• Use prescribed sales tools to prioritize activities, drive efficiency, and document customer interactions (e.g., Prioritized Insights, Tenfold, SFDC). • Partner with category experts, CoreTrust Sales and Retention teams and customer support teams to execute growth plans and enhance the customer purchasing experience. • Collaborate with the Revenue Management Team to make discretionary pricing decisions and ensure compliance with contract terms. • Demonstrate advanced business acumen and sales methodologies to identify incremental opportunities at both master and site levels while understanding the competitive landscape. • Apply expertise in customer industry buying processes to support product selection and standardization. • Drive account growth by securing programmatic and transactional opportunities and ensuring compliance at all account sites. • Implement and ramp up new and existing customer programs to maximize compliance and profitability. • Engage with the CSC team to manage customer experiences and complete maintenance requests. • Build and maintain relationships with senior executives within the customer base to support long-term growth.

Role Description As an Account Executive in Mid, Large, and Strategic Market segments, you will support consultants in managing client accounts by researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs for employers. The expectation at this level is that the Account Executive will exercise more independent thinking and be able to complete projects with little guidance from consultants. Often, tasks are time sensitive and the employee may be working under intense deadlines and pressure. This position is open to fully remote candidates located in ET time zone. Individuals located near the Bethesda, MD office will be expected to work in a hybrid capacity. Responsibilities - Data entry and analysis - Assist the consulting team in gathering, organizing, entering and analyzing data using Excel spreadsheets for various client projects. - Increased focus on analysis of results and managing portions of projects, including reviewing the work of lower level analysts. - Examples of the types of projects and responsibilities include: - Marketing efforts – gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP); interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client. - Plan design consolidation – gather data from the client and current vendors needed for analyzing the impact of a client’s consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data. - For experience rated clients – Cost projections and vendor renewal workups – gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings. - Tracking claims experience – gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis. - Health and Benefits products – understand vendor/carrier markets, advanced underwriting and financial skills, and technical tools. - Project management & consulting skills – understand and demonstrate project management and consulting skills such as: - Managing the quality and timeliness of client deliverables. - Helping to develop budgets and billing reports. - Participating in client calls and meetings as appropriate. - Delegating to and reviewing project work of other team members. - Assisting with the preparation and delivery of clear and concise client-friendly communications. - Develop and present benchmarking reports – gather and analyze health benefits data from a national survey administered and published by multiple sources. Qualifications - BA/BS preferred - Three to five years of industry experience required - Intermediate to Advanced knowledge of MS Office Tools (Excel, PowerPoint) - Excellent interpersonal skills; strong oral and written communication skills - Ability to prioritize and handle multiple tasks in a demanding work environment - Ability to work independently and on a team - Availability to travel on an as needed basis - Life & Health License required Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Base salary range for this position is $72,000–$150,000, determined by factors including experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. - Actual base salary offered will be determined on a case-by-case basis. - This position may be eligible for performance-based incentives.

Role Description Responsible for developing and maintaining referral relationships with Physicians and office staff throughout a defined region, growing market share in designated regions, and promoting all brands and its clinicians. The position is responsible for supporting the mission, vision, and values of our Upstream partners. - Develop and follow an effective call strategy for assigned region to increase the referral outcomes of existing and potential partners. - Reports regularly to the Regional VP of Operations and VP of Sales on the status of the plan, including progress and challenges. - Communicates often and effectively with Regional VP and VP of Sales on goals, strategies and outcomes. - Builds effective relationships with customers and community leaders in assigned region. - Works well both independently and with our team of Clinic Directors, Therapy staff and Business Office staff and peers. - Effectively presents our company information, service array, and outcomes data to existing and potential partners. - Uses reporting and data tools to convey the high quality and clinical excellence of our team members and the services they provide. - Identifies opportunities for publicity, coordinates community events, and attends and participates in Regional meetings as requested. - Requires the ability to effectively present our company information including outcomes data using appropriate medical terminology. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent work experience in the sales field. - 2+ years of sales and marketing experience to physicians, medical offices, employers, or related field. - Medical/Healthcare Sales Experience is a positive. - Excellent verbal and written communication skills. - Ability to manage multiple conflicting priorities. - Experience working in an environment with multiple objectives. - Confident and persuasive in guiding the sales process. - Connects well with customer prospects. - High ability to sell intangibles such as ideas and concepts. - Flexible, adaptive, engaging and enthusiastic. - Self-starter and independent requiring limited supervision. - Resourceful, inventive, thorough and diligent. - Competitive and Determined to win. - Build business relationships with customers and community leaders. Requirements - Travel up to 70% of the time throughout the assigned region. - While performing the duties of this job, the associate is often exposed to road travel and clinical environments, such as hospitals, physician offices, and clinics. Benefits - Monthly auto stipend or company vehicle - 401K plan, available to all employees, matching contribution on discretionary basis - 3 healthcare options: medical, dental, and vision insurance - Paid Holidays and 3 weeks paid time off - Flex Spending and Dependent Care Flex Spending accounts - Others included: Life insurance, Supplemental Life Insurance for Dependents, Short and Long-Term disability, and Accidental Insurance - Annual paid Charity Day to give back to a cause meaningful to you

Role Description Responsible for developing and maintaining referral relationships with Physicians and office staff throughout a defined region, growing market share in designated regions, and promoting all brands and its clinicians. The position is responsible for supporting the mission, vision, and values of our Upstream partners. - Develop and follow an effective call strategy for assigned region to increase the referral outcomes of existing and potential partners. - Reports regularly to the Regional VP of Operations and VP of Sales on the status of the plan, including progress and challenges. - Communicates often and effectively with Regional VP and VP of Sales on goals, strategies and outcomes. - Builds effective relationships with customers and community leaders in assigned region. - Works well both independently and with our team of Clinic Directors, Therapy staff and Business Office staff and peers. - Effectively presents our company information, service array, and outcomes data to existing and potential partners. - Uses reporting and data tools to convey the high quality and clinical excellence of our team members and the services they provide. - Identifies opportunities for publicity, coordinates community events, and attends and participates in Regional meetings as requested. - Requires the ability to effectively present our company information including outcomes data using appropriate medical terminology. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent work experience in the sales field. - 2+ years of sales and marketing experience to physicians, medical offices, employers, or related field. - Medical/Healthcare Sales Experience is a positive. - Excellent verbal and written communication skills. - Ability to manage multiple conflicting priorities. - Experience working in an environment with multiple objectives. - Confident and persuasive in guiding the sales process. - Connects well with customer prospects. - High ability to sell intangibles such as ideas and concepts. - Flexible, adaptive, engaging and enthusiastic. - Self-starter and independent requiring limited supervision. - Resourceful, inventive, thorough and diligent. - Competitive and Determined to win. - Build business relationships with customers and community leaders. Requirements - Travel up to 70% of the time throughout the assigned region. - While performing the duties of this job, the associate is often exposed to road travel and clinical environments, such as hospitals, physician offices, and clinics. Benefits - Monthly auto stipend or company vehicle. - 401K plan, available to all employees, matching contribution on discretionary basis. - 3 healthcare options: medical, dental, and vision insurance. - Paid Holidays and 3 weeks paid time off. - Flex Spending and Dependent Care Flex Spending accounts. - Others included: Life insurance, Supplemental Life Insurance for Dependents, Short and Long-Term disability, and Accidental Insurance. - Annual paid Charity Day to give back to a cause meaningful to you.