• Own a portfolio of Enterprise customers with responsibility for renewals and expansion. • Lead strategic account planning, renewal strategy, and expansion motions across complex, multi-stakeholder accounts. • Proactively identify growth opportunities across teams, use cases, and business units. • Partner deeply with Customer Success, Solutions, and Product to deliver value and support expansion. • Lead executive-level conversations around value realization, roadmap alignment, and long-term partnership. • Navigate procurement, security, and commercial negotiations during renewals and upsells. • Maintain clear forecasts and account plans, surfacing risks and opportunities early. • Bring enterprise customer insights back to influence product direction and GTM strategy.

• Own a portfolio of Growth customers with responsibility for renewals and expansion. • Manage the full post-sales commercial lifecycle, from onboarding handoff through renewal. • Proactively identify and develop upsell and expansion opportunities based on customer usage, maturity, and evolving needs. • Partner closely with Customer Success, Solutions, and Sales to ensure customers realize value and are positioned for growth. • Lead renewal and expansion conversations, including discovery, value articulation, and commercial negotiation. • Help customers evolve their GTM approach by introducing new use cases, workflows, and capabilities as they mature. • Maintain accurate account plans, forecasts, and notes within CRM and GTM tooling. • Surface customer feedback and expansion signals to Product and GTM leadership.

• Manage a portfolio of Commercial accounts to drive renewals, adoption, and incremental expansion • Identify upsell and cross-sell opportunities aligned to customer needs and usage patterns to drive growth • Identify expansion opportunities across additional departments and business units (BUs) within the broader customer organization • Partner closely with Customer Success on renewals and account health to ensure long-term client retention and revenue stability • Clearly communicate Agiloft’s value proposition and leverage internal resources as needed • Develop and nurture long-term, productive relationships with key stakeholders, including individual contributors to senior-level and C-level executives • Act as a trusted point of contact for customers by understanding core business needs and aligning Agiloft’s capabilities with their goals • Collaborate with sales leadership and internal teams to develop and deliver consistent, high-quality customer experiences • Conduct regular business reviews to assess customer satisfaction, address challenges, and ensure alignment with clients’ evolving needs • Leverage usage data, customer insights, and forecasting tools (e.g., Clari) to identify expansion opportunities and support accurate pipeline management • Apply the MEDDPICC sales methodology to qualify opportunities, guide deal strategy, and drive predictable outcomes • Manage expansion opportunities from identification through close • Maintain accurate records of account activities, opportunities, and sales forecasts • Provide regular updates to sales leadership on progress, account strategies, and forecast accuracy • Work closely with clients to understand their evolving business requirements and provide feedback to internal teams to help shape our product and service roadmap • Capture and relay customer feedback to inform AI product development, use-case refinement, and market messaging • Leverage AI-assisted tools to enhance productivity, streamline workflows, and support day-to-day account management activities

• Own and manage a portfolio of clients, acting as the primary relationship manager. • Build strong, long-term relationships with key stakeholders and decision-makers. • Ensure seamless onboarding, engagement, and ongoing support for clients. • Drive account expansion through upselling, cross-selling, and renewals. • Identify growth opportunities within existing accounts and convert them into revenue. • Support the sales pipeline by coordinating with internal sales and delivery teams. • Track account performance, revenue metrics, and client health. • Work closely with the Founder’s Office on strategic initiatives, key accounts, and special projects. • Assist in preparing sales reports, client insights, and growth plans for leadership reviews. • Act as the bridge between clients and internal teams to ensure timely delivery and issue resolution. • Maintain accurate CRM records, sales data, and account documentation. • Contribute to improving sales and account management processes.