• Own and manage key client accounts, ensuring strategic alignment, operational excellence, and successful program delivery. • Serve as the primary day-to-day client lead, building trusted relationships and proactively identifying opportunities for growth. • Drive project planning and execution — including scope development, timelines, budgets, and resource allocation. • Lead client meetings, presentations, reporting, and post-program recaps with clear insights and recommendations. • Partner closely with Creative, Strategy, and Production teams to deliver integrated, high-quality work that meets or exceeds objectives. • Oversee scope management and financial tracking to ensure programs are delivered on time and on budget. • Anticipate risks and develop proactive solutions to maintain momentum and client confidence. • Mentor and support junior team members, fostering accountability and professional growth. • Contribute to business development efforts, including proposals, pitch support, and organic account expansion.

• Lead the strategic planning and execution of efforts in multiple categories for one of the Agency’s largest clients • Guide and oversee creative, strategy, client services, and production teams in delivering impactful client work. • Identify KPIs and metrics for program success, ensuring business impact is measurable. • Develop compelling narratives and tactical solutions to influence decisions and drive results. • Serve as a trusted partner to clients, providing director-level consulting and support. • Drive quarterly and annual strategic plans, recaps, and metrics reviews with clients. • Manage budgets, contracts, scopes of work, and ensure profitability across projects & accounts. • Manage top-level communication with clients regarding contracting, budgets, payment schedules, scope changes, timelines, etc. • Manage the professional development of FTE team members on the account and facilitate the growth of our people and client services discipline. • Field inbound requests from the client for new project requests and encourage growth of accounts through organic opportunities and strategic initiatives. • Support in drafting RFP responses, budget estimates, and program documentation. • Be forward-thinking, anticipate the needs of our clients and identify ways to optimize efficiency. • Develop and maintain a strong knowledge of BeCore’s past programming to provide the most relevant information/case studies/capabilities related to specific opportunities.

• Build and own a portfolio of venture-backed companies worth $3-5M in annual revenue • Attend leadership meetings and participate in board prep as a trusted advisor • Provide financial insight, operational guidance, and strategic perspective for client decision-making • Build and lead engagement teams across U.S. and international personnel

• Build a $3-5M Portfolio • Lead 20-40 Companies • Shape the Future of Finance • Own the full B2B sales cycle—from initial outreach through signed engagement • Build and maintain a robust pipeline through networking, referrals, and strategic outreach • Develop compelling proposals that articulate Propeller's value to sophisticated buyers • Collaborate with business development and leadership to pursue strategic opportunities • Expand within existing accounts and generate referrals from satisfied clients • Serve as primary relationship owner and CFO advisor for your portfolio of B2B clients • Transform monthly financial reviews from backward-looking reports into strategic conversations that drive decisions • Participate in client leadership meetings and board prep—earning direct access to CEOs • Provide financial insight, operational guidance, and business strategy support • Build and lead engagement teams across U.S. and international personnel • Own financial performance of your portfolio—optimizing margins, managing utilization, driving profitability