Client Partner

• Maintain client files in Agency Management System accurately and consistently
• Compose professional business correspondence via letter, email, and/or other means
• Capable of performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary
• Monitor claims as outlined by agency procedures
• Communicate claims information to others in the agency and maintain up-to-date claims information in the system
• Provide guidance and assistance to the insured in coordination with claims
• Interact with others effectively by utilizing good communications skills
• Attend client meetings with the Advisor or Director Risk Management, when requested
• Assist co-workers in responding to client inquiries or processing work, when needed
• Manage the day-to-day activities of client accounts including policy review, changes and updates, and contract review for certificates processing.

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
• Conducts effective enrollment meetings as needed
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients
• Manages some house accounts without assistance from leadership
• Reviews existing accounts to determine if additional lines of insurance should be solicited
• Cultivates strong relationships with insurance company partners
• Looks for opportunities to improve the firm

Senior Client Manager, Employee Benefits

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support.
• Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues.
• Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition.
• You will drive "process forward" innovations, particularly focusing on customer-driven innovation.
• Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping.
• You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.

• Own SI Partner business
• Lead the end-to-end partner opportunity lifecycle by owning SI relationships and collaborating tightly with NI Sales teams.
• Focus on uncovering and advancing high-impact opportunities that expand partner revenue, increase partner influence in deals, and deliver predictable quota achievement.
• Get NI included in SI reference architectures, standards, and proposal/SOW boilerplate.
• Lead technical positioning, competitive differentiation, and architecture discussions with SI technical stakeholders.
• Collaborate with BU to create packaged SI offerings (assessment, implementation, migration, managed service, industry solutions).
• Define the partner value proposition (services attach, accelerators, delivery margin) and drive internal adoption.
• Develop and deliver enablement: trainings, workshops, demos, labs, certifications, battlecards, and solution guides.
• Create “ready-to-use” assets that show up in the SI’s selling motion (slides, reference designs, templates) to highlight NI’s value prop when SI sells to customer.
• Identify and cultivate SI champions (technical, sales, program, project) with influence in partner organization.
• Accelerate partner-led pursuits through architecture reviews, proposal support, and price to win negotiations.
• Run partner plans and QBRs with clear milestones to drive partner-influenced pipeline and revenue.
• Track and report partner influence, adoption, and design-in progress with strong CRM hygiene.

Senior Partner Development Manager

• 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

Client Manager

• Responsible for the financial performance of the program allowing NCRV to receive the tangible business value and meet the business objectives identified for the Program
• Maintains continuous alignment of program scope with strategic business objectives and makes recommendations to modify the program to enhance effectiveness toward the business result or strategic intent
• Directs work, priorities and mentors’ team members, project managers, SMEs, consultants, other PS team members
• Has goals to grow business for customer

Managing Client Partner, HLS

• 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

• Gain strategic alignment with OEM Channel, GSI, leadership & resources and influence their plans & investments w/ the partner ecosystem to proliferate NVIDIA SW & solution stacks through them
• Focus on specific OEM partners with services capabilities including SDPs, GSIs and key Solution Providers to demonstrate NVIDIA SW & OEM solutions to deliver AI Infrastructure and application services offerings to Enterprises
• Develop a trusted advisor relationship with OEM partner leadership
• Plan regular business reviews, EBCs to help update & keep them current on latest NVIDIA trends, technologies and messaging
• Identify & align leaders/teams on a focused set of partners & joint programs to drive pipeline, and incremental sales
• Identify enablement needs, align OEM+NVIDIA resources and & engage with the Field Sales teams at channel partners and ensure AI capability readiness through AI Advisors, Roadshows, Webinars, Virtual Events, etc.
• Work w/ OEM & NVIDIA cross functional teams to produce executable plans, with joint investments that improve value for NVIDIA via incremental pipeline & revenue
• Develop programmatic approach to scaling out ISV based AI solutions in key industry segments through target partners
• Continual personal development is required in this very fast-moving market
• Keep up to date with the latest technological developments particularly with respect to AI Enterprise Workflows and Software
• Also, key to keep pace with partner ecosystem (NVIDIA Partner Network) and Industry partner trends

Partner Development Manager

• 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

• Identify and prospect potential clients within the US market, focusing on generating leads for staffing services and Statements of Work (SOWs).
• Execute lead generation strategies, including cold messaging, cold calling, and other outreach methods to engage potential clients.
• Develop and nurture strong relationships with clients, understanding their business needs and requirements.
• Collaborate with internal teams to develop tailored solutions and proposals to meet client objectives.
• Drive the sales process from lead generation to contract negotiation and closure, ensuring a seamless experience for clients.
• Farm and nurture existing accounts to maximize revenue opportunities and foster long-term partnerships.
• Stay abreast of industry trends, market developments, and competitor activities to identify new business opportunities.
• Utilize various sales techniques and strategies to effectively communicate the value proposition of PTR Global’s services to potential clients.
• Meet and exceed sales targets and performance metrics, consistently delivering results and driving revenue growth.

• Serve as the primary point of contact for assigned clients, maintaining strong and trusted relationships.
• Partner with recruiting and delivery teams to ensure timely and accurate fulfillment of workforce needs.
• Manage and support contractors throughout their engagement lifecycle to promote satisfaction and retention.
• Conduct regular touchpoints and on-site visits to monitor performance and reinforce client partnerships.
• Track headcount, fulfillment, and satisfaction metrics to ensure operational targets are met.
• Collaborate across teams to identify improvement opportunities and optimize delivery processes.
• Address client or contractor issues promptly, ensuring effective resolution and continuous improvement.
• Maintain accurate reporting and documentation of all client and workforce activity.

Client Success 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
• 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

• Assume overall responsibility for assisting Sales Representatives in the renewal process
• Recognize opportunities to add additional lines of coverage to existing business
• Provide renewal rate relief through negotiations with underwriting and generating plan options
• Proactively identify Add Issue opportunities for the Select market segment
• Follow up with producers and assistants regarding Renewal/Add Issue status
• Review Experience Reports with Sales Representatives
• Deliver renewals to the Producer/Assistant/Planholder via email or mail
• Serve as Subject Matter Expert on various Guardian systems capabilities, products, and workflow procedures

Client Manager Associate, Select Market

• Own and grow relationships within a portfolio of strategic enterprise accounts, serving as a trusted advisor to executive and operational stakeholders
• Drive customer retention, adoption, and long-term success through proactive account management, strategic planning, and executive engagement
• Lead Executive Business Reviews (EBRs/QBRs), onsite engagements, and account strategy discussions focused on business outcomes and platform value
• Identify and drive expansion opportunities through cross-sell, upsell, and broader platform adoption initiatives
• Partner cross-functionally with Sales, Product, Support, and Leadership teams to deliver a seamless enterprise customer experience
• Monitor account health, mitigate risk, resolve escalations, and advocate internally for enterprise customer needs
• Present data-driven insights and strategic recommendations that align NinjaOne solutions to customer business objectives

Enterprise Account Partner

• Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans.
• Develops a deep understanding of the client’s business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client.
• Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects.
• May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services.
• Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service.
• Manages client expectations and negotiates outcomes.
• Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions.

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