• Manage the strategic oversight of an enterprise client portfolio at Lett, ensuring retention, expansion and the strengthening of client relationships; • Manage relationships with strategic and executive stakeholders, acting consultatively and focused on business impact; • Lead executive meetings (QBRs/MBRs), building strategic narratives based on data, KPIs and market context; • Translate information and insights into strategic guidance for clients, connecting digital performance, e-commerce and digital trade marketing to business objectives; • Identify growth opportunities within the portfolio through upsell and cross-sell strategies; • Act in critical and at-risk scenarios, defining strategies and action plans for account retention and development; • Lead and develop the CSM team, supporting the team’s technical, analytical and consultative development; • Monitor performance, provide direction and foster team development, ensuring alignment with the portfolio’s strategic objectives; • Collaborate across internal teams to prioritize initiatives, track deliverables and continuously improve the client experience; • Lead projects and strategic initiatives aimed at operational efficiency, scalability and value generation for clients.

• Conduct consultative negotiations with Mid Market and Enterprise companies; • Manage longer, more complex sales cycles involving multiple stakeholders; • Build and manage the pipeline through to contract closing; • Work in partnership with pre-sales and technical specialists during the commercial process; • Deliver strategic presentations and lead executive-level meetings with clients; • Build relationships with clients’ technical teams, procurement, legal, and leadership; • Ensure predictability and continuous progress of the sales pipeline; • Act in a consultative manner to sell software, services, and integrations; • Occasionally participate in events and on-site visits with strategic clients; • Contribute to the operation’s development and share commercial best practices.

• Own client accounts and serve as the primary point of contact • Run bi-weekly client calls to review performance, discuss strategy, and align on next steps • Send bi-weekly performance reports 24 hours before scheduled calls • Build trust and relationships that drive renewals and referrals • Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking • Manage campaign budgets, audience targeting, bid strategies, and creative testing • Monitor daily performance and make adjustments to hit cost per appointment targets • Troubleshoot underperforming campaigns and develop intervention strategies • Write ad copy and video sales letter scripts for financial services audiences • Develop hooks, angles, and messaging variations for testing • Collaborate with video editors on creative production • Use AI tools to accelerate copywriting while maintaining quality • Set up tracking, pixels, and conversion events • Configure Calendly integrations, Zapier automations, and lead routing • Troubleshoot technical issues between ad platforms and client systems

• Own client accounts and serve as the primary point of contact • Run bi-weekly client calls to review performance, discuss strategy, and align on next steps • Send bi-weekly performance reports 24 hours before scheduled calls • Build trust and relationships that drive renewals and referrals • Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking • Manage campaign budgets, audience targeting, bid strategies, and creative testing • Monitor daily performance and make adjustments to hit cost per appointment targets • Troubleshoot underperforming campaigns and develop intervention strategies • Write ad copy and video sales letter scripts for financial services audiences • Develop hooks, angles, and messaging variations for testing • Collaborate with video editors on creative production • Use AI tools to accelerate copywriting while maintaining quality • Set up tracking, pixels, and conversion events • Configure Calendly integrations, Zapier automations, and lead routing • Troubleshoot technical issues between ad platforms and client systems