Senior Business Development Manager - Advisory & MPS Relationships Department: Sales Employment Type: Permanent - Full Time Location: Remote - UK Reporting To: CEO - RSMR Description Help us shape the future of investment relationships. Join a collaborative team where your strategic insight and relationship-building skills will drive meaningful growth and lasting client partnership Role Overview: As our Senior Business Development Manager, you will lead the evolution of our Advisory and Managed Portfolio Service (MPS) relationships. You’ll be at the heart of our client strategy—nurturing high-value partnerships, leading a dedicated team of two, and ensuring we deliver service that truly adds value. This is a role for a strategic thinker who enjoys both the 'big picture' of business growth and the fine detail of client retention. What you'll do - Strategic Relationship Management: Act as the lead partner for our Advisory clients, focusing on delivering value that secures long-term retention and growth. - Team Leadership: Guide and mentor our two MPS Account Managers, fostering an environment where they can identify and maximise new opportunities. - Business Growth: Identify and develop profitable new business opportunities within key accounts and bespoke strategic MPS projects. - Consultative Partnership: Build deep, trust-based relationships by listening to client needs and aligning our solutions to their long-term goals. - Brand Ambassadorship: Represent our strengths at industry events and high-level meetings, showcasing our services with authenticity and expertise. - Operational Excellence: Lead new business pitches and RFPs, and oversee the 'triage' of incoming enquiries to ensure every lead is handled with care. What you'll need to succeed: Essential requirements: - Relationship Expertise: Proven experience managing complex professional relationships. - Industry Knowledge: Familiarity with the Advisory and MPS landscape. - Commercial Insight: A strong understanding of how to drive revenue through service excellence and strategic account planning. - Leadership Qualities: Experience in managing or mentoring others, with a focus on empowering team members to reach their goals. - Communication Skills: The ability to lead high-level pitches and present complex ideas clearly to diverse audiences. - Adaptability: Comfortable balancing face-to-face networking with virtual engagement and digital CRM manageme Desirable requirements: - Strategic Pricing: Experience in developing bespoke pricing structures for complex service agreements. - Network: An existing network within the UK financial advisory or investment space. Your approach to work: - Collaborative & Inclusive: You thrive in a team environment and value different perspectives when solving problems. - Proactive & Goal-Oriented: You take ownership of your objectives and enjoy finding creative ways to outperform targets. - Client-Centric: You are genuinely passionate about understanding a client’s business and helping them succeed. - Transparent: You value clear communication and use tools like CRM to ensure everyone is on the same page. Important to know: Location: Our RSMR HQ is in Silsden, Yorkshire. This can be a remote based role in the UK but you'll spend around 75% of your week meeting clients in-person across the UK. From time to time, it may be beneficial to meet team members and colleagues in-person in the office. Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

• Seek and highlight opportunities to improve the early tenure pro experience including ways to improve revenue and retention, implement customer segmentation, devise new service strategies, roll out new account offerings, etc. • Lead team through changes in structure, systems, and products, driving the talent and culture of a high-performing team that continuously pushes to improve customer service experience, create engaged customers, and facilitate organic growth. • Manage all activities associated with the pro onboarding rep team, including developing and implementing policies and procedures and ensuring continuous improvement of processes, systems, and communications. • Deploy resources and utilize assets to achieve qualitative and quantitative KPIs and service levels. • Deeply understand metrics and drive improvement based on data-driven insights. • Provide hiring, promotion, and disciplinary recommendations, as well as performance evaluation and feedback for direct reports. • Solve key operational needs of team members to maximize how they leverage their time, collaborate effectively and perform tasks. • Handle escalated customer complaints through engaging with customers to proactively solve issues and address complaints and setup and resolve problems with customer accounts. • Work with key stakeholders to implement new service strategies across all customer touch points and triage unresolved issues to different teams by communicating the customer and rep issues effectively. • Ability to work in multiple company systems and tools, including Salesforce, Looker, Playvox, Maestro, etc.

Role Overview CommBox is looking for a high-impact Channel Manager to spearhead our partner ecosystem expansion across EMEA. As we scale our AI-powered customer engagement platform, you will be responsible for identifying, recruiting, and enabling strategic partners including VARs, System Integrators, and CX Consultants who specialize in CCaaS, Conversational AI, and Digital Transformation. You are a seasoned SaaS professional with a deep understanding of the competitive customer service software landscape. You don’t just manage relationships; you build a revenue engine that positions CommBox as the premier alternative to legacy ticketing systems and traditional contact center tools. Key Responsibilities - Partner Recruitment: Identify and onboard high-value regional partners across key EMEA territories, focusing on those with established practices in CX automation. - Strategic Positioning: Educate partners on the CommBox value proposition, specifically how our Generative AI and Unified Omnichannel capabilities outperform traditional market incumbents. - Revenue Growth: Drive partner-originated and partner-influenced pipeline to meet or exceed quarterly EMEA revenue targets. - Enablement: Lead sales and technical training sessions to ensure partners can independently demo, position, and implement the CommBox platform. - Joint Business Planning: Develop and execute annual business plans with Tier-1 partners, including co-marketing activities and regional events. - Ecosystem Alignment: Act as the bridge between our partners and internal teams to ensure local market requirements in EMEA are reflected in our product roadmap. Required Experience & Skills - 5+ Years in SaaS Partnerships: Proven track record in Channel or Alliances management within the B2B SaaS space, specifically targeting the EMEA market. - Domain Expertise: Deep knowledge of CCaaS (Contact Center as a Service), Conversational AI, and Digital Customer Experience technology. - Market Intelligence: A strong grasp of the modern "CX Stack" and the ability to articulate clear competitive advantages over major global competitors in the helpdesk and automation space. - EMEA Market Savvy: Experience navigating the cultural and business nuances of the UK, Europe, and Middle Eastern markets. - Technical Fluency: Ability to discuss API integrations, AI automation workflows, and CRM synchronization at a strategic level. - Self-Starter: The ability to work autonomously from the UK while maintaining strong alignment with a global headquarters. Requirements null

POSITION SUMMARY:  An Intensive Care Manager is responsible for assisting clients identified with severe mental illness who reside in a nursing home level of care, and are interested in leaving such nursing home level of care, to return to the community of their choice. The ICM is responsible for coordinating their recovery support and behavioral health services with other aspects of their care in the community.  Community clients who are identified with severe mental illness and at risk of being placed in a nursing home level of care may also be assisted by an Intensive Care Manager if needed. The ICM is responsible for completing assessments and coordinating discharge plans.  The Intensive Care Manager is responsible for creating initial recovery plans and updating these plans at prescribed intervals.  An Intensive Care Manager is expected to bring a level of clinical leadership to the WISE Program.  This position will represent ABH® and its services in a positive and professional manner and adhere to ABH®’s best practices, guidelines, policies and procedures as established, promoting ABH® as a leader in behavioral healthcare in all interactions and work. DUTIES AND RESPONSIBILITIES: - Assumes responsibility for a designated client case load; - Travels statewide to assess and evaluate potential clients eligible who are residing in nursing homes and who are candidates for transitions back to the community; - Completes all MFP/DSS paperwork as required; - Works as part of a team providing clinical expertise and knowledge to the other clients of the team; - Conducts all recovery plan reviews, service authorizations and care coordination (or oversight and supervision) for all assigned clients; - Maintains an understanding of behavioral health benefits and remains current on covered benefits, limitations, exclusions, and policies and procedures, in regards to services; - Supervises collection of information regarding the delivery and outcomes of services to clients, and uses that information to recommend modifications to plan policies and procedures which improve the delivery of services to clients; - Provides clients, providers, and other stakeholders with accurate and timely information concerning waiver benefits and coverage; - Works with clients and providers to customize services to best meet client’s needs within the scope of the program; - Works to assure that systematic revisions to improve services are developed and implemented; - Coordinates, reviews and maintains daily logs for reporting purposes and for weekly preparation and analysis of trending reports; - Assists with coordinating information and making presentations to participating providers, state and federal agencies, community groups and other interested parties; - Facilitates linkages for clients and families between primary care, behavioral health providers and other social service or provider agencies as needed to develop and coordinate service plans; - Collaborates with providers and others in order to conduct diagnostic screenings for substance abuse, mental health, co-occurring disorders and triage the referrals to appropriate waiver and/or treatment services, initial assessment, treatment planning and aftercare planning for clients; - Assists assigned clients with smooth transitions when moving into or out of the community; - Monitors and evaluates the effectiveness and outcome of treatment and service plans, and recommends modifications as necessary to provide optimal clinically appropriate services with a goal of maintenance in the community at the least restrictive level of care; - Attends case conferences, interagency and provider treatment planning meetings for assigned clients; - Utilizes supervision with Lead Intensive Care Manager regularly; - Lends clinical expertise to WISE program staff; - Participates in professional development activities; - Attends annual Conflict of Interest training; - Attends training specific to job duties; - Maintains confidentiality of all client protected health information and adheres to all HIPAA related policies and procedures; - Demonstrates ethical behavior and cultural sensitivity in all activities involving individuals of diverse backgrounds; - Performs other tasks/responsibilities as required to support the business operations.