• Serve as the consistent, senior CMX presence in all segment leadership meetings, strategy sessions, and business planning forums — representing not just marketing, but the full Communications, Marketing & Customer Experience function. • Develop and maintain a deep, current understanding of each segment’s business strategy, competitive pressures, growth targets, operational challenges, and member or customer dynamics — well beyond what is needed to brief a campaign. • Listen to segment challenges with the breadth of the full CMX capability set in mind — identifying where marketing, communications, customer experience, brand, and insights each have a role to play, and framing integrated solutions rather than single-discipline responses. • Translate segment business needs into clear, actionable briefs for CMX subject matter experts — providing the strategic context, business rationale, and high-level direction that allows each SME to do their best work without needing to attend every segment conversation. • Mobilize and orchestrate the right CMX experts — across Communications, Customer Experience, Brand, Insights, and Marketing — for each segment challenge, ensuring the department delivers as one integrated function rather than a collection of independent capabilities. • Maintain a real-time understanding of priorities, capacity, and ongoing work across CMX disciplines, so that segment commitments are made with full awareness of what the department can deliver and when. • Serve as the accountability owner for CMX’s commitments to each segment — tracking deliverables, managing expectations, escalating risks, and ensuring the department consistently follows through on what it promises. • Build and sustain trusted, peer-level relationships with segment leaders in Commercial, Government, and Health Services — positioning CMX as a strategic partner that earns a seat at the table because of the value it creates, not because of its organizational role. • Proactively bring CMX insight, intelligence, and capability to segments before they ask — identifying opportunities where communications strategy, customer experience improvement, brand investment, or deeper audience insight could accelerate a segment’s goals, and making the case for that investment. • Report back to the VP, Enterprise Marketing & Acquisition and the broader CMX leadership team on segment priorities, emerging needs, and strategic opportunities — ensuring the department is always forward-looking in how it aligns resources and capabilities to business needs.

• Own and drive the commercial growth agenda across existing retail setups, identifying growth levers, upsell opportunities, and potential for budget expansion. • Act as the primary point of contact for retail, sell-out, and Commercial Framework topics, both internally and with retail stakeholders. • Translate customer and commercial strategy into actionable retail initiatives, with a strong focus on migrating traditional offline/print activities into digital offerings. • Build strong retailer relationships through proactive account development, including regular customer visits and ongoing commercial dialogue. • Analyze KPIs, budgets, and performance trends to derive clear recommendations on optimization, rollout decisions, and commercial priorities. • Apply and clearly communicate Commercial Framework methodologies, including test logic, control group design, and uplift calculations, and confidently defend these approaches with commercial and controlling stakeholders. • Develop, implement, and maintain controlling frameworks to steer performance transparently, measure effectiveness, and support sound commercial decision-making. • Lead retail- and performance-related discussions with clients and internal stakeholders, presenting analyses, recommendations, and business cases in a clear and persuasive manner. • Work closely with C-level stakeholders and other senior decision-makers, presenting recommendations and commercial cases in a compelling and audience-appropriate way. • Partner closely with Sales, Marketing, Category Management, and Media experts to ensure retail logic guides strategic direction and execution quality. • Support prioritization decisions across customers and initiatives based on commercial potential and strategic relevance. • Contribute to team development by mentoring colleagues and supporting AI-driven ways of working across the organization.

Role Description You are an outgoing, relationship-focused business development professional who excels at building strategic partnerships and fostering meaningful connections. You have a talent for identifying opportunities, understanding member needs, and delivering financial solutions that create value for businesses, nonprofits, and community organizations. A strong communicator and collaborator, you leverage data, digital tools, and cross-functional partnerships to drive member engagement, growth, and community impact. What You'll Do: - Member Engagement: - Responsible for identifying new business opportunities, maintaining member relationships, and developing sales strategies to drive growth. - Conduct regular one-on-one meetings and other communication to better understand member needs and how we can provide solutions to meet them. - Serve as an advisor and partner to members, providing guidance on Golden 1’s products and services and how they can assist to best deliver them to the member. - Segment Engagement: - Establish and maintain strategic partnerships with local businesses, centers of influence such as CPA’s and attorneys, non-profit organizations, governmental agencies, and NGO’s. - Coordinate joint financial programs, events, and projects to provide solutions and engagement. - Strategic Alignment and Communication: - Leverage digital platforms to provide options for member and segment engagement. - Develop and execute digital communication strategies to promote G1 programs, events, and initiatives. - Provide a modern image, brand, and culture in all that we do. - Utilize data analytics to measure the effectiveness of digital outreach efforts and make data-driven decisions to improve engagement. - Prepare regular reports on program outcomes, member engagement metrics, impact, and results. - Collaborate with other departments throughout the enterprise to ensure cohesive messaging and a team approach to member development. Qualifications - Bachelor’s Degree in related field or equivalent work experience required. - 7+ years of branch leadership or business development within a retail sales or financial institution required. - Must have established connections within the local community, including influential leaders and non-profit organizations required. Benefits - Market-competitive and internally equitable total rewards compensation package. - Programs designed to attract, motivate, and retain employees. - Comprehensive compensation package, well-being and work-life balance. - Career development and growth opportunities. - Rewards and recognition programs. - Commitment to Diversity, Equity, and Inclusion.

• Own the strategy, execution, and performance of the member lifecycle for our 2M+ monthly active members across email, push, in-app, and web — from onboarding through winback. • Set the roadmap, own the lifecycle calendar, build the reporting that tracks our impact, and lead and develop the lifecycle team. • Develop a deep understanding of Going's Braze integration, lifecycle program, and marketing tech stack, identifying the highest-impact opportunities to improve member experience and business results. • Take ownership of the lifecycle calendar and campaign workflows, establishing clear intake, prioritization, QA, and conflict-free scheduling. • Build a consolidated view of lifecycle performance and establish a reporting cadence with leadership. • Get to know your team — their goals, strengths, and development areas — and establish your management rhythm (1:1s, rituals, priorities). • Publish a prioritized lifecycle roadmap and experimentation plan. • Own the strategy, enhancement, and execution of the full lifecycle program. Including scaling personalized, omni-channel communications across email, push, in-app, and web that support the Going mobile app, website, and new-to-market product value. • Own performance and reporting end-to-end (onboarding through winback), continually improving key metrics like activation, adoption, engagement, retention, and LTV, and owning the dashboards that track and socialize results. • Apply AI to all relevant automated journeys to increase program performance and team efficiency. • Translate business goals into delivery requirements — data, segmentation, targeting logic, and dynamic content — partnering closely with Data, Product, and Engineering teams on technical projects. • Hire, mentor, and develop a high-performing lifecycle team that approaches problem-solving with a member-first mindset and a strong testing culture.