Role Description This is a performance-based contract opportunity designed for professionals seeking greater flexibility while working remotely within a structured and supportive environment. In this role, you'll connect with individuals who have already expressed an interest in creating positive change in their personal and professional lives. Through introductory phone or Zoom conversations, you'll guide individuals through a proven process, introduce educational programs and live events, and help them determine whether this path aligns with their personal and professional goals. You'll receive comprehensive training, proven systems, and ongoing mentorship, allowing you to continue strengthening your communication, leadership, and relationship-building skills while building a flexible business around your lifestyle. Success in this role comes from building genuine relationships, communicating with integrity, and consistently following a structured system. What You'll Do - Connect with individuals who have expressed an interest in creating positive change in their personal and professional lives - Conduct introductory phone or Zoom conversations - Introduce educational programs, online learning, and transformational live events - Guide individuals through a structured process, helping them determine whether this path aligns with their personal and professional goals - Build authentic relationships through ongoing communication and follow-up - Maintain organized communication using proven systems and digital tools - Utilize AI-supported technology to improve efficiency and productivity - Participate in weekly mentorship, leadership development, and professional training - Manage your own schedule and daily activity within a flexible remote environment Qualifications - Enjoys meaningful conversations and building genuine connections - Naturally earns trust through authentic communication - Takes initiative and follows through on commitments - Is comfortable working independently while following a proven system - Is open to ongoing personal and professional development - Wants greater flexibility while continuing to grow professionally - Is looking for a long-term performance-based career path What This Role Offers - A flexible remote structure designed around your lifestyle - A performance-based career path where your results influence your earning potential - Comprehensive onboarding, training, and ongoing mentorship - Continuous leadership and personal development - Education on AI-supported technology and digital business systems - A supportive community focused on growth, collaboration, and continuous learning - The opportunity to strengthen your leadership, communication, and relationship-building skills Compensation This is a performance-based contract opportunity. Compensation is based on individual results, consistency, effort, and level of engagement. The posted compensation range reflects what individuals actively engaged in this role may achieve over time.

• Serve as a point of contact and escalation for an assigned portfolio of clients. • Build trusted relationships with executives, founders, and finance leaders. • Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives. • Develop a deep understanding of each client's business objectives and evolving needs. • Ensure clients understand the full value of the firm's services. • Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience. • Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report). • Identify potential churn risks and develop retention strategies. • Lead renewal conversations and support contract reviews. • Advocate for the client while balancing operational and business objectives. • Foster long-term partnerships that increase client loyalty. • Provide guidance on best practices related to outsourced back-office operations. • Identify opportunities to improve client processes and operational efficiency. • Recommend additional services that align with client goals. • Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.

• Independently managing operational and analytical tasks from goal setting to execution and result control • Working with client support team on Client Protection cases, channeling information to the Partner Support Team • Analyzing statistics, reports, and key partner performance metrics to identify quality improvement opportunities • Developing and implementing client experience protection and quality strategies in collaboration with the team and cross-functional stakeholders • Supporting and managing partners in Bitrix CRM, including handling complex and non-standard requests • Contributing to the improvement of partner-related processes and tools (CRM, reporting, files, internal guidelines) • Collaborating with internal teams to achieve shared goals related to efficiency and complaints solving • Monitoring account activities to identify and precise solutions

• Join a dynamic workforce development and talent supply innovation team • Dedicated to creating workforce development programs, pathways and providing career navigation support • Craft workforce development strategies that support the creation of talent pools aligned to organization workforce needs • Collaborates with HR Business Partners, Talent Acquisition Leaders and hiring managers across the area of responsibility • Maintains excellent relations with key stakeholders and delivers top-notch programs through partnerships