Job Title: Enterprise Account Manager Assistant OR Account Manager Department: Account Management Job Status: Contract - Part Time Role Summary The Enterprise Account Manager Assistant supports CardTapp's Account Management team, ensuring a smooth customer experience for Enterprise clients. Responsibilities include scheduling and preparing for ABRs and QBRs, assisting with renewals, managing the "cash-to-quote" process, and facilitating coordination among customers, internal teams, and external stakeholders. This role is ideal for a detail-oriented, organized individual looking to grow into a larger Account Management position. Key Responsibilities (include, but are not limited to): Support Enterprise Accounts and coordinate with customers and stakeholders to ensure timely responses and smooth interactions. Schedule and coordinate Annual Business Reviews (ABRs) and Quarterly Business Reviews (QBRs) with Enterprise customers. Assist with preparing renewal agreements and supporting documentation in collaboration with Operations and Accounting. Oversee and distribute Docusign agreements as an integral part of the contract renewal process. Prior experience with Docusign is advantageous. Coordinate with internal and external stakeholders to manage expedited cash-to-quote processes and ensure timely execution. Track account details including licenses, usage, contract terms, and renewal timelines in Zoho CRM and other systems. Ensure account records and pipelines are accurate, updated, and aligned with process workflows and rules of engagement. Provide reporting on account and customer status as needed. Answer customer questions or route them appropriately to the right teams. Monitor and respond to support requests in Zendesk or other channels, ensuring customers receive timely and accurate assistance. Collaborate with cross-functional teams (Sales, Operations, Accounting) to enhance the overall Enterprise customer experience. Other duties as assigned. Compensation $25-37/hour (depending on experience) Growth Opportunity: Role may expand into a more complete and full-time Enterprise Account Manager position in 2026.

ABOUT POWER FACTORS Power Factors is a software and solutions provider leading the next generation of clean energy with Unity, one of the most extensive and widely deployed renewable energy management suites (REMS) in the market. With over 300 GW of wind, solar, and energy storage assets managed worldwide across more than 600 customers and 18,000 sites, Power Factors manages 25% of the world’s renewable energy data.* Power Factors’ Unity REMS supports the entire energy value chain, from monitoring and controls to market analytics. The company’s suite of open, data-driven applications empowers renewable energy stakeholders to collaborate, automate critical workflows, and make more informed decisions to maximize asset returns. Energy stakeholders receive end-to-end support, including solutions for SCADA & PPC, centralized monitoring, performance management, commercial asset management, and field service management. With deep domain expertise, AI-powered insights are delivered at scale so businesses can optimize assets, unlock growth, and make smarter decisions as the world rapidly transitions to clean energy. Power Factors fights climate change with code. * Outside China and India ABOUT THE ROLE At Power Factors, our CSMs are core to the customer experience.  We seek highly experienced industry experts who thrive off of creating value through strong and enduring customer relationships.  The CSM role is for someone who is the unique combination of technical and commercial, and thrives where deep knowledge is required for customer success. The CSM should have a strong technical background, with an orientation in technical asset management within industrial sectors – energy sectors are preferred but not exclusionary.  The CSM should have experience in customer-facing roles, whether that be sales, commercial relationship management or strategic programs. The role of the CSM is focused on value creation for the customer and measured by retention and expansion.  The CSM is also the trusted advisor of the customer, which means the CSM sits at the cross-functional nexus for customer advocacy internally. We seek highly motivated, individual contributors who thrive on customer interaction.  This person has a love of big, meaty accounts where you become the main connection to our company.  This individual thrives on accountability and on being rewarded for performance. Key Responsibilities: Account Management: Build and maintain strong, long-lasting relationships with customers, acting as their main point of contact throughout their journey with us. Strategic Advisor: Value creator for the customer, the one who knows utilization, usage and needs of the customer inside and out – and helps direct the customer on how Power Factors can meet them. Customer Onboarding: Lead the customer through successful project commissioning, following up on post-commissioning to-dos and ongoing optimization of system usage. Product Adoption: Proactively guide customers to ensure they are fully utilizing the product’s features and capabilities to achieve their business goals. Upselling, Renewals and Novations Support: Ensure a successful novation from EPC to ultimate owner of the plant.  Collaborate with the sales team to identify upsell and cross-sell opportunities, driving account growth and ensuring customer retention. Customer Feedback: Gather and communicate customer feedback to product and development teams, contributing to the continuous improvement of our software solutions. Data-Driven Insights: Utilize customer data and metrics to identify opportunities for improvement and drive customer success outcomes. Problem Resolution: Address and resolve major customer issues or concerns promptly, providing troubleshooting and escalating issues when necessary. Training & Education: Organize regular training sessions, webinars, and documentation to ensure customers stay informed and up to date with product features and best practices. Collaboration: Work closely with internal teams such as Sales, Marketing, and Product to ensure alignment and optimize the customer experience. Qualifications:

How You’ll Contribute The Advancement team cultivates, solicits, and stewards individuals, as well as foundation, government and corporate partners who invest in the Society to drive impact through science, technology, education, exploration, and storytelling. The team collaborates with Society teams to build transformative and impact-driven strategic partnerships. The team also produces global events that deepen connections and leverage the Society’s power to convene, and directs robust annual, major and planned giving programs empowering the Society with a broad base of public support. Reporting to the Director of Major Gifts, the Senior Manager, Major Gifts (Sr. Manager) will support the growth and health of National Geographic Society’s Advancement program in support of institutional revenue objectives. The Sr. Manager will be responsible for qualifying donors, building a donor pipeline, creating and implementing cultivation strategies for new and existing major gift candidates, soliciting annual and major gifts, and thoughtfully stewarding donors. Working closely with colleagues across the Society, the MGO will develop, execute, evaluate, and refine strategies for assigned priority projects or region(s) to maximize their development potential. We are hiring two Sr. Major Gifts Manager. One will be based on the West Coast and the other will be based on the East Coast. Your Impact Responsibilities Include Fundraising (80%): Manage a portfolio of 125+ donors and prospects, executing strategic outreach and face-to-face visits to drive the full gift cycle—from identification and qualification to solicitation and stewardship—resulting in successful gift closures ranging from $10K to $1M+; What You’ll Bring Educational Background Bachelor’s degree required. Minimum Years and Type of Experience 7+ years of development experience with donor/donor candidate management and gift solicitation, including a proven track record of closing gifts $25,000+ and stewarding donor relationships. Necessary Knowledge and Skills Sophisticated communication skills and demonstrated ability to increase current donor support, and to attract new donors. Success managing high-visibility projects in a fast-paced environment. Self-motivated and capable of working proactively and independently. Strong oral and written communication skills are necessary with a demonstrated ability to write effectively for business/philanthropic communication purposes. Strong computer skills including Microsoft Office and the Google suite. Must be detail-oriented, organized, and capable of managing multiple projects simultaneously. Ability to maintain high standards of confidentiality. Proactive and professional demeanor when interacting with NGS staff, senior executives, high net worth individuals, and donors. Desired Qualifications Proficiency with Raiser’s Edge database system strongly preferred. Ability to exercise good judgment and work with minimum of instruction and supervision when necessary. Excellent interpersonal skills enabling professional and congenial interactions. Supervision No direct reports Salary Information The National Geographic Society offers a competitive and holistic total rewards package. Our compensation structure and transparent pay philosophy are based on industry-specific market data for similar-sized nonprofit organizations. The salary range for this position accounts for a wide range of factors including but not limited to organizational need; specific skill sets; experience and training; certifications; and more. At the National Geographic Society, individuals are typically hired at or near the starting point of the salary range for their role, and compensation decisions are dependent on the facts and circumstances of each case. The salary range for this position is $128,250.00 - $135,000.00. In addition, the National Geographic Society offers a competitive and comprehensive benefits package that includes, but is not limited to, medical, dental, and vision insurance; engaging and comprehensive wellness program; 401(k) retirement savings plan with matching contributions after 6 months of employment; flexible paid time off benefits with up to 22 days of paid annual leave per calendar year (15 days for new hires in their first year, prorated based on the number of pay periods remaining in the year) and 10 days of sick leave; 12 paid holidays and a paid winter break between December 25 and 31 (May not apply to all roles that are required to work during high volume seasons or essential workers. Please check with the hiring manager for confirmation.); paid parental leave, adoption and surrogacy expense reimbursement, fertility benefits; learning and development opportunities; Lifestyle Spending Account; pet adoption assistance and insurance; pre-tax transportation benefits with a generous employer subsidy; employer-paid life insurance and disability benefit; and a variety of National Geographic discounts and perks. Job Designation Remote - Our Remote designation includes staff who must work in another location in the U.S. or abroad, such as our regional leads for our Education and International teams or regional fundraisers in Advancement. Staff may also be designated as Remote by their supervisors (with approval by the Senior Team lead) because of their job duties, and are afforded this status when it is beneficial to NGS, their respective team, and the employee. Candidates must be legally authorized to work in the United States. This position is not eligible for visa sponsorship. W e encourage you to apply even if your experience is not a 100% match with the position. We are looking for someone with relevant skills and experience, not a checklist that exactly matches the job description. We want to help you grow and in return, you help us grow into a stronger, more inclusive organization.

Leads a team of Client Service Partners focused on client retention and relationship management. Develops and executes strategic plans to drive renewals, growth, and profitability within assigned region. Oversees client engagement efforts, ensuring alignment with business needs and service standards. Manages performance, fosters collaboration, and promotes a client-first culture. Responsible for hiring, coaching, and mentoring sales and service staff, while maintaining strong internal and external partnerships to support long-term business success. What you will do : In assigned region, manages and directs a team of client service partners and sales service professionals in multiple districts to achieve business retention, renewal, and profit goals. Manages retention associated with defined region and market channel. Creates and executes growth and retention strategy for region, ensuring a sales and service process rigor. Develops relationships with key stakeholders and prospective and current clients, gains insights into the business and their needs. Drives collaboration within team, ensuring they work together to achieve success. Drives a clients first mentality within the organization. Hires, coaches, develops and mentors a strong team, including spending time in the field with sales and service reps. Participates in special projects and performs other duties as assigned. You need to have : Proven experience with full customer lifecycle - strategic selling knowledge, sales methodology, process. Ability to write a business plan. Business mindset Clients-First mindset. Strong communication skills. Strategic thinking ability. Ability to take accountability for driving a successful team. Ability to drive Bloomberg Industry Group values. Proven ability to inspire and motivate a team of sales professionals. Excellent collaboration and interpersonal skills. Ability to nurture and develop sales talent. Ability to use INDG’s productivity and technology tools. Ability to travel out of town on a frequent basis. Education and Experience : Bachelor’s degree with coursework in business, marketing, sales, related field, or equivalent experience. Minimum 7 years of successful accounts management experience, preferably in the legal information/government affairs industry, electronic information industry, or with Bloomberg Industry Group. Minimum 5 years of people leadership experience, preferably in customer success or sales. Equal Opportunity Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).