• Strategic individual responsible for the relationship management of all assigned accounts. • Serve as catalyst to increase revenue opportunities for Cartus and facilitate improved relocation processes to meet Client and Cartus/Corporate strategies. • Partner closely with CSD/CSM/AM to insure seamless delivery to clients and customers. • Ultimate responsibility for retention, loyalty and client references. • Manage quarterly and annual client review processes and client projects and expectations.

Role Description The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. This is a commission-only position with the potential to earn $1,000,000 annually. We also have an initial program designed to assist you in generating/earning a basic income within the first 90 days. Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry. Relationship Managers report directly to the Chief Revenue Officer. This is a remote position but MUST live in the United States, with a home office located in Salt Lake City, Utah. YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE UNITED STATES Qualifications - A demonstrated focus on private wealth, tax, or business law - CPA credential or significant accounting/tax background strongly preferred - Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required - Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines - Demonstrated success in business development and relationship management with high-net-worth individuals and families - Background in tax strategy development, business succession planning, wealth preservation, or estate planning - Experience with business brokers, M&A professionals, or transaction intermediaries - Proven track record of managing complex client relationships and converting prospects into long-term partnerships - Sales experience targeting or servicing HNWI clientele and strategic business partners Requirements - Develop, Nurture & Manage Relationships – Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions. - Strategic Partner Conversion – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise. - Client Portfolio Management – Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization. - Tailored Solution Development – Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning. - Identify Upsell & Cross-Sell Opportunities – Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs. - Client Issue Resolution – Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly. - Strategic Partner Training & Support – Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings. - Cross-Functional Collaboration – Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression. - CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management. Expectations - Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships. - Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence. - Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis. - Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products. - Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust. - Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services. Key Performance Indicators - Client Development: - Meet with 100 Core Tax leads annually (8/month or 2/week) - Convert 50 Core Tax clients annually (4/month or 1/week) - Meet with 125 CGT leads annually (11/month or 3/week) - Convert 12 CGT clients annually (1/month) - Meet with 125 ARP leads annually - Convert 25 ARP clients annually (2/month) - Client Success & Growth: - Client retention and satisfaction scores - Product penetration and expansion revenue per client - Strategic Partner activation and ongoing engagement metrics - Revenue growth trajectory across assigned client base

Role Description Hi, I'm Matt Lane, Manager of Account Management at Customer.io, and I'm looking for an Account Manager to join our EMEA team. This is a revenue ownership role — you'll manage a portfolio of mid-market and enterprise accounts, driving renewals, identifying expansion opportunities, and building the kind of relationships that make customers want to grow with us. You'll be part of a tight-knit EMEA team and a key commercial voice for the accounts you own. This role is open to candidates based in the UK or Ireland only. What we value - Commercial ownership — you treat your book of business like it's yours, because it is - Forecasting discipline and data-driven decision-making, not gut feel - Multi-threaded relationships — you build trust across the org, not just with one champion - Expansion through value, not feature gates or mechanical levers - Close partnership with Customer Success — you see CS as a collaborator, not a handoff What you'll do - Own the full commercial strategy for a portfolio of mid-market and enterprise accounts — renewals, expansion, and churn mitigation - Drive growth by helping customers adopt Customer.io more strategically, identifying new use cases and articulating ROI clearly - Forecast renewal and expansion pipeline accurately with a clear, repeatable methodology - Build multi-threaded relationships from day-to-day operators to Directors and VPs, becoming a trusted commercial advisor - Partner closely with Customer Success on account health and with Sales on expansion deals - Engage Legal and Finance on complex renewals and collaborate cross-functionally to move deals forward Qualifications - 3+ years in Account Management, Sales, or a related SaaS commercial role with direct ownership of a revenue number (5+ years preferred) - Experience managing $5m ARR, predominantly in the MM space - Proven ability to grow customer spend outside of overages or true-ups — genuine expansion through adoption and value articulation - A forecasting methodology you can walk through clearly — it doesn't need to be a named framework, just logic you own - Comfortable pulling usage data, tracking health scores, and building your own dashboards - Strong communicator — clear and persuasive with both technical and non-technical stakeholders - Based in the UK or Ireland Compensation & Benefits - Starting salary for this role is $80,500 base + $34,500 variable = $115,000 OTE (or equivalent in local currency) depending on experience and subject to market rate adjustment. - 100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family - 16 weeks paid parental leave - Unlimited PTO - Stipends for remote work and wellness - A professional development budget - And more. Our Process - 30-minute video call with a Recruiter - 45-minute video call with the Hiring Manager - Take-Home Assignment - 1-hour Assignment Review Call with the team - All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process. Join us! Check out our careers page for more information about why you should come work with us! We believe in empathy, transparency, responsibility, and, yes, a little awkwardness. If you're excited by what you read — apply now.

• Own full account management across selected strategic global customers, including forecasting, sales pipeline management, and business growth strategies. • Develop and execute global account plans aligned with Ambiq’s long-term vision and customer requirements. • Deliver accurate and timely revenue forecasts to internal stakeholders. • Understand account organization and set up appropriate relationships/goals for each level. • Gather and analyze organizational intelligence to understand customer decision-making processes, business priorities, and technology roadmaps. • Provide insights into customer strategies and align Ambiq’s solutions to their evolving needs. • Collaborate with Original Design Manufacturers (ODMs) and key ecosystem partners to ensure design wins and smooth program execution. • Drive joint business development opportunities across the customer’s supply chain network. • Build and maintain executive-level relationships within global customer organizations. • Act as a trusted advisor, ensuring Ambiq is positioned as a long-term partner in innovation and growth. • Maintain and expand Ambiq’s existing business through strong engagement and continued value delivery. • Secure next-generation wins for Ambiq’s roadmap platforms. • Identify and penetrate new verticals and application areas where Ambiq’s ultra-low-power technology provides a competitive advantage.