• Proactively find new opportunities for Innovation offerings within existing Trace3 customer base • Proactively develop net new Trace3 clients via above mentioned Innovation offerings • Engage senior-level executives by building relationships, establishing credibility, conducting substantive content discussions, diagnosing needs, solving problems, and identifying relevant resources • Manage each engagement with client from introduction to successful team hand-off with interval check-ins until close • Carefully balance the needs of all team members (internal and client staff) to lead each project to a successful outcome • Sense patterns among client needs to shape the ongoing research and product creation • Ensure collaboration amongst all teams (Innovation, Trace3 Field, & Client) • Ensure clients and Company’s interests are properly aligned • Escalate risks and issues to Sales and Innovation management as necessary • Manage communication between Trace3 and each client - making the determinations as to what, when and how things are communicated • Be the key point of contact and partner for each assigned client engagement • Establish a rapport and confidence with assigned clients and Trace3 Sales Reps • Work closely with Sales to ensure client engagements are relevant, provide value to all parties, and are in line with goals of Sales and Client. • Drive revenue with existing and net new clients via all Innovation offerings

• Generate visually sophisticated AI-driven creative across performance campaigns and innovation work while maintaining a high bar for craft and originality. • Translate creative briefs into compelling visual outputs across a range of aesthetics, including photoreal, conceptual, graphic, product, lifestyle, and experimental imagery. • Rapidly prototype, iterate, and refine assets based on creative feedback, platform needs, and campaign objectives. • Use ChatGPT image generation tools to create scalable visual content systems, campaign assets, conceptual explorations, and production-ready creative. • Art direct and refine outputs with a strong understanding of composition, typography, lighting, styling, realism, motion, pacing, and visual storytelling. • Partner closely with Creative Directors, Designers, Motion teams, and Producers to ensure all outputs align with brand standards and campaign vision. • Refine and elevate outputs through compositing, retouching, editing, upscaling, and post-production workflows where needed. • Continuously evaluate emerging OpenAI tools, workflows, and creative trends to help evolve the agency’s AI capabilities and creative standards. • Contribute to a culture of experimentation, curiosity, and visual excellence across the broader creative organization. • Help identify opportunities for scalable AI-assisted production workflows without sacrificing creative quality or craft.

• Serve as a trusted advisor to senior executives at banks, insurance carriers, brokers, reinsurers, asset managers, and capital markets firms. Identify value-creation levers across underwriting, claims, distribution, policy administration, lending, deposits, payments, trading, research, and investment operations. Build roadmaps that translate AI and modern data platforms into measurable ROI. • Drive net-new customer acquisition and revenue growth through the Microsoft FSI channel. Work in lockstep with the Microsoft to identify, pursue, and close opportunities. Focus on Azure Foundry, Fabric and Databricks projects, Claude engagements, and ultimately revenue generated. • Run a programmatic partner-relationship motion. Maintain active coverage of named Microsoft field sellers across the Banking, Insurance, and Cap Markets. Use HubSpot as the system of record so no key partner relationship goes cold and every meeting compounds into pipeline. • Develop the FSI service line. Work cross-functionally with delivery, engineering, and product to drive and refine scalable repeatable offers such as claims acceleration, secondary portfolio intelligence, regulatory and compliance review, agentic workflows, evaluation systems, and AI operating model design that resonate across all three FSI sub-verticals. • Act as the bridge between FSI clients and our partners. Maintain one foot in each camp, client and Microsoft, client and Databricks, client and Anthropic, aligning incentives, managing expectations, and surfacing issues early so joint pursuits stay on track and shared milestones are met. Client success being paramount. • Execute scalable Microsoft co-sell. Run the existing repeatable processes for working with Microsoft ATU and STU to drive customer acquisition and expansion. Refine joint messaging, identify high-value accounts, and accelerate alignment. • Pipeline development and management. Own pipeline generation across the FSI book. Participate in FSI-focused lead-generation campaigns, joint events, and account-based plays with Microsoft, Databricks, and Anthropic field teams. • Strategic deal closing. Own complex sales cycles end-to-end from initial engagement through workshop, vision-led proposal, contract negotiation, and close. Position our AI and data platform capabilities as critical to the client's modernization and competitive positioning. • Market intelligence and positioning. Stay ahead of FSI trends, regulatory shifts, competitor moves, and platform roadmaps from Microsoft, Databricks, and Anthropic. Feedback to internal teams to shape offers that differentiate us in a crowded market. • Cross-functional collaboration. Partner with delivery, marketing, engineering, RevOps, and leadership to align sales initiatives with broader business objectives. Ensure clean handoffs between sales and delivery so client outcomes match what was sold. • Revenue forecasting and goal setting. Establish and track revenue goals. Use HubSpot, FSI account mapping, and partner relationship signals to inform strategy.

• Act as the primary liaison between platform management, technical project management, engineering, testing, and operations teams. Ensure clear, consistent communication among all parties for each release. • Maintain up-to-date documentation and tracking sheets so that all stakeholders have the right information at the right time. • Create and implement best practices for software release management. • Define, track, and analyze key metrics to verify that releases are delivered on time and meet established success criteria. • Identify issues, risks, and regional differences prior to releases, then work with teams to analyze, escalate, and resolve them. • Work independently with stakeholders and owners to ensure readiness for release and to remove blockers. • Facilitate official go/no‑go decisions by defining the required criteria for approving a release. • Partner with operations and training teams to ensure agents are well prepared to use new tools. • Manage post-release follow-up: monitor adoption, identify issues, and conduct retrospectives to improve future releases.