Client Partner

• Serve as primary relationship owner for assigned accounts across all business needs.
• Develop trusted advisor relationships across executive and operational stakeholders.
• Establish and maintain account engagement plans and communication cadence.
• Conduct regular business reviews (QBRs/EBRs) to assess value realization and future priorities.
• Act as internal advocate for client needs and expectations.
• Monitor client satisfaction indicators and proactively address risk signals.
• Coordinate internal resources to resolve service, delivery, support, or escalation issues.
• Identify whitespace opportunities and emerging client initiatives.
• Generate qualified expansion opportunities and transition active selling motions to AE ownership.

• Define and execute long-term account strategy for a portfolio of high-priority Canadian Federal and Provincial government accounts
• Own executive-level relationships with Deputy Ministers, CIOs, CTOs, and senior program leadership
• Lead pursuit strategy and deal shaping on large, complex, multi-year services engagements
• Develop and negotiate complex Statements of Work (SOWs), Master Services Agreements (MSAs), and Change Orders
• Drive cross-functional alignment with License AEs, SEs, CSMs, and PS Delivery leadership
• Accurately forecast large, multi-phase opportunities and maintain rigorous pipeline discipline in Salesforce CRM
• Mentor and guide junior Account Partners

Account Partner Director

• Serve as the strategic lead and executive counterpart for enterprise deployments, working side-by-side with CHROs and business leaders.
• Translate complex business and talent challenges into clear, compelling transformation plans — and own those solutions from design through deployment.
• Build trust and influence across senior stakeholders, acting as a thought partner, advisor, and driver of change.
• Lead a cross-functional deployment team (delivery, data, comms, change) — with you at the helm, aligning efforts to business impact.
• Facilitate strategic working sessions, steer executive updates, and own the story of value BetterUp delivers to the customer.
• Partner with the Account Team to ensure continuity and maximize expansion opportunities through advisory-led influence.
• Keep your eye on outcomes, not just deliverables — ensuring we deliver the transformation we promised.
• Bring pattern recognition, coaching mindset, and a high bar for strategic execution to every engagement.

Vice President, Client Partner

• Ensure client success by providing oversight of assigned clients, including implementation, ongoing management, regular touchpoints and meetings.
• Act as liaison with client stakeholders to manage all aspects related to services provided by EVERSANA Medical Information Contact Center Medical Communications.
• Triage and respond to medical information inquiries from physicians, pharmacists, nurses, and other health care professionals, consumers, and payers.
• Utilize medical information skills to identify, research, and critically evaluate medical literature to create responses to medical information inquiries.
• Handle requests across multiple channels and platforms (phone, email, CRM, chat, etc.).
• Maintain client invoicing and participate in client audits.

Medical Information Client Manager – Team Leader

• oversee daily operational performance for assigned clients and operations teams
• collaborate with support areas like customer care and technology
• support the Senior Client Manager/Client Leader in delivering high-quality solutions
• utilize effective client communication skills
• manage the operations of a client team through developing talent and delegating work
• communicate regularly with clients on all aspects of daily operations
• drive stable and consistent delivery from internal and external partners
• use data to influence standardization and process innovation
• manage defined contribution plans and understand their effect on clients and participants
• collaborate with the Oversight & Excellence team to reduce total cost and improve efficiency

Defined Contribution Client Manager

• Take handoff of new client relationships from the sales team after the initial deal closes
• Become the client’s primary point of contact and build deep, trust-based relationships with senior stakeholders (CHROs, Chief AI Officers, CLOs, VPs of L&amp;D)
• Work with clients to understand their organizational challenges and translate them into well-scoped Correlation One engagements
• Coordinate with internal teams to ensure successful delivery of pilot programs and ongoing engagements
• Structure follow-on proposals and commercials using existing C1 frameworks, adapting them to each client’s specific context
• Identify and pursue expansion opportunities within accounts — surfacing adjacent problems, shaping the next engagement, and growing client spend over time
• Serve as the voice of the client internally, ensuring our solutions and delivery stay tightly aligned with what the client actually needs

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Client Partner

Account Partner Director

Vice President, Client Partner

Medical Information Client Manager – Team Leader

Defined Contribution Client Manager

Client Partner