• Proactively call and engage a large portfolio of smaller clients to increase their participation and rebate potential. • Educate customers on program benefits, supplier options, and available rebates. • Walk customers through portal features and resources to improve adoption and utilization. • Track and report on customer engagement, growth opportunities, and participation metrics. • Demonstrate strong knowledge of Source1’s supplier network and rebate programs. • Provide guidance on optimizing purchasing decisions through contracted suppliers. • Identify opportunities for upselling and cross-program participation. • Maintain accurate records of customer interactions and progress in CRM. • Consistently meet and exceed outreach and growth targets. • Share insights with internal teams to support broader business strategies. • Follow structured workflows to ensure high-quality customer touchpoints.