Role Description In addition to the responsibilities listed above, this position is also responsible for: - Implementing standard and non-standard protocols to participate in programs/activities to promote growth and retention for book of business. - Coordinating open enrollment events with limited guidance. - Utilizing working knowledge to educate end-users on offerings to increase wellness. Essential Responsibilities: - Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. - Listens to, addresses, and seeks performance feedback. - Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage/improve them. - Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. - Assesses and responds to the needs of others to support a business outcome. - Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines. - Follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. - Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. - Supports the completion of priorities, deadlines, and expectations. - Identifies and speaks up for ways to address improvement opportunities. - Contributes to a positive customer experience by implementing standard protocols to build new and leverage existing relationships with brokers, channels, and customers. - Gathering data on standard customer needs and providing recommendations linking KP mission, vision and values, key quality measures, key care management initiatives, and current services initiatives. - Utilizing working knowledge of product, service, and ratings to respond to, encourage, and educate customers, brokers, and consultants about added services and product enhancements. - Gathering information on service failure trends or process improvement opportunities to better meet customer needs. - Facilitates the enrollment and implementation process by coordinating local enrollment meetings to win new and retain current customers. - Implementing standard protocols to serve as an advocate for customer needs during the membership enrollment and implementation process. - Supporting efforts within the team in the overall implementation or renewal process of health plan membership, including research, presentation, preparation, reporting, and training coordination. - Contributes to sales goal attainment by collaborating with the team to gather data on opportunities to grow customer base to new or growing markets. - Ensuring accuracy of the prospect database and targeted prospect profiles to inform strategic planning. - Supporting the team to develop product and plan design, quote, and Request for Proposal (RFP). - Providing standard recommendations to inform forecasting and pricing with limited guidance. - Implementing standard protocols to identify cross-sell and up-sell opportunities. Qualifications - Bachelors degree in Marketing, Business Administration, or a directly related field OR minimum three (3) years of experience in marketing, business development, managing business-to-business relationships, or a directly related field. - Health Insurance License (Oregon) within 3 months of hire. - Disability Insurance License (Washington) within 3 months of hire.

• Prepare and manage quotes for AV equipment, parts, box sales, and service-related requests. • Support customer portal activity for equipment requests, quote submissions, box sales, purchase order follow-up, and required documentation. • Review incoming requests for needed details such as part numbers, quantities, pricing, ship-to information, required dates, and customer purchasing instructions. • Follow up with customers and internal stakeholders on quote approvals, documentation, and next steps. • Enter and maintain accurate information in CRM and ERP systems, including customer requests, order details, job numbers, labor hours, budget allocations, and status updates. • Coordinate internal order setup so customer purchase orders, quote documentation, job records, and order details are aligned before work proceeds. • Maintain organized records and status visibility so Sales, Service Operations, Procurement, Logistics, and Finance can track current activity. • Identify missing information, incomplete approvals, or other blockers and follow up until resolved. • Work with Procurement to obtain vendor pricing, part availability, lead times, purchasing support, and order confirmations. • Support purchase order creation, purchasing workflows, and vendor follow-up in accordance with internal processes. • Coordinate with Logistics to track equipment shipments, delivery status, receiving confirmation, tracking information, and related documentation. • Help ensure equipment is properly received in the system and associated with the correct job, order, or customer request. • Support billing readiness by helping ensure customer purchase orders, quote approvals, receiving information, tracking details, and order documentation are complete. • Coordinate with Finance and internal teams to resolve documentation gaps that could delay invoicing or order closure. • Compile, update, and maintain sales reports, dashboards, order trackers, and internal status documents as needed. • Serve as a coordination point between Sales, Service Operations, Procurement, Logistics, Finance, technical teams, vendors, and customers.

Role Description We are seeking a Group Vice President (GVP), Retail Sales to lead our U.S. Retail enterprise business and drive the next phase of growth, innovation, and market leadership. Reporting to the SVP, Sales Go-To-Market, this leader will accelerate revenue performance, strengthen enterprise sales execution, and elevate UKG’s position across the retail market. This role requires a highly effective executive who can operate at both the strategic and operational levels—shaping go-to-market direction while ensuring disciplined execution across a complex, multi-team sales organization. - Lead 4–6 enterprise retail sales teams across the United States - Own full accountability for revenue, bookings and talent development - Drive enterprise customer acquisition, growth, and retention - Partner cross-functionally to execute go-to-market strategy - Serve as a key member of the Sales leadership team Key Responsibilities: - Drive Revenue Growth & Execution Excellence - Deliver against aggressive revenue and bookings targets - Strengthen pipeline quality, deal progression, and win rates - Establish forecast accuracy and business predictability - Reinforce performance expectations and accountability - Elevate Enterprise Sales Capability - Lead complex, multi-product SaaS sales efforts - Advance executive engagement and value-based selling - Drive sales methodology adoption and consistency - Build & Develop a High-Performing Leadership Team - Coach first-line leaders and build leadership bench strength - Attract, retain, and develop top enterprise sales talent - Foster a culture of high-performance and accountability - Advance Go-To-Market Strategy - Execute differentiated retail go-to-market strategies - Increase enterprise market presence and credibility - Align Sales, Marketing, Product, and Customer Success - Operate with Rigor & Executive Accountability - Lead business reviews, pipeline inspection, and account strategy - Provide data-driven executive reporting - Manage sales metrics and performance drivers - Lead Culture & Customer Impact - Champion a customer-first, performance-driven culture - Foster engagement, accountability, and winning mindset Qualifications - 15+ years of enterprise SaaS sales experience - Proven success selling to C-level enterprise buyers - 5+ years leading multi-team, second-line sales organizations - Track record building high-performing leadership teams - Strong forecasting, pipeline, and execution expertise - P&L ownership and business discipline - Thrives in a matrixed environment - Strong market and competitive perspective - Exceptional communication and influence - Credibility with customers and stakeholders Requirements - Consistent record of exceeding sales targets at scale - Experience in HCM, WFM, or enterprise SaaS preferred - Experience operating in dynamic, evolving environments - Strong communication and negotiation skills - Bachelor’s degree or equivalent experience - Ability to travel as required Benefits The base salary for this position is $280k annually, with the opportunity to significantly increase total earnings through a performance-based incentive compensation plan. The plan may provide for the payment of commissions and restricted stock unit awards as part of total compensation. The base pay offered may vary depending on skills, experience, job-related knowledge, and work location. Learn more about UKG’s benefits and rewards at UKG Benefits .

• Develop solutions on the Salesforce platform • Implement and customize features using Apex • Build components using Lightning Web Components (LWC) • Develop and consume REST and SOAP APIs • Build and evolve portals and communities using Experience Cloud • Work with Service Cloud processes and features, including case management, automations, and customer service • Act in a consultative manner with business and technology teams, ensuring scalable, high-performance solutions aligned with Salesforce platform best practices.