• Cultivate long-term relationships with your portfolio of assigned clients • Develop a deep understanding of each client's goals, business requirements, and industry challenges • Provide strategic oversight during the entire client journey • Develop success plans with clients, including mutually agreed-upon objectives and metrics • Consult on the creation of high-stakes reporting deliverables • Drive adoption and continuously provide education to clients on new features • Knowledgeably discuss opportunities for Addepar services and solutions • Assist in the identification of new revenue opportunities for the Account Manager • Serve as the 'Institutional Voice' to Product and Engineering

• First point of contact for all matters from initial inquiry through to successful course completion • Identify and implement organizational and interpersonal solutions in close collaboration with teaching, product and admin teams • Maintain class registers carefully, monitor absences and course dropouts, and ensure smooth operations • Provide empathetic, clear and calm mediation as the interface between participants and instructors in conflict or special situations • Warmly welcome new participants and ensure a professional and positive sign-off at the end of the course • Support the strategic and technical migration from Podio to HubSpot and ensure a clean, system-level setup • Design, further develop and implement operational workflows, pipeline logic, as well as documentation and follow-up processes in HubSpot

• Partner Relationship Management: Build and maintain trusted relationships with partner stakeholders. Learn their organizational priorities, communication styles, and objectives to ensure every interaction progresses the partnership. • Strategic Discovery & Planning: Conduct structured discovery to understand each partner’s goals, challenges, and desired outcomes. Develop and execute actionable success plans aligned with both partner and Instructure objectives. • Pipeline Growth & Expansion: Proactively identify growth opportunities. Collaborate with Sales to support pipeline generation and advance non-renewal booking opportunities. • Renewal & Risk Management: Own the renewal forecast for your book of business. Track account health, flag risks early, build mitigation plans, and keep forecasts up to date based on data, usage, and partner sentiment. • Product Adoption & Optimization: Work with internal teams to ensure best practices and sustained engagement with Instructure solutions. • Cross-Functional Collaboration: Collaborate across Sales, Product, Support, and Marketing to deliver a seamless partner experience. Communicate partner context and needs clearly to key stakeholders. • Reporting & Governance: Maintain accurate documentation, meeting notes, and system updates. Keep forecasts, partner records, and governance processes current.

• Act as the primary point of contact for a portfolio of B2B/enterprise partners across the UK and Europe (e.g. wealth, neo-broker, embedded-investing, and fintech app builders), accountable for healthy, trusted relationships from launch through renewal. • Own the full partner lifecycle post-signature: onboarding support, activation, adoption, expansion, and renewal. • Run regular partner meetings to understand business priorities, monitor progress against key results, and proactively identify and mitigate risk (relationship, commercial, operational, regulatory). • Become deeply knowledgeable on the Alpaca UK / EU APIs and product suite, and be able to explain to partners how to use our APIs to build and grow their propositions. • Manage day-to-day partner queries through the service desk / ticketing system, coordinating across internal teams (Engineering, Operations, Compliance, Broker-Dealer) to deliver timely, accurate responses. • Write meeting minutes, track action points to closure, and keep internal stakeholders informed on account status, health, and risk. • Deliver QBRs and executive reviews that align partner goals to platform outcomes, and serve as a trusted advisor to partner leadership teams. • Work with partners to forecast growth (AUM, accounts, volumes) and to identify and monitor progress towards shared goals. • Drive adoption of new and existing Alpaca features among our Live UK partners. • Identify and disseminate best practices, common pitfalls, and partner trends; feed insights back to Product and Sales to influence roadmap priorities. • Review and continuously improve internal and external processes for the UK Client Relationship function. • Manage escalations, internally and externally, with empathy and urgency. • Ad-hoc duties and responsibilities as assigned.