• Build and run the partnerships pipeline for Jerry's new product lines • Lead insurance carrier and partner conversations independently • Design creative deal structures • Own partner success post-close • Contribute to vertical strategy

Role Description Are you ready to grow strategic healthcare accounts by building trusted relationships, uncovering new opportunities, and delivering impactful solutions? We’re looking for a seasoned and consultative Strategic Account Manager, Healthcare , who brings experience selling professional services and technology solutions to healthcare providers, health systems, and healthcare organizations. This individual excels at building executive relationships, uncovering business challenges, and aligning solutions that drive operational, financial, and patient care outcomes. You will play a critical role in expanding strategic accounts, developing new business opportunities, and serving as a trusted advisor to healthcare leaders navigating digital transformation initiatives. If you are energized by complex sales cycles, executive-level conversations, and helping healthcare organizations solve meaningful business challenges, this is the role for you. Performance Objectives – What You Will Accomplish - First 30 Days: Getting Grounded - Develop a deep understanding of Naviant’s healthcare solutions portfolio, value proposition, target markets, and go-to-market strategy. - Gain familiarity with key healthcare use cases, industry trends, regulatory considerations, and operational challenges impacting healthcare provider organizations. - Build relationships with internal stakeholders, including Customer Success Advisors, Marketing, Pre-Sales, Delivery, and Executive Leadership teams. - Establish working relationships with strategic channel partners, including Hyland, UiPath, and ABBYY, and understand their role within healthcare solution delivery. - Review active accounts, market opportunities, and territory plans to identify growth opportunities and strategic priorities. - Taking Ownership - Leverage healthcare industry knowledge and consultative selling techniques to engage prospective and existing customers in strategic business discussions. - Begin leading discovery conversations focused on understanding operational challenges, organizational priorities, and transformation initiatives. - Develop and execute territory and account growth strategies designed to build a qualified pipeline and expand existing customer relationships. - Collaborate with channel partners and internal subject matter experts to identify, shape, and advance opportunities. - Maintain accurate opportunity management, forecasting, and account planning activities within Salesforce. - At 90 Days and Beyond: Driving Impact - Independently lead complex sales opportunities from discovery through proposal development, negotiation, and close. - Serve as a trusted advisor to healthcare executives and operational leaders by aligning Naviant solutions with strategic business objectives. - Build and maintain executive relationships across key accounts to identify expansion opportunities and support long-term account growth. - Consistently achieve sales performance objectives through disciplined pipeline management, strategic account planning, and consultative engagement. - Collaborate across internal teams and partner ecosystems to deliver exceptional customer experiences and successful business outcomes. Qualifications - Demonstrated success selling professional services, technology solutions, or consulting engagements within healthcare organizations. - Skilled at navigating complex buying processes, building executive relationships, identifying business drivers, and developing account growth strategies that deliver measurable business value. - Combines a strong understanding of healthcare operations, industry trends, and provider challenges with a consultative, advisor-oriented sales approach. - Excels at uncovering organizational needs, leading meaningful discovery conversations, and aligning solutions with operational, financial, compliance, and patient care objectives. - Effectively manages complex opportunities through extended sales cycles while maintaining accurate forecasting, pipeline management, account planning, and CRM discipline. - Communicates complex solutions clearly and confidently to executive, operational, and technical audiences. - Builds trust and credibility through active listening, professionalism, and strong interpersonal skills. Requirements - Strong organization, prioritization, and follow-through to drive consistent sales performance. - Resilience, adaptability, and emotional intelligence while collaborating effectively across internal teams and customer organizations to foster long-term partnerships. Benefits - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more!

Role Description Assist in recruiting, selecting, hiring, training, assignment, pay, and performance management of Virtual Instructors. Day to day, you’ll… - Selection / Hiring / Administrative / Coaching and Evaluation - Identify & recruit high caliber Virtual Instructors (shared responsibility with Manager of Virtual Instruction and DM) based on published competencies/content demand - Interview and assess competencies - Training - Manage learning (educational) paths of Virtual Instructors - Deliver and/or manage company training for instructor (Virtual Facilitation Skills, Train-the-Trainer, Dress Rehearsal, mentoring) - Analyze and evaluate individual needs, and identify current or potential offerings to meet those needs - Conduct team meetings to share learnings and set expectations - Serve as liaison to Learning Development department - Provide guidance for scheduling, classroom/facilities selection, setup and equipment - Coordinate addendum, contract pay, and hourly pay for instructors - Develop course training method analysis and success measures that can provide feedback for Tax Training instructional designers - Review Instructor Scorecard (surveys, tests and conversion data) - Observe, coach, and rate instructors against necessary competencies - Partner with Manager of Virtual Instruction to address under-performing instructors and take corrective action, if necessary - Assign based on need and performance to meet enrollment demands - Conduct year-end performance evaluation and individual development plans - Other duties as assigned Qualifications - Completion of a high school diploma or equivalent. Additional course work in training/facilitation/online learning is preferred - Knowledge of instructor and/or presenter evaluation systems - Training management experience - Knowledge of needs assessment theory, principles, practices and techniques - Knowledge of project management principles, practices and techniques - Facilitation and presentation skills - Effective oral, written, and interpersonal communication skills sufficient to present and explain often complex information to multiple organizational levels - Ability to identify potential risks associated with a proposed training initiative and recommend alternative actions - Demonstrated analytical and problem-solving skills - Ability to manage multiple tasks/projects simultaneously and complete tasks per established schedule - Ability to lead in a matrix environment and at a distance (virtually) - Ability to work effectively in a diverse work group - Technical skills - Understanding and previous use of a Windows-based systems - Competency in MS Word, Excel, and PowerPoint - Ability to navigate on the Internet - Experience with hiring, coaching, and developing Preferred Qualifications - 3 years or equivalent of H&R Block Field experience - Bachelor’s degree in education, Curriculum Development, Adult Learning or other related field or an equivalent combination of education and experience - Experience planning, directing, coordinating, and monitoring instructor and/or presenter evaluation systems - Knowledge of adult learning theory and instructional design theory, principles, practices, and techniques Benefits - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage - Can participate in the H&R Block Retirement Savings Plan (401(k) Plan) - Employee Assistance Program - (Virtual) fitness center programs - Associate discount program - Automatically enrolled in Business Travel Accident Insurance - Receive Associate Tax Prep benefit Pay Range The pay range for this position is $21.59 - $32.40/Hr. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

• Revenue Ownership: With assistance of CEO + ops team, research, propose and close ~$56,600 in monthly core advertising related revenue and other revenue streams. • Consultative Pitching: Use our "Dead Reckoner" pricing matrix and "Product Archive", industry research and assistance from the ops team to build and deliver high-impact proposals. • Relationship Management: Potential regional travel (KL, Jakarta, etc.) to see our clients. • Inbound Response: Act as the first responder for new business inquiries and opportunities.