• Manage a portfolio of California large group employer clients (100–2000 lives) • Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education • Design creative, consultative benefit solutions based on strong knowledge of the California marketplace, alternative funding arrangements, carriers, and products • Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members • Collaborate with internal teams and vendor partners to streamline day-to-day servicing and ensure exceptional delivery • Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions

• Maintain and expand client relationships through ongoing engagement • Assure client satisfaction and uncover additional potential to create value and additional revenue opportunities • Expand client relationships and build loyalty by developing a deep knowledge of client organizational structure and culture • Consult with clients to optimize check program performance • Identify and connect customer initiatives and needs to Deluxe solution capabilities • Develop and maintain account plans and customer engagement strategies • Provide feedback on market trends and opportunities • Capture key information and update corporate systems • Partner with Sales Executives and cross-functional partners to drive sales opportunities to closure • Secure client satisfaction by monitoring ongoing projects and initiatives

• Ability to work in partnership with senior clients to develop annual strategies for a B2B-focused client. • Ability to establish themselves as true business partners, thought leaders and innovators at DEPT. • Responsible for holding recurring meetings with senior leadership on the client side focused on pushing their business forward, macro goals, industry trends/updates, and new opportunities to drive growth. • Responsible for being the primary relationship holder for the client (B2B leader) within DEPT® • Responsible for ensuring client satisfaction by regularly communicating with senior decision-makers • Responsible for high client retention and growth • Ability to be a point of escalation on their accounts and effectively solve issues that arise, whether internally or with clients • Ability to reach out to clients directly when service issues arise • Ability to lead new business pitches and proposals alongside leadership and growth team • Ability to forecast, reconcile, and monitor client revenue and profitability • Must have a strong understanding of scope management, inclusive of how to track and manage, escalate scope pacing issues • Responsible for financial management of client portfolio revenue, including updating relevant internal financial systems accurately and in a timely manner • Ability to scope projects and retainers within budget and on brief • Ability to productize our services within a proposal and SOW • Ability to initiate conversations with clients around SOW adjustments • Ability to author written SOWs, amendments, and other legal adjustments in partnership with contracts team as needed • Ability to lead contract negotiations and oversee the implementation of commercial agreements • Ability to proactively pursue cross-sell & upsell opportunities to drive innovation, strategy, and organic revenue growth • Responsible for ensuring teams are operating effectively and efficiently towards clients goals while meeting financial revenue targets on accounts • Ability to successfully work with all craft teams to effectively drive strategies and work that leads clients to the next level of their business • Ability to lead, line-manage, motivate and inspire a team • Ability to craft strategic responses to briefs and the ability to develop a POV on media, creative content, tech, and data • Familiarity with DEPT's service offerings & department leads with the ability to participate in conversations for complex projects or new offerings & know who to to bring into the conversation within DEPT • Responsible for ensuring delivery of work is to the highest possible standard • Ability to contribute to the creative process by sharing their ideas and experience • Ability to present work internally and externally to all levels of seniority • Responsible for ensuring all teams servicing their client(s) identify core issues, proactively develop plans to mitigate issues from restructuring account teams, have hard conversations both on client and employee side, rally team to overcome challenges, and deliver high client satisfaction (validated via CSAT surveys and regular check-ins) • Responsible for periodically reviewing team ways of working and identify opportunities for streamlining or improvement • Responsible for consistently assessing team/client fit, ensuring we have the right talent matched up to the right clients - based on expertise, communication/working styles • Responsible for ensuring new team members are properly onboarded to each account, not just with day-to-day knowledge & skills development, but by providing a full deep dive into each client’s business and priorities. • Ability to determine resolution for any cross-channel issues including performance, tracking, QA issues, etc. • Ability to resolve any collaborative roadblocks between teams • Ability to settle miscommunication or interpersonal issues within the group.

• Be a trusted advisor to your accounts through strategic thinking and prescriptive recommendations related to marketing, marketing technology, and marketing processes. You’ll bring a strong point of view and organize your thoughts into a well-articulated plan. • Take full ownership of renewals and expansions for your book of business, developing and driving strategic growth plans each quarter that identify new opportunities and untapped potential within your accounts. • Translate client business goals into comprehensive, integrated roadmaps that bring together data, creative, strategy, and technology components. • Lead the end-to-end process of pricing, scoping, and negotiating Statements of Work (SOWs) in close partnership with our Delivery team to align client needs with Stitch’s capabilities. • Be the main point of contact and trusted advisor for client stakeholders at multiple levels, building deep, multi-threaded relationships across our client’s marketing, product, data, and technology teams. • Take charge of regular client engagements, including meetings, quarterly business reviews, and onsite sessions — always with a clear agenda, defined outcomes, and actionable follow-ups. • Monitor client environments to identify early signals of changing needs, risks, or strategic shifts, and act swiftly to address them. • Work closely with Delivery Directors and other internal partners to ensure an aligned understanding of project health, resource allocation, margins, and forecasts. • Keep Delivery members fully informed and aligned so your clients experience a coordinated and seamless partnership. • Become an expert in Braze and its technology partners to anticipate customer needs and questions effectively. • Mentor Associate Client Partners by sharing best practices in commercial engagement, pipeline management, and stakeholder communication. • Contribute to the continuous improvement of the Client Partner organization by helping to develop playbooks, sales frameworks, and effective sales motions. • Share insights, successful patterns, and lessons learned across the team under guidance from the Executive Client Partners to boost overall team performance and impact.