Orgvue

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

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 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.

Partner Success Analyst

Marketing

• Develop and own the customer and partner marketing strategy aligned to business goals, including retention, expansion, and co-sell revenue
• Identify key opportunities across the customer lifecycle and partner ecosystem to drive engagement and growth
• Design and deliver lifecycle marketing programs across onboarding, adoption, expansion, and renewal
• Lead customer advocacy initiatives including case studies, testimonials, references, user groups, and customer communications
• Partner with Customer Success to increase product adoption and long-term customer value
• Build and scale co-marketing programs with consulting and technology partners to drive joint pipeline
• Collaborate closely with partner marketing teams to activate their networks and amplify reach
• Deliver partner-focused initiatives including events, co-branded content, enablement materials, and integrated campaigns
• Own end-to-end delivery of campaigns and programs, ensuring high quality execution and on-time delivery
• Run events and engagement initiatives such as conferences, roundtables, and executive dinners
• Work cross-functionally to align messaging, targeting, and execution across channels
• Define and track key metrics across customer and partner marketing, including adoption, retention, pipeline, and revenue impact
• Use data and insights to continuously optimise programs and improve ROI
• Report on performance and provide clear recommendations to stakeholders
• Partner closely with Marketing, Sales, Customer Success, and Professional Services to align on account priorities and growth opportunities
• Build strong relationships with internal teams and external partners to drive alignment and execution

Customer and Partner Marketing Manager

Consultant

• Work closely with partners and direct customers as part of the account team to help users get sustained value from the Orgvue platform
• Apply deep platform expertise to review, improve, and optimise customer and partner tenant configurations in line with best practice
• Contribute hands‑on configuration changes where appropriate, including Gizmo optimisation and other updates that improve usability, performance, or outcomes
• Explain configuration decisions, patterns, and trade‑offs clearly so users understand how and why the platform is set up and can work more effectively with it
• Support users with ad‑hoc technical queries raised through the Customer Success team, using platform expertise to diagnose issues and recommend practical solutions
• Maintain a strong understanding of customer use‑cases, solution maturity, and risks in order to proactively identify opportunities for improvement
• Work collaboratively with Customer Success Managers, Account Managers, partners, and other teams to ensure technical guidance aligns with customer objectives
• Share insights and feedback from customer usage to help improve delivery approaches, best practices, and the Orgvue platform over time

Technical Account Consultant

• Manage accounts, ensuring that customers can meet their business objectives and obtain on-going value from using orgvue
• Work with cross functional team mates to create and maintain success plans for all customers within the portfolio
• Build strong relationships with the account management, advisory, technical account management, product and advisory teams to ensure that account plans are executed seamlessly
• Manage customer communications through regular check-ins focussing on supporting and enabling users to achieve business outcomes and customer objectives
• Provide coaching and support to super users
• Drive advocacy through customer specific and regional events and communications
• Maintain an understanding of customers’ use-cases, business objectives and tenant and solution configurations to ensure that each meeting or conversation provides value
• Pull in the right resources, from across the business, to ensure that opportunities and issues are managed effectively
• Identify and effectively communicate additional use-cases that would benefit the customer
• Ensure that all relevant data is captured and updated weekly within our customer success platform
• Ensure that knowledge is shared appropriately across the team to maximize effectiveness and efficiency
• Ensure that customer feedback is effectively communicated back to the product management team
• Work with account management and advisory to support upsell and cross-sell opportunities
• Identify and manage customer issues and risks effectively and in line with process
• Spend approximately 20% of time working on projects that will either improve the function or add value to customers such as:
• - Process documentation improvements
• - Customer event preparation
• - Knowledge Base content creation and maintenance

• Manage a $2-6 Million book of business between 12-25 accounts.
• 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 client account data, follow up on marketing lead activity and follow relevant processes to capture outcomes
• Identify and facilitate appropriate coaching and content for clients based on their maturity, ambition and business context
• Use domain experience, understanding and thought leadership (e.g., disruptive trends) to establish and grow relationships with influencers and decision-makers in existing accounts.
• 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 client feedback
• Alliances Ecosystem & Co-Selling
• 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.

• Serve as a strategic advisor to a portfolio of 12–25 enterprise clients, acting as the primary relationship owner up to board level.
• Partner with client executives and transformation leaders to shape roadmaps for organizational design and workforce transformation, leveraging Orgvue’s platform and services.
• Guide clients on their organizational maturity, advising on structure, headcount planning, role design, and capability alignment.
• Lead account planning, identifying cross-sell and up-sell opportunities across consulting services and platform usage.
• Facilitate executive-level business reviews, aligning Orgvue’s impact to client strategic priorities.
• Own end-to-end commercial management of accounts, including renewals, forecasting, pipeline growth, and contract execution.
• Collaborate with Customer Success, Professional Services, Product and Consulting Partners, and Alliances to deliver a seamless, strategic client experience.
• Navigate complex client organizations and influence diverse stakeholders to drive adoption and long-term value realization.

Senior Account Manager

• Customer Success Management
• - Manage accounts, ensuring that customers can meet their business objectives and obtain on-going value from using orgvue
• - Work with cross functional team mates to create and maintain success plans for all customers within the portfolio
• - Build strong relationships with the account management, advisory, technical account management, product and advisory teams to ensure that account plans are executed seamlessly
• - Manage customer communications through regular check-ins focussing on supporting and enabling users to achieve business outcomes and customer objectives
• - Provide coaching and support to super users
• - Drive advocacy through customer specific and regional events and communications
• - Maintain an understanding of customers’ use-cases, business objectives and tenant and solution configurations to ensure that each meeting or conversation provides value
• - Pull in the right resources, from across the business, to ensure that opportunities and issues are managed effectively
• - Identify and effectively communicate additional use-cases that would benefit the customer
• - Ensure that all relevant data is captured and updated weekly within our customer success platform
• - Ensure that knowledge is shared appropriately across the team to maximize effectiveness and efficiency
• - Ensure that customer feedback is effectively communicated back to the product management team
• - Work with account management and advisory to support upsell and cross-sell opportunities
• - Identify and manage customer issues and risks effectively and in line with process
• Project Work
• Spend approximately 20% of time working on projects that will either improve the function or add value to customers such as:
• - Process documentation improvements
• - Customer event preparation
• - Knowledge Base content creation and maintenance

• - Manage all aspects of day-to-day joint plans with our strategic partners, including:
• Partner onboarding
• - Orienting our strategic partners to our support model and creating the program infrastructure required to ramp up and support ongoing usage of Orgvue within our partners’ consulting businesses
• - Establishing and mobilizing critical routines and feedback channels to manage our strategic relationship – e.g., COE development, enablement routines, Product feedback forums, etc.
• - Oversee the setup of partner-specific Orgvue tenants to be used for training, demos and/or storage of custom solutions
• Partner enablement
• - Co-create and oversee a training and enablement plan to help partners build capability on the Orgvue platform and prepare for project delivery
• - Deliver agreed training to partner teams
• - Manage and execute core deliverables to the Partnership; for example:
• - Tailoring standard Orgvue enablement or sales content to fit specific alliance objectives or use cases
• - Setting up a community of practice within a partner environment
• Partner management
• - Support Partner Sales in defining and managing joint plans across three key dimensions: go to market, product development, project delivery and enablement
• - Work with Partner Sales to establish goals and milestones for individual partners within region
• - Support day to day operational activities with the partner, including plan management and Orgvue tenant management across active projects
• - Collaborate with internal stakeholders and extended team members that are needed to support aspects of the joint plan (e.g. Marketing, Legal, Product, Technical Account Management, Partner Solutions, Enablement, Advisory, etc.)
• - Work with Sales team to support qualification of conversions of partner projects to direct license agreements
• - Regularly review NPS data within region and by partner to identify detractors or risk areas and mobilize risk mitigation plans
• - Work with Partner Sales to identify opportunities for new commercial models and opportunities to grow partnerships
• Partner Program Development
• - Leverage and adapt assets developed for specific partners for consumption by the wider partner ecosystem, for example:
• - Case studies for practitioner training and development
• - Sales Training for Partners
• - Identify and support development of centralized standard assets based on needs identified at the region/account level
• - Contribute to the continuous development and improvement of the partner program

Director, Account Management – Contract

Partner Success Analyst

Customer and Partner Marketing Manager

Technical Account Consultant

Customer Success Manager

Account Manager

Senior Account Manager

Customer Success Manager

Partner Success Manager