Role Description The Strategic Account Manager supports OnTrac’s largest existing customers by building strong relationships and ensuring exceptional service delivery. This is a long-cycle sales role focused on growing package volume through consultative engagement and operational support. The role works closely with the Director of Customer Success and internal teams to maintain customer satisfaction and drive strategic growth. - Drive volume growth by selling OnTrac’s solutions to existing strategic customers and securing long-term commitments. - Manage day-to-day account operations, ensuring service excellence and timely resolution of customer needs. - Collaborate with the Director of Customer Success on reporting, administrative tasks, and territory strategy. - Prepare and deliver business reviews and presentations that highlight performance and growth opportunities. - Represent OnTrac at industry events, trade shows, and customer meetings to strengthen relationships and brand presence. - Leverage internal tools and best practices to support account planning, performance tracking, and customer engagement. Qualifications - Bachelor’s degree or equivalent experience - 6–10 years of experience in account management, sales, or customer success - Mandarin speaking (written and verbal) - Strong organizational, communication, and relationship-building skills - Ability to travel up to 30–40% Requirements - You’re customer-focused and committed to delivering exceptional service - You communicate clearly and confidently across cultures and teams, using sound judgment and professionalism - You’re proactive, organized, and able to manage multiple priorities with minimal oversight - You bring a strategic mindset and strong business acumen to account growth and retention - You thrive in collaborative environments, build trust with stakeholders, and hold yourself accountable for results - You’re adaptable, data-driven, and consistently demonstrate integrity, reliability, and a passion for long-term customer success Benefits - Competitive individual and group benefits - Medical, Dental, and Vision insurance - Paid Time Off including Holiday pay - 401(k) with company match - Safe and clean work environment

• Develops new, profitable builder finance relationships. • Prospects for new customers through leads developed personally or that come from referral sources. • Coordinates the team approach to approving and closing new deals to grow assets and revenues. • Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio. • Collaborates with Credit team and outside counsel to prepare credit approval documents and manage onboarding process.

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings • Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in • First draft of renewal presentation • Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive • Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive • Creates and maintains client files in accordance with office procedures • May be responsible for keeping client policy records in the agency management system • First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms. • Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels. • Serve as a subject matter expert on LFG products, services, and operational processes. • Lead complex client relationship strategies that address service needs and resolve escalated issues. • Identify at risk clients and implement retention strategies. • Profile assigned territories to identify opportunities and cultivate new relationships. • Participate in industry organizations and events to enhance LFG visibility. • Collaborate with internal teams to ensure seamless processing of sold products. • Conduct client meetings and finalist presentations.