• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program • Consult with portfolio managers and financial advisors to evaluate tuition savings plans • Analyze the tuition financing market • Organize 529 savings plan materials and present options to clients • Conduct research and reviews market analysis reports • Serve as the point of contact for 529 college savings solutions

• The Inside Dealer Success Consultant will be responsible for consulting with clients to identify opportunities for growth, retain their business, and mitigate churn within their clients Autotrader, KBB, and KBB Instant Cash Offer portfolios. • Aim to exceed sales revenue and retention targets. • Administer sales pipeline and revenue forecasting. • Leverage a range of sales enablement tools, systems, and analytics to their fullest potential. • Proactively monitor and analyze account performance and trends to adjust dealer expectations, goals, and objectives associated with the clients Autotrader, Kelley Blue Book, and Kelley Blue Book Instant Cash Offer investment. • Lead monthly virtual meeting business reviews with active dealers within your book of business. • Analyze clients ROI goals and data for assigned book of business, with a firm understanding of media buying cycles, marketing, and target demographics. • Plan, propose, and execute strategies to generate additional business and fulfill service action plans. • Identify cross-sell and upsell opportunities within a portfolio to maximize revenue and minimize cancellations. • Leverage qualitative and quantitative data to provide dealer insights and assist in making educated business decisions. • Advocate for assigned dealers during the implementation and onboarding of solutions. • Respond and route customer issues to the appropriate resources. • Communicate account and sales information to management, the Business Development team, and the Dealer Success team. • Utilize Salesforce daily to manage client interactions, update business opportunities, and update account information. • Ensure billed revenue is collected within the designated time frame.

• Execute master data vision and strategy; implement processes and tools for the project. • Drive continuous improvement of data governance and data maintenance processes. • Develop processes, tools, and integration for Master Data Processes including data cleansing and validation. • Map Master Data and integration from the legacy environment to the target environment. • Serve as a key leader for the MDG implementation project. • Plan, design, and lead MDG components of business initiatives. • Provide advice and support for the definition of data standards across master data domains. • Prepare functional specifications, configuration, and training documentation.

• Produce data-driven insights across a variety of media auditing services including media cost & quality benchmarking, agency pitch reviews, savings verification, and media consulting. • Liaising with agencies, presenting findings to clients, and contributing to the development of new business. • Helping senior client stakeholders understand the offline world, identify the best shape for their investment, and train and consult with them on an ongoing basis. • Present and provide advice to clients across a variety of US media channels. • Become a superuser of internal reporting platforms to lead the delivery and presentation of tech-enabled storytelling. • Support the Activation team where necessary in collecting data from media agencies. • Help to deliver a range of additional consultative work to clients (e.g., client training; pre-flight campaign support; media agency pitch management and media process assessments). • Provide client account management support, assist client leads in commercial decisions, contract renewals, and client business planning. • Assist client leads in identifying opportunities to expand our remit with key clients and introduce them to other Ebiquity services.