• Managing Opportunities: Drive new business, cross/up-sell and renewal opportunities proactively by engaging multiple decision makers to ensure communication and agreement through the life of the opportunity and use internal and external networks to increase opportunity value. • Consultative Solution Selling: Understand and sell solutions aligned to customers’ unique problems and strategic objectives. • Closing Business: Understand and sell solutions aligned to customers’ unique problems and strategic objectives. • K-12 Education Acuity: Possesses a deep knowledge of the K-12 education space including public, private, and parochial schools. • Domain Expertise: Possess strong technical knowledge of common tools and trends in ed tech space; staying current on probable future state policies, practices, and information affecting customer businesses. • Credibility: Builds rapport based on factual accuracy, expertise across offerings, delivering on expectations and proactively providing market insights that inspire customers to think of Renaissance as a partner.

Role Description The TPA Field Account Manager is the “field-based Service Owner” responsible for the customer’s (Benefit Manager) total service experience with UMR. This includes: - Serving as the key liaison between the customer and the Operations Service team. - Trending/monitoring of service issue resolution. - Providing education for the customer and their employees. - Addressing escalated issues sent to them, the SAE, or other field employees. - Coordinating resolution with the Operations team and their manager. - Meeting with customers quarterly (or more often if requested) to review service-related statistics. - Conducting training/education with customers on UMR Online Services, InfoPort Reporting, and other web tools. - Conducting open enrollment meetings or coordinating coverage with other offices or a vendor if unavailable. - Training customers on UMR’s core wellness tools and resources. - Communicating various administrative/service-related changes to the customer. This position reports to the local field market VP/UMR Director of Account Management and will generally handle a mix of small to mid-size TPA customers (under 1000 lives). Schedule: Monday – Friday 8am – 5pm EST You’ll enjoy the flexibility to telecommute from anywhere within Pennsylvania, New York, or New Jersey. Qualifications - Bachelor’s degree. - Intermediate level of proficiency in Microsoft Word, PowerPoint, Excel. - Insurance license as required by law (or the ability to obtain within 60 days of hire). Requirements - 3+ years of health care industry experience (preferred). - Ability to demonstrate superior presentation skills in both small and large group settings (preferred). - Ability to interface with and influence internal business partners through excellent interpersonal skills (preferred). - Advanced analytical and problem-solving skills (preferred). - 1+ years of customer service experience (preferred). Benefits - Comprehensive benefits package. - Incentive and recognition programs. - Equity stock purchase. - 401k contribution (all benefits are subject to eligibility requirements). - Hourly pay for this role will range $21.63 to $48.08 per hour based on full-time employment. - This role is also eligible to receive bonuses based on sales performance.

• Introducing and placing new products with customers • Executing business initiatives and driving sales for long-term growth • Work directly with customers and cross-functional teams • Establish and maintain customer relationships with daily communications on pricing, product availability, and order management

• Manage a portfolio of 1,000+ customer accounts, who are all at different points in their journey with Roofr. • Act as the primary commercial owner of your accounts, responsible for both customer success and revenue expansion. • Develop and execute proactive strategies tailored to each segment of users with the goal of ensuring each customer gets the most value they can out of Roofr’s solutions. • Identify and execute upsell and cross-sell opportunities to expand Monthly Recurring Revenue (MRR). • Proactively address churn risks to ensure high retention and customer satisfaction. • Collaborate with Account Executives, Implementation, Revenue Operations and Customer Support teams to ensure a seamless customer experience. • Work closely with the Implementation team to ensure smooth account set-up and ongoing account health. • Monitor and improve key performance metrics such as Expansion MRR, Contraction MRR, Net MRR, Retention Rate, Churn Rate, and Net Promoter Score (NPS).