• Owns a portfolio of strategic memberships, serving as the primary point of contact for assigned accounts across the full membership lifecycle. • Drives member satisfaction, retention, and revenue growth by deepening executive relationships, managing renewals and contracting. • Track sales performance metrics and document strategic account plans within Salesforce. • Build and maintain strong, long-term relationships with key members and decision-makers. • Conduct regular business reviews and strategy check-ins to ensure member goals are being met. • Manage the end-to-end membership contract process—drafting tailored proposals and agreements—and coordinate closely with the finance team to oversee invoicing, billing accuracy, and accounts receivable tracking. • Serve as a professional, high touch point of contact for executive prospects and returning members, guiding them through negotiation, contract finalization, and the initial onboarding experience. • Coordinate with internal teams (Product, Member Success and Operations) to resolve member issues and deliver customized solutions. • Track and synthesize critical discussion outcomes from renewal meetings, managing immediate post-meeting execution items and ensuring key deliverables are tracked.

• Manage employer accounts and associated members’ enrollment or participation in products and services • Comfortable on the phone and email providing cold outreach • Attend and participate in regular reviews with customers • Communicate with program partners to strategize process improvements • Organize and maintain up-to-date patient administrative tasks associated with Pop Health and program databases • Compile quarterly reports for accounts and work with customers on specific reporting requests • Follow up with patients to ensure completion of program processes • Exhibit problem-solving skills to manage questions and requests proactively • Learn quickly and demonstrate task maturity, completing required tasks independently

• Develop and implement sales strategies to acquire and retain dealer clients within the automotive sector • Build and maintain relationships with dealership owners and key decision-makers to understand their financing needs • Identify opportunities for portfolio growth by presenting financing solutions and promoting Westlake Flooring Company’s offerings • Conduct market research to remain competitive and align services with industry trends • Oversee the servicing of the automotive floorplan portfolio, ensuring high levels of customer satisfaction • Monitor account performance and proactively address any issues or concerns raised by clients • Collaborate with cross-functional teams to streamline processes and enhance customer experience • Provide training and support to dealerships on the use of financing solutions and services • Monitor dealership conditions and performance • Develop and maintain risk assessment models to evaluate dealership creditworthiness • Collaborate with internal teams to ensure compliance with company policies and regulatory requirements • Monitor the performance of the portfolio, including loan balances, dealer performance, and payment trends

• Develop new business opportunities • Manage commercial relationships • Sell sponsorship packages • Conduct consultative sales meetings • Prepare customized commercial proposals • Negotiate commercial terms • Meet individual targets