• Responsible for the overall strategy and new sales execution in the Health Plan, Financial Institution, and Third Party Administrator markets • Focused on connecting Health Plans with WEX's industry-leading financial technology solutions for their Medicare Advantage, Medicaid, Rewards & Incentives offering• Focused on connecting Financial Institutions (Banks, Investment Firms, Credit Unions) with WEX's industry-leading financial technology solutions for their Health Savings Account (HSA) offerings to support growth and additional revenue• Focused on connecting TPAs with WEX's industry-leading platform for Consumer Driven Healthcare (CDH) accounts (FSAs, HSAs, HRAs, Commuter, LSAs, etc.) administration• 2023 WEX Rookie of the Year award winner

• Contributed to the development and maintenance of customer and prospect relationships to ensure satisfaction with final solution• Managed product resources and sales tools to promote customer support and business development• Collaborated with Sales, Pre-Sales, and customers to provide marketing insights, competitive analysis, and sales training aimed at increasing consumer engagement and revenue• Answered product-related questions and provides best practice recommendations regarding functionality, installation, deployment, and customization• Maintained working knowledge of Section 125, HRA, and HSA plan regulations, eligibility rules, annual limits, and plan design strategies• Educated and trained customers on various CDH products including: HSA, HRA, ICHRA, QSEHRA, EBHRA, Retiree HRA, LSA, FSA, LPFSA, DCA, Transit/Parking, Adoption, Tuition Reimbursement, and Wellness plans• Created and delivered prospect and customer product demonstrations. • Performed on-site Proof of Concepts demonstrations to validate the WEX Benefits Platform product work to specification• Addressed technical questions regarding product functionality and custom development consulting, including participating in Requests for Proposals (RFPs) completion • Provided conduit from customer to Product Team regarding enhancements and customization requests• Generated presentation materials and deliver content at customer conferences• Provided training to Account Executive teams on new products and functionality to increase revenue through customers

• Led and participated in multiple projects by creating and updating project documentation• Elicited requirements as it related to highly complex custom software development, custom reporting and system enhancement needs• Completed system analysis to identify efficiency opportunities for customers• Assisted customers with testing efforts during implementation• Consulted customers on leading practices of the WEX Health Cloud platform functionality• Translated business requirements into technical specifications• Led and facilitated Integrity Sales and Service Training programs for entire Professional Services department

• Developed an understanding of WEX Health's structure, products, services, and processes• Created Business Requirements that met the needs of all stakeholders• Conducted Business Requirement walk throughs and obtained stakeholder sign-off• 2019 WEX Health Innovation Challenge 2nd place winner for using technology to deliver value to stakeholders• Consulted with partners during technology 1:1s at annual industry-leading WEX SPARK Health conference• Created and modified Business Process Flows• Created software configuration specifications• Configured software products based requirements and configurations specifications• Linked business goals and objectives to the actual solution that was constructed and delivered

• Led the initiating, planning, executing and closing of project activities for new and existing enterprise customers• Assisted with project activities for specialized/complex projects for internal and external Border States Electric customers• Identified and determines the scope, stakeholders, deliverables, constraints and timelines of the project• Analyzed project requirements and makes recommendations to stakeholders• Maintained project team documentation (templates, EUPs, etc.)• Facilitated deployment, maintenance and training of project coordination tools• Facilitated preparation of project status reports (monitor and control) for stakeholders and the team collaboration and task management tool• Led the communication and follow-up of project activities• Assisted the written response of proposals ensuring one voice of Border States Electric• Assisted the development of information requests and presentations for targeted customers• Assisted the development of executive updates• Developed and maintained effective working relationships with cross functional teams

• Led and participated in projects related to proposals and implementations with enterprise and Strategic Business Relationship customers• Identified scope of project, stakeholders, deliverables, constraints and timelines• Collaborated in the development of proposals for targeted customers• Facilitated project and customer team meetings effectively while delivering engaging, informative and well-organized presentations• Responsible for creating and maintaining customer collaboration sites through the utilization of SharePoint and SharePoint Designer

• Helped coordinate workshops among various teams to identify areas of improvement to current proposal and contract implementation processes• Assisted the Data Management team on generating a variety of weekly, monthly, and quarterly reports for alliance customers• Worked closely with the Customer Technology team to aid in the implementation of a new vendor managed inventory system• Helped create and maintain alliance collaboration sites

• Built and maintained professional relationships with customers• Developed communication skills by opening and closing customer accounts and answering customer account inquiries• Cross-sold all products and services offered• Showcased accuracy when balancing teller drawer up to $12,000• Conducted customer transactions such as deposits/withdrawals, loan payments, check cashing, foreign currency exchange, etc.