• Collaborate closely with the wealth product team to identify market trends and customer needs, translating these insights into effective product strategies. • Design and execute marketing campaigns for our private banking products, working cross-functionally to ensure maximum impact. • Monitor competitor activities and market dynamics, identifying opportunities for product enhancement and differentiation. • Conduct regular reviews of our product portfolio, recommending improvements to maintain a competitive edge. • Ensure compliance with regulatory requirements and internal policies across all product-related activities. • Provide guidance and support to the product team, fostering a collaborative and innovative work environment. • Stay updated with industry developments and emerging technologies, integrating them into our product offerings. • Manage multiple projects simultaneously, ensuring timely and efficient delivery of results. • Prepare and present regular reports to senior management, highlighting key performance indicators and areas for improvement.

• Manage all activities that are required for preparation of Commercial Proposals and Supply Agreements • Gather detailed data from various resources to assemble justification packages • Assembly of corporate requirements to support the opportunities including: bid justification (CER-LT & Cash Flow), formal supply agreement and justification (CER, PPT, & Cash Flow) • Formal proposal preparation with Legal support • Delivery of formal agreement documentation for Sales delivery • Tracking project performance • Managing opportunities through CRM • Forecasting/tracking Revenue performance • Collaborate with clients, and internal teams to define project scope, objectives, and deliverables to assemble and provide quotes for value added service contracts • Develop comprehensive project plans, including task assignments, schedules, resource allocation, and budget estimates • Identify potential risks and develop mitigation strategies to ensure project success • Gather background info from resources to support justification: Sales, Marketing, Equipment Manager, etc. Provide technical guidance for specifications, branding and terms in conjunction with appropriate internal departments and external groups including vendors, OEM’s and engineering firms • Provide Risk & Benefit Analysis: Assess financial and contractual risks and present to management for direction/decision • Value Proposition Development: Assemble justification package for presentation to management for proposal approval and official proposal package post approval (CER-LT) • Convert proposal package (CER-LT) to Supply Agreement/approval (CER) after customer acceptance including obtaining Calderys Legal approval • Work with Commercial Excellence team to Manage CRM opportunities and develop dashboards of information to track ATS delivery and performance • Forecasting and tracking Revenue performance versus contracts Cash Flow estimates including IFTS sales forecasting, tracking and process flow execution • Assistance with recruiting, hiring and managing VAS CPT Site Coordinators and Supervisor.

• Identifikation, Aufbau, Onboarding, Koordination und Beziehungspflege von Partnerschaften mit Beratungsunternehmen sowie Consultingpartnern, Produktpartnern, Vertriebspartnern, Advisory Partnern, Contentpartnern oder strategischen Partnern • Steuerung der laufenden Zusammenarbeit: Regeltermine, Abstimmung zu Leads und Projekten, Monitoring von Partner-Performance und Zufriedenheit • Enge Zusammenarbeit mit den Bereichen Produktmanagement, PreSales, Marketing, Einkauf, Compliance und Vertriebsinnendienst/ -außendienst • Teilnahme an Partner-Events, Messen und Kundenterminen (stets an der Seite erfahrener Kollegen*innen aus Vertrieb, Presales, Consulting)

• Conducts Loss Control Surveys for all client accounts within their assigned territory • Writes comprehensive reports detailing findings from visits/surveys to improve the policyholder’s operation • Conducts follow-up assessments of accounts • Manages complex scheduling with policyholders, underwriters and home office staff • Stays current with local transportation regulations and applicable OSHA regulations • Participates in meetings/seminars with policyholders and writes/edits safety articles