• Proactively manage and grow your existing book of business, moving partners from Pilot to High-Growth to Stabilized partnerships. • Uncover new and additional product opportunities by taking a consultative approach to investigating a company's needs and goals. • Identify and set up cross-sell and upsell opportunities into new product lines to expand account value. • Present and interpret performance data for clients, leading quarterly business reviews and providing insights as needed. • Drive profitable applicant referrals by clearly communicating underwriting guidelines and coverage levels. • Forecast against quarterly goals and OKRs by closely monitoring account metrics and performance trends. • Track conversion rates and program adoption to identify trends by program, market, and portfolio. • Partner with AEs to translate corporate-level program sales into executable rollout plans. • Maintain accurate, timely records of all activity in HubSpot. • Travel regularly (approx. one week per month) to meet with current partners.