Account Manager

• Engage with internal teams on the Channel Partner playbook
• Conduct Channel Partner meetings, define timelines and project manage action steps of service model changes
• Interact with internal stakeholders, like CSM and Billing, to coordinate timing and critical steps to complete the service model change
• Provide weekly status reports through Channel Partner Tracker
• Act as point of contact for the Channel Partners as it relates to platform and product add-on services
• Collaborate with others to assist Channel Partners to ensure all clients receive timely responses
• Conduct regular business reviews with Channel Partners to share product trends and enhancements along with a review of the clients they support on the overall health of the relationships
• Monitor client satisfaction through internal benchmarks by inquiring with Channel Partners on Channel Sales clients’ level of satisfaction with the administration
• Promoting and sharing best practices from our products and the industry on how to improve service and execution
• Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums

Relationship Manager

Director/Senior Managing Consultant – Services Business Development, Digital Partnerships

Manager, Account Management

Relationship Manager, AVP