• Meet and exceed projected sales goals based on territory quota established by sales management for the given territory • Use, on a daily basis, a disciplined approach to selling to uncover and meet customer needs. Full understanding and implementation of CVI sales platform • Maintain territory call cycle; minimum 6 customer meetings per workday • Quickly and accurately meet customer needs. Return customer phone and email inquiries within 24 hours • Regularly complete and update comprehensive profiling of all customers; understand customers business • Formulate and execute an effective call cycle plan to grow territory business; Prepare and present account business plans for minimum “top 25” customers, as well as quarterly growth plans • Develop new business within geographic territory • Maintain technical proficiency with CVI products and competitive products • Keep current with industry trends and analysis; i.e., Health Product Research data • Integrate and train customer office on the CVI suite of technology and value-added products and services; sell value-added tools to enhance customer experience with CVI • Develop customer marketing plans and promotions to grow business; monitor to insure return on investment • Use the CRM tool and reports daily to analyze product, account sales and overall territory growth • Participate in provincial and regional optical shows when requested • Submit all administrative reports on a timely basis (call reports, expense reports, ROI reports, etc.)

• 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.