• Execute on revenue expansion and retention strategies to contribute directly to Net Revenue Retention (NRR) and gross margin expansion across the assigned partner book. • Act as a critical conduit for capturing the partner voice and structured requirements. • Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap and ensure platform evolution aligns with high-value commercial opportunities. • Customer Focus: Shape, define, and elevate our approach to delivering success to our global partner base, ensuring exceptional post-sales experiences and high-touch engagement throughout their lifecycle with DriveWealth. • Strategic Partnership Development: Cultivate robust relationships with assigned partners, serving as their primary point of contact. Utilize data-driven insights to innovate and tailor solutions that cater to partners' needs at scale. • Cross-functional Collaboration: Collaborate closely with internal teams, including sales, finance, product, technology, and operations, to develop cohesive strategies that prioritize partner success and drive revenue growth. • Executive Relationship Management: Build and nurture executive-level relationships within partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives. • Accountability and Advocacy: Establish a culture of mutual accountability between the Relationship Management team and partners, advocating for their needs and marshaling resources to support them while aligning with DriveWealth's overarching vision. • Team Collaboration: Foster a collaborative team environment by sharing knowledge and coordinating effectively with various departments to optimize partner engagements and drive collective success.

• Managing the day-to-day footwear business for assigned Key Account partners, ensuring strong relationships and consistent execution • Driving seasonal sell-in in alignment with footwear strategy, revenue targets, account 3YP strategies and market distribution plans • Partnering with the total Key Account sales force to ensure cohesive account strategies across categories. Your support will lead with footwear, but may extend beyond the category to support with in-season analytics and replenishment strategies. • Supporting sell-through performance by partnering with Trade Marketing on in-store execution, product education, and retail storytelling • Working closely with the Footwear team and Revenue team to align forecasts, assortments, and growth opportunities • Monitoring account performance and providing feedback on product, inventory health, and market trends • Supporting key milestones such as line reviews, sales meetings, product trainings, and seasonal business reviews • Acting as a brand ambassador by ensuring our footwear is represented with excellence on the retail floor

• Build and nurture strong relationships with strategic partners, championing Castlight Health’s mission and the value of our Ecosystem. • Collaborate cross-functionally with sales, customer success, marketing, finance and partners to unlock shared revenue opportunities and maximize revenue growth with partners. • Act as the primary point of contact for partners including development and execution of joint go-to-market initiatives, client launches and escalations. • Proactively establish and monitor performance objectives, financial targets, and critical milestones that ensure a productive partner relationship. • Develop strong relationships with ecosystem partners, including at the executive level, and incorporate other internal teams, when needed. • Organize partnership-related events and drive initiatives that improve our stickiness within the market and for our clients and members. • Monitor the health and performance of partners. • Use data-driven insights to optimize strategies and decision-making.

Role Description The Account Manager manages the ongoing customer relationships and is responsible for contract renewals to existing clients, introduction of new products and services, and revenue growth. - Maintains and nurtures existing client relationships at the senior management level - Oversees negotiation of renewal contracts - Performs high level issue resolution - Supports and coordinates the interaction between all customer facing departments and existing accounts within the specified region - Develops and implements strategic sales and new product placement plans to accommodate region’s goals - Reviews market factors to determine client needs, price schedules, and discount rates - Assists Client Services in challenging situations - Understands the business climate including industry type, growth rate, and market factors in assigned territories - Generates account plans for all key accounts - Prepares periodic sales reports showing sales volume, potential sales, and areas of client base expansion - Presents demos to key clients and provides customer training on existing and new products and services - Controls expenditures of specified region to conform to budgetary requirements - Develops new sales opportunities within the financial banking industry - Attends Trade Shows and Conferences Qualifications - Bachelor’s degree preferred - Minimum 8 plus years related experience or equivalent - Commitment to excellence and high standards - Strong organizational, problem-solving, and analytical skills - Acute attention to detail - Demonstrated ability to plan and organize projects - Ability to deal effectively with a variety of individuals at all organizational levels - Good judgment with the ability to make timely and sound decisions - Ability to direct and recommend cost-effective creative solutions - Ability to perform diversified clerical functions and basic accounting procedures - Proficient on PowerPoint, Salesforce, and Excel - The ability to effectively present online or in person product demonstrations - Travel to clients or shows when applicable - Analyze statistical and financial data - Coordinate multiple tasks simultaneously - Collect, interpret, and/or analyze complex data and information Requirements - Possess a valid State Issued Driver’s License and is insurable - Provide and maintain current valid proof of automobile insurance policy - Successfully complete a background verification process