• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

• Work cross functionally with a dedicated Account Management team, including, underwriting, Sales, and leadership support to ensure proactive, end to end, and ongoing ownership and accountability for each client • Be well versed in client data and prepared to partner with clients on strategic recommendations to inform renewals and growth opportunities • Use data to develop strategic account plans for clients to evaluate business needs and, as needed, make recommendations for changes to Gravie’s benefit solutions • Facilitate kick-off meetings with employers’s populations, meet with clients regularly, and ensure you are providing accurate and timely answers to clients questions • Conduct monthly reviews of each client's claims experience, providing updates and recommendations for cost savings • Plan for and present quarterly progress reports on goals to the client and broker • Conduct proactive and data driven mid-Year Pulse Checks focused on intervention strategies, renewal planning, and performance optimization • Present strategic renewal proposals to clients and negotiate rates as needed, working directly with the Underwriting Team and leadership to ensure a successful renewal • Be knowledgeable about Gravies marketing campaigns in order to leverage accounts to strategically upsell Gravie products based on utilization • Be knowledgeable of all Gravie offerings and the regulatory and compliance requirements of each offering and continuously educate clients about Gravie’s products and services • Ensure new employer clients have a smooth transition from sales and have a successful new client implementation experience • Research and resolve client issues and elevated member issues from Gravie’s advisor team, ensuring resolution is taking in account the “full picture” of the client • Effectively use and document client information in our CRM system