• Proactively generate new sales opportunities and grow existing client accounts through strategic partner collaboration. • Build and maintain a robust pipeline via industry events, networking, and proactive outreach. • Identify and evaluate new partners that align with ehouse goals and client needs. • Act as the primary point of contact for tech partners, fostering education and collaboration. • Develop deep technical expertise in partner products to effectively represent them to internal teams. • Execute strategic partnership plans alongside internal stakeholders to drive agency growth. • Commit to ongoing education regarding ehouse products, services, and the evolving partner landscape.

• Du unterstützt unser Account-Management-Team dabei, Kund:innen strukturiert, zuverlässig und mit echter Wertschätzung zu begleiten. • Du bereitest Check-ins, Status-Updates und Follow-ups vor, damit unsere Kund:innen schnell Fortschritte machen und sich optimal betreut fühlen. • Du hilfst bei der Pflege unseres CRM-Systems (HubSpot), hältst Kundeninfos sauber aktuell und unterstützt beim Aufbereiten einfacher KPI-Übersichten. • Du begleitest Kund:innen in ihren ersten Schritten im Programm und sorgst dafür, dass sie einen klaren Überblick haben — Onboarding, nächste Steps, To-Dos. • Du arbeitest eng mit Consulting, Support und Mentoring zusammen, um sicherzustellen, dass Kund:innen zur richtigen Zeit die richtige Unterstützung bekommen.

• You prepare client onboarding independently and comprehensively • You confidently guide clients into and through the program and proactively provide relevant resources • You regularly ensure customer satisfaction (e.g., through surveys, check-ins, or updates from the strategy manager) and relay relevant customer feedback and insights to the team • You build and maintain a positive relationship with the client • You collaborate closely with strategy managers and team members to ensure an optimal customer journey • You actively coordinate between the Customer Success and Support teams

• Position Summary – 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. • 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. • 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.