• Accountable for market-level sales activation and driving key brand programs. • Build strong relationships with top retail accounts and local chains and identify key selling opportunities. • Develop strong relationships with distributor teams to multiply efforts and gain share of mind. • Coordinate market work-withs, surveys, and sales blitzes with distributor teams. • Provide weekly market performance recaps and identify execution gaps to Region Manager. • Track program compliance, competitive pricing, and feature execution. • Annual Business Planning Accountable for market activation and KPIs within assigned area of responsibility. • Execute all confirmed chain/brand programs applicable to assigned territory. • Accountable for Luxury Brand Collection execution, where assigned. • Grow distribution on brand focus programs. • Communicate progress on execution priorities with Region Manager and distributor teams. • Adhere to assigned budget limits within assigned territory. • Submit all requests for additional spend to Region Manager for further submission and processing. • Attend General Sales Meetings (GSM) and training sessions when applicable. • Be present in the market 85%-90% for customer-facing role. Conduct distributor 'work withs' and perform key account development.

• work as an Oklahoma-based, primarily telephonic care manager • assessing and evaluating enrollees' needs and requirements • guiding enrollees/families towards and facilitating interaction with appropriate resources • collaborate with the interdisciplinary care management team • utilize clinical expertise and experience to determine when face-to-face enrollee support is required • create member care plans

• Design and implement lifecycle programs across onboarding, adoption, renewal, and churn risk • Build automated workflows triggered by customer behavior, product usage, and CRM data • Develop and maintain customer health scoring frameworks using product, CRM, and support data • Define and implement trigger-based signals for churn risk, expansion opportunities, and product adoption gaps • Own the engagement model for low-ARR customers (Tier 3–4) through automation, reducing reliance on manual outreach • Build self-service programs, including training and onboarding content, product adoption campaigns, and renewal reminders • Own lifecycle automation within HubSpot and related systems; ensure CRM is the system of record for customer engagement and lifecycle tracking • Partner with Product and Engineering to integrate product usage data into lifecycle programs • Collaborate cross-functionally with Account Management, Support, and Services to align automation with account strategy and improve customer outcomes • Track and report on adoption rates, retention, and churn trends (especially Tier 3–4 NRR), and engagement with lifecycle programs; deliver monthly reporting and insights

• Manage all talent acquisition efforts and lead hiring teams to source, screen, interview, and present offers to qualified candidates • Oversee all performance management for team members, including coaching conversations, formal coaching plans, and PIPs, ensuring proper alignment with People Ops and leadership before any formal action is initiated • Cultivate and maintain a positive team culture; plan proactive employee engagement initiatives and solve conflict interfering with the work environment • Train and onboard all new hires to ramp efficiently, and provide ongoing opportunities for learning and growth, acting as an advocate for every team member’s continued development • Lead projects related to their team; thoroughly scope, create timelines and resource needs, organize meetings, delegate tasks, collaborate cross-functionally, and provide upward and downward communication related to project goals, updates, and roadblocks • Manage the pipeline and workload for all team members, ensuring high performance across all team members • Partner with and direct the Processing Team Lead on daily pipeline execution, file reallocation, and onboarding, maintaining clear separation between Team Lead coaching responsibilities and manager-owned performance actions • Own development, implementation, and changes to policies and procedures • Connect company-wide goals with department-level action items on a quarterly basis and steering department and individual contributor goals • Analyze data related to their area, produce valuable insights, and present to leadership • Act as the main point of contact for escalations and team member questions, providing quality control and teachable opportunities across the team • Conduct regular call listening audits to assess communication quality, condition request clarity, and homeowner experience, using findings to coach and develop individual processors