• Leading the execution of the overall area business plan to exceed targets and goals • Develop a strategic plan for your area based on insights from analysis • Develop and maintain strong relationships with your retail store partners and product partners within your area • Ensure proper execution of merchandising and displays are met • Train and educate stores on a variety of products, services and systems • Deliver sales and revenue growth • Help manage inventory needs and planning • Assist with resolving VIDAPAY technical issues • Promote the products and services offered within your area • Prospect new retail stores • Other reasonable duties as assigned

• Responds to incoming payer/applicant phone calls and emails, resolving various issues related to their payment accounts • Provides follow-up on inquiries • Makes outbound phone calls and sends emails associated with account research and problem resolution • Actively display a “can do” attitude and uphold the Performance Based Organization (PBO) principles • Answer incoming calls from the ACD line/e-mail inquiries as a top priority • Engage callers one-on-one, serving as a positive first point of contact • Assist payers/applicants in setting up accounts • Provide pertinent information to educate payers/applicants on their account • Update demographic and additional information on payer/applicant account • Contact payers/applicants regarding their accounts, when necessary • Independently troubleshoot and provide problem resolution to address payer/applicant issues or needs • Model and promote good attendance behaviors within the department • Meet and/or exceed department standards of quality and quantity as per department policies

• Own day-to-day relationship management for a portfolio of assigned customer accounts • Serve as a trusted point of contact - understanding customer goals, aligning expectations, and ensuring a smooth client experience • Drive renewal readiness by monitoring account health, contract timelines, and key deliverables • Identify and qualify expansion opportunities (additional services, upgrades, increased scope) and coordinate internal resources to support solutions • Partner with Solutions Engineering, Operations, and Support teams to coordinate resolution of customer issues and escalations • Maintain accurate account notes, activities, and forecast details in the CRM • Monitor customer satisfaction signals and escalate risk early with clear recommendations and next steps • Support QBRs, account reviews, and customer communications to reinforce value and outcomes • Collaborate cross-functionally to improve processes, customer experience, and account management consistency

• Join a scaling, tight-knit team that’s working directly with innovative talent acquisition teams and thought leaders across various industries and geographies to make hiring a strategic advantage for their organizations. • Serve as an advisor to our customers and take a consultative approach to ensure customers are setup for long-term success as high performing hiring organizations using the Lever product suite. • Be our customers biggest champion and make their voice heard in everything we do- the problems we help solve, the solutions we build and the consultation we deliver. • Build trusting partnerships with our customers and consistently empower them to achieve their ongoing talent goals with Lever. • Advocate for our customers by working across Lever to deliver solutions and share our learnings internally to help shape our products.