Client Partner

• Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
• Responsible for assisting in establishing and maintaining appropriate carrier relationships
• Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
• Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
• Stay informed on regulatory changes
• Completes special projects as assigned
• Continually seeks opportunities to improve the firm, business segment and processes.
• Bring issues and discrepancies to appropriate leadership
• Serves as a mentor to colleagues as requested

Client Manager, Commercial Risk

• Expanding client relationships by identifying opportunities to deepen existing relationships
• Advising on the client’s financial needs and the full array of Private Bank's capabilities
• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects
• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Private Client Manager – Investments

• This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
• Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
• Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
• Drives inflows of new business across all product lines into existing book of business.
• Leads complex credit opportunities, including structured credit deals.
• Grows book balances and Year over Year revenue.
• Partners with and mentors Private Client Managers on more complex products and client relationships.
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.

• Owns the client relationship and responsible to build and maintain strong, long-lasting client relationships that lead to referenceable clients
• Managing of Revenue inclusive of the following: Client renewals & retention; achieving or surpassing annual financial goals & objectives
• Risk identification and mitigation strategies such as volume decreases, service gaps, changes in client relationships and key advocates
• Escalates to key leadership partners and executes on risk mitigation strategies as agreed upon
• Drives revenue growth through existing product optimization; understands and communicates Zelis’ key differentiators, product strategy, product features and functionality and applicability to client
• Manages client financial health and ensures Zelis is getting paid on time in accordance with the contract terms
• Understands the regulatory environment and its impact on their clients
• Proactively engages strategies to achieve value from the Zelis platform
• Ensures high quality service delivery and client satisfaction; measurements will include timely escalation and resolution of issues as well as other internal measures such as: Client relationship building – maximizing breadth and depth of relationships
• Works closely with clients to intimately understand their business strategies, needs and challenges
• Create actionable plans when client is at risk and ensuring internal partners take appropriate action, including escalating to leadership as appropriate
• Serves as intake point for Client Audits & Compliance items to ensure seamless and timely responses
• Client Reporting – delivery according to agreed upon intervals with the ability to provide performance synopsis as well as business insights demonstrating the Zelis value proposition and drive engagement
• Utilize knowledge of the client/business and market dynamics to maximize performance relative to client relationship, client satisfaction, and client/company financial performance indicators
• Oversees client production issues and ensures resolved in a timely manner in accordance with contracted SLAs
• Conducts and leads all Business Review’s to optimize value within client book
• Supports Sales for cross-sell and up-sell initiatives; identify opportunities and funnel to Sales partners to incorporate into pipeline
• Supports implementation; Ensuring the timely and successful delivery of our solutions according to client needs and business objectives
• Documentation and ongoing tracking of key client account plans, contacts and attributes all in Salesforce
• Ability to present business unit product roadmap to clients
• Maintain awareness of and ensure adherence to Zelis standards regarding privacy and security

Client Manager

• Design a comprehensive engagement plan that includes high-value stakeholders, communication strategies, and activities to deepen the relationship over time.
• Engage with clients early in their planning phases to position Catalant as a key enabler in successfully executing their strategic initiatives.
• Develop customized consulting solutions and expert talent that align with the client's strategic goals across diverse project types (e.g., AI, Commercial Excellence, Supply Chain, Business Transformation). Present these solutions in a way that highlights Catalant’s unique value proposition.
• Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs.
• Engage additional departments across the organization including common consulting buyers (corporate strategy, operations leadership, supply chain, procurement, CTO/CIO, and more).
• Maintain a robust pipeline of potential projects and track them through all stages of the sales cycle.
• Work closely and collaboratively with Associates to match expert talent to project needs.
• For strategic projects, directly engage with Catalant experts to vet, prepare, and advise.
• Ensure experts are well-prepared for interviews and proposal development by providing them with a clear set of client needs and preferences.
• Manage externally and internally facing summaries of Catalant work at assigned accounts to help communicate the value we are creating as well as monitor that the work is going well.
• Build productive partnerships with internal stakeholders across Catalant, acting as a collaborative member of the Consumer team.

Client Partner, Consumer

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers
• Facilitate qualification, deal cycle participation, account reviews and value assessments
• Drive awareness within a micro-vertical to develop repeatable motions
• Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology
• Serve as a key SME, leader, and professional services consultant to our license sales teams
• Serve as the liaison between internal teams and the customer
• The Account Partner (AP) is accountable for creating and executing a strategy that builds mind-share and broad adoption of Salesforce technologies on his/her assigned accounts
• The AP ensures alignment with Sales and is responsible for developing relationships within his/her account(s) to accelerate value and improve customer outcomes, and help uncover new opportunities for Salesforce
• The AP is accountable for bookings, revenue, margin, CSAT, and value delivered across his/her assigned account(s) and serves a key contact for customer negotiations and escalations
• An Account Partner earns the right to be considered a trusted advisor to the customer by providing execution excellence, intimate knowledge of the business the customer is in, and able to clearly lay out the path the customer needs to take to achieve success
• They independently identify and close opportunities with the primary goal of helping customers generate significant business value from their Salesforce investment
• They are responsible for sourcing and closing Professional Service Business in a region, owning bookings, sales performances, forecasting, managing customer lifecycle, driving adoption through sales activities for new and existing customers, pipeline generation and delivering sales presentations to C-level clients.
• Individually responsible for the success of a specific territory and patch.
• Consistently demonstrates the ability to develop, manage and elevate Accounts to Tier 1 /2
• Accountable for a larger quota
• Utilizes a consultative selling approach across all client levels, particularly C-Suite stakeholders
• Demonstrate strong executive presence and confidence when sharing a strong point of view through effective storytelling
• Ability to move fast and drive results
• Influences leaders and orchestrates internal alignment to provide best solutions
• Flawlessly navigate across all our internal teams to create synergy and alignment in driving the deal to closure maximizing both license and services bookings.

Account Partner Director – Travel, Transportation and Hospitality

• Creating tailored sales strategies to meet the unique goals of each Enterprise client within portfolio and accelerate with cross-functional partner execution.
• Curating long-term relationships with key decision makers and influencers within each client (including C-level executives and others throughout various lines of business), generating and closing new sales opportunities within assigned account base, which may include existing clients as well as new clients not currently doing business with TMUS today.
• Leading a world-class, differentiated experience that T-Mobile clients will want to continue their growth with
• Positioning T-Mobile product capabilities to potential and existing clients that align to and help them enable their business goals
• Managing complex contract negotiations and close large, high value deals with enterprise clients
• Maintaining accurate record of interactions, sales progress and provide accurate sales forecasts and performance reports to leadership

Client Partner, Enterprise Sales

• Manage day-to-day activities of client accounts
• Coordinate service delivery for accounts
• Maintain client files in AMS accurately
• Develop professional working relationships with clients

Client Manager, Commercial Risk – Insurance Advisory Solutions

• Manages all policy activity and stewardship aspects in book of business.
• Analyzes and reports on relevant claims data for larger accounts.
• Ensures client compliance with respect to benefits.
• Gathers the information needed to present to insurance company marketplace for proposals.

Senior Client Manager, Employee Benefits – Insurance Advisory Solutions

• Expand IQVIA’s Information Management footprint across Emerging Biopharma.
• Qualify and pursue new accounts, identifying key decision makers and positioning IQVIA’s value.
• Drive incremental revenue through new logos and portfolio expansion within existing accounts.
• Maintain a strong pipeline and consistently meet or exceed sales targets.
• Lead proposal development, presentations, and contract negotiations.
• Act as the primary technology thought partner for senior client stakeholders.
• Ensure satisfaction and delivery quality for assigned EBP accounts or segments.
• Leverage understanding of commercial operations, data management, analytics, CRM, and SaaS platforms.
• Apply consultative problem-solving skills to develop tailored solutions.
• Work closely with IQVIA Account Executives and Solution Sales teams to progress opportunities.

Technology Client Partner, Emerging BioPharma

• Manage day-to-day activities of client accounts including policy review, changes, and updates
• Responsible for assisting in establishing and maintaining appropriate carrier relationships
• Manage client inquiries and work with insurance partners to resolve client issues

• Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
• Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
• Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality.
• Maintaining frequent communication and collaboration with internal client account teams and Alpha business units.
• Establishing long-term, strategic objectives for each client and measure success against account plan goals
• Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
• Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
• Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base

Client Manager, Investment Software – AVP

• Serve as the primary point of contact for high-value clients and strategic agency partners
• Develop and execute account plans that drive revenue, client satisfaction, and long-term retention
• Consult with clients on their advertising strategies, offering solutions across MyFitnessPal to meet business goals
• Collaborate closely with internal teams including Ad Ops, Rev Ops and Product to ensure flawless execution of campaigns
• Use data-driven insights to evaluate campaign performance, optimize strategies, and communicate results
• Identify opportunities for upselling and cross-selling within existing accounts
• Lead contract negotiations and manage deal structures
• Stay informed on industry trends, competitor offerings, and emerging technologies in the advertising landscape

Senior Client Partner, Advertising – Electronics & Entertainment

Senior Client Partner, Advertising – Health, Beauty & Personal Care

• The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues.
• This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases.
• Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
• Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
• Navigate complex client challenges, ensuring seamless service and satisfaction.
• Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
• Oversee compliance with performance guarantees and contractual obligations.
• Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
• Sales & Revenue Growth Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
• Develop and execute re-enrollment strategies to maximize client engagement and retention.
• Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
• Operational Excellence Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
• Apply advanced project and management skills to prioritize and execute initiatives.
• Identify and implement process improvements to enhance efficiency and client experience.
• Leadership & Mentoring Serve as a subject matter expert, sharing best practices and mentoring colleagues.
• Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.

Senior Client Manager, Middle Market

• Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross-sell opportunities
• Act as the point of accountability for the client relationship
• Maintain executive-level relationships to understand the client’s business strategy, operating model and challenges to position GlobalLINK as a strategic partner
• Lead account planning and opportunity road-mapping to identify whitespace opportunities across products, services, and geographies by aligning client needs with our firm-wide capabilities and strategic priorities
• Coordinate internal stakeholders to ensure the right resources are engaged at the right time
• Maintain overall client health and retention by balancing growth ambitions with long-term sustainability
• Proactively manage issues, escalations, and service risks; ensure delivery teams are aligned to client expectations
• Develop expertise on industry trends, competitor services/offerings, and clients’ business environment to provide clients with industry insights

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