• Collaborate closely with the Country Director and global leadership teams to manage client relationships daily and support vendor/partner engagement activities that nurture ongoing business partnerships. • Oversee transaction execution, ensuring that billing and collections occur promptly. • Partner with internal teams to effectively implement business development initiatives aimed at fostering partnerships in the renewable energy sector and onboarding new clients. • Gather customer insights, conduct comprehensive financial due diligence, and collaborate with the credit team to compile investment memos that comply with the company credit manual and investment criteria. • Ensure adherence to internal procedures during customer onboarding and ongoing business interactions. • Participate in regular internal and external meetings to present business updates. • Follow up on meeting outcomes and work collaboratively with various teams at Odyssey. • Maintain current deal pipelines and databases for efficient and accurate management reporting. • Remain updated on industry trends, market developments, and regulatory changes to support strategic decision-making and business planning.

• The Senior Account Executive has responsibility for attainment of monthly pipeline generation and sales goals. • The right candidate must be able to develop and maintain or leverage existing relationships with Senior Executives (C-Suite, VP, etc.) within our target payer markets. • The candidate must be able to develop and execute a targeted sales plan within prospective accounts, including target identification, prospecting, organizing resources, leading meetings and demonstrations with prospects, closing deals and facilitating contract negotiations. • Execute a sales plan with a focus on exceeding individual ARR goals. • Build and maintain a healthy pipeline of new business. • Conduct outbound outreach, including phone, email, and social media. • Engage prospects through a deep discovery process. • Develop and deliver demonstrations of the Lumiata offering to C-level executives. • Structure deals to maximize customer retention and revenue. • Negotiate complex deals with C-level & senior executives.

• Provides strategic oversight for direct marketing fundraising programs for a portfolio of several nonprofit organization clients • Serves as a client relationship manager • Works within a team to deliver direct marketing fundraising programs • Drafts client annual plans with Account Lead support • Interprets and presents program and project results • Works with list brokers/modeling vendors to develop lists • Oversees client’s annual expenses • Prepares and presents strategy decks • Oversees execution of year-long direct marketing schedules • Manages day-to-day service delivery and client satisfaction • Identifies opportunities to expand client work/scope • Mentors and trains team members • Assists with new business proposals and presentations as requested

• Lead day-to-day management and implementation of client digital direct marketing fundraising programs • Create and review strategies and annual plans with clients • Develop online fundraising/advocacy/promotion plans with specific benchmarks and deliverables, including email newsletters and solicitations, fundraising appeals, social media, advocacy and advertising campaigns, website promotion and more • Develop and nurture relationships with client, including frequent communication of progress via phone, email, written progress reports and on-site meetings • Coordinate creative services, including writing/editing online fundraising copy, promotional copy and email newsletters and solicitations, and supervising production of design work • Develop up-sell/cross-sell strategies • Understand and present internal and industry benchmarking reports to clients • Work with staff to manage various aspects of client work • Demonstrate working knowledge of each area of agency’s resources • Develop agency’s public presence by attending events, publishing white papers, speaking at workshops and getting to know leadership vendors and industry organizations • Keep up to date on online fundraising and advocacy technology, nonprofit development, and commercial technology and techniques that can be applied to nonprofit development • Participate in new business proposals and presentations • Use and manage team within workflow tool to manage projects and communicate with the team