• Lead and oversee the entire Account Management and Client Success department • Manage and mentor Account Managers across multiple client pods • Train and develop Account Managers to become proactive strategic operators rather than reactive coordinators • Create frameworks, playbooks, and standards for client communication, retention, and strategic account growth • Ensure consistent client experience, communication quality, and service delivery across all accounts • Support hiring, onboarding, performance reviews, and ongoing training for Account Managers • Establish accountability systems and KPIs for the Client Success team • Oversee a portfolio of high-value and tier 1 client accounts • Join strategic client calls, escalations, renewal discussions, and performance reviews where required • Serve as senior escalation support for complex client situations or relationship management issues • Support Account Managers with strategic recommendations, growth planning, and difficult conversations • Ensure clients clearly understand performance, strategy, priorities, and next steps • Identify retention risks early and implement solutions proactively • Drive long-term client retention, expansion, and revenue growth • Improve operational alignment between Account Management, Project Management, Paid Media, Creative, and Strategy teams • Build and optimise internal workflows, SOPs, meeting structures, communication processes, and delivery systems • Ensure campaigns, deliverables, and launches are executed on time and to a high standard • Improve project visibility, accountability, and cross-functional collaboration across departments • Identify operational bottlenecks and implement scalable solutions • Support leadership with forecasting, resource planning, and department scaling initiatives • Standardise onboarding systems for both clients and internal team members • Support contract renewals, upsells, and scope expansion opportunities • Work alongside leadership to improve client profitability and retention metrics • Understand client economics including CAC, MER, contribution margin, LTV, and growth targets • Ensure account strategies align with both client goals and agency commercial objectives • Assist with proposal creation, pricing conversations, and strategic account planning • Monitor account health across the agency and proactively address underperforming accounts • Ensure Account Managers can confidently communicate performance across Meta, Google, TikTok, email, influencer marketing, creative testing, and CRO • Review reporting structures, dashboards, and strategic recommendations for quality control • Help guide integrated growth strategies across paid media, influencer marketing, lifecycle marketing, and creative • Collaborate closely with media buyers, creatives, strategists, and project managers to maintain strategic alignment • Ensure testing roadmaps, creative pipelines, and performance initiatives remain proactive and organised

• Are you looking for a new and exciting role in technical software sales in the manufacturing industry? • You’ll be responsible for developing new business and building long-term partnerships with customers across your region – helping them to unlock the full potential of our CAD/CAM and shop floor software solutions. • Do you enjoy prospecting and connecting with new customers in manufacturing? • Do you like demonstrating technical software and showing how it can improve efficiency and ROI? • Do you thrive on building strong customer relationships and turning them into long-term partnerships? • Do you enjoy working independently from your home office, with occasional travel to visit customers, partners, or trade shows (about 25%)?

• Respond to calls coming into our call center by positively promoting Farmers insurance products to prospective customers • Consulting with customers to understand their needs, and selling those products which best fit the customer’s needs • Make outbound calls to optimize sales potential • Provide exceptional customer service and build strong relationships, while educating customers regarding coverages and cost so that the customer can select the most appropriate option • Qualify customers as buyers of other products/services to create cross-sell and upselling opportunities • Navigate multiple computer systems while seamlessly interacting with the customer

Role Description We’re hiring a driven and consultative SMB Account Executive to help accelerate Lattice’s next phase of growth. This is an opportunity for ambitious sales professionals who thrive in fast-paced environments, excel in high-velocity sales cycles, and are energised by building strong customer relationships. At Lattice, sales goes beyond merely pitching a vision or closing deals; it’s about crafting exceptional experiences and building meaningful partnerships with our customers. As an Account Executive, you’ll become a trusted advisor to HR and business leaders by developing deep expertise in the Lattice Talent Suite and broader trends across People Strategy. This role is ideal for someone who brings strong outbound discipline, operates with urgency and ownership, and is motivated by continuous growth. What You Will Do - Own the full sales cycle from prospecting through close for SMB organisations, delivering a high-quality customer experience throughout. - Consistently meet or exceed monthly and quarterly new business goals. - Generate pipeline through proactive outbound prospecting, which represents a critical driver of success in the role. - Build and maintain a healthy, disciplined pipeline through strong follow-up, deal management, and forecasting hygiene. - Lead thoughtful discovery conversations to uncover business-level challenges and goals. - Position Lattice’s solutions through a consultative sales approach tailored to each customer’s needs. - Maintain a strong understanding of the HR technology landscape, industry trends, and Lattice’s competitive positioning to guide customers through the buying process. - Partner with Account Managers to cross-sell new services into our existing customer base. - Contribute positively to team culture through collaboration, curiosity, accountability, and an eagerness to learn. Qualifications - Proven track record in generating new business and surpassing sales and pipeline generation targets. - 2–5 years of full-cycle SaaS closing experience in a quota-carrying role. - Exceptional verbal and written communication skills. - A high sense of ownership and accountability - you proactively manage your business and don’t require close oversight to maintain momentum. - An experimental mindset and eagerness to leverage AI and modern sales tools to work smarter, move faster, and improve execution. - High coachability, intellectual curiosity, and a genuine desire to continually hone your craft. - Passion for Lattice’s mission and alignment with our values: Ship Shipmate Self, Clear Eyes, Own the Outcome, and What’s Next? Requirements - If you’re excited by the opportunity to help organisations “make work meaningful” and you’re a proactive, results-driven sales professional ready to make a significant impact, we’d love to hear from you. Benefits - The estimated annual cash salary for this role is £50,000 - £72,000. - This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans. - This position is also eligible for variable compensation of £50,000 - £72,000, subject to personal performance, company performance, and the terms of Lattice’s applicable plans. - Medical insurance - Dental insurance - Vision insurance - Life, AD&D, and Disability Insurance - Emergency Weather Support - Wellness Apps - Paid Parental Leave - Paid Time off inclusive of holidays and sick time - Commuter & Parking Accounts - Lunches in the Office - Internet and Phone Stipend - One time WFH Office Set-Up Stipend - 401(k) retirement plan - Financial Planning - Learning & Development Budget Company Description Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choices than ever before, businesses that put employees first are winning – and Lattice is building the tools to empower those people-centric companies. Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line. Since launching in 2016, we have grown to over 5,000+ customers globally, including brands like Loom, Robinhood, and Gusto. Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.