Moder

Account Manager

• Own and expand relationships with senior client stakeholders (C-suite and business leaders), acting as a trusted advisor.
• Develop and execute account growth strategies to increase wallet share, retention, and long-term value.
• Lead white space mapping initiatives to identify new revenue streams aligned with client priorities and gomoder’s capabilities.
• Drive structured account planning frameworks across all key accounts.
• Ensure account management templates are consistently updated and reflective of client progress, opportunities, and engagement.
• Gather, analyze, and report client intelligence to inform strategy, decision-making, and future opportunities.
• Identify untapped areas of opportunity within accounts and align these with client needs and organizational capabilities.
• Partner with clients to discuss and craft proposals that address evolving business challenges and opportunities.
• Guide and support the sales team in identifying and executing upsell and cross-sell opportunities.
• Design and implement strategies that increase wallet share across assigned accounts.
• Create and deliver compelling proposals tailored to existing client needs and future potential.
• Champion adoption of AI-driven solutions within client engagements to improve efficiency, accuracy, and scalability.
• Identify opportunities to integrate automation, GenAI, and intelligent workflows into existing delivery models.
• Partner with internal operations and technology teams to design and implement AI-led transformation roadmaps.
• Establish KPIs and success metrics for AI initiatives, ensuring measurable business impact.
• Lead MBRs/QBRs with executive presence, delivering insights, performance updates, and forward-looking strategies.
• Maintain and evolve account management frameworks and templates to reflect real-time insights and opportunities.
• Oversee client feedback mechanisms (CSAT/NPS/surveys) and translate insights into actionable improvements.
• Partner closely with sales leadership to drive upsell, cross-sell, and renewal strategies.
• Build a culture of data-driven account management, leveraging analytics for decision-making.
• Lead, mentor, and scale a high-performing team of account strategists and operations leaders.

SVP, Account Strategist – AI Operations

Software Engineer

• Design, develop, and maintain dynamic document templates using OL Connect Designer.
• Build complex, data-driven templates with conditional logic, dynamic layouts, and multi-channel outputs (print, email, and web).
• Develop and manage document composition workflows using the Objectif Lune PlanetPress Connect Application Suite.
• Integrate OL Connect with upstream and downstream enterprise systems such as LOS, CRM, ERP, and document management platforms.
• Write and optimize SQL queries, stored procedures, and data transformations to support document generation.
• Work with data mapping, data modeling, and document data preparation processes.
• Implement API-based and file-based integrations using formats such as XML, JSON, and CSV.
• Analyze business requirements and translate them into effective technical solutions for document composition.
• Troubleshoot and debug template rendering issues, data mapping problems, and integration errors.
• Ensure proper handling of the end-to-end document lifecycle, including dependencies across systems.
• Collaborate with QA teams during testing cycles, resolving defects and improving system performance.
• Provide technical support and guidance to business users, analysts, and other development teams.

PlanetPress Developer

Director

• Develop comprehensive multi-phased transition plans for large-scale client transitions within the mortgage sector.
• Execute transition plans, ensuring all project milestones are met on time and within budget.
• Coordinate resources from both the company and the client to facilitate seamless transitions.
• Identify and address potential issues, implementing risk mitigation strategies to ensure project success.
• Maintain robust client relationships, acting as the primary liaison to ensure client satisfaction and successful project outcomes.
• Conduct regular site visits to client locations to monitor progress and address any on-site issues.
• Prepare and present regular progress reports to senior leadership and clients.
• Foster a collaborative environment, optimizing operations and leveraging strong problem-solving and conflict management skills.
• Work closely with internal teams, including technology, human resources, and reporting, to ensure alignment and continuity during transitions.
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

SVP, Account Strategist – AI Operations

PlanetPress Developer

Senior Director, EPMO