• Own, review, and process incoming client syndication and enablement requests from internal colleagues and external clients, assigning them to appropriate queues. • Research and analyze enablement requests, verifying client authorizations and contractual limitations via Salesforce. • Set up and map client configurations for syndication utilizing internal tools. • Utilize internal systems and tools to identify, diagnose, and resolve errors. • Assist in managing and clearing work queues during high volume periods. • Maintain internal processes, standard workflows, and operational playbooks. • Manage assigned operational and strategic initiatives. • Utilize strategic tools and operational data to analyze trends and monitor queue health. • Provide operational recommendations on non-standard syndication requests. • Collaborate with cross-functional teams to contribute to process improvements. • Facilitate and present internal training sessions as required.

• Manage a varied customer list (mid-market, enterprise or strategic accounts) - emphasis on enterprise accounts. • Execute on the customer success framework to make customers successful. • Retain and grow seat and site opportunities in your assigned portfolio. • Deliver a consistent and delightful customer journey. • Improve repeatable, predictable outcomes and experiences for Fiix's customer base. • Identify customer needs and collaborate with marketing, services, support and product teams.

• Serve as the primary point of contact for a portfolio of customers for all account needs. • Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize their benefit administration processes and reporting needs. • Increase value and drive revenue from existing Lively employers by cross selling other Lively products to those who we already have existing relationships. • Onboard and implement new employer customers to Lively from sign up to funding of accounts. • Build and maintain relationships with customers’ third-party vendors, benefits consultants, and brokers. • Facilitate recurring meetings with customers and brokers as requested. • Educate customers on Lively configuration options for benefit enrollment, payroll, and reporting. • Provide client administrators with ongoing enrollment and contribution processing support. • Respond to all employer inquiries within 1-2 business days at all times. • Work cross-functionally to support resolution of customer needs and proactively identify trends across customers to inform Lively product and operations teams. • Create bug reports in Jira for reproducible product issues. • Facilitate bulk asset transfers from third-party HSA providers to Lively.

• Manage a portfolio of clients, taking ownership of customer retention, adoption, and engagement, ensuring their ongoing success with our product. • Develop strong client relationships as a trusted advisor, leveraging your product expertise and providing the necessary tools and guidance to maximize their use of our product and adopt best practices. • Cultivate relationships with key stakeholders at both operational and strategic levels, understanding their business objectives and aligning our application offering to meet their needs. • Proactively handle a diverse range of customer-related projects, initiatives, and tasks, ensuring customer satisfaction and delivering value. • Educate customers on our product, upcoming roadmap items, and new releases, keeping them informed and excited about the possibilities.