• Provides a superior level of customer service and portfolio management in lending services • Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring • Applies lending expertise to a lending and deposit portfolio of accounts • Assists in preparing new business proposals or presentations to clients/prospects • Assists in preparing for client meetings and account opening documentation • Identifies and recommends workflow process alternatives that can lead to improved efficiency • Performs client sales & service support activities as required to meet client needs • Determines client needs and ensures timely and accurate completion of transaction processing • Provides after sales support and handles exceptions tactfully • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution • Maintains detailed knowledge and understanding of the integrated private banking services and offerings

• Meet and exceed District sales goals • Lead, hire, teach, coach and develop representatives to exceed sales goals. • Provide strategic and tactical feedback to marketing. • Implement the divisional sales and marketing programs. • Implement the appropriate control measures for monitoring representative activity effectiveness in the field. • Monitor performance and adjust resources and approach as needed. • Ensure that all activities fall within the corporate compliance guidelines. • Ensure that each representative is properly trained. • Utilize the appropriate reports for call tracking, territory analysis, and sample accountability. • Routinely work with representatives in the field to coach and assess their skills. • Accountable for retail and managed care accounts within the defined district. • Responsible for compliance with applicable Corporate and Divisional Policies and performing other duties as assigned by management.

• Ensure that the assigned region meets or exceeds sales and profitability objectives. • Formulates sales strategies for markets within the assigned geography and product lines in order to attain revenue goals set by the company. • Works with sales representatives to identify and evaluate market opportunities and sales potential and to establish and achieve their annual sales objectives. • Manages and coaches the activities of sales representatives, clinical representatives, and other field personnel. • Negotiates contracts with external customers. • Keeps the company informed of market dynamics and competitive activity. • Responsible for the management and implementation of company policies. • Lead and develop direct reports, ensuring execution of territory business plans, forecast accuracy, commercial plans, and compliance with corporate policies. • Conduct monthly side-by-side observations for each Inside Account Executive in the region and complete respective Field Coaching Reports within 48 hours of each observation. • Evaluate performance based on performance expectations including customer engagement, activity efficiency and effectiveness, account management, resource allocation, and quota achievement. • Develop and launch monthly campaigns with target incentives talk-tracks for specific customer segments. • Review all PowerBI and Salesforce reports daily to monitor performance expectations. • Ensure direct reports maintain high levels of customer activity weekly, aligned with quarterly annual business objectives. • Deliver forecast accuracy versus of Actual (Units). • Ensure team attendance and engagement for all division, area, and national calls and meetings. • Build and maintain a pipeline of candidates for future sales openings. • Review all expense reports thoroughly for compliance with finance policies and USP&P. • Ensure timely completion of Salesforce entries and other business critical requests within 24 hours unless specified otherwise by your manager. • Maintain knowledge of Abbott policies to support your team’s compliance with said policies. • Recruits, coaches and develops organizational talent. • Fosters a diverse workplace that enables all participants to contribute to their full potential in pursuit of organizational objectives. • Creates an entrepreneurial environment. • Provides direction and guidance to exempt specialists and/or supervisory staff who exercise significant latitude and independence in their assignments. • Keeps the organization's vision and values at the forefront of decision making and action. • Demonstrates effective change leadership. • Builds strategic partnerships to further departmental and organizational objectives. • Develops and executes organizational and operational policies that affect one or more groups by utilizing technical/professional knowledge and skills. • Monitors compliance with company policies and procedures (e.g. compliance with FDA, BSI, EEO regulations, etc.). • Makes decisions regarding work processes or operational plans and schedules in order to achieve department objectives. • Develops, monitors and appropriately adjusts the annual budget for department(s).

Role Description The Enterprise Solutions Director is a high-visibility role that engages with both internal teams and prospective clients. With a deep understanding of the digital marketing landscape, advertising strategies, and Fluency’s platform, this position requires the ability to simplify complex concepts for executives while also diving into the technical details with execution teams. The Director will drive Fluency's client acquisition efforts by proactively cold calling, managing inbound leads, and securing new clients to expand the customer base. External Role Duties: - Build and nurture relationships with new prospective clients. - Demonstrate the Fluency Platform to key stakeholders across various levels, including users, directors, managers, and executives. - Develop compelling business cases to support Fluency’s implementation within prospective client organizations. - Maintain a consistent follow-up and outreach routine to generate new business opportunities. - Close new business and secure long-term client relationships. Internal Role Duties: - Manage and maintain a sales pipeline, keeping Executives informed of progress. - Act as the voice of the customer, providing valuable insights to internal teams. - Contribute to the development of onboarding guides and best practices. - Organize, support, and drive efforts to ensure successful client onboarding. - Provide input on internal education regarding digital marketing strategies and industry trends. - Collaborate with Advertising Engineers to ensure a smooth transition from client acquisition to project launch. Qualifications - Strong drive for success and goal achievement. - Expertise and thought leadership in Digital Advertising, including PPC, Facebook, and Display advertising. - Proven track record in developing and closing enterprise-level business deals. - Exceptional public speaking and presentation skills. - Open to feedback, with a continuous desire to adapt and grow. - Passion for collaborating with peers and contributing to team success. Company Description Fluency is headquartered in Burlington, Vermont. This is a full-time, remote position that requires legal authorization to work in the U.S. If you're local to the area, you're welcome to work from our office. At Fluency, we’re proud to be an equal opportunity employer. We’re committed to building a diverse, inclusive, and supportive workplace where everyone can thrive. We welcome applicants of all backgrounds and identities and do not tolerate discrimination or harassment of any kind. Employment decisions at Fluency are made based on business needs, job requirements, and individual qualifications—without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local laws.