• Serve as the primary point of contact for assigned clients/partners. • Build trusted relationships to ensure ongoing satisfaction and long-term engagement. • Allow Sales Team members to focus on new business development. • Act as the escalation point for client/partner issues. • Understand client/partner business needs to deliver tailored solutions. • Identify upsell and cross-sell opportunities within existing accounts. • Assist the Sales team in client/partner engagement and retention strategies. • Coordinate and/or lead project calls between Engineering, Operations, and Sales. • Guide new and existing clients/partners through onboarding. • Facilitate training, enablement, and product/service adoption. • Regularly assess client/partner needs and satisfaction levels. • Ensure clients/partners are receiving maximum value from services. • Train and support users on effective portal use. • Maintain relevant content to ensure ease of navigation and alignment with goals. • Collect and track client/partner feedback. • Advocate internally for improvements based on insights. • Act as point of contact for handling sales concession or credit review processes. • Maintain organized, relevant, and up-to-date client-facing content.

• Support our growing BC Kootenays territory • Be a key presence with our broker and dealer partners • Develop relationships, delivering product training • Drive growth through the channels that matter most

• Responsible for managing renewals and at-risk situations of an assigned set of accounts • Drive the post-sales journey for assigned accounts from product adoption, expansion, advocacy, and ultimately renewal • Manage a high-volume book of business supporting > 250 accounts (Accounts between 10K-30K) • Process renewals within SFDC and assist customers with add-on services, products, and changes to their subscriptions • Ensure Price Increase targets are met • Manage At Risk situations and collaborate closely with other internal teams to support customer requests, issues, and feedback • Manage inbound customer inquiries relating to their account • Present value of Revalize products with customers, effectively managing objections to mitigate churn via email and phone • Support customer nurture activities and campaigns in partnership with Marketing • Reply to customer survey responses & recommend the appropriate department to take action • Identify additional opportunities to drive up-sells, cross-sells, and collaborate with Sales to deliver on account growth goals

• Architect the franchise marketing playbook: Partner with leadership to shape our franchise development offering. • Lead as a strategic advisor: Be the primary strategic partner for C-suite stakeholders, Regional VPs, and Brand Managers. • Conduct a high-performance execution engine: Lead a cross-functional squad of global specialists in content, design, performance, and automation. • Own your portfolio growth & retention: Own the health and expansion of your client portfolio. • Master the pivot: In QSR and franchise development, priorities shift fast.