• Develop relationships with a large number of partner practices, driving mutual success through the retention and growth of Cherry transaction volume • Proactively leverage data, insights, and technology to optimize engagement of your partner practice portfolio and maximize desired outcomes • Share enthusiasm, best practices, and enable partner practices with a focus on leveraging payment plan technology to grow their business • Strategically allocate your time on the most productive opportunities of growth and risk mitigation within your portfolio of partner practices • Master the industry and use expertise to influence business process adoption with your customers as a trusted advisor • Accurately forecast your expected portfolio transaction volume on a regular basis • Consistently log and track interactions in our Customer Relationship Management system • Take initiative to continuously improve your approach by seeking feedback, learning, and experimenting with new engagement tactics • Take ownership and accountability of your own success, as well as that of your customers • Strengthen Cherry in your assigned portfolio by asking for referrals at every possible opportunity • Partner with customers over experience feedback to help inform stakeholder teams, like Product, of opportunity areas • Be a team player, give and accept feedback, collaborate with colleagues, and seek to lift every member of your team to greatness • Act like an owner at all times

• Building relationships with your existing client base to ensure they are engaged with their service and finding value • Ensuring your clients are getting the highest return on their investment from their service • Strategically and proactively partnering with your clients to understand their key security related business challenges and initiatives • Partnering with internal teams to manage and retain client relationships and build client loyalty • Ensuring client satisfaction, retention, operational efficiency and quality of service for all accounts • Working with account managers to grow existing business with product portfolio and additional services • On-boarding new clients and continuing to engage on a quarterly basis with business reviews • Contributing to the sales team and customer success team for business initiatives and training support

• Own customer deployment, adoption, and outcomes for a portfolio of 25-35 accounts, from presales through renewal • Lead deployment planning and implementation across your book, e.g.: scoping, deployment plan creation, kickoff meetings, use case alignment, coordination of delivery (e.g. managing internal and partner teams), project reporting • Track and manage risks and issues across active deployments, driving resolution before they impact timelines or outcomes • Monitor portfolio health through AI-augmented signals, engaging proactively to accelerate adoption, drive renewals, and deepen stakeholder engagement • Drive product adoption by running live working sessions, identifying new use cases to expand value over time, and showcasing new platform capabilities with a point of view on how they enable customer growth • Develop and maintain success plans tied to customer goals, tracking milestones and risks from onboarding through renewal • Build and deliver executive business reviews that connect Amplitude usage to measurable business impact, turning adoption into a renewal and expansion story • Partner with Account Executives on renewals and expansion, building the value story, coaching champions, and identifying growth opportunities across your book • Serve as the voice of the customer internally, channeling product feedback, market needs, and customer priorities to shape how Amplitude builds and delivers • Continuously improve how you operate: develop repeatable playbooks, share best practices across the team, and find new ways to drive customer outcomes at scale

• Own the onboarding journey for new accounting firm partners, ensuring smooth adoption for both firms and their clients. • Build and maintain strong relationships with firm leaders to drive client expansion on Plooto. • Act as a trusted advisor, educating partners on best practices and helping them unlock full value from Plooto. • Manage a portfolio of accounts with a focus on increasing: • Number of clients onboarded • Product usage and feature adoption • Payment volume and overall engagement • Carry and deliver against a new subscriber target with commission tied to client growth. • Identify opportunities to upsell, cross-sell, and expand firm adoption. • Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.