• Be responsible for developing and maintaining relationships with existing customers with a focus on upselling via deal management • Perform account planning for assigned accounts, coordinating with pre-sales and other resources to ensure strategic alignment • Drive strategic add-on and renewal business of Workday solutions within Medium Enterprise customers • Coordinate cross functionally with Workday’s internal teams (pre-sales, digital, value & bid-management, marketing, technical and sales support)

• Cultivate and maintain enduring relationships with State Gov clients • Utilize data analysis to pinpoint areas for improvement and make data-driven recommendations. • Provide regular progress updates to management regarding client accounts. • Monitor and report on key performance metrics, including client retention and revenue growth. • Maintain a high level of client satisfaction by consistently exceeding expectations. • Work collaboratively with internal teams to devise solutions for complex challenges. • Address and resolve client issues in a timely and efficient manner. • Keep clients informed about new product features, updates, and enhancements relevant to their needs. • Identify growth opportunities within existing accounts and work towards expanding Salesforce services. • Collaborate closely with clients to formulate customized account strategies. • Educate clients on how Salesforce can empower them to streamline operations and enhance service delivery. • Stay informed about industry trends, government regulations, and competitive offerings. • Develop an in-depth understanding of Salesforce products and solutions. • Conduct regular meetings and check-ins to assess client satisfaction and identify areas for improvement. • Act as the primary point of contact, ensuring that client inquiries and concerns are addressed promptly.

• Serve as the primary point of contact for assigned clients, ensuring strong, long-term relationships. • Regularly communicate with clients to understand their needs, address issues, and provide updates on RCM performance. • Anticipate client concerns and proactively address potential challenges. • Work with clients to identify opportunities to streamline operations, improve billing accuracy, and increase revenue collection. • Ensure compliance with industry regulations (e.g., HIPAA, CMS) and client-specific policies. • Monitor, analyze, and report on key performance indicators (KPIs) related to the revenue cycle. • Develop and deliver client-specific reports that provide insights on revenue trends, outstanding accounts, and operational performance. • Investigate and resolve any escalated billing or collection issues promptly. • Collaborate with internal teams (coding, billing, compliance, etc.) to resolve complex client concerns. • Stay up to date with industry trends, regulations, and technologies to maintain a competitive edge.

• Lead a team of account managers responsible for the day-to-day management of regional grocery licensees, providing coaching, direction, and performance oversight to drive consistent outcomes. • Own the health and performance of the regional grocery portfolio, identifying opportunities to accelerate growth, improve operational execution, and strengthen partner and customer experience. • Build and sustain strong licensee partnerships, acting as a trusted advisor and primary point of escalation while aligning on mutual goals, expectations, and long-term success. • Drive business reviews and performance routines with licensees, using data and insights to identify trends, diagnose challenges, and implement action plans. • Ensure operational excellence and brand standards, partnering with cross-functional teams and enablement resources to support compliance, readiness, and continuous improvement. • Translate enterprise strategies into actionable plans for licensees, ensuring successful execution of programs, promotions, and key initiatives. • Partner across licensed coffeehouse functions (strategy, enablement, operations, and product) to bring forward field insights and ensure solutions are practical and scalable. • Champion consistency within the Target/Regional Grocery archetype, helping define and scale best practices across similar licensee models. • Navigate complexity across US and Canada markets, ensuring alignment with regional nuances while maintaining enterprise standards.