• Drive assigned account growth by prospecting, developing, and closing new business while expanding relationships with existing accounts [Own a portfolio of strategic accounts, developing and executing account plans while expanding relationships with existing accounts]. • Serve as the primary relationship owner of account management for healthcare providers, including physicians, genetic counselors, and staff. • Proactively identify risks to customer satisfaction, adoption, or retention and coordinate cross-functional action plans to address them. • Analyze account utilization trends and customer needs to identify opportunities for expanded testing adoption and revenue growth. • Deliver tailored, consultative sales presentations to communicate the value of GeneDx’s solutions and services. • Coordinate and execute both in-person and virtual client meetings. • Collaborate with cross-functional teams to ensure smooth onboarding, service delivery, and timely resolution of customer issues. • Lead business reviews with key stakeholders to evaluate account performance, identify growth opportunities, and strengthen strategic partnerships. • Lead educational efforts within the territory, including developing and executing in-office appointments, regional conferences events, physician lunches and dinners, and other engagement initiatives. • Stay current on clinical genomics developments, product offerings, and competitive landscape to position GeneDx effectively. • Maintain high field presence, with an expectation of 4.5 days per week spent in the field with clients. • Meet or exceed assigned sales targets, KPIs, and activity metrics. • Document customer opportunities, interactions, and updates in CRM and other business systems as needed, maintain a target clinician development pipeline. • Actively embody and encourage GeneDx cultural principles: be adaptable to change; communicate directly, with empathy; do what we say we’re going to do; be bold in our vision and brave in our execution; operate with a sense for action. • Demonstrate accountability and a strong work ethic, with a team-first mentality.

• Help Braeburn accomplish its purpose by educating Healthcare Professionals (HCPs) about Braeburn’s products and related access resources • Ensure HCPs are fully informed about the clinical aspects of the product as well as how to obtain the product • Deliver clinical product-related information and providing access related information, in line with Company policies, to appropriate HCPs • Achieve planned Braeburn goals, and patient access to product objectives and other expected performance measures for assigned geography • Demonstrate mastery of sales competencies in business acumen, scientific knowledge, and customer engagement • Provide information to help inform physicians and office personnel about access related information for Braeburn’s products • Effectively manage and support accounts, ensuring product access and resolving reimbursement issues • Collaborate effectively with all Braeburn cross-functional partners • Develop ongoing dialogue with customers to effectively anticipate and adapt to customers’ needs • Exercise sound judgment, and ensure integrity and compliance with all Braeburn policies and Braeburn Code of Conduct • Exercise fiscal control of operational expenses

Role Description The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. We offer the flexibility of a remote hire - CST work hours are preferred; other time zones considered. Essential Duties and Responsibilities - Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings. - Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation. - Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. - Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive. - Creates and maintains client files in accordance with office procedures. Keep client policy records in the agency management system. - Utilize agency management system, rating system, and carrier websites. - The first line of answering billing questions from clients and insurance company personnel. Qualifications - Highly organized with excellent verbal and written communication skills. - Self-confident to make sound independent decisions. - Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. - Ability to handle situations in a calm, courteous and professional manner. - Customer focused to establish and maintain effective relationships. - Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook. - Ability to prioritize multiple tasks to meet deadlines. - Must be able to read, analyze and reconcile financial reports. - Possess strong analytical and problem-solving skills. - Sharp attention to detail, decision-making skills, and problem resolution. - Flexibility and adaptability to changing priorities, deadlines and technology. Requirements - More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency. - Demonstrated experience in relevant lines of coverage and managing a book of business. - Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners. - Fluency with EPIC or similar agency management system. - Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required. Certificates, Licenses, Registration - P&C Insurance License is required upon hire. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

• Own the commercial relationship for a portfolio of EMEA Commercial Drata customers • Lead renewals and expansion across your book • Create, manage, and close upsell and cross-sell opportunities • Identify customer goals, uncover roadblocks, and drive the commercial strategy • Prioritize your book based on growth potential and customer engagement • Partner closely with Customer Success, Technical Support, Marketing, Product, and leadership • Provide clear visibility into renewals, expansion activity, and commercial risk • Communicate risk clearly and lead resolution strategies • Deliver value-based customer conversations • Build trusted relationships with Executive Buyers and other key stakeholders • Contribute to process improvements and team best practices