• Design, execute, and continuously improve a scalable account management framework that drives proactive engagement, renewals, and expansion across all customer segments • Develop and execute strategic touchpoints to build trusted customer relationships, drive on-time renewals, mitigate churn risk, and position value-add solutions • Partner with Account Executives, Customer Success, and Solutions Engineering to align on business outcomes, identify growth paths, and ensure seamless contract execution • Accurately build and manage renewal quotes in HubSpot and support channel fulfillment where needed • Forecast renewals with rigor and accuracy, escalating at-risk accounts early and proposing mitigation plans • Track and optimize KPIs like retention rate, renewal velocity, and time-to-close • Ensure all renewal-related data and activities are captured in HubSpot and internal systems for reporting and handoff • Surface insights and advocate for improvements to process, packaging, and pricing based on customer feedback • Contribute to a customer-first renewal strategy that balances commercial discipline with a world-class experience

• Be the primary point of contact and build long-term relationships with customers. • Help customers through email, phone, online presentations, screen-share, and in-person meetings. • Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors. • Ensure the timely and successful delivery of our solutions according to customer needs and objectives. • Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders. • Forecast and track key account metrics. • Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis. • Monitor and analyze customers' usage of our product. • Responsible for working with the Sales team to onboard and integrate new clients, and developing existing client relationships. • Liaise between the customer and internal teams.

• Build and maintain strong, long-term relationships with key financial ecosystem partners, serving as the primary point of contact for technical inquiries and operational support. • Collaborate closely with partners to define and implement successful integrations, ensuring all technical requirements are met and projects are delivered on time. • Establish Service Level Agreements (SLAs) and performance standards for partner accounts, leveraging metrics and data analysis to monitor and improve partner health and satisfaction. Regularly drive technical reviews to improve partner performance. • Work across multiple Stripe teams—including Engineering, Product, and Partner Development—to support and drive process enhancements and technical solutions that benefit partners. • Assist in incident resolution by coordinating with internal teams to manage partner communications effectively and resolve issues efficiently. • Identify inefficiencies within Stripe’s operating model, proposing and driving effective solutions (including both technical and operational requirements) to address them. • Provide ongoing training, documentation and support to partners, helping them leverage Stripe’s technology and products effectively. • Gather feedback from partners to inform improvements in internal processes and product functionalities, ensuring customer needs are addressed within the organization

$75,000 - $85,000 + $55,000 commission Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. JOB DESCRIPTION Make an impact and love what you do! Vertafore is a top provider of software for the insurance industry that is continually transforming and improving itself each day. We create award-winning solutions to boost productivity, lower costs and help insurance agents and carriers grow their businesses. We respect and value our team, and we look to bring the best talent together to make our future even stronger. We are currently seeking engaged, energetic, and highly motivated Sr. Field Account Manager to join our team. The Sr. Field Account Manager is responsible for retaining and further developing existing customer relationships through maintaining and selling Vertafore products and services into Vertafore Field accounts. Vertafore is about bringing together top talent to make an immediate impact in software. Our culture encourages employees who can create, think and challenge each other in a fast-paced environment. We are transforming our products and services, exploiting advanced techniques to create new “ways and means” for the insurance industry, and with that the industry is changing too. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law equal employment. Core Requirements and Responsibilities: - Expand Vertafore footprint by selling Vertafore products and services into existing accounts - Execute the Vertafore Value Selling Process - Present complex, solution-selling techniques at the executive level - Make recommendations to customers that align business needs to technology solutions and services - Retain existing revenue through building and maintaining a high level of customer satisfaction - Expeditiously and effectively resolve customer concerns - Engage with internal teams to suggest solutions and innovative ideas to better serve the customer - Regularly perform against individual monthly and/or quarterly activity targets tied to revenue expansion and retention - Chart and deliver timely and accurate forecasting and pipeline management - Ensure value-selling methodologies are leveraged to process and track opportunities