Role Description Reltio is looking for a Senior Manager, GTM AI Business Partner to identify and prioritize high-value GTM AI products and workflows that improve efficiency or expand revenue opportunities. This role serves as the functional product owner for priority GTM AI products and either builds them directly or partners with the Enterprise AI Hub on more complex solutions. Responsibilities include: - Identifying and prioritizing high-value use cases. - Developing user stories and designing AI-powered workflows. - Defining product specifications and curating context for workflows. - Standing up new solutions through no-code/low-code approaches or in partnership with the Enterprise AI Hub. - Supporting the Director, GTM AI and Transition Enablement in rolling out new AI-powered workflows across the GTM organization. Qualifications - Bachelor's degree in Business, Analytics, Operations, Information Systems, or a related field. - 7+ years of experience in B2B / SaaS GTM, Solutions Consulting, Revenue Operations, Customer Success, Enablement, Product Strategy, or similar roles. Requirements - Builder Mindset: Hands-on curiosity for AI and a track record of building or prototyping practical tools and workflows. - AI and Systems Fluency: Strong understanding of AI assistants, agents, prompts, and the business implications of systems and connectors. - Discovery and Prioritization Skills: Ability to ask strong questions and narrow broad demand into high-value workflows. - Source-of-Truth and Trust Judgment: Good instincts for governed inputs and confidence cues. - Cross-Functional GTM Understanding: Ability to work across multiple customer-facing functions. - Bias Toward Action: Comfort shipping practical first versions quickly and iterating based on user feedback. Benefits - Flexible work arrangements to help manage personal and professional lives. - Numerous awards and industry recognition for technology, culture, and people.

Role Description We are seeking an experienced Senior Account Manager to manage a portfolio of captive insurance clients. This role is a senior individual contributor position with responsibility for financial oversight, regulatory compliance, governance support, and day-to-day client relationship management. The successful candidate will work independently while collaborating closely with internal teams and external service providers to deliver high-quality, compliant, and responsive client service. How you'll make an impact - Client & Portfolio Management - Serve as the primary point of contact for a portfolio of captive insurance clients - Build trusted relationships with clients and provide clear, timely guidance on all captive-related matters - Deliver a high standard of customer service to clients and service providers - Financial & Regulatory Oversight - Monitor client cash flow and prepare or review financial statements, management reports, and budgets - Compile, consolidate, and analyze financial information for captive clients - Prepare or review regulatory filings and ensure ongoing compliance with captive insurance regulations - Support client business plan changes and communicate with captive regulators - Governance & Board Support - Prepare or review materials and present at captive Board of Director meetings - Clearly explain accounting and financial concepts to non-finance stakeholders - Service Provider & Internal Coordination - Coordinate with auditors, actuaries, attorneys, regulators, and other service providers - Facilitate annual captive audits, including gathering documentation and supporting timely completion and filing - Partner with internal and external teams to support annual insurance policy renewals - Team Collaboration - Work effectively within a team environment to support shared client and business objectives - May provide guidance or oversight to other team members without formal people-management responsibility Qualifications - Bachelor’s degree in accounting, finance, or a related business field - 3+ years of relevant experience in captive management, accounting, insurance or finance - Advanced proficiency in Microsoft Excel, Word, and PowerPoint - Strong written, verbal, and organizational skills - Ability to manage multiple priorities in a deadline-driven environment Requirements - CPA, ACI, MBA, or other relevant professional certification (preferred) Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• maintaining and building new customer relationships • demonstrating and communicating product specifications and their benefits to customers • supporting customers from start-to-delivery • travel required to meet with customers, attend meetings/inspections at manufacturing facility, participate in regional trade shows and attend company events

• Identify and research potential community partners aligned with organizational priorities. • Develop and execute outreach strategies to engage new donors, sponsors, and partnership prospects. • Secure commitments through compelling presentations, proposals, and value aligned partnership discussions. • Build rapport with diverse stakeholders to cultivate trust and long-term engagement. • Understand partner needs and align them with organizational goals and impact opportunities. • Maintain strong follow up and ongoing communications to steward new partners effectively. • Establish stewardship and renewal frameworks that drive retention, expansion, and long-term engagement • Set expectations for partner experience, recognition, and value delivery. • Collaborate with internal teams to activate partnerships and ensure deliverables are met. • Track progress toward acquisition and fundraising targets, providing regular updates and reporting. • Contribute to partnership strategy development and refinement based on market insights and experience. • Build stewardship plans that encourage renewal and ongoing product/channel support. • Surface feedback and insights to strengthen program quality and partner experience.