Client Partner

• Draft detailed business plan for the territory down to each account (reviewed & revised)
• Drive a discovery practice that produces substantive intelligence.
• Secure buy-in from Key Stakeholders leveraging all available actionable intelligence.
• Draft, coordinate, and execute precise, up-tempo, and highly impactful close plans that provide extended account team detailed requisite information that shortens sales cycles and close well-above the average deal size.
• Provide accurate forecasting to leadership and Services across all stage of the Opportunities.
• Observe and respect swim lanes and designated responsibilities and processes related to form 1A (at the bottom of this document) and have clear expectations of how yours should be respected
• Identify and Drive License Opportunities: Proactively identify and pursue high-probability license growth transactions within assigned client accounts.
• Client Relationship Management: Nurture and manage existing client relationships, understanding their needs and objectives to drive additional growth opportunities.
• Strategic Planning and Preparation: Develop and execute strategic account plans to maximize revenue potential and align with company objectives.
• Cross-functional Collaboration: Coordinate with internal teams, including Services, to ensure seamless collaboration and support throughout the sales process.
• Operational Excellence: Demonstrate a commitment to operational excellence in all aspects of deal management, from initial prospecting to contract negotiation and closure.
• Tactical Empathy: Utilize tactical empathy techniques to build trust, shorten sales cycles, and increase deal size with clients.
• Account List Management: Regularly assess and adjust account lists based on evolving dynamics of customer growth and renewal opportunities.

Client Partner

Senior Client Manager

Senior Client Manager

Senior Client Partner – BFS

Client Partner