Envision Horizons

• Strategically guide TikTok as a revenue channel, developing and executing custom strategies that drive GMV, maximize ROI, and unlock new platform potential across paid ads, creators/affiliates, and shop operations. • Architect and optimize TikTok campaigns (GMV Max, Shop Ads, in-feed, Spark Ads) including audience strategy, budgets, bidding, and creative testing to grow profitable results. • Execute TikTok Shop–specific content and conversion strategies that strengthen brand positioning, improve product detail page quality, and increase conversion during feeds and livestreams. • Champion client success through hands-on relationship management: lead QBRs, set clear KPIs, and deliver transparent communication and actionable, data-powered recommendations. • Own channel performance analytics: monitor GMV, ROAS, CAC, click-through and view-through metrics, and translate complex data into clear narratives and decisive recommendations. • Partner with creators and affiliates by supporting recruitment, briefing, and performance tracking, ensuring commission structures and content output protect margin and drive sustainable growth. • Be a problem-solver and innovator, actively troubleshooting account health, policy/compliance issues, and staying ahead of TikTok’s evolving features, placements, and algo shifts. • Collaborate across disciplines (creative, marketplace, influencer, and operations teams), fueling knowledge-sharing and continuous improvement with colleagues as passionate as you are.

• Build long-term, trusted partnerships with established brands, becoming their strategic consultant for eCommerce and Amazon advertising. • Direct and mentor a team, empowering professional growth through proactive support, training, and real-time feedback. • Lead development and approval of forecasts, media plans, and profitability reports, translating analytics into actionable growth strategies. • Analyze competitive environments and new Amazon features to keep every client ahead of market trends. • Strategically resolve challenges, ensuring smooth operations, high client satisfaction, and effective conflict management. • Coordinate task execution across account managers, support teams, and virtual assistants for streamlined delivery. • Join agency leadership meetings to champion client perspectives and drive resource alignment. • Innovate internal processes, promoting operational efficiency and team accountability.

• Develop and deepen relationships with venture capital firms, private equity groups, family offices, Amazon, platforms, and strategic agencies to position Envision Horizons as the preferred marketplace growth partner. • Generate a consistent flow of partner-sourced sales-qualified leads (SQLs) that progress to the Audit stage and into active opportunities in collaboration with the Sales team. • Drive pipeline coverage by ensuring a healthy value of partner-originated opportunities, including new services, correctly tagged and tracked in Pipedrive and related CRM systems. • Establish and manage referral frameworks (introductions, co-marketing, portfolio programs), tracking lead quality, conversion to opportunity, and pipeline value from each partner. • Ensure partners are regularly updated on Envision Horizons’ capabilities, new offerings, and results via briefings, portfolio reviews, and targeted communications. • Design and launch structured partner programs with VC/PE/family offices, Amazon, and key platforms that generate recurring introductions and opportunities across portfolios. • Create net‑new vertical or channel partnerships (e.g., specific retail categories, non-endemic verticals, media or tech platforms) that produce qualified opportunities and expand EH’s reach. • Develop and pilot custom partnership services and offers—for example, quarterly market insight reports for financial institutions, Amazon launch packages for marketplace entrants, or due diligence solutions for VC/PE—that naturally transition into EH engagements. • Collaborate with Operations and Client Services to co-build scopes, pricing, and delivery models that support these partnership-driven programs and are easy for Sales to sell. • Build and foster strong relationships with Amazon category leaders, vendor managers, retail stakeholders, and advertising contacts to generate introductions and early access to brands launching or scaling on Amazon. • Coordinate co-marketing, pilot and beta programs, and co-sell motions with Amazon and other platforms that directly result in partner-sourced leads and pipeline. • Implement structured CRM tagging and tracking for Amazon/platform-sourced opportunities to ensure clear visibility into impact and attainment against partnership KPIs. • Represent Envision Horizons in platform sessions, lunch‑and‑learns, events, and thought leadership moments that strengthen our positioning and increase inbound interest. • Act as a senior relationship owner with portfolio-level visibility across strategic accounts and partners, working at the C‑suite level to uncover future needs and whitespace opportunities. • Facilitate regular senior-level meetings with client, VC/PE, and platform executives to identify portfolio-wide initiatives that can translate into EH opportunities. • Deliver portfolio-wide insight reports, presentations, and events for VC/PE/family office stakeholders that highlight trends, performance benchmarks, and opportunities for Envision Horizons support. • Partner with Marketing and Client Services to create case studies, testimonials, and referral assets directly tied to strategic partnership outcomes. • Mentor internal teams on partnership development, ecosystem strategy, and opportunity sourcing best practices, helping scale the impact of the partnerships function.

• Own the marketing content and program calendar focusing on qualified leads delivered to Sales. • Personally write or closely edit high-stakes copy — website, campaigns, sales collateral, thought leadership. • Manage the external paid media agency and PR firm, directing narrative priorities and strategy. • Build go-to-market content and campaigns for new service launches. • Partner closely with the VP of Sales to own the conference and event strategy. • Own and manage the $500K annual marketing budget with detailed reporting on CAC and ROI.

• Define EH’s best-practice methodology for programmatic: audience strategy, line-item structure, supply strategy, bidding and pacing, creative rotation, frequency management, and incrementality measurement across Amazon DSP, The Trade Desk, and retailer-specific programmatic offerings, spanning both onsite and offsite display. • Build the audience and measurement frameworks that use retailer first-party data, and codify methodology into playbooks, SOPs, QA standards, and MyHorizons so programmatic scales across accounts without proportional headcount. • Set benchmarks and diagnostics for programmatic health (new-to-brand, reach and frequency, view-through and incrementality, full-funnel attribution) and define how teams interpret them. • Serve as senior technical escalation for complex DSP problems, advising the strategist rather than taking the keys. • Act as the programmatic function’s product partner to MyHorizons: identify, scope, and test new platform features for DSP and programmatic, and support their rollout and adoption. Serve as the voice of the DSP function into the MyHorizons roadmap. • Increase use of MyHorizons across all EH team members, not only the DSP team, so the platform becomes the default way the agency runs and manages programmatic. • Drive adoption of campaign automation within MyHorizons across the programmatic function. • Run a regular internal training program for the DSP function: structured onboarding, recurring workshops, a defined skill ladder from junior trader to senior strategist, and refresher sessions as platforms change. • Maintain a steady cadence of internal trainings that keep the whole strategist team current. This is a core part of the role, not an occasional add-on. • Work directly with retailer and DSP stakeholders (Amazon, The Trade Desk, and retail media networks) to secure early access to beta features and programs for the agency, and convert that access into an edge for our teams. • Develop clean-room expertise such as Amazon Marketing Cloud and retailer clean rooms for audience building, measurement, and incrementality. • Identify, evaluate, and vet third-party vendor and technology partners (DSPs, measurement and verification vendors, data and clean-room providers, supply partners), and recommend which EH adopts, including commercial and technical due diligence. • Assess emerging programmatic channels (CTV, audio, retail media offsite networks) and decide what EH adopts and recommends. • Drive adoption of programmatic across our client base and grow the managed ad spend EH runs in this medium agency-wide, through stronger methodology, new channels and betas, training, and wider client uptake of best practice.

• Monitor account health, listing performance, Buy Box status, and key KPIs, proactively flagging anomalies to the Media team or Account Manager. • Resolve listing, inventory, and compliance issues; open and manage cases with Amazon Support to prevent suspensions and maintain strong account standing. • Set up and coordinate FBA shipments and maintain inventory and replenishment reporting to reduce stock-outs and operational disruptions. • Maintain, update, and optimize product catalogs on Amazon, including bulk uploads, backend changes, and product feed troubleshooting. • Conduct keyword research to inform listing optimization and media strategy. • Monitor competitors’ pricing, creative, placements, and marketplace strategy to identify opportunities and risks for each brand. • Review client call notes/transcriptions and translate discussion points into clear tasks, owners, and timelines in Asana (or similar tools). • Own timelines and follow up with cross-functional teams (Paid Search, Creative, etc.) to ensure deliverables are completed on schedule. • Track progress against client goals and internal milestones, keeping stakeholders informed of status, risks, and next steps. • Build recurring performance reports and maintain client dashboards, trackers, and required reporting sheets. • Draft clear, concise client updates via email and Slack, proactively sourcing answers from internal experts and partnering with the Account Manager on final messaging. • Support QBR development, including data aggregation, slide preparation, and narrative that connects performance results to strategy and future plans. • Monitor Voice of Customer and other feedback signals, responding when appropriate and surfacing insights that inform catalog, operations, and product decisions.

• Lead, mentor, and develop the client services team, fostering a culture of high performance and accountability. • Provide strategic oversight and alignment across Creative and Logistics teams to ensure cohesive client delivery and integrated growth strategies. • Design, implement, and enforce repeatable protocols and processes across the client lifecycle that increase client LTV and drive net revenue retention—ensuring growth in scope of work, service mix, and spend per client, not just renewal. • Oversee the full client lifecycle, ensuring exceptional service delivery, satisfaction, and retention across all service lines. Oversee the full client lifecycle, ensuring exceptional service delivery, satisfaction, and retention. • Act as the executive point of contact for key clients, building trusted partnerships and proactively identifying and executing on opportunities for account growth and expanded service delivery. • Travel as needed to lead in-person client planning days, and coach and train account teams to independently plan and facilitate these sessions, building internal capability so the practice can scale without VP involvement in every engagement. • Develop and execute strategies to expand existing client engagements and support new business initiatives, including leading our growth beyond Amazon into additional marketplaces and retail media channels such as Walmart, Target, TikTok, and Ulta. • Partner cross-functionally with Creative and Logistics leaders to ensure capacity planning, prioritization, and execution are aligned with client needs and agency goals. • Partner with Operations and Finance to enhance standardized SOW templates and pricing frameworks for new and expanded service offerings, ensuring consistency, scalability, and margin visibility as the agency grows its service portfolio. • Build and manage client feedback loops and database management processes, ensuring the collection and analysis of quantifiable feedback to identify areas of strong performance, upsell/cross-sell opportunities, and areas for improvement. • Develop and own a client health scoring system—tracking metrics such as engagement, performance trends, satisfaction, and utilization of services—and build reporting that translates those metrics into clear, actionable interventions for the client services team. • Lead ongoing training and enablement programs for the client services team to ensure consistent, high-quality execution of retention and growth protocols across all accounts. • Manage the client services P&L, including revenue forecasting, budgeting, and scaling ratios, to maximize profitability and achieve financial targets. • Analyze financial and performance data—including LTV, NRR, churn, and expansion revenue—to inform decision-making, refine protocols, and drive continuous improvement across the department. • Collaborate with cross-functional senior leaders to problem-solve, align on goals, and drive resource allocation and business-priority decisions. • Report regularly to executive leadership on client satisfaction, team performance, retention/growth metrics, and financial outcomes. • Identify and execute opportunities to increase the use of AI within the client services team, providing time savings and efficiencies to your team. • Deliver consistent, provocative thought leadership that helps our clients see around corners and challenges our team to produce work that transforms our client’s business.

• Partner with our sales and client service teams, optimizing performance and refining processes for sustainable growth. • Identify and pursue new business opportunities, including partnerships that expand our reach across e-commerce and Amazon ecosystems. • Collaborate with marketing to develop lead generation strategies, thought leadership content, and industry visibility. • Manage and maximize the CRM (Pipedrive) to streamline reporting, tracking, and conversion efficiency. • Represent Envision Horizons at industry events, webinars, and podcasts, helping position the brand as an industry thought leader. • Drive revenue growth by overseeing contract strategy, service positioning, and negotiations in collaboration with senior leadership. • Partner with internal teams to identify new channels, improve go-to-market strategies, and strengthen client relationships.

• Complete a structured onboarding and immersion period by shadowing Account Managers (AMs), Account Directors (ADs), Account Coordinators (ACs), and front-office leadership to develop a deep understanding of internal workflows, client needs, and operational pain points. • Observe and document day-to-day front-office activities, identifying manual processes, inefficiencies, and opportunities for automation. • Conduct regular check-ins with team members to gather insights, validate observations, and build a comprehensive view of workflows across accounts. • Translate ambiguous, non-technical business needs into clear, structured, and deterministic requirements. • Develop detailed specifications and documentation to support automation and tooling initiatives. • Partner closely with engineering and product teams to hand off well-defined project requirements and ensure alignment on intended outcomes. • Contribute to prioritization efforts by building business cases, outlining impact, and supporting decision-making frameworks for automation initiatives. • Serve as a bridge between front-office teams and technical teams, ensuring solutions are grounded in real user needs and workflows.

• Own the Quota: Full accountability for the BD team’s monthly, quarterly, and annual revenue targets. • Team Development: Recruit, onboard, and coach a high-performing Business Development team, moving them from "order takers" to "strategic consultants." • Sales Operations: Implement rigorous CRM hygiene and forecasting models to provide the CEO with real-time visibility into the revenue pipeline. • Ecosystem Growth: Identify and nurture relationships with strategic partners (tech platforms, complementary agencies, etc.) to drive a consistent flow of qualified referrals. • Relationship Management: Serve as the executive-level point of contact for high-value accounts and strategic alliances. • Direct Reporting: Work in lockstep with the CEO to align sales targets with company capacity and long-term scaling goals. • The Agency Playbook: Refine sales scripts, proposal templates, and scoping processes to ensure we sell profitable, high-impact work.