Heritage Werks

• Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date • Support disciplined pipeline management and forecasting • Build dashboards and reports to track revenue performance and pipeline health • Identify gaps in CRM usage and drive adoption of best practices • Standardize project and task setup to align sales and delivery execution • Ensure workflows are followed consistently across teams • Partner with Program Directors to align tracking with client expectations • Manage monthly and quarterly reporting, including retainer tracking and performance summaries • Provide timely insights to support leadership decision-making • Ensure consistency in how performance is measured and communicated • Support scoping and estimation for custom work • Develop structured estimates aligned to scope and pricing assumptions • Draft clear, client-ready Statements of Work (SOWs) • Ensure quality and consistency to support deal progression • Facilitate the internal estimates needed to prepare proposals and scopes of work • Identify inefficiencies and implement scalable improvements • Streamline processes across Salesforce, Wrike, and reporting workflows • Reduce manual work and duplication across systems • Partner with Program Directors, Enterprise Partners, and internal teams • Support onboarding and training on tools and processes • Troubleshoot system and workflow challenges

• Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. • Managing 10-15 accounts approximately at one time • Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust • Lead client communications, including regular updates, reporting, and executive-ready presentations • Develop a deep understanding of client business objectives, brand positioning, and communication strategies • Partner with the Managing Director to shape account strategy and identify growth opportunities • Drive retention and organic growth within assigned accounts • Support proposal development and present strategic recommendations to clients • Identify new opportunities and collaborate with internal teams to scope and develop solutions • Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations • Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) • Set and manage client expectations while aligning internal resources • Ensure quality control of deliverables prior to client delivery • Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently • Proactively identify risks, gaps, and opportunities within accounts • Develop clear account briefs and internal updates to ensure alignment • Provide direction and context to teams to support successful execution

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: Remote (Eastern Time Zone preferred; Atlanta-based candidates are a plus). Open to Atlanta locations 1-2 times a week or as per business requirement. Role Overview We are seeking a Revenue Operations Specialist who will enhance the effectiveness and scalability of our client services and growth teams by optimizing systems, data, and workflows. This role sits at the center of revenue operations, supporting Program Directors and Enterprise Partners by reducing operational friction, improving visibility into performance, and directly enabling the development and conversion of revenue opportunities. The position will report directly to the SVP of Client Services. What You’ll Do CRM & Pipeline Management (Salesforce) - Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date - Support disciplined pipeline management and forecasting - Build dashboards and reports to track revenue performance and pipeline health - Identify gaps in CRM usage and drive adoption of best practices Workflow & Project Coordination (Wrike) - Standardize project and task setup to align sales and delivery execution - Ensure workflows are followed consistently across teams - Partner with Program Directors to align tracking with client expectations Reporting & Performance Insights - Manage monthly and quarterly reporting, including retainer tracking and performance summaries - Provide timely insights to support leadership decision-making - Ensure consistency in how performance is measured and communicated Commercial Enablement (Estimates & SOWs) - Support scoping and estimation for custom work - Develop structured estimates aligned to scope and pricing assumptions - Draft clear, client-ready Statements of Work (SOWs) - Ensure quality and consistency to support deal progression - Facilitate the internal estimates needed to prepare proposals and scopes of work Process Optimization & Enablement - Identify inefficiencies and implement scalable improvements - Streamline processes across Salesforce, Wrike, and reporting workflows - Reduce manual work and duplication across systems Cross-Functional Support - Partner with Program Directors, Enterprise Partners, and internal teams - Support onboarding and training on tools and processes - Troubleshoot system and workflow challenges

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: Remote (Eastern Time Zone preferred; Atlanta-based candidates are a plus). Open to Atlanta locations 1-2 times a week or as per business requirement. Role Overview We are seeking a Revenue Operations Specialist who will enhance the effectiveness and scalability of our client services and growth teams by optimizing systems, data, and workflows. This role sits at the center of revenue operations, supporting Program Directors and Enterprise Partners by reducing operational friction, improving visibility into performance, and directly enabling the development and conversion of revenue opportunities. The position will report directly to the SVP of Client Services. What You’ll Do CRM & Pipeline Management (Salesforce) - Own CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date - Support disciplined pipeline management and forecasting - Build dashboards and reports to track revenue performance and pipeline health - Identify gaps in CRM usage and drive adoption of best practices Workflow & Project Coordination (Wrike) - Standardize project and task setup to align sales and delivery execution - Ensure workflows are followed consistently across teams - Partner with Program Directors to align tracking with client expectations Reporting & Performance Insights - Manage monthly and quarterly reporting, including retainer tracking and performance summaries - Provide timely insights to support leadership decision-making - Ensure consistency in how performance is measured and communicated Commercial Enablement (Estimates & SOWs) - Support scoping and estimation for custom work - Develop structured estimates aligned to scope and pricing assumptions - Draft clear, client-ready Statements of Work (SOWs) - Ensure quality and consistency to support deal progression - Facilitate the internal estimates needed to prepare proposals and scopes of work Process Optimization & Enablement - Identify inefficiencies and implement scalable improvements - Streamline processes across Salesforce, Wrike, and reporting workflows - Reduce manual work and duplication across systems Cross-Functional Support - Partner with Program Directors, Enterprise Partners, and internal teams - Support onboarding and training on tools and processes - Troubleshoot system and workflow challenges

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings. Role Overview We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth. This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You’ll Do Client Ownership & Relationship Management - Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. - Managing 10-15 accounts approximately at one time - Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust - Lead client communications, including regular updates, reporting, and executive-ready presentations - Develop a deep understanding of client business objectives, brand positioning, and communication strategies Account Strategy & Growth - Partner with the Managing Director to shape account strategy and identify growth opportunities - Drive retention and organic growth within assigned accounts - Support proposal development and present strategic recommendations to clients - Identify new opportunities and collaborate with internal teams to scope and develop solutions Program Execution & Delivery - Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations - Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) - Set and manage client expectations while aligning internal resources - Ensure quality control of deliverables prior to client delivery Operational Leadership - Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently - Proactively identify risks, gaps, and opportunities within accounts - Develop clear account briefs and internal updates to ensure alignment - Provide direction and context to teams to support successful execution

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings. Role Overview We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth. This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You’ll Do Client Ownership & Relationship Management - Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. - Managing 10-15 accounts approximately at one time - Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust - Lead client communications, including regular updates, reporting, and executive-ready presentations - Develop a deep understanding of client business objectives, brand positioning, and communication strategies Account Strategy & Growth - Partner with the Managing Director to shape account strategy and identify growth opportunities - Drive retention and organic growth within assigned accounts - Support proposal development and present strategic recommendations to clients - Identify new opportunities and collaborate with internal teams to scope and develop solutions Program Execution & Delivery - Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations - Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) - Set and manage client expectations while aligning internal resources - Ensure quality control of deliverables prior to client delivery Operational Leadership - Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently - Proactively identify risks, gaps, and opportunities within accounts - Develop clear account briefs and internal updates to ensure alignment - Provide direction and context to teams to support successful execution

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings. Role Overview We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth. This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You’ll Do Client Ownership & Relationship Management - Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. - Managing 10-15 accounts approximately at one time - Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust - Lead client communications, including regular updates, reporting, and executive-ready presentations - Develop a deep understanding of client business objectives, brand positioning, and communication strategies Account Strategy & Growth - Partner with the Managing Director to shape account strategy and identify growth opportunities - Drive retention and organic growth within assigned accounts - Support proposal development and present strategic recommendations to clients - Identify new opportunities and collaborate with internal teams to scope and develop solutions Program Execution & Delivery - Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations - Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) - Set and manage client expectations while aligning internal resources - Ensure quality control of deliverables prior to client delivery Operational Leadership - Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently - Proactively identify risks, gaps, and opportunities within accounts - Develop clear account briefs and internal updates to ensure alignment - Provide direction and context to teams to support successful execution

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings. Role Overview We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth. This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You’ll Do Client Ownership & Relationship Management - Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. - Managing 10-15 accounts approximately at one time - Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust - Lead client communications, including regular updates, reporting, and executive-ready presentations - Develop a deep understanding of client business objectives, brand positioning, and communication strategies Account Strategy & Growth - Partner with the Managing Director to shape account strategy and identify growth opportunities - Drive retention and organic growth within assigned accounts - Support proposal development and present strategic recommendations to clients - Identify new opportunities and collaborate with internal teams to scope and develop solutions Program Execution & Delivery - Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations - Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) - Set and manage client expectations while aligning internal resources - Ensure quality control of deliverables prior to client delivery Operational Leadership - Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently - Proactively identify risks, gaps, and opportunities within accounts - Develop clear account briefs and internal updates to ensure alignment - Provide direction and context to teams to support successful execution

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings. Role Overview We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth. This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You’ll Do Client Ownership & Relationship Management - Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. - Managing 10-15 accounts approximately at one time - Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust - Lead client communications, including regular updates, reporting, and executive-ready presentations - Develop a deep understanding of client business objectives, brand positioning, and communication strategies Account Strategy & Growth - Partner with the Managing Director to shape account strategy and identify growth opportunities - Drive retention and organic growth within assigned accounts - Support proposal development and present strategic recommendations to clients - Identify new opportunities and collaborate with internal teams to scope and develop solutions Program Execution & Delivery - Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations - Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) - Set and manage client expectations while aligning internal resources - Ensure quality control of deliverables prior to client delivery Operational Leadership - Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently - Proactively identify risks, gaps, and opportunities within accounts - Develop clear account briefs and internal updates to ensure alignment - Provide direction and context to teams to support successful execution

Who We Are At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection. We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach—honoring the past while making it relevant for today and meaningful for the future. Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings. Role Overview We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth. This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You’ll Do Client Ownership & Relationship Management - Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance. - Managing 10-15 accounts approximately at one time - Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust - Lead client communications, including regular updates, reporting, and executive-ready presentations - Develop a deep understanding of client business objectives, brand positioning, and communication strategies Account Strategy & Growth - Partner with the Managing Director to shape account strategy and identify growth opportunities - Drive retention and organic growth within assigned accounts - Support proposal development and present strategic recommendations to clients - Identify new opportunities and collaborate with internal teams to scope and develop solutions Program Execution & Delivery - Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations - Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing) - Set and manage client expectations while aligning internal resources - Ensure quality control of deliverables prior to client delivery Operational Leadership - Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently - Proactively identify risks, gaps, and opportunities within accounts - Develop clear account briefs and internal updates to ensure alignment - Provide direction and context to teams to support successful execution