• Quickly ramp on product and customer needs while managing strategic accounts and coaching the CSM team. • Drive consistent execution against Engagements, CTAs, CSQLs, and customer health metrics. • Improve adoption, retention, and expansion by proactively managing customer risk. • Ensure Success Plans, onboarding, and Addigy best practices are consistently executed. • Oversee and mentor a team of Customer Success Managers (CSMs), providing guidance on account strategies, performance, and professional development. • Manage a subset of strategic customer accounts, serving as the primary Customer Success Manager. • Establish and project-manage the onboarding process for dedicated accounts, including defining tailored success plans and clear success criteria.

• Working collectively with other members of the Partner Success Team and supporting teams to achieve bookings and revenue objectives across the full partner lifecycle, through the acquisition of new partnerships at post-secondary institutions. • Establish and maintain consultative selling relationships with Presidents, Provosts, Deans, Vice Presidents, and Director-level executives at colleges and universities, as well as senior decision-makers in other education and training-focused organizations. • Manage relevant aspects of the sales process, including responses to information requests, forecasts, prospect presentations, proposals, negotiations, and contracting. • Provide high-level strategic consultation to leaders at partner institutions on best practices in areas including, but not limited to, student success and change management. • Develop and maintain a deep understanding of trends in higher ed and share, as appropriate, with prospects, existing partners, and internal colleagues. • Participate in opportunity generation activities, including outbound calls, networking events, conferences, presentations, webinars, and supporting marketing asset development. • Collaborate with internal solutions, finance, operations and legal teams to structure, negotiate and execute partner proposals and contracts that conform to InsideTrack standards. • Support the development of healthy partner relationships by introducing senior InsideTrack leaders, Program Area team members and others to key prospect and partner contacts as part of the partner lifecycle. • Collaborate, communicate, and be a team player while taking ownership of the opportunities you lead.

• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases. • Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes. • Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation. • Advise clients on API integrations and data connectivity. • Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities. • Translate client feedback into actionable insights for our Product and Engineering teams. • Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.

• Support Vheda’s Client Services team in researching, scheduling, planning, executing, and managing day-to-day tasks. • Efficiently coordinate project requirements, timelines, deadlines and follow-up to ensure timely and successful project completion. • Participate in client status calls, capture meeting notes, and update status reports regularly. • Develop an extensive understanding of Vheda’s service offering, demonstrating the ability to articulate and position these solutions within existing and potential accounts. • Prepare agendas for client meetings and related account administration. • Track, monitor, and generate monthly reports. • Conduct thorough research on clients, state initiatives, competitors, and industry trends to provide valuable insights and support informed decision making. • Help facilitate seamless collaboration, contributing to the team’s overall success and effectiveness. • Partner seamlessly with internal departments such as clinical services, operations and analytics to ensure coordinated efforts in meeting client expectations.