openings Salary Range $119,700.00 - $222,300.00 Skills Desired Account Management, Commercial Excellence, Communication, Compliance, Conflict Management, Cross-Functional Work, Customer Insights, Ethics, Healthcare Industry, Influencing Skills, Negotiation, Sales, Technical Skills

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities: - Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients - Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts - Manage multiple client services teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget - Manage, develop, train and mentor staff on tax projects and assess their performance for engagement and year-end performance reviews - Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters - Respond to inquiries from the IRS and other tax authorities - Maintain active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships Qualifications: - Bachelor's degree in Accounting, or other related field - CPA or licensed member of the Bar - 5+ years of progressive tax compliance and/or tax consulting experience in public accounting or a combination of industry and public accounting experience - Excellent analytical, technical, and tax accounting/technology skills, partnership returns, joint venture and non-corporate entity tax returns and understanding of Sub-chapter K partnership taxation, is required - Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships - Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills - Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment - Ability to travel up to 25% Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Hybrid #LI-AF1 Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

• Serve as the primary relationship owner for assigned accounts • Build and maintain strong executive-level relationships with client stakeholders • Act as a trusted advisor by understanding client business goals, regulatory environments, and operational challenges • Proactively manage client satisfaction, escalations, and risk mitigation • Lead QBRs, executive reviews, and strategic planning sessions • Own revenue retention, expansion, and margin performance for assigned accounts • Identify and drive upsell and cross-sell opportunities • Partner with Sales, Solutions, and Operations to shape proposals, pricing, and commercial models • Support renewals, expansions, and RFP responses for existing clients • Develop multi-year account growth plans aligned to client strategy • Partner with Delivery leadership to ensure SLA attainment, quality performance, and operational excellence • Ensure contract compliance and alignment to commercial terms • Act as the internal “quarterback” for the account, aligning stakeholders across Operations & Delivery, Workforce Management, Quality & Training, Technology & Automation, Finance & Legal • Maintain deep understanding of Telecom and Retail domains • Bring forward innovation ideas including process optimization, automation, AI-enabled solutions, and digital CX enhancements • Anticipate client needs and proactively recommend solutions