McLean & Company

• The Executive Counselor (EC) serves as a dedicated senior strategic partner to CHROs and senior HR leaders • Build and maintain trusted relationships with a portfolio of senior HR leaders across diverse industries • Guide clients through enterprise-level decisions and high-stakes moments • Design and deliver high-impact strategy sessions (virtual and onsite) on critical HR and organizational topics • Ensure clients fully realize the value of their membership through proactive engagement and alignment to priorities • Partner with sales and other internal teams in proactive account management

• Supporting our HR Services teams in online client engagements • Preparation duties include sending calendar invitations, and meeting with the engagement lead • Notetaking, managing breakout rooms, and preparing documentation during engagements • Summarizing discussion notes, and finalizing deliverables post engagement • Conducting short research requests on HR topics

• Building trusted advisory relationships with clients • Conducting in-depth discovery with each client to understand their organizational priorities • Developing tailored strategic guidance • Proactively partnering with the Sales team to ensure client focus • Providing proactive, ongoing strategic advisory touchpoints • Delivering strategic advisory sessions on priority HR topics • Facilitating McLean & Company webinars and roundtables • Managing a defined book of business with accountability for retention • Ensuring an exceptional client experience

• Develop and execute a comprehensive marketing strategy • Partner with sales teams to align marketing activities with business goals • Oversee the development of lead generation and demand programs • Lead messaging and campaign development for various communications • Drive marketing support for events, conferences, and webinars • Guide the social media strategy for engagement and visibility • Lead, mentor, and develop a multidisciplinary marketing team

• Providing high quality HR technology and AI advice to clients • Skilled in using data to drive enterprise-wide people decisions • Facilitating workshops for talent-related projects • Building and managing relationships with internal & external clients • Working with research team to improve content in HR technology and AI • Coaching other advisors • Supporting commercial teams.

• Proactively manage accounts by conducting regular service calls with clients • Work marketing leads and conduct warm / cold calls • Support cross-functional communication and collaborate with our Research and Product Teams • Grow revenue by actively identifying referrals and pursue sales opportunities • Identify client needs that align with our offerings • Solicit feedback and testimonials from current accounts • Record client details and account notes in CRM system

• Prospect Diligently: Generate 8+ first sales appointments monthly, making 80+ personalized calls/emails daily within strategic cadences. • Prepare Thoroughly: Dedicate an hour of research before each meeting, tailoring discussions to the client’s specific challenges. • Execute with Value: Leverage our “Value Selling” framework to uncover root business needs and showcase how our Membership Platform delivers measurable results.

• providing high quality HR technology and AI advice and guidance • skilled in using data to drive enterprise-wide people decisions • facilitating a variety of online and onsite workshops tackling talent-related projects • effectively building and managing relationships with internal & external clients • working with the research team to identify further improvements • leveraging knowledge and experience to coach other advisors • providing support to commercial teams

• Responsible for the successful launch and delivery of a full range of HR surveys, including McLean & Company’s Employee Engagement, New Hire, Exit, and Management & Governance. • Lead client scoping calls to gain an understanding of client goals and requirements and build a project plan. • Build and test surveys. • Launch surveys and respond to participant questions and/or issues. • Understand and work with proprietary survey software to determine how to deliver on the diagnostic needs of clients. • Maintain quality assurance/control processes. • Address client questions and manage client expectations while maintaining a high standard of customer service. • Identify opportunities for process improvement.

• Create and execute sales and service activity plans • Manage member life-cycle tasks, including scheduling and leading calls • Own all account management conversations with secondary account stakeholders • Ensure members leverage their membership by delivering high quality service • Manage and respond to inbound requests from members • Assist in preparation of member interactions by collecting and consolidating background information • Complete scheduled and ad hoc data queries of our CRM • Ensure the CRM contains accurate account details and contact information • Actively seek to increase product knowledge