• Drive revenue through recognition and realization of opportunities within accounts • Work with customers and Kinly resources to leverage products and services to enhance customers’ business and grow opportunities • Help build the message to sell Kinly Microsoft and Cisco voice offerings to other parts of their customers business • Develop annual account action plans • Identify all customer contract renewals and build plans for the renewal of those contracts • Drive profitability revenue growth year over year in assigned accounts • Meet and exceed monthly and annual revenue goals by executing an account growth strategy • Work with Marketing to create Sales Programs centered on OEM endorsements • Conduct regular Business Reviews and reporting with major accounts • Manage relationships with Manufacturers, distributors and resellers

• Support Comcast Business Services in retaining and growing existing customer base • Act as a business partner to existing customers via phone • Enhance customer satisfaction through regular contact and problem resolution • Conduct biannual account reviews • Prepare sales documentation for advanced products

Role Description The Account Manager must be familiar with and understand the various aspects of funding and accounting for defined benefit pension plans including a general knowledge of IRS funding regulations. Excellent math and analytical skills are required. - Single Employer Funding Valuations: Code valuation software (including new plans, plan amendments, life insurance and assumption changes). Reconcile assets and life insurance, calculate contribution requirements, prepare valuation reports and government filings including Form 5500 & PBGC submissions. - Benefit Calculations: Prepare benefit calculations and RMDs based on the plan provisions, IRS Rules, and actuarial factors. - Non-Discrimination Testing: Analyze data and perform 410(b) minimum coverage tests, 401(a)(26) participation tests and 401(a)(4) general tests. - Special Projects: Prepare plan amendments, cost/funding projections, and assist with plan terminations in coordination with PBGC. Qualifications - College degree required. - Five or more years of pension experience. - Proficient in Microsoft Office, with strong Excel and Word skills. - Strong attention to detail. - Excellent communication and time management skills. Requirements - Experience with Datair software. - Experience with ftwilliam.com for plan documents, 5500s, and PBGC Filings. - Experience working with life insurance policies held inside pension plans. - 412(e) plan experience. - ASPPA designations.

• Lead and own the overall vision for at least 1 large client relationship, providing comprehensive strategic guidance that aligns with their business objectives while seamlessly integrating into an already strong client relationship • Navigate, maintain, and cultivate senior-level stakeholder relationships, ensuring strategic alignment and business growth while maintaining appropriate professional boundaries • Serve as the primary liaison between for the client, maintaining consistent communication with key stakeholders and ensuring all relevant client parties remain well-informed of project developments. Orchestrate cross-functional internal collaboration between marketing, analytics, creative, and strategy teams, effectively breaking down silos and ensuring seamless delivery of client objectives • Demonstrate strong presence and confidence in ensuring client needs are met • Proactively monitor and analyze campaign performance through BI reporting, ensuring insights are correctly interpreted and communicated to drive strategic decision-making • Drive accountability across internal teams for deadlines, quality standards, and strategic objectives while maintaining high standards for deliverable excellence • Identify potential challenges early and implement solutions before they become issues, advocating for both client needs and internal team well-being • Serve as an extension of the client’s team, demonstrating passionate advocacy for their success • Oversee the accurate execution of work across digital advertising (Google, Meta), SEO, CRO, and analytics initiatives that consistently meets or exceeds client expectations • Manage proactive client communications, including regular status updates and executive-level presentations • QA-ing team deliverables and maintaining quality standards across all work products • Supporting business development and marketing efforts by sharing strategic insights and best practices • Facilitating effective internal and external meetings that drive project momentum and client satisfaction