• Act as the main contact for clients • Prepare Applications and documents for submissions • Perform Contract reviews • Prepare Evidences of Insurance and Finance Agreements • Process Endorsements • Analyze renewals for marketing • Conduct marketing and negotiate rates • Monitor renewal marketing process

• Own the end-to-end execution of our partnerships with GSIs, Consultancies, and Technology Platform partners • Translate partnership strategies into actionable plans, ensuring we're operationalizing these relationships effectively • Build and implement scalable partnership processes, systems, and technologies that enable growth • Serve as the primary point of contact for partners, ensuring seamless communication and rapid issue resolution • Create and maintain comprehensive relationship maps across partner organizations • Support account/category leads in driving direct partner account revenue by ensuring all partnership execution elements are firing on all cylinders • Enable revenue growth through strategic co-marketing, co-selling enablement, and partner success initiatives that drive consumption and expansion • Ensure partners are successfully leveraging HG Insights within their technology platforms (driving additional usage) or consulting engagements (increasing scope and value) • Create the operational foundation that empowers category leads to close deals by removing friction and ensuring partners are ready to sell • Drive sourced and influenced revenue by connecting partners with our direct sales team and orchestrating collaboration on overlapping accounts • Develop and execute joint business plans with category leads that outline clear growth strategies and mutual success metrics • Build compelling sales plays, enablement materials, and processes that make it easy for category leads and sales teams to win with partners • Conduct quarterly business reviews with partners to assess performance, celebrate wins, identify expansion opportunities, and course-correct as needed • Maintain a healthy partnership pipeline and track leading indicators that predict revenue success • Identify and develop co-selling opportunities with overlapping accounts • Connect our sales teams with partners to create powerful synergistic relationships applied to deals • Build sales plays and enablement materials that make it easy for both partner and HG Insights teams to sell together • Orchestrate resources across teams (sales, technical, marketing) to execute on partner opportunities • Execute co-marketing initiatives including joint webinars, industry events, case studies, and thought leadership • Develop and implement strategic marketing campaigns with partners to amplify reach and generate pipeline • Create custom sales materials, presentations, and success stories that demonstrate joint value • Coordinate partner participation in industry conferences and speaking opportunities • Conduct partner enablement sessions ensuring partners are fully trained on HG Insights products, value propositions, and use cases • Provide ongoing technical and GTM training to partner teams • Educate internal teams on partner capabilities, GTM strategies, and how to effectively engage with each partner • Develop certification programs and training materials for partners • Ensure partners have the tools, resources, and knowledge to successfully position and sell HG Insights solutions • Work in lockstep with category leads to align on priorities, strategies, and execution plans • Collaborate with Sales, Product, Marketing, Customer Success, and Operations teams to drive partnership success • Ensure cross-functional operations are working smoothly across teams • Align partnership initiatives to company goals across revenue, retention, and product development • Serve as an internal evangelist for the partnerships program, building excitement and buy-in across the organization • Implement partnership technologies and systems to track performance, execution quality, and enable scalability • Monitor and report on key performance metrics including partner engagement, enablement completion, co-selling activity, pipeline development, and revenue impact • Track leading indicators of partnership health: partner training completion, joint marketing activities, co-selling opportunities created, and partner satisfaction • Analyze partnership data to identify trends, execution gaps, and opportunities for improvement • Establish governance mechanisms and regular check-ins to ensure smooth cross-functional operations • Make data-driven recommendations to optimize partnership program execution and effectiveness • Provide category leads with insights and reporting that help them maximize partner-driven revenue

• Developing professional, productive relationships with all account constituents • Working closely with the Solutions Delivery team post-sale to ensure a smooth transition from implementation to live • Facilitating communications to ensure solid client relations • Addressing client concerns, seeks resolution to issues • Acts as the liaison between the client and internal resources • Tracking and managing daily tactical issues • Ensuring customer satisfaction with services provided, resolves operational issues affecting client relations and manages loss risk • Developing recommendations for and communicates operations and for client policies and management action • Informing client of changes in legislation that affect disability, workers compensation and FMLA management • Tracking customer renewal timeframes, plans renewal effort according to appropriate timing • Identifying and planning further sales opportunities • Escalating issues to senior leadership when necessary

• Own, deepen, and expand Localytics' most important enterprise relationships. • The Client Partner is the single-threaded owner of named enterprise accounts and is accountable for retention, expansion, and long-term value creation. • This role drives growth by evangelizing Localytics across customer organizations, building executive relationships, and systematically expanding our footprint of new apps, increased allotments, additional products, and services. • Not a reactive support role; the Client Partner is a growth owner, executive relationship builder, and strategic operator responsible for turning Localytics' best customers into its largest and most durable revenue streams. • Act as the primary relationship owner across the customer organization—from senior practitioners to VP, SVP, and C-suite sponsors. • Help enterprise customers deeply understand how their apps perform and how engagement marketing drives business outcomes, using Localytics analytics. • Guide customers toward building and scaling a world-class engagement marketing program, including best practices, operating models, and measurement. • Evangelize Localytics across business units, departments, regions, and apps to expand adoption and strategic relevance. • Establish, own, and execute multi-year account plans aligned to customer objectives and Localytics growth goals. • Drive complex expansions involving multiple stakeholders, products, apps, and buying centers. • Partner closely with Product and Engineering to translate stated and unstated customer needs into roadmap influence and solution design. • Serve as the company's early-warning system, surfacing churn risk, competitive threats, and expansion opportunities before they appear in revenue. • Enable customers to deploy, adopt, and scale Localytics across their organization—acting as an internal champion and educator. • Contribute to the development and documentation of enterprise account management playbooks, processes, and best practices.