• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. • Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. • Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. • Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. • Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. • Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support. • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. • Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. • Assist clients in making coverage changes • Responsible for timely, accurate invoicing and monthly expirations. • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. • Other duties may be assigned.

Role Description Square's Strategic Account Management organization is seeking an experienced sales professional for a flexible coverage role across our Strategic AM team. This individual will support all verticals, stepping in to maintain continuity for high-value sellers during periods of team transition, territory gaps, or high-volume periods. The ideal candidate is highly adaptable, commercially sharp, and thrives in dynamic, ambiguous environments. - Provide coverage across Restaurant, Retail and/or Services portfolios as assigned, maintaining continuity and seller experience during transitions - Own relationships with strategic sellers in your assigned coverage area, driving account retention and identifying growth opportunities - Consult with business owners, operators, and executives to uncover opportunities across payments, business management, and banking tools - Collaborate cross-functionally with Account Executives, Product Managers, and Solution Engineers to deliver integrated outcomes - Act as the voice of the customer, advocating for seller needs with Product, Engineering, and Operations teams - Negotiate and manage contracts and pricing, ensuring mutual wins and long-term success - Deliver white-glove support, resolving critical issues and proactively driving engagement - Contribute to program design and operational improvements that support the broader Strategic AM team Qualifications - 5+ years of experience in account management or sales, ideally within SaaS, payments, or POS technology - Proven success growing and retaining a book of business across diverse verticals - Consistent over-performance on key metrics and revenue targets - Strong discovery and consultative selling skills - Adaptability and comfort managing multiple priorities and switching contexts quickly - Technical solutioning skills, including requirements gathering and translating customer needs into scalable solutions - Demonstrated success retaining and expanding strategic accounts - Experience negotiating contracts and pricing with senior stakeholders - Exceptional written and verbal communication skills - Creative, strategic problem-solver who thrives in ambiguous, fast-moving environments - Growth mindset, empathetic collaborator, and positive team player Requirements - Pay Transparency: Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future. - Zone A: ($135,200 - $202,800) - Zone B: ($125,800 - $188,600) - Zone C: ($119,000 - $178,400) - Zone D: ($108,200 - $162,200) Benefits - Remote work - Medical insurance - Flexible time off - Retirement savings plans - Modern family planning Company Description Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. - Square makes commerce and financial services accessible to sellers. - Cash App is the easy way to spend, send, and store money. - Afterpay is transforming the way customers manage their spending over time. - TIDAL is a music platform that empowers artists to thrive as entrepreneurs. - Bitkey is a simple self-custody wallet built for bitcoin. - Proto is a suite of bitcoin mining products and services.

Role Description Square's Strategic Account Management organization is seeking an experienced sales professional to drive growth and retention of Enterprise accounts within our Services vertical. This team partners with some of Square's largest services-vertical sellers — diverse businesses spanning sports & entertainment, health & beauty, home services, and professional services. In this role, you'll serve as a trusted advisor to services executives and operators, helping them evaluate their tech stack and scale using Square's ecosystem. - Own and maintain relationships across a portfolio of ~50 enterprise services sellers, driving account expansion, retention, and satisfaction. - Consult with business owners and executives to uncover opportunities across payments, business management, and banking tools. - Design and implement customized solutions that drive measurable business results. - Act as the voice of the customer, advocating for enterprise services seller needs with Product, Engineering, and Operations teams. - Collaborate cross-functionally with Account Executives, Product Managers, and Solution Engineers to deliver integrated, scalable outcomes. - Visit customers in-person where appropriate for negotiations and/or churn prevention. - Negotiate and manage contracts and pricing, ensuring mutual wins and long-term success. - Deliver white-glove support, resolving critical issues and proactively driving engagement. Qualifications - 5+ years of experience in account management or sales, ideally within SaaS, payments, or business management software. - Proven success growing and retaining a book of business at the enterprise level. - Consistent over-performance on key metrics and revenue targets. - Strong discovery and consultative selling skills. - Experience in the services industry (sports & entertainment, health & beauty, home services, and professional services) preferred, but not required. - Technical solutioning skills, including requirements gathering and translating customer needs into scalable solutions. - Demonstrated success retaining and expanding strategic accounts. - Experience negotiating contracts and pricing with senior stakeholders. - Exceptional written and verbal communication skills. - Creative, strategic problem-solver who thrives in ambiguous environments. - Growth mindset, empathetic collaborator, and positive team player. Requirements Pay Transparency: - Block takes a market-based approach to pay, and pay may vary depending on your location. - U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. - The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. - These ranges may be modified in the future. - Zone A: ($135,200 - $202,800) - Zone B: ($125,800 - $188,600) - Zone C: ($119,000 - $178,400) - Zone D: ($108,200 - $162,200) Benefits - Remote work. - Medical insurance. - Flexible time off. - Retirement savings plans. - Modern family planning. Company Description Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. - Square makes commerce and financial services accessible to sellers. - Cash App is the easy way to spend, send, and store money. - Afterpay is transforming the way customers manage their spending over time. - TIDAL is a music platform that empowers artists to thrive as entrepreneurs. - Bitkey is a simple self-custody wallet built for bitcoin. - Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.

• Build a deep understanding of our Lending Partnerships (LP) business and collaborate effectively with internal clients to understand and support their goals; • Act as a key member of our LP commercial team to provide legal and strategic advice to assess and mitigate legal risks while driving business growth; • Review, draft, and negotiate a wide variety of commercial agreements, including purchase agreements, loan sale agreements, servicing agreements, master services agreements, software licenses, SOWs, and other agreements; • Engage with numerous internal stakeholders to escalate and resolve issues quickly and efficiently during negotiations; and • Develop processes and templates for commercial transactions to support and drive rapidly growing business.