Orgvue

Customer Success Manager

• Assist in onboarding new partners by helping them understand Orgvue's support model and setting up the tools and infrastructure they need.
• Coordinate partner-specific Orgvue environments for training, demos, and shared solutions.
• Support regular meetings, feedback sessions, and reporting routines to ensure smooth collaboration.
• Help plan and deliver training sessions for partners on how to use Orgvue for analytics, modelling, and data management.
• Collaborate with internal experts across Product, Advisory, and Technical Account Management to coordinate more advanced training when needed.
• Tailor Orgvue enablement materials and presentations to specific partner objectives or use cases.
• Work with the Alliances and Partner Success teams to track partner progress, performance, and key deliverables.
• Maintain up-to-date records of active projects, usage data, and partner feedback.
• Coordinate communication between partners and internal teams, including Marketing, Product, Legal, and Sales.
• Help identify areas for improvement and contribute ideas to strengthen how Orgvue collaborates with partners.
• Contribute to the continuous improvement of Orgvue's Partner Program through documentation, case studies, and training materials.
• Help capture success stories and best practices for use across the wider partner ecosystem.
• Assist in maintaining standard templates, assets, and reporting tools.

Partner Success Analyst – APAC

Analyst

• Manage and oversee opportunities and orders within Salesforce to ensure a consistent approach and high data quality
• Conduct regular audits of CRM data to ensure accuracy and completeness, flagging and resolving inconsistencies
• Build and maintain recurring revenue reports and dashboards covering pipeline, win rates and deal velocity
• Deliver ad hoc analysis to support commercial and operational decision-making
• Support forecasting cycles by ensuring pipeline data is accurate and current
• Assist in the quote-to-cash process, including order management
• Collaborate with Sales, Finance, and Operations teams to align processes and data management
• Develop and maintain documentation for opportunity management processes and best practices
• Serve as a point of contact for partner orders, account creation, and key revenue systems
• Provide support to resolve partner and internal queries, ensuring a seamless experience
• Support onboarding and training of sales team members on Salesforce and key revenue systems

Revenue Analyst

Account Manager

• Manage a $1-4 Million book of business between 6-10 accounts.
• Lead regional team of Account Managers, setting strategy, managing performance and defining global processes jointly with CCO and other leaders
• Maintain view of renewal and upsell opportunities, risks and forecasts; report out on metrics weekly
• Retain accountability for regional performance against financial targets
• Research existing accounts to assess business opportunities for upsell, renewal value and services revenue.
• Collaborate with assigned account teams to create and maintain account plan; pull on relevant colleagues within the business to meet account needs
• Provide input to marketing and engagement campaigns targeting existing accounts / customers
• Manage customer account data, follow up on marketing lead activity and follow relevant processes to capture outcomes
• Use domain experience, understanding and thought leadership (e.g., disruptive trends) to establish and grow relationships with influencers and decision-makers in existing accounts.
• Identify and facilitate appropriate coaching and content for customers’ based on their maturity, ambition and business context
• Lead solution discovery to understand client requirements, objectives and priorities.
• Present the Orgvue platform including team and/or consultative presentations and efforts.
• Work with existing clients to further develop their communities and provide new introductions.
• Work with senior management and corporate counsel, negotiate contracts and provide all follow-up to deliver signed contracts.
• Maintain strong upsell, renewal and services pipeline, and forecast to increase visibility of short and long-term prospects through our CRM.
• Meet agreed monthly/quarterly/annual performance objectives in both upsell activity (meetings/demos) and quota achievement.
• Collaborate with internal stakeholders in Customer Experience, Revenue and R&D to communicate and escalate product challenges and opportunities based on market observations and customer feedback
• Work closely with alliance manager and partner teams to understand and assess joint pipeline and potential opportunities with partners, maintain understanding of Orgvue relative to partner propositions and strategies.
• Help develop compelling joint value propositions to help drive growth in our project business and conversion opportunities.
• Where appropriate develop joint account plans with our strategic partner(s) and identify opportunities to embed, enhance and grow Orgvue usage further for both projects and long-term license use cases.

Director, Account Management – Contract

• Assist in onboarding new partners by helping them understand Orgvue’s support model and setting up the tools and infrastructure they need.
• Coordinate partner-specific Orgvue environments (for training, demos, and shared solutions).
• Support regular meetings, feedback sessions, and reporting routines to ensure smooth collaboration.
• Help plan and deliver basic training sessions for partners on how to use Orgvue for analytics, modelling, and data management.
• Collaborate with internal experts (Product, Advisory, and Technical Account Management) to coordinate more advanced training when needed.
• Tailor Orgvue enablement materials and presentations for specific partner objectives or use cases.
• Support the creation of partner communities of practice and learning forums.
• Work with the Alliances and Partner Success teams to track partner progress, performance, and key deliverables.
• Maintain up-to-date records of active projects, usage data, and partner feedback.
• Coordinate communication between partners and internal teams such as Marketing, Product, Legal, and Sales.
• Help identify areas for improvement and contribute ideas to strengthen how Orgvue collaborates with partners.
• Contribute to the continuous improvement of Orgvue’s Partner Program by supporting documentation, case studies, and training materials.
• Help capture success stories and best practices for use across the wider partner ecosystem.
• Assist in maintaining standard templates, assets, and reporting tools.