• Training partners on the SOTI ONE Platform to drive and develop new leads. • Activate partners to migrate legacy customers on the SOTI ONE Platform. • Developing and implementing strategic Mutual Plans to manage and grow accounts/opportunities. • Prospect for potential customers using various direct methods such as calling and face-to-face meetings, and indirect methods such as networking. • Retaining clients and building strong, trusting relationships. • Understanding client needs and identifying new opportunities within your territory. • Communicating and coordinating with internal teams to deliver solutions. • Identifying opportunities for improvement and proposing new tools and processes. • Developing and maintaining excellent knowledge and understanding of our business, offerings, competitors, and industry. • Prepares and conducts formal group presentations at senior management levels of larger clients. • Partners with vendor technology representatives for product resell opportunities. • Develop and nurture a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors. • Assist with high Support Cases or issue escalations as needed in collaboration with SOTI Support. • Coordinates the involvement of company personnel, including support, service, and management resources, to meet partner performance objectives and partners' expectations. • Meets assigned targets for profitable sales volume and strategic objectives in assigned partner accounts.

• Perform all duties in accordance with States United’s values of integrity, inclusion, collaboration, innovation, and excellence. • In coordination with organizational leadership, build and manage strategic partnerships with organizations, associations, coalitions, and civic leaders working to protect free and fair elections, the rule of law, and democratic institutions. • Develop and maintain relationships with state officials, their staff, and their advisors. • Develop engagement plans for priority states and partners; organize outreach, including briefings, roundtables, and convenings as needed. • Lead collaboration across internal teams to provide partners and key stakeholders with relevant resources via briefings, coalition meetings, and individualized outreach. • Direct and coordinate cross-departmental needs for conference and event strategy and execution, including sponsorship opportunities, staffing decisions, and prep. • Track and analyze national and statewide policy, partner, and political developments that intersect with the work of States United and our clients. • Represent States United in 501(c)(3) and 501(c)(4) coalition settings with national and state-based organizations. • Serve as a key external representative at meetings, briefings, conferences, and other events. • Draft and edit materials for States United leadership, including talking points, memos, and other resources. • Assist with other aspects of external affairs as needed. • Manage Strategy and Partnerships team members.

• Independent, end-to-end management of multiple client accounts in CRM and email marketing • Designing, implementing and iterating flows and campaigns in Klaviyo • Analyzing performance data and deriving concrete, actionable optimizations • Making strategic decisions and representing them to clients and to me • Close collaboration with me on an equal footing — strategy and execution go hand in hand

• Manage the client portfolio, ensuring close, strategic relationships; • Lead onboarding, follow-up, and planning meetings; • Understand each client's objectives and align strategies with the internal team; • Monitor performance metrics and present results in a consultative manner; • Identify opportunities for client retention, contract expansion, and new solutions; • Act as the bridge between clients, the operations team, and company leadership; • Anticipate risks, align expectations, and ensure an excellent client experience; • Record action plans, track requests, and ensure continuous account development.