Role Description The Sr. Account Manager manages ongoing contract relationships and service delivery to clients for one or more accounts. Acts as outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts. Builds relationships with employer/group clients (not individual members) and serves as the primary point of contact for overall and day-to-day service delivery. Represents client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs. Primary Responsibilities: - Operational Management - Facilitate/leads all operational ongoing maintenance (benefit updates, file updates, etc.) & ensure it is successfully executed on. - Own the day-to-day service experience of customers by working with the Operations Team and other functional partners as required to ensure issues are resolved promptly and accurately meeting the customer's expectations. - Leads resolution of all escalated requests by working with the Operations Service Team, and conducting customer consultations as required. - Develop and maintain solid relationships with internal partners in Operations Service Team to manage customer service experience. - Coordinate activities to support impact reporting, root cause analysis, and full remediation. - Ability to develop, negotiate, analyze, interpret, and implement SOPs and reporting. - Coordinate/leads implementation activities for new products and new groups. - Coordinate/leads annual open enrollment activities. - Lead 1/1 readiness activities; lead daily 1/1 updates/progress reports with client and internal functional partners. - Facilitate training of all OptumRx client-facing systems & tools. - Proactively identifies and leads Process Improvements based on client feedback and/or internal breakdowns/hurdles. - Able to initiate project plans and successfully manage projects to full execution. - Recognizes cost avoidance opportunities and offers solutions. - Serves as a mentor to Account Manager and CSM roles. - Seeks stretch opportunities to expand knowledge and skillsets. - Client Relationship Management - Establish and maintain solid and appropriate relationships with customers to maintain consistency and drive client satisfaction. - Maintain client action logs and facilitate regular cadence of discussions to review. - Conduct meetings with customers to identify issues/trends and analyze root causes to determine corrective action steps as necessary. - Demonstrate a high level of knowledge pertaining to the customer's specific benefit design. - Ability to develop, negotiate, interpret/translate, communicate, and execute client requirements. - Ability to recognize, anticipate and manage downstream impacts to ensure project success/client satisfaction. - Demonstrates a high level of industry knowledge. Qualifications - 5+ years of experience with Health Plans or with the PBM industry. - 3+ years of experience in PBM Operations. - 3+ years of client-facing experience. - 3+ years of experience in project management. Requirements - Demonstrated ability to write reports, business correspondence and technical specifications. - Demonstrated ability to effectively present information and respond to questions from clients, management and technical associates. - Demonstrated ability to solve practical issues and deal with many variables in situations where only limited standardization exists. - Demonstrated ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. - Demonstrated ability to communicate to an executive audience. - Proven excellent organizational skills. - Proven excellent verbal and written communication skills. - Proven excellent presentation skills. - Proven effective time management. - Reside within the Central/Eastern time zone. Benefits - Comprehensive benefits package. - Incentive and recognition programs. - Equity stock purchase. - 401k contribution (all benefits are subject to eligibility requirements). Application Deadline This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

• Develop, expand and manage portfolios of wholesale commercial credit products to automotive dealers. • Serve as trusted advisor to auto dealer clients and prospects. • Lead business development efforts for assigned auto dealer prospect base. • Partner with product specialists and Portfolio Managers to cross sell bank products and services. • Ensure compliance and maintain strong asset quality.

• Execute assigned service tasks for a book of business with accuracy and efficiency • Process policy transactions including certificates, endorsements, audits, and invoicing requests • Maintain accurate and up to date documentation within the system of record • Support client deliverables such as proposals, renewal materials, and loss analysis • Perform initial review and quality checks on quotes and policy documents • Contribute to team initiatives, retention efforts, and continuous process improvement

• Identify, prospect, and secure new retail opportunities while growing Ooma's Residential product portfolio, including the Ooma Telo family of products, across Canada. • Build and maintain strategic relationships with retail buyers, category managers, merchandising teams, and channel decision-makers across national, regional, specialty, and independent retailers. • Develop and execute account and channel growth strategies to expand distribution, increase market share, and drive revenue across both brick-and-mortar and eCommerce channels. • Own the sales process from initial outreach and account development through onboarding, product launch, and ongoing account growth. • Create annual business plans, conduct business reviews, and deliver executive-level presentations to retail partners. • Collaborate with retailers to develop and execute advertising, promotional, merchandising, pricing, and marketing programs that drive consumer awareness and sell-through. • Develop sales forecasts and demand plans, while partnering with Operations and Supply Chain teams to manage inventory, replenishment, and product availability. • Manage co-op marketing investments and promotional programs to maximize ROI and accelerate sales performance. • Partner cross-functionally with Marketing, Product, Operations, and Supply Chain teams to support retail initiatives, product launches, and channel growth. • Represent Ooma at industry events, trade shows, and customer meetings while identifying new opportunities to expand Ooma's retail presence. • Leverage AI-driven insights, where applicable, to improve account outcomes, including identifying target opportunities, optimizing engagement strategies, and synthesizing learnings across accounts.