Role Description The Client Insights Senior Director is a high-profile role within the company and our client organization. In this position, you will create impactful insights for companies known for their innovative products and highly visible marketing campaigns. You will escort the client through the processes necessary to help ensure their continued success. As a Client Insights Senior Director, you will lead a high-performance team in developing and using Circana’s tools to identify and address a broad spectrum of key marketing issues including: - New product launches - Line extensions - Trade spending - Pricing - Retail execution The Client Insights Senior Director serves as a passionate advocate for the client in advancing solutions that will best build the client’s long-term business. While exceeding revenue targets is important, success is equally measured by the ability to create indispensable, long-term, solution-focused consultative partnerships. Job Responsibilities - Leverage data and strong analytic capabilities to uncover impactful insights and inform business strategies and actions that drive client performance. - Promote, develop and deliver analytics-based syndicated and custom business solutions in partnership with HQ subject experts. - Make calls on when and how to customize solutions to fit unique client business issues. - Recommend long-term changes to methodology and approach. - Utilize Circana’s unparalleled Liquid Data platform and access to a constantly expanding ecosystem of data. - Spend time on industry thought leadership, business solutions definition, business development, project management, cross-functional team leadership, problem-solving, and innovation. - Act as a liaison and customer advocate with various internal teams. - Oversee a team of 3-5 client service team members. Critical Sales Skills - Effectively Presents Solutions: Delivers tailored, compelling solutions that align with customer needs and drive action. - Knows the Buying Influences: Identifies key decision-makers and understands their motivations and influence. - Manages Buyer Indifference: Recognizes and explores customer hesitation to uncover new needs or opportunities. - Understands Customer Needs: Operates as a recognized expert to articulate customer needs in the customer's business language and context. - Being Resilient: Bounces back from setbacks with composure and positivity. - Manages Ambiguity: Stays focused and calm in uncertain situations; guides others through change. Requirements - 10+ years of progressive business experience with a strong understanding of manufacturer/retailer issues. - Ability to develop and execute client relationship strategies and architect business proposals. - Demonstrated ability driving C-level engagements across the broad spectrum of CPG core issues. - Proven experience maintaining manufacturer's and retailer's perspective. - A track record of creating and leveraging innovative solutions. - General management and P&L responsibility with a track record of revenue and profit growth. - Proven experience and success driving revenue growth through innovation. - Impactful executive presence. - Ability to translate vision articulated by stakeholders into solutions. - Leadership experience with direct reports or complex project teams. - Ability to quickly assess complex client issues and identify root causality. - Undergraduate degree required; Advanced degree preferred. Circana Behaviors - Stay Curious: Being hungry to learn and grow, always asking the big questions. - Seek Clarity: Embracing complexity to create clarity and inspire action. - Own the Outcome: Being accountable for decisions and taking ownership of our choices. - Center on the Client: Relentlessly adding value for our customers. - Be a Challenger: Never complacent, always striving for continuous improvement. - Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity. - Commit to each other: Contributing to making Circana a great place to work for everyone. Location This position is located remotely, with travel by client request to Modesto, California. Compensation The salary range for this role is $135,000 – 165,000. This job is also eligible for bonus pay. Benefits - Comprehensive package of benefits including paid time off. - Medical/dental/vision insurance. - 401(k) to eligible employees.

• Execute RegScale's SLED go-to-market strategy by developing territory plans, building pipeline, and driving new customer acquisition. • Own and expand the SLED sales pipeline, identifying and securing new customers, contract vehicles, and long-term partnerships • Maintain a minimum 4x pipeline coverage ratio and consistently progress opportunities through a structured sales methodology. • Maintain accurate forecasts, opportunity plans, and executive account strategies using CRM and established sales processes. • Navigate SLED procurement processes, including state purchasing regulations, cooperative contracts, and relevant compliance frameworks such as NIST, CJIS, FERPA, and StateRAMP/GOVRamp • Build and maintain executive-level relationships with key decision-makers, including CISOs, IT Directors, Compliance Officers, and procurement officials across state agencies, municipalities, and educational institutions • Work cross-functionally with marketing, product, and engineering teams to align product capabilities with SLED compliance requirements • Collaborate with channel partners, systems integrators, and public sector resellers to identify opportunities, influence requirements, and accelerate deal closure. • Represent RegScale at SLED industry events, conferences, and briefings (e.g., NASCIO, EDUCAUSE, NGA) to drive brand awareness and market positioning • Continually evolve our scalable sales processes, including pipeline management, forecasting, and deal execution

• Developing and executing the Aerospace & Defense Go-to-Market (GTM) strategy • Owning and expanding the A&D sales pipeline, identifying and securing new customers, contract vehicles, and long-term partnerships • Navigating A&D and DIB procurement processes, including DFARS, CMMC, ITAR, and other regulatory and compliance frameworks relevant to defense contractors • Building and maintaining executive-level relationships with key decision-makers, including CISOs, ISSOs, Compliance Officers, and procurement officials • Working cross-functionally with marketing, product, and engineering teams to align product capabilities with A&D compliance requirements • Establishing and growing partnerships with systems integrators (SIs), resellers, and technology providers to expand RegScale's reach across the Aerospace and Defense Market • Representing RegScale at A&D industry events, conferences, and briefings to drive brand awareness and market positioning • Evolving scalable sales processes, including pipeline management, forecasting, and deal execution

Role Description The Solution Sales Executive (SSE) is responsible for driving growth of Optum Financials’ Health Benefit Accounts (HSA, HRA, FSA) portfolio across the employer market. This role owns complex, consultative sales cycles and partners deeply with brokers, consultants, and employer decision-makers to deliver differentiated, scalable solutions. Success in this role requires deep consumer directed healthcare expertise, comfort navigating multi-stakeholder enterprise deals, and the ability to influence outcomes across a highly matrixed organization. The SSE operates as a trusted advisor—positioning health benefit accounts as part of a broader financial and benefits strategy rather than a standalone product. You’ll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: - Own and execute end to end sales cycles for Health Benefit Account solutions, from prospecting and discovery through pricing, contracting, and close. - Drive growth across simple to complex employer segments, often involving organizations with 1000+ benefits eligible employees. - Build, deepen, and maintain strategic relationships with brokers, consultants, and distribution partners across the assigned territory. - Serve as a trusted advisor to employer HR, Finance, and executive stakeholders—aligning Optum Financial solutions to business, financial, and workforce objectives. - Articulate differentiated value propositions for HSA, HRA, FSA, and adjacent benefit solutions, including financial, tax, and regulatory considerations. - Lead deal strategy and coordination across internal partners including Product, Pricing, Legal, Implementation, and Operations. - Deliver compelling, data driven presentations to stakeholders at all levels, including VP and C suite decision makers. - Maintain disciplined pipeline management using CRM tools (e.g., Salesforce) to forecast revenue, track performance, and drive execution. - Represent Optum Financial with professionalism and credibility in virtual, onsite, and industry settings. You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Qualifications - 7+ years of consultative sales experience within consumer directed healthcare, employee benefits, or financial services. - Experience managing complex sales cycles involving multiple internal and external stakeholders. - Proficiency in using CRM tools (e.g., Salesforce) for pipeline and performance management. - Demonstrated success selling HSA/HRA/FSA solutions in broker- and consultant led distribution models. - Proven ability to exceed quota and drive measurable outcomes (ARR, TCV, assets, or revenue growth). - Driver’s License and access to reliable transportation. Preferred Qualifications - Experience selling to medium to large employers (300-5,000+ EEs). - Experience contributing to go to market strategy, segmentation, or product commercialization. - Proven background in financial services, banking, or investment adjacent benefits. - Proven track record of influencing VP and C suite buyers. Requirements *All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy. Benefits - Comprehensive benefits package. - Incentive and recognition programs. - Equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). - Salary range from $60,000 to $130,000 annually based on full-time employment. - Eligible to receive bonuses based on sales performance. Application Deadline This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.