• Own and manage the full customer relationship across a portfolio of enterprise and upper mid-market clients • Build and maintain relationships with senior stakeholders and key decision makers • Drive revenue growth, retention, and expansion across managed services and professional services • Develop and execute account plans aligned to client business objectives and outcomes • Identify and pursue new opportunities across cloud, security, and modernization solutions • Manage opportunities through the full sales cycle from qualification through close • Partner with solution engineering, delivery, and internal teams to position and deliver solutions • Coordinate internal resources to ensure alignment and a seamless customer experience • Monitor account health, identify risks, and support mitigation strategies • Maintain strong pipeline discipline, forecasting accuracy, and CRM hygiene

• Serve as the main contact for brokers and clients, ensuring timely, accurate support • Manage inquiries and resolve issues by partnering with Sales, Operations, Compliance, and other internal teams • Provide product and process guidance to brokers and clients throughout the transaction lifecycle • Monitor accounts to ensure timely processing of documentation, payments, and transactions • Identify opportunities to improve processes and participate in team or department projects

• Own one or more client accounts or a portfolio of accounts. • Build and sustain long-term partnerships, developing deep relationships with senior stakeholders and executive decision-makers. • Act as the primary strategic advisor clients turn to when complex business challenges arise. • Proactively identify, address, and escalate account risks, challenges, and relationship dependencies early. • Develop and advance comprehensive, long-term account strategies and partnership roadmaps to ensure sustained financial health. • Unlock the full potential of partnerships by identifying and advancing opportunities to expand client engagements. • Align cross-functional internal teams around a clear account strategy and shared client playbook. • Anticipate where client organizations are heading, positioning Incubeta as a forward-thinking leader. • Bring forward innovative ideas and technologies that help shape how Incubeta evolves its core products. • Lead, coordinate, and mobilize cross-functional delivery teams across project management, creative, data, and media.

• Maintain a defined engagement cadence based on account tier (e.g., monthly for strategic accounts, quarterly for mid-tier), including proactive outreach, performance reviews, and expansion discussions. • Build multi-threaded relationships across legal, operations, and administrative stakeholders to reduce single-thread risk. • Drive organic expansion within the installed base by increasing: • Net new users within existing accounts (seat growth) • Net new office/branch/claim locations added inside current client relationships • Ensure account plans include clear expansion paths (who/where to expand, enablement plan, and next-step commitments • Onboarding training, and adoption milestones tied to new carrier launches/re-launches. • Drive improvements that increase utilization of all products within scope and client satisfaction. • Identify cross-sell opportunities for Field Sales. • Maintain clean CRM discipline and reporting, ensuring segment scorecards are accurate and actionable.