Client Partner

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Remains sensitive and responsive to both internal and external clients
• Builds distinctive predictable levels of service; resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

Client Manager

• 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.

• Improve the service and experience offered to our Platinum and Priority customers across the region
• Act as point of escalation and interface for risk related issues across Markets clients
• Develop and implement client driven solutions to enhance the client experience through the trade lifecycle
• Co-ordinate and ensure completion of various client requests including ISDA’s and other agreements i.e. GMRA’s etc.
• Address ad-hoc requests from institutional accounts
• Create metrics for use in client tracking and improved transparency
• Help manage sensitive issues both internally and externally in a client friendly manner, managing expectations throughout.

• Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
• Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues.
• Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement.
• Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms).
• Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set -up in a timely fashion.
• Diagnose the root causes as issues arise and identify both tactical and strategic solutions -owning the delivery.
• Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
• Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
• Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
• Act as a point of escalation and own resolution of operational issues between sales, client and support functions.
• Identify opportunities to reduce manual intervention and improve STP.

Client Manager, First Line Specialist – AVP

• Develop and execute a comprehensive sales and partnership strategy to expand Conscious Discipline's footprint in PK–5 public school districts.
• Identify and pursue new district and school opportunities aligned with organizational goals and market potential.
• Engage in consultative sales practices by actively listening, identifying customer needs, and delivering customized solutions.
• Build and nurture relationships with key stakeholders including district leaders, school administrators, instructional coaches, and other influencers.
• Increase depth of engagement with existing partners through value-added touchpoints and enhanced service delivery.
• Partner with internal teams including marketing, product, operations, and customer success to support the full partner journey.
• Conduct high-quality meetings, presentations, and product demonstrations to showcase our solutions.
• Maintain detailed and accurate sales records, pipeline activities, and forecasting within CRM tools.

Manager of Partner Development

• Provide strategy and program leadership to support Verizon Connect channel sales initiatives in the market
• Driving local operations initiatives, developing and executing channel specific sales strategies
• Scaling key learnings, and best practices for all channel segments
• Selling company products and services via indirect channel partners
• Recruiting, onboarding and enabling channel partners for Verizon Connect Solutions
• Generating sales and revenue by developing channel partner relationships
• Connecting customers with targeted solutions via Verizon Connect referral, resale, alliance and marketplace channel partners
• Providing operational support to Verizon Connect channel and customer segment sales teams
• Defining and supporting internal processes and procedures
• Facilitating the development of channel partner relationships
• Ensuring accurate compilation, analysis, and/or reporting of data relating to business groups being supported

Senior Client Partner – Channel Management

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

• Responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

• Architect and execute multi-threaded Professional Services strategies within strategic and enterprise accounts; orchestrate 2–12 week services deal cycles with executive alignment and commercial rigor.
• Consistently meet or exceed services bookings, attach-rate, and consumption targets while driving predictable pipeline generation and velocity metrics.
• Lead discovery to map business-critical pains (noise, toil, on-call fatigue, change risk, slow comms) to differentiated service offerings, scoped SOWs, and multi-phase engagement roadmaps.
• Deliver compelling value narratives (ROI, time-to-value, risk mitigation, competitive differentiation) tailored to C-level and VP stakeholders across IT, Engineering, and Operations.
• Co-architect account strategies with Account Executives, CSMs, and Solutions Engineers to align enterprise business outcomes with services-led transformation milestones and measurable impact.
• Position services as strategic enablers across incident response maturity, AIOps signal tuning/event orchestration, automation/runbooks, AI-driven operations, and enterprise integrations (e.g., ServiceNow, Jira, Slack/Teams, AWS, Datadog, New Relic, Splunk, GitHub/GitLab, Terraform).
• Drive adoption and quantifiable business impact (e.g., MTTA/MTTR reduction, toil elimination, developer productivity gains, SLO adherence, operational cost savings) that influence customer renewal and expansion decisions.
• Partner with Delivery leadership to architect, price, and resource engagements that balance customer transformation objectives with margin targets and scalable delivery models.
• Ensure seamless handoffs while maintaining commercial ownership; proactively identify and remove blockers, de-risk delivery, and surface follow-on services and expansion opportunities.
• Maintain accurate opportunity data, multi-quarter close plans, and forecasts in CRM using structured sales methodologies (e.g., MEDDPICC) and pipeline hygiene discipline.
• Monitor engagement health, entitlement consumption, and customer sentiment to drive timely services utilization, renewal readiness, and proactive expansion motions.
• Provide strategic feedback to Product and Delivery teams to refine packaging, pricing, repeatable delivery frameworks, accelerators, and go-to-market positioning.
• Partner with Sales, Customer Success, Solutions Engineering, Product, and Marketing to sequence services with platform adoption, expansion plays, and customer lifecycle milestones.
• Collaborate on case studies, executive references, and customer success stories that showcase realized outcomes, competitive wins, and services-led differentiation.
• Facilitate executive workshops, maturity assessments, and strategic roadmap sessions that translate business strategy into actionable, services-led transformation workstreams.
• Educate customers on service ownership best practices, incident lifecycle excellence, AIOps/automation value realization, and operational resilience frameworks.
• Serve as a strategic advisor on digital operations transformation, helping customers navigate organizational change, toolchain consolidation, and platform modernization.

Account Partner, Professional Services

• Responsible for building and maintaining consultative and strategic partnerships with assigned book of business
• Works directly with sales executives during finalist presentations
• Expected to support and service between 12 – 20 clients
• Maintains senior management-level contact with client stakeholders and the broker
• Internal project participation that benefits and supports the client and/or client management organization
• Charged with retaining and growing their assigned book of business

• Lead E2E go-to-market motion to build 7- and 8-figure proposals to accelerate customer value in partnership with cross-functional teams across License Sales, Product, and Services
• Serve as the primary conductor for Digital Transformation roadmaps and operating models, moving customers from Legacy Systems to AI-First Enterprises
• Act as the closer for complex services pursuits, leveraging compelling direct & indirect communication to align diverse CxO stakeholders (e.g., CIO, CFO, Head of Business)
• Drive account planning across strategic Technology, Media and Telecommunications customers, designed to deliver customer value by mapping program outcomes to commercial milestones
• Self-originate pipeline and accelerate high-value opportunities by identifying untapped value within the Technology, Media and Telecommunications ecosystem
• Demonstrate commercial excellence through rigorous territory planning, deal progression, and close plans
• Engage at the CxO level positioning yourself as a long-term trusted advisor from initial vision white-boarding through Program Executive Steering Committee meetings
• Inspire cross-functional teams, often leading with indirect authority across matrixed teams, including with various internal executive sponsors and external partners (i.e., system integrators and other ecosystem partners)
• Utilize industry and market trends to build tangible pathways to drive scalable and sustainable Agentic innovation

Senior Director, Account Partner – TMT

• Strategic Go-to-Market: Work closely with your partner to build comprehensive joint business plans. Collaborate on joint GTM strategies including strategic objectives and target markets/industries. Define joint industry solutions and offerings showcasing Snowflake’s value and differentiation. Achieve partnership goals including sales quota and marketing activities; this is a quota carrying position which materially contributes to regional and company level results.
• Practice Development: Inspire your partner to grow their Snowflake practice. Evaluate their expertise, capabilities, and delivery quality and activate GTM programs accordingly. Define certification growth plans and support enablement of your partner. Cultivate strong and lasting relationships with key Sr executives and decision-makers in the partner ecosystem.
• Co-Marketing Initiatives: Coordinate and execute co-marketing activities, including events, webinars, and content creation, to increase partner brand visibility and generate interest.
• Deal Support: Assist field teams in navigating enterprise transformation deals extending even to operational deal registration, reporting, proposal support, and alignment with Leadership. Most critically collaborating with internal teams, external business groups to ensure a smooth,efficient sales cycle and upholding the partnership brand.

Partner Development Director

• Identify, prioritize, and secure business opportunities
• Drive revenue for Snap by seeking out business challenges with various marketing functions with clients and partner agencies
• Use consultative approach by offering strategic media solutions with all clients through the vertical playbook, establishing campaign goals, learning agendas, buy model, golden rules, etc.
• Be viewed as the business owner for the partnership amongst client’s senior management
• Partner with internal and client cross-functional teams on structuring and executing operational and strategic initiatives
• Define the overall approach for specific territories and/or regions, develop work plans, and create compelling sales propositions utilizing internal and external data
• Balance priorities for driving innovation, meeting a learning agenda, and driving revenue for Snap
• Ensure that our clients receive the highest level of sales and operational customer service
• Develop and implement best practices for client interaction, sales, and services
• Develop metrics to measure the growth and performance of accounts, provide reports as needed, and recommend performance enhancements
• Create persuasive sales presentations using market trends and case studies
• Own planning and development of all senior client meeting agendas including having the right materials, participants, and key actions
• Update clients on Snapchat products and developments and educate clients and agencies on best practices
• Provide guidance and be a mentor for junior members of the team

Senior Client Partner, SMC

• Retaining and growing revenue for the assigned book of business
• Exceeding client expectations surrounding service excellence
• Building and maintaining consultative and strategic partnerships with assigned book of business
• Supporting and servicing between 12 – 20 clients in the West Coast region
• Participating in internal projects that benefit the client management organization

Client Manager – West Coast

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Remains sensitive and responsive to both internal and external clients
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

Global Corporate Trust Escrow Client Manager

• Develops and executes strategic sales plans to drive growth, revenue, margin, and retention targets within industry verticals
• Leverages advanced technical expertise in solution architecture, enterprise networking, and digital transformation to translate complex customer requirements into integrated business offerings
• Utilizes deep domain knowledge and established executive relationships to accelerate enterprise sales cycles and identify new business opportunities
• Orchestrates cross-functional teams to deliver cohesive strategies, create impactful sales assets, and provide actionable market insights
• Provides external representation and internal mentorship to enhance T-Mobile’s brand credibility and elevate team performance across strategic accounts
• Influences product development and operational excellence by delivering market insights and feedback to internal stakeholders
• Ensures measurable business outcomes and superior customer satisfaction through proactive engagement and solution delivery

Principal Client Partner – Strategic Transactions, Energy/Utilities Vertical

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

• Identify, prioritize, and secure strategic business opportunities both short term and long term, including those that extend beyond media
• Drive exponential YoY revenue growth
• Operate as a business owner, adopting clients protocol and processes into a tailored Snap approach demonstrating a deep understanding of the client's business
• Responsible for educating clients on Snapchat products and best practices and can actively represent XFN partners through a strong multidisciplinary knowledge base
• Ability to navigate complex organizations and influence C-suite decision makers; can navigate relationships requiring multiple touch points across marketing, product and engineering
• Define the overall approach for the business through the development of a strategic account plan, leveraging competitive intel and industry knowledge to ensure account remains a market leader
• Partner with internal executives across sales leadership, revenue product, engineering and finance to build, develop and scale solutions involving multiple internal stakeholders and working groups
• Deeply understands Snap’s technical strengths relative to competitive platforms and authors verticalized auction playbooks tailored to specific business metrics
• Ensure that our clients receive the highest level of sales and operational customer service

Lead Client Partner

• Have command of and be responsible for the growth of your and subsequent accounts at Snap and be able to inform client teams on trends in that vertical
• Manage a team of Client Partners
• Build and manage relationships with key clients and agency partners
• Hold your team accountable to revenue quotas and KPIs
• Define, execute, and deliver KPI-driven measurement strategies
• Understand broad vertical trends and translate into strategic areas and opportunities to drive growth of the business
• Assist Sales leadership with determining individual quotas and account lists for team members

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