• Build strategic product partnerships that support growth, expand product value, and strengthen competitive positioning • Align partnership opportunities with product objectives and customer needs • Structure partnerships to drive measurable strategic and commercial value • Lead marketplace strategy to improve engagement and differentiate ecosystem value • Partner with cross-functional teams to launch partnerships effectively

• In partnership with the Field Application Engineer, present and sell RTI software and engineering services to current and potential customers within the assigned territory • Seek new business proactively in key industries through prospecting, cold calling, networking with partners and exhibiting at relevant trade events • Plan, schedule meetings, and consult with customers onsite to understand their technical and business problems and challenges • Work with RTI Engineering and Solutions staff to develop software solutions • Communicate with decision makers and influencers • Work with the Solutions team to onboard and integrate new customers and develop existing customer relationships • Build trust-based professional relationships with key decision makers and be the primary point of contact • Conduct all business discussions with the customer, including pricing, licensing and negotiations • Drive customer retention, upsells, and customer satisfaction • Work with Marketing to plan and conduct key events (seminars, lunch & learns) in the assigned territory • Forecast and track key territory metrics • Meet sales goals by closing business in the assigned territory

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

• Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts, creating and executing long-term growth plans aligned to client goals and phData’s capabilities. • Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management. • Translate client business objectives and AI & Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams. • Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement. • Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes. • Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives. • Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunity. • Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations. • Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts. • Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring added value to clients and accelerate portfolio growth. • Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement. • Contribute to internal initiatives such as Financial Services industry playbooks, account planning frameworks, sales enablement materials, and repeatable patterns for driving AI & Data outcomes in the sector. • Represent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial Services. • Share best practices, deal learnings, and client insights to improve phData’s client engagement model, forecasting, and overall delivery excellence. • Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.