Role Description The Territory Manager is responsible for managing and growing sales within a defined geographic area. This role focuses on developing new business opportunities, maintaining and expanding existing customer relationships, and providing technical sales support. The Territory Manager leverages product and application knowledge to deliver tailored solutions, prepare quotations, and drive revenue growth while ensuring customer satisfaction and retention. Duties & Responsibilities - Develop and grow sales within the assigned territory by identifying new business opportunities and expanding existing accounts - Leverage technical product knowledge to recommend appropriate solutions and support customer applications - Prepare, review, and follow up on quotations and proposals using established sales processes - Develop and execute sales strategies to achieve territory revenue and growth targets - Build and maintain strong customer relationships through regular communication and site visits - Conduct market research to identify trends, opportunities, and competitive activity - Generating and converting leads into long-term customer relationships through ongoing follow up - Provide after-sales support to ensure customer satisfaction and retention - Collaborate with internal teams (Inside Sales and Technical Support) to resolve customer issues and ensure timely responses - Deliver product presentations, Lunch & Learns, and customer visits to promote offerings - Maintain accurate CRM records, quotations, and sales activity tracking Qualifications - College diploma in a related field - 3-6 years of experience in technical sales or account management - Strong understanding of technical sales principles and territory management - Experience preparing quotes, proposals, and sales documentation - Familiarity with CRM/ERP systems and sales tracking tools - Proficiency in Microsoft Office (Word, Excel, Outlook) - Ability to manage multiple accounts and priorities in a fast-paced environment - Bilingual (English and French) (required for Quebec region) Requirements - Experience in industrial, mechanical, or technical product sales (desirable) Benefits - Competitive remuneration including base salary + incentive - Competitive vacation - Paid personal day program - Generous benefits package that includes coverage for things like medical, dental, paramedical, and vision - Company Group RRSP with employer matching - Annual health & wellness subsidy - Monthly car allowance and mileage reimbursement program - Company provided iPhone, iPad, and laptop

Client Relationship Manager III Location: Maryland - Remote What you'll do: As a Client Relationship Manager III you'll be responsible for managing significant client relationships and ensuring excellent client service and delivery to the client base. You'll drive product efficiency projects and may lead other business-related projects. You'll work closely with new business development staff, serving as a collaborative business partner when supporting new business conversations with existing or prospective clients. - You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. You'll oversee the day to day operations and reporting delivery to those clients done with the client service associates assigned to your deals. You may have direct management responsibilities for the client service associates - ensuring you are providing feedback and working with the team leader to conduct annual reviews. - In conjunction with business development officers, you'll be responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Review and accept new client relationships based on business line account acceptance policies and procedures. - Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build exceptional predictable levels of service; resolve problems quickly and effectively. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinate the development and implementation of operational changes within the unit. May be responsible for meeting specific revenue, new business, and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives. - Review client reporting and work with clients and other interested parties on any issues or changes needed. Make sure clients are getting the required information at all times. Respond to all queries from interested parties. - Lead and develop a team; responsible for hiring, coaching, performance management, training and development. What you'll need: - 8+ years of related experience in Corporate Trust or similar field. - Bachelor's degree or equivalent experience required. - Previous leadership experience required. - Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. - Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. - Advanced speaking and writing communication skills. - May require up to 25% travel. Compensation: Salary range for new hires is generally $129,995.00 - $160,581.00 for Boston, MA. Salary range for new hires is generally $121,870.00 - $150,546.00 for Bloomington, MN. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

Role Description The Account Specialist is responsible for managing assigned producer relationships through defined stages of the compliance lifecycle, exercising independent judgment in producer communications and issue resolution within established program standards. As a member of the Producer Services team, this role ensures producers clearly understand their responsibilities, receive timely support, and submit accurate information needed to meet Extended Producer Responsibility (EPR) obligations. The Specialist applies program policies, operating frameworks, and professional judgment to manage producer compliance matters, including identifying when standard processes are sufficient and when escalations or cross-functional coordination are required. This role is foundational to consistent operational delivery across Producer Services and ensures accuracy, timeliness, and clarity throughout the producer compliance lifecycle. Qualifications - 3–5 years in account coordination, customer support, data processing, or compliance-related environments. - Bachelor’s degree preferred; relevant experience will be considered. - Experience in regulated industries, sustainability, consumer products, or member-based organizations preferred. - Familiarity with CRM systems, documentation standards, or operational workflows. Requirements - Oversee assigned producers through onboarding, registration, reporting, and compliance activities, exercising judgment in prioritization, follow-up, and issue resolution. - Conduct outreach to prospective or unregistered producers within assigned segments, provide initial obligation guidance, and support them through the steps required to register with CAA. - Track reporting deadlines, documentation requirements, and submission status. - Analyze late, incomplete, or potentially non-compliant submissions and determine the appropriate communication, corrective action, and escalation path based on the nature and severity of the issue. - Manage assigned producer timelines and required actions, determining appropriate follow-up and escalation based on producer responsiveness and risk indicators. - Monitor assigned producer progress and escalate issues requiring cross-functional or leadership support. - Provide readiness checks, documentation guidance, and status tracking for producers in assigned segments. - Ensure assigned producers understand reporting expectations, deadlines, and required materials. - Maintain CRM and operational documentation to ensure accurate segment-level visibility. - Own the accuracy and completeness of readiness documentation for assigned producers prior to reporting and validation milestones. - Identify recurring questions or confusion points and recommend improvements to templates, FAQs, and workflows. - Review and analyze producer-submitted supply data to identify inconsistencies, assess compliance with program requirements, and determine whether submissions satisfy validation standards or require clarification, correction, or escalation. - Exercise independent judgment in resolving data and compliance issues with producers, including understanding requirements, evaluating supporting information, and determining whether issues can be resolved directly or require escalation. - Identify discrepancies and work directly with producers to resolve issues within established validation criteria. - Ensure validated data is complete before fee-setting and invoicing stages. - Maintain audit-ready documentation, including data files, clarifications, and CRM notes. - Serve as the primary contact for assigned producers. - Represent CAA in external producer interactions and exercise discretion in how guidance is communicated, ensuring accuracy, consistency, and professionalism. - Provide timely, clear, compliant responses to questions about reporting, validation, and compliance steps. - Offer proactive status updates during reporting and validation cycles. - Maintain consistent, high-quality communication aligned with CAA standards. - Provide surge support to the producer support case queue during peak periods, ensuring timely, accurate responses that meet departmental service standards. - Support seamless handoffs to billing, data/CRM teams, Support Ops, and Education by ensuring complete and accurate documentation. - Follow established workflows and SOPs to maintain consistency and accuracy across Producer Services. - Identify workflow inconsistencies or issues and raise them through appropriate channels for refinement. - Contribute to the maintenance of SOPs, templates, and checklists by surfacing gaps and recurring issues. - Other job related duties as assigned. Benefits - Location: Remote from the United States of America - Pay Rate: Based on a variety of factors in accordance with applicable law including the successful candidate’s relevant experience, skills, knowledge, and experience. - Reports To: Director

• Lead business development and manage major client partnerships within our Food, Beverage, and Nutrition vertical. • Responsible for a portfolio carrying an annual revenue target of $15 to $25 million. • Collaborate daily with internal engineering, R&D, design, and operations teams to scope projects and deliver technical solutions. • National travel to interface directly with customers at both corporate headquarters and manufacturing facilities. • Report directly to an experienced Sales Director.