• Partner with the respective Territory Manager on sales strategies to maximize revenue with assigned and prospective accounts. • Answers incoming calls from assigned accounts to take sales orders and/or handle customer service issues. • Initiates proactive calls to established accounts in order to grow sales revenue and develop customer loyalty. • Assist accounts in the research and purchase of items that are both stocked and non-stocked by Animal Health and manufacturer partners. • Deliver excellent customer service by communicating with purchasers and utilizing reference materials, as needed, to follow through with accounts. • Assist accounts with questions or concerns while maintaining a professional and friendly attitude. • Assist accounts with the return of incorrect or damaged merchandise within the guidelines established by Animal Health and the manufacturers we represent. • Attend weekly sales meetings to keep informed on new products, changes within the industry, and changes within Animal Health. • Process orders for assigned territory • Monitor backorder status for accounts. • May gather information regarding assigned territory or accounts and share any necessary information with TM partner • Contact accounts to gather information, offer appropriate specials and programs, and communicate industry information, which might affect or benefit the account and the Company. • Support general queue sales calls.

• Lead onboarding calls, guide technical implementation, and get customers to value quickly • Coordinate with AEs to flag risks that could prevent pilot-to-paid conversion • Maintain a high pilot-to-paid conversion rate • Proactively check in on accounts and respond to inbound questions quickly • Identify barriers to adoption and full feature use • Run trainings, Q&A sessions, and recurring check-ins • Build customer education materials—video walkthroughs, user guides, email content • Drive expansion revenue (increase NRR) • Surface feature requests and product gaps to inform our roadmap • Document best practices and build templates for customer engagement across our brand personas • Help iterate on internal processes to reduce friction for customers • Take on additional projects that move the needle

• Own a portfolio of customers throughout their lifecycle • Identify at-risk customers proactively and work toward resolution • Spot and pursue upsell and cross-sell opportunities • Help customers navigate payroll requirements and compliance

• Shape how the business reports, understands and acts on client results, requests and feedback. • Focus on operational processes and procedures that improve client interactions and satisfaction. • Ensure timely issue resolution and anticipate client needs to deliver value. • Collaborate closely with operational and technical teams and key business partners to optimize operational processes. • Identify actionable insights from healthcare claims data and results with Client Experience Analysts. • Review all client-facing reporting for accuracy. • Communicate actionable findings within the organization to support client understanding of the data. • Become an expert on the Rialtic platform and application to support user onboarding and training. • Act as primary contact for client inquiries and client support processes.