• Manage a portfolio of schools, trusts, and education customers across the UK and Ireland. • Serve as the primary point of contact for assigned accounts. • Build relationships with school leaders, IT teams, safeguarding professionals, and operational stakeholders. Lead customer renewal conversations and achieve retention targets. • Identify cross-sell and upsell opportunities across the Lightspeed portfolio. • Conduct regular account reviews to ensure customer satisfaction and adoption. • Monitor account health and proactively address risks to retention. • Partner with Customer Success, Support, Product, and Sales teams to resolve customer issues and improve outcomes. • Maintain accurate customer records, forecasts, opportunities, and activities within Salesforce. • Stay informed on trends and developments within the UK education market. • Share customer feedback and insights with Product and Marketing teams.

Role Description The Customer Success Team is focused on helping SmithRx’s clients derive the full value of their PBM services. We build and manage effective relationships with our customers’ operational leadership, communicating the value of our services in the context of customers’ business goals with the goal of retaining high performing, satisfied customers. We identify risks to client satisfaction proactively and collaborate across product and operational lines to tenaciously pursue solutions and advocate for our clients. As a Pharmacist Account Manager, you will be responsible for ensuring the complete post-sale success and satisfaction of SmithRx customers via pharmacy benefit analysis and clinical consultation delivery. You will bring strong industry and product knowledge and serve as a trusted advisor and business partner for clinical pharmacy services for your client’s operational leadership. The role provides clinical support and enablement for SmithRx account management, clinical operations, and other internal departments. This individual is relied upon to provide proactive clinical recommendations, information regarding pharmacy trends, programs, and industry changes to clients and to foster consultative relationships. - Collaborates with clients and account managers to evaluate client’s clinical program goals, including generic dispensing rate improvements, implementation of utilization management programs, improvement in medication adherence rates, improvements in therapy gaps for key chronic disease states, formulary compliance targets, and HEDIS and NCQA measures. - Provides superior clinical consultation and clinical account management with a focus on client satisfaction, client retention, and trend management. - Comprehends and effectively explains formulary and clinical programs value proposition to clients. - Recommends and implements clinical programs for clients to provide cost savings to clients and members. - Stays current with market trends and provides clinical market intelligence to clients. - Communicates drug information to clients and responds to plan-specific clinical inquiries. - Collaborates with and provides guidance to account management on clinical aspects of client quarterly reviews (QBRs) – quarterly spend, trends, benchmark updates for pharmacy benefits. - Able to incorporate treatment and practice guidelines into client presentations including up-selling opportunities. - Analyzes data and interprets drug benefit designs. Clearly communicates analytical and reporting needs to supporting departments. Qualifications - Bachelor’s and Advanced Degree in Pharmacy, RPh or Pharm D. - Current and unrestricted Pharmacist license (any state). - 5+ years of experience working as a licensed pharmacist. - 3+ years working knowledge of healthcare benefits, account management, pharmacy benefits, or commercial health insurance preferred. - 3+ years experience working in a client-facing role with external clients (beyond patients and prescribers) required. - Executive-level communication (including developing & delivering formal presentations) and interpersonal skills, required. - An obsession with customer experience and customer satisfaction. - A passion for solving difficult problems together in collaboration with the broader team. - Ability to work independently as well as part of an extended, cross-functional team. - Self-driven, results-oriented work ethic with a positive outlook. - Ability to take initiative with little to no direction. - Empathic communicator with a consultative approach, able to see things from other person's point of view. Benefits - Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance. - Flexible Spending Benefits. - 401(k) Retirement Savings Program. - Short-term and long-term disability. - Discretionary Paid Time Off. - Paid Company Holidays. - Wellness Benefits. - Commuter Benefits. - Paid Parental Leave benefits. - Employee Assistance Program (EAP). - Well-stocked kitchen in office locations. - Professional development and training opportunities.

• Relationship Manage a portfolio of SME customers, understanding customer’s needs and business aspirations, and looking for opportunities to support them via Allica Bank services and through their own external networks • Originating SME lending opportunities for both existing and new customers from initial enquiry through to completion, including writing credit papers in line with Allica’s credit policy and appetite. • Delivering the business plan for your local area, and actively managing your objectives and personal development plan. • Making your colleagues proud that you represent Allica in your local area, by ensuring excellent service for local SME customers, prospects and advisors. • Working closely and collaboratively with all areas of Allica to ensure a seamless and professional service is always provided. • Being a positive contributor to Allica’s culture, and always demonstrating the bank’s values • Complying with all mandatory policies, and adherence to operational procedures to maintain internal controls.

Role Description Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division. This is a dynamic full-time remote role that will provide a spectrum of innovative strategies to develop and maintain clients' insurance needs. - Account management and some marketing for assigned clients - Coordinate all aspects of renewal marketing process with client - Prepare account specifications, negotiate pricing, and finalize policy conditions - Policies to be checked and transmitted in a timely manner - Help coordinate invoicing and preparing of certificates and evidence of insurance - Prepare account proposals for presentation - Explain and clarify coverage forms to clients - Manage account services, coordinate and direct the activities - Expand existing accounts by developing and offering new lines of coverage - Thorough documentation is required on each account with proper E&O procedures strictly followed Qualifications - High School graduate required - Minimum of 2 years working experience in an Account Management or related position - Active P&C insurance license is required - Adaptable, self-starter, with experienced decision-making skills - Effective communication and collaboration skills, both written and oral - Problem solving, analytical, and marketing skills required - Must be organized and able to manage time effectively - Professional demeanor and behavior - Embody the Heffernan Habits as illustrated herein Requirements - Education – High School graduate required - Minimum of 2 years working experience in an Account Management or related position - Active P&C insurance license is required - Adaptable, self-starter, with experienced decision-making skills - Effective communication and collaboration skills, both written and oral - Problem solving, analytical, and marketing skills required - Must be organized and able to manage time effectively - Professional demeanor and behavior - Embody the Heffernan Habits as illustrated herein Benefits - The salary range for this position is $60,000 to $70,000 - The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors - This role may also be eligible to participate in a discretionary annual incentive program - Heffernan offers a comprehensive benefits package; more details can be found at Heffernan Careers Heffernan Habits - Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. - Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! - Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. - Do Good: This is our core. We strive to do good for our clients, our community, and our planet. - Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions - Work environment is indoors, sitting at a desk or standing for extended periods of time - Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment - This position may require flexibility to work hours outside of a regular schedule - Ability to travel as necessary