• Drive programmatic pipeline growth and establish loyalty with channel partners • Provide accurate forecasting and identify and track relevant metrics of success • Recruit new legal focused partnerships • Heavy focus on the enablement of new and existing partners with AI and Document Management System • Manage and develop a cross-functional team of partner marketing and account managers • Sustain and encourage internal stakeholder alignment with sales and marketing leads and their teams • Manage the communication of products, features, and marketing campaigns • Resolve partner-customer conflicts and build mindshare within NetDocuments and support teams • Design go-to-market business plans, and understand partner sales processes to capitalize on opportunities for NetDocuments • Achieve quarterly revenue target and partner contribution to Corporate and Strategic legal sector business • May perform other job duties as needed

• Own the overall strategy and roadmap for our current Workday and NetSuite technology partnerships, including integration, marketplace, and field GTM motions. • Define clear partner tiers, focus areas, and success metrics (pipeline, influenced revenue, attach rates, integration adoption) for each platform. • Build multi‑year joint business plans with Workday and NetSuite that align product roadmap, sales coverage, and marketing investments. • Partner with Product and Engineering to identify additional certified integrations and joint solutions that are compelling to CaptivateIQ customers. • Ensure current and future integrations meet both technical requirements and go‑to‑market readiness (documentation, enablement materials, positioning, and reference customers). • Establish feedback loops from partners and customers back into the product roadmap to strengthen ecosystem differentiation. • Design and execute joint GTM motions (co‑sell plays, target account lists, campaigns) with Workday and NetSuite field teams and partner organizations. • Drive sourced and influenced pipeline through account mapping, opportunity identification, and structured co‑selling with our sales organization and partner reps. • Collaborate with Marketing to deliver co‑branded campaigns, events, and content that increase awareness and demand within the technology partner ecosystem. • Serve as the primary point of contact for partner alliances teams, maintaining strong relationships across sales, alliances, product, and marketing stakeholders. • Lead regular business reviews (QBRs/PBRs) to align on pipeline, integration priorities, and mutual success metrics. • Navigate and resolve conflicts or ambiguity around rules of engagement, deal alignment, and roadmap expectations. • Act as the internal champion for Workday and NetSuite, educating sales, solution consulting, partner success, and customer teams on how and when to bring these partners into deals. • Build simple, repeatable playbooks and enablement assets for internal teams and partners (how to co‑sell, when to engage, messaging, integration value props). • Work closely with Partner Operations to ensure partner processes (deal registration, lead sharing, reporting) are scalable and visible, enabling you to track performance and ROI. • Define and track KPIs for the Workday and NetSuite partnerships, including sourced and influenced pipeline, win rates, integration adoption, marketplace activity, and partner NPS where applicable. • Provide clear, data‑backed updates to leadership on performance, risks, and investment recommendations across the tech partner portfolio.

• Serve as the overarching liaison for multiple accounts • Build and strengthen client relationships to achieve long-term partnerships • Offer innovative solutions to new problems • Maintain accurate client records and track updates • Work with internal teams to oversee development of deliverables • Analyze data to identify trends • Provide strategic direction on the development of creative and media assets

• Building and maintaining strong, long-term relationships with key strategic partners, acting as the main point of contact, and ensuring client satisfaction. • Developing and executing strategic account plans to drive client growth and achieve mutual business objectives. • Identifying new business opportunities within existing accounts and conducting effective, well-organized business reviews • Working closely with internal teams to deliver tailored solutions and meet partner needs from onboarding and integration to post-launch and beyond. • Tracking key performance indicators (KPIs) and reporting on partner performance to senior management. • Working with partner stakeholders on co-marketing activities to reach small to mid-sized business clients to drive revenue.