• Support the Managing Director of Partnerships and Organizing in managing and growing a coalition of national organizations. • Lead outreach and cultivation of prospective partners. • Coordinate coalition convenings, partner calls, and engagement touchpoints. • Work cross-functionally with the Organizing, Communications, and Operations teams. • Track partner engagement and activation status. • Assist with the preparation and distribution of partner-facing materials. • Other reasonable and related duties as assigned.

• Build, gain approval for, and execute a Channel Business Plan aligned to broader business strategy. • Develop and manage business plans with key partners, holding them accountable to agreed targets and milestones. • Drive partner-generated pipeline and revenue across net-new and expansion opportunities. • Build executive-level relationships with partners and alliances focused on measurable business outcomes. • Achieve and exceed pipeline targets, Partner Generated ARR goals, renewal rates, and KPIs. • Develop and execute a strategy to identify, onboard, and activate new partners. • Build and execute a partner enablement strategy across sales and technical disciplines. • Monitor and report on channel activities, providing performance insights and recommendations to leadership.

Role Description We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US. This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. - You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth. - Our platform is trusted by many of the world’s leading investment consulting firms. - You’ll manage high value, enterprise consultant relationships, not transactional accounts. - You’ll sell a platform embedded in critical client workflows, not standalone products. - You’ll work across complex stakeholder environments, from operational users to senior leaders. - You’ll have ownership of account strategy, pricing, and revenue expansion. - You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants. Qualifications - What skills and experience do I need to succeed? Requirements - Flexible working options for all employees. - Travel to locations such as Chicago, Boston, and Atlanta will be key, therefore candidates in these locations and in the North East of the US will be preferred. Benefits - Generous Time Off packages including additional half days with each public holiday in your location. - Global Career Development opportunities. - Social Events. - Referral Bonus scheme - Up to $3,000 per successful referral. - Plus many more! Values - Integrity: Face reality with honesty, courage and accountability. - Imagination: Deal creatively with challenges and envision what the world could be. - Discipline: Build good habits into reflexes which become a part of our life. - Service: Committed to the success of others.

Role Description This role exists to accelerate revenue growth in Spain by expanding existing customer accounts through structured upsell and cross-sell of insurance products, while strengthening long-term customer relationships. You’ll play a crucial role in sustainable growth by maximizing customer lifetime value, ensuring customers receive the right insurance solutions as they evolve, and reinforcing Coverflex as a trusted partner in employee benefits and health insurance. You’ll know you’re successful when, after 90 days, you’ve: - Built a clear expansion pipeline across your portfolio and started converting opportunities into revenue - Established strong relationships with key customer stakeholders (HR + Finance) - Developed a consistent, repeatable outreach rhythm (meetings, calls, follow-ups) - Proven you can balance volume with quality conversations and consultative selling How we’ll measure success: - Main KPI 1: Upsell and cross-sell revenue generated from existing accounts - Main KPI 2: Number of expansion opportunities identified, qualified, and closed - Main KPI 3: Portfolio engagement metrics (meetings booked, calls made, conversion rates) Qualifications - Proven track record in health insurance, life insurance, and pensions - Level 2 Insurance Mediation/Distribution License (or higher) - Proven B2B Sales or Customer Success experience with commercial responsibility - Comfortable owning expansion conversations across stakeholders (HR + Finance) - Highly organised and disciplined managing portfolio activity and follow-ups - Confident hitting targets through structured execution and pipeline discipline - Strong CRM mastery (e.g., HubSpot / Salesforce) Requirements - End-to-end sales cycle management experience (discovery → close) - Experience in employee benefits - SaaS / tech startup background - Public speaking, training, or webinar hosting experience Benefits - Base Salary: €45,000 – €55,000 - Bonus / Commissions: OTE 70/30 - Equity: Yes – Stock Options under our Equity Incentive Plan - Contract Type: Permanent Company Description Coverflex exists to make compensation work for everyone. Pay is still rigid, fragmented, and hard to feel. We turn compensation into choice — one platform, one card, one app — for benefits, meal allowance, insurance, and more. Our platform is simple for HR and meaningful for employees. We provide choice, smarter compensation tools, and empowerment.