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Manage employee benefits and wellness programs, including open enrollment, vendor implementations, M&A integrations, communications, and HRIS benefits technology. Govern enrollment platforms and carrier feeds, develop analytics dashboards, monitor regulatory changes, and support ERISA compliance activities such as Form 5500 preparation, plan reviews, and discrimination testing. Lead cross-functional initiatives and benefits vendor relationships.

Own the full B2B sales cycle for SaaS solutions serving independent insurance agencies, from outbound prospecting and pipeline generation through discovery, negotiation, and closing. Build trusted-advisor relationships, understand agency goals, map needs to technology solutions, manage territories, and achieve sales quotas. The role requires consultative selling, strong communication, CRM proficiency, and experience meeting new-business or territory-growth targets.

Own the full B2B sales cycle for SaaS solutions, including outbound prospecting, account research, discovery, solution selling, negotiation, and closing. Build pipeline, advise independent insurance agencies on business challenges, manage territories, and consistently achieve or exceed sales quotas in a collaborative inside-sales environment.

Own the full B2B sales cycle for SaaS solutions, including outbound prospecting, pipeline generation, account research, discovery, solution selling, negotiation, and closing. Advise independent insurance agencies on technology solutions, manage territory plans, and consistently meet or exceed sales quotas. The role requires strong consultative selling, communication, and CRM skills in a hybrid team environment.

Manage the full B2B sales cycle for SaaS solutions, including outbound prospecting, account research, discovery, solution consulting, negotiation, and closing. Build pipeline, advise independent insurance agencies, manage territories, and consistently achieve sales quotas. The role requires strong consultative selling, communication, and CRM proficiency, with experience in quota-carrying sales and new business development.

Develop standardized reporting, dashboards, KPIs, and actionable business insights using data from Salesforce, billing, product usage, login, and marketing systems. Automate recurring reporting, improve data consistency, document reporting structures, and connect insights to commercial actions such as retention cases. Partner with finance, IT, FP&A, and go-to-market teams to gather requirements, test solutions, and deliver scalable reporting that improves customer health, adoption, retention, and business results.

Lead product marketing for Applied's carrier-facing portfolio: set strategy, positioning, brand architecture, launches, and GTM. Build and lead a PMM team, drive market/competitive intelligence, win/loss research, partner cross-functionally with Product, Sales, and Marketing, and report PMM-influenced metrics while championing AI-enabled tooling.

Lead product marketing for the agency segment, owning positioning, GTM, launches, competitive intelligence, and performance metrics. Manage and grow a PMM team, partner with Product, Sales, and Field Marketing to drive adoption and revenue, and champion AI-forward tooling and data-driven GTM across the Applied Epic and EZLynx portfolio.

Support day-to-day purchasing and accounts payable activities: process purchase requisitions and POs, communicate with vendors and internal teams, maintain accurate purchasing and fixed-asset records, assist with invoices and inquiries, prioritize multiple requests, ensure documentation accuracy and compliance, and help improve purchasing procedures.

Contribute to modernization and technical-debt reduction efforts, implement and test features, participate in code reviews, follow CI/CD and Agile practices, and collaborate with senior engineers while learning cloud and security practices.