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Business Development Rep

• Oversee and coach Account Managers responsible for maintaining and growing client relationships across SMB and Mid-Market segments
• Develop and implement structured engagement plans (MBRs/QBRs, adoption check-ins) to ensure alignment with client goals and drive long-term value
• Partner with clients to understand and support their short and long-term initiatives
• Ensure consistent forecasting of client activity and revenue at monthly, quarterly, and annual intervals
• Review and ensure documentation of key meetings, action plans, and next steps in the CRM; hold team accountable for timely follow-through
• Lead strategic upsell and cross-sell initiatives in collaboration with Operations and Sales teams
• Serve as the executive point of escalation and lead discussions on client risk, satisfaction, and expansion opportunities
• Work cross-functionally to resolve client issues, support RFP/RFI and due diligence processes, and ensure seamless execution of client-driven requests
• Hire, train, and manage a high-performing team of Account Managers; drive a culture of accountability, collaboration, and client-centricity
• Define and iterate on account segmentation models, coverage strategies, and engagement playbooks
• Set performance expectations, develop KPIs, and conduct ongoing coaching to optimize individual and team outcomes
• Foster team collaboration with Sales, Operations, and Leadership to ensure consistent client messaging and execution
• Develop and execute lead generation strategies to drive pipeline growth and support Account Manager success
• Build outreach campaigns, email cadences, and content that align with segmentation strategies and client profiles
• Manage the creation and deployment of sales collateral, presentation decks, and other client-facing assets to support business development efforts
• Monitor campaign performance, outreach engagement, and conversion data to refine messaging and improve results
• Identify areas to scale demand generation efforts over time, with the goal of building a repeatable, metrics-driven growth engine
• Collaborate cross-functionally with Legal, Compliance, and Executive Leadership to ensure all marketing content and outreach efforts meet regulatory, brand, and strategic requirements
• Guide the development and execution of inside sales strategies to maximize account potential
• Collaborate with Revenue, Compliance, and Operations leadership to ensure full lifecycle alignment across client success and delivery
• Deliver presentations and proposals that reflect client goals, business value, and strategic partnership opportunities
• Ensure consistent, high-quality communication with clients and internal stakeholders at all stages of the account journey
• Own and track performance metrics related to revenue retention, account expansion, lead conversion, and client satisfaction

Director, Account Development