• Responsible for renewing existing block of current clients through strategy • Consultation, negotiation, positioning value adds, making plan recommendations and providing overall support • Maintaining strong relationships with our distribution partners, brokers and employer groups • Renew assigned book of business - lead renewal delivery, develop renewal strategy • Ensure successful implementation of new business by working closely with Sales Consultants and Underwriting Operations • Provide general support and escalated service during the plan year • Problem solving/issue resolution • Personal contact with clients - face to face meetings, phone calls, virtual web meetings • Creates, analyzes, and presents reporting packages • Coordinating and presenting renewals, claim reviews with appropriate follow-through • Oversee stop loss renewal with Account Associates • Assess performance of groups during the plan year • Review monthly utilization trends to help prepare for the next renewal • Share insights with internal partners to help calculate renewal increase • Discuss new programs, value-added benefits, Healthcare reform guidelines, plan ideas, and recommended solutions with the broker and employer • Provide internal and external training as required

• Own and achieve annual professional services bookings quota • Originate, pursue, and close professional services opportunities across assigned accounts and territories • Sell implementation, upgrade, and post-go-live enhancement services for Infios solutions • Operate as a field-based seller, engaging directly with client executives • Develop and manage a services sales pipeline • Collaborate with Account Executives where services are sold alongside software • Partner with delivery leadership to ensure accurate scoping, pricing, risk alignment • Lead development and negotiation of proposals and Statements of Work (SOWs) • Serve as a trusted advisor to client executives throughout the services sales cycle • Support smooth handoffs to delivery teams following deal close.

• Serve as the strategic advisor and primary liaison between Mindtickle and its most important customers. • Drive customer value, adoption, renewal, and expansion within existing accounts. • Align Mindtickle’s solutions with the client’s business goals. • Bring a partnership mindset and strong business acumen. • Manage complex client relationships.

• Develop a thorough understanding of Crossix offerings, competitive advantages, and processes. Learn to articulate them persuasively to prospects and customers • Develop strong and mutually valuable relationships with new and existing customers • Manage pipeline with CRM tools for maximum efficiency and visibility, with carefully executed follow-up to closure • Work in close partnership with Client Services to manage successful client deployments and to ensure ongoing high client satisfaction, renewal, and deep penetration of customer organizations for incremental business • Keep current with industry trends; engage your customers, address their business challenges, and propose solutions