• Define, build, and continuously refine the global technology partnership roadmap to align with corporate growth objectives and evolving market dynamics. • Identify and prioritize high-value alliances with cloud providers, GSIs, and independent software vendors (ISVs) to expand our market footprint. • Embed partners into the core GTM motion—co-selling, co-building, and co-delivering with Product, Engineering, Sales, and Customer Experience to drive joint customer outcomes. • Scale and mentor a high-performing team of partnership professionals, fostering a culture of accountability and innovation. • Lead high-stakes negotiations for complex, multi-year partnership agreements that protect company interests while maximizing mutual value. • Drive the development of joint solutions that ensure interoperability and deliver outsized value to our shared customer base. • Own partner-sourced and partner-influenced revenue, pipeline contribution, and attach rates, and establish rigorous KPIs and partnership health metrics for the executive leadership team and Board. • Serve as a primary spokesperson and thought leader at industry events, positioning Ping Identity as the partner of choice in the IAM space. • Advocate for partner needs internally to ensure engineering roadmaps and sales incentives support a "partner-first" philosophy.

Role Description - Maintain and expand an active referral source network consisting of lenders, bankers, private equity firms, investment bankers, brokers and other sources. - Generate qualified prospect referrals from contacts, referral sources and network relationships by maintaining frequent contact with your network. - Interact with prospective borrowers (by phone and face-to-face visits) to introduce MidFirst Business Credit, and to gather all credit data necessary to qualify the prospective borrower. - Prescreen prospective borrowers by reviewing financial, collateral and industry data and comparing against MidFirst Business Credit's loan policy and sales process guidelines. - Evaluate and understand financial condition and deal quality and make recommendations to MidFirst Business Credit's management. - Prepare a detailed and complete deal package on prospective borrowers and deliver to MidFirst Business Credit's deal team for review. - Submit and negotiate financing proposals to qualified prospective borrowers. - Attend local and regional networking events. - Be active in industry associations such as ACG, TMA and CFA. - Input sales activities and maintain prospect data in Salesforce.com. - Maintain timely and accurate records of all sales calling efforts. Qualifications - Bachelors Degree preferred. - 5-10 years of relevant business development experience in lending, with a preference for asset-based lending experience. - Must have an established and effective network of referral sources. - Generate a minimum of 50-75 leads each year, resulting in a minimum of 10 term sheets issued and 4-5 deal closings. - Must have an entrepreneurial attitude, and when working remotely, must be able to wisely manage time and expenses. - Must conduct self in a professional manner at all times, and in all business situations reflecting a courteous, conscientious, and sophisticated and businesslike manner in all dealings. Requirements - Travel is a significant requirement for this position. Expectation is that the BDO will travel about 50% of the time.

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families. • Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion. • Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions. • Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs. • Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives. • Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists. • Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials. • Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans. • Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities. • Assist with portfolio reviews, investment analysis, and implementation recommendations. • Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors. • Build financial scenarios and planning analyses to support client decision-making. • Coordinate investment account setup, money movement, subscription documentation, and custodial requests. • Monitor client portfolios and planning action items to ensure timely execution. • Assist in managing daily operations of the advisory team and contribute to process optimization initiatives. • Maintain accurate CRM workflows, task management systems, and client documentation. • Review operational workflows and identify opportunities to improve efficiency and scalability. • Support client reporting updates, billing coordination, custodial communications, and operational oversight. • Assist with compliance-related processes, approvals, and documentation requirements. • Participate in internal client strategy sessions and investment discussions. • Provide support across operational, administrative, and strategic firm initiatives as needed. • Contribute to the continuous improvement of firm processes, policies, and client experience initiatives. • Support marketing efforts, client communications, and presentation development. • Help strengthen internal infrastructure and operational best practices as the firm continues to scale. • Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

Role Description Being a Retail Client Service Vice President is more than servicing clients. We are client obsessed, liquid thinkers who move at a fast pace. Change is constant. We are bold with a point of view, we value being part of a successful business, and never complacent. We make a difference every day. The Client Service VP is a multifaceted leadership role responsible for service excellence, delivery execution, and maintaining a deep understanding of customer needs and technical requirements. This role demonstrates a strong commitment to client success by: - Ensuring delivery of all client commitments - Removing internal barriers to execution - Monitoring client satisfaction and operational KPIs - Providing clear and proactive communication - Consulting on new technical installations This is a client-facing role responsible for amplifying the voice of the customer and ensuring exceptional service delivery across Circana’s largest national grocery retailers. The leader builds trusted relationships with senior client stakeholders, engages deeply in client business priorities, and ensures flawless execution of both ad hoc and ongoing deliverables. As a leader, the Client Service Vice President models ideal team behaviors by: - Championing change - Leading difficult conversations toward constructive outcomes - Encouraging idea sharing - Effectively resolving conflict The role leads a global team of Client Service and Operations professionals, establishes clear goals and KPIs, and drives disciplined execution through consistent use of Circana’s Daily Management System (DMS) and Leader Standard Work as part of the Complete Excellence framework. Qualifications - BA/BS Degree - Strong leadership skills; must be able to effectively lead teams, be approachable, and inspire trust - Outstanding verbal and written communication skills and professional etiquette - Ability to work in a fast-paced environment, be flexible and welcoming to change - Prompt decision maker and creative thinker, with excellent problem-solving skills - Demonstrate strong work ethic with calmness and composure in times of uncertainty - Keen operational skills; ability to recognize the opportunity for process improvement/standardization - Proven technical abilities, experience using Excel, and data management tools; Unify experience preferred - Ability to work across cultures and time zones with a strategic mindset - Demonstrated understanding of AI fundamentals, experience with Co-Pilot and automation tools preferred - Manages to budget, understands account financial dynamics, suggests ways to be more efficient - Flexibility of work schedule to cover night and weekend work when needed Requirements - Provide senior-level leadership for complex client relationships, translating client needs and business opportunities into effective solutions - Build and sustain long-term client partnerships through deep strategic insight and strong executional leadership - Collaborate cross-functionally to ensure seamless delivery and alignment with client goals - Lead global teams to deliver solutions accurately and on time, while driving ongoing improvements in data quality - Own operational performance metrics and support Complete Excellence initiatives through disciplined use of Daily Management System (DMS) routines - Lead continuous improvement and structured problem-solving efforts to improve quality, efficiency, and delivery outcomes for the portfolio of grocery clients and for Global Operations - Identify opportunities to enhance client satisfaction through improved database reporting, executive-level analysis, and technology-driven efficiencies - Capture and translate project requirements into clear specifications to enable successful execution - Drive efficiencies across teams to improve delivery excellence, productivity, cost effectiveness, and elimination of waste through partnerships on core tech projects and driving micro-automations - Act as a liaison with global teams and third-party partners to ensure consistent, high-quality client delivery Benefits - Comprehensive package of benefits including paid time off, medical/dental/vision insurance, and 401(k) - Bonus pay eligibility Company Description Circana is a leading provider of technology, AI, and data solutions for consumer packaged goods companies, manufacturers, and retailers. Our predictive analytics and Liquid Data® platform help clients measure market share, uncover consumer behavior, and drive growth—powered by six decades of expertise and an expansive, high-quality data set. We have a global commitment to diversity, equity, and inclusion as we believe in the undeniable strength that diversity brings to our business, employees, clients, and communities. Circana is proud to be Certified™ by Great Place To Work®.