• Build and maintain strong, long-lasting relationships with Private Equity groups, CEOs, Board of Directors, and their portfolio companies. • Develop and implement strategic account plans that align with client business objectives and drive growth. • Provide expert guidance on digital marketing strategies, including SEO, SEM, social media, and other online marketing channels. • Monitor and analyze account performance metrics, preparing regular reports and presentations for clients. • Work closely with internal teams, including marketing, sales, and product development, to deliver comprehensive solutions to clients. • Deliver compelling presentations and communicate effectively with senior-level executives and stakeholders. • Travel as needed to meet with clients, partnership QBRs, team gatherings, and industry events.

• Identify, recruit, and onboard new partners based on Palmetto LightReach business objectives. • Serve as the primary point of contact for assigned contractor partners across residential home services trades. • Lead on-site and virtual trainings for sales reps on how to position, present, and close the LightReach program in the home. • Collaborate with Sales and General Managers to drive alignment and adoption at the leadership level. • Support sales teams through ride-alongs, objection handling, and in-home pitch coaching. • Monitor LightReach activity, adoption rates, and engagement metrics; proactively address friction points. • Partner with internal teams to refine tools, resources, and partner support processes. • Gather field-level feedback to inform platform improvements and partner enablement content. • Ensure a high level of professionalism and partner satisfaction across every touchpoint.

• Support the Customer Success Team through the entire renewal and expansion cycle, from pipeline management and pricing proposal creation to forecast management and final deal closure. • Develop strategic account plans aligned with CertifID's goals and customer objectives, ensuring high satisfaction and retention levels. • Introduce new products, channels, and services to customers proactively, customizing solutions to meet their unique needs. • Execute win/win renewal negotiations to maximize contract value while nurturing client relationships. • Collaborate closely with our Customer Success team and other internal departments to deliver a seamless and integrated customer experience. • Identify and engage with influencers and decision-makers (directly or via the CSMs) within these business units, fostering trust and pathways to expansion. • Handle commercial inquiries and requests from customers promptly and effectively. • Partner with leadership to refine playbooks and strategies to better arm the Customer Success organization to handle most account management functions.

• Manages day-to-day client communication which includes but not limited to strategic updates, workflow and approval updates proactively keeping both clients and internal teams informed • Adheres to the outlined scope of work and demonstrates excellent follow-through by managing action items through to completion; Maintains forward momentum by identifying and overcoming roadblocks • Develops integrated marketing plans that deliver against client marketing and business objectives; Supports the development of cross-channel performance forecasts and media plans • Leverages data and analytics, such as first party data tools like Google Analytics and Shopify, to identify strategic opportunities; Translates learnings into clear and concise reporting with actionable next steps • Builds strong client relationships and establishes Power Digital as a trusted partner through exceptional communication and deep brand knowledge; Builds collaborative relationships among internal account teams • Manages a diverse set of clients totaling up to $200K in monthly recurring revenue • Facilitates the contract renewal strategy, presentation and proposal development alongside the Account Director to extend client partnerships • Works with the Account Director and the internal account team to identify additional strategies to improve performance and expand client partnerships • Helps improve and develop account management processes across a variety of areas: communication, strategy, reporting, retention and service expansions, among others • Participates in the account manager training curriculum by developing content, leading training sessions, or providing individual coaching • Identifies a focus area within the department that aligns with the individual’s skill set; Creates a roadmap alongside the manager to enhance and optimize that focus area (e.g., Training, Reporting, Talent Acquisition) • Employs AI technologies to enhance and optimize business processes • Utilizes and leverages Power Digital's Nova ecosystem as it relates to your department • Responsible for other tasks and projects as assigned by Client Services department leadership, as needed