Account Manager

• Identify and establish strategic referral partnerships with senior leaders and practice heads within PSFs such as consulting, accounting/audit, legal, and financial advisory firms.
• Drive client referrals by closing deals and enabling partners to recognize our solutions as critical value-adds for their client bases.
• Nurture partnerships throughout their lifecycle focusing on joint account planning, co-selling, and mutual pipeline generation.
• Develop and enhance collaborative thought-leadership initiatives including co-branded webinars, events, bespoke content, and executive briefings on regulatory compliance and talent management.
• Collaborate with marketing, sales, and operations teams to grow channel referrals tailored to PSF sales cycles and partnership needs.
• Communicate clearly, set expectations, and reliably deliver with professional rigor and attention to detail.
• Organize and manage campaigns within the partnership program, targeting PSF client pain points such as global expansion, utilization, and compliance.
• Train and enable partner teams (Partners, Directors, Managers) to build awareness of our tech-enabled solutions and future developments addressing client-specific needs.
• Work directly with stakeholders across sales, marketing, legal, and finance, frequently engaging at the executive level.

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