Role Description As Strategic Account Director at Boldin, you are a relationship-driven, strategic operator committed to deepening our impact in the world of financial planning and wellness. You serve as the primary point of contact for a portfolio of strategic partner clients, acting as both trusted advisor and account strategist. You’re passionate about helping clients succeed with our co-branded financial planning solutions, focusing on driving long-term satisfaction, growth, and expansion across accounts. You build deep relationships with senior client stakeholders, manage cross-functional internal teams, and identify ways to maximize value. Whether guiding a complex implementation or uncovering new business opportunities, you are always looking to grow revenue, enhance the client experience, and amplify Boldin’s value. This role includes periodic travel to client sites or conferences to build rapport and strengthen relationships in person. Key Responsibilities - Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship. - Serve as the senior leader and main point of contact across assigned accounts; drive strategic account planning, renewals, and expansion opportunities. - Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner. - Ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys. - Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team. - Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk. - Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it. - Help set the standard for what great strategic account management looks like at Boldin. - Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP). - Serve as the liaison between Sales, Success, and Product teams, facilitating communication and feedback. - Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements. - Travel to client sites and industry events as needed to strengthen relationships and represent Boldin. Qualifications - 5+ years of experience in client account management, customer success, or program management roles in SaaS or fintech environments. - Experience evolving or scaling an account management/customer success practice at an early-stage or fast-growing company. - Proven track record of growing and expanding large, sophisticated accounts. - Excellent interpersonal, communication, and client-facing skills, including experience working with internal and external executive stakeholders. - Strategic mindset with strong problem-solving and commercial acumen. - Self-directed and comfortable with latitude, ambiguity, and shifting priorities. - Experience in financial planning, wellness, or benefits platforms is a strong plus. - Willingness to travel occasionally for client meetings and events. Salary Range $120,000 - $160,000 DOE Benefits - Inclusive hiring process that encourages applications from individuals of all backgrounds. - Commitment to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. - Fostering a diverse and inclusive culture.

• Selling sponsorship packages across a portfolio of high‑profile B2B events in North America • Driving new business by identifying, prospecting, and converting sponsorship opportunities with senior decision‑makers • Managing the full sales cycle – from lead generation and outreach through to pitching, negotiation, and closing • Developing long‑term relationships with sponsorship clients via phone, virtual meetings, and in‑person interactions • Tailoring sponsorship proposals and presentations to client objectives and budgets • Managing and growing existing accounts while continually hunting for new revenue streams • Applying Key Media’s sales methodology and maintaining accurate pipeline and activity records in CRM

• Maximize sales of all luxury brands and product categories in the geographic territory including fabric, wall covering and furniture. • Strategically establish, develop, and grow existing and new business in the residential market. • Analyze the territory and identify growth opportunities for existing and new accounts. • Maintain thorough and up-to-date knowledge of all product categories, including pricing, industry competition and trends. • Prepare comprehensive proposals specific to the client-customer needs for successful closure. • Leverage the Schumacher sales and reporting tools to manage client order status and increase territory sales. • Always provide the best possible customer service while enhancing the Schumacher mission to offer the highest quality product and service standards in the luxury market. • Present line shows to clients in an exciting, well thought out fashion tailored to their own needs and style.

• Develop and execute a territory strategy across assigned western states. • Generate new opportunities through strategic outbound outreach, referrals, conferences, and executive relationship-building. • Cultivate relationships with Departments of Corrections, Departments of Labor, Departments of Education, State Departments of Juvenile Justice, higher education systems, and other public agencies. • Own the full sales lifecycle—from prospecting and relationship development through contract award and close. • Navigate government procurement processes, RFPs, pilots, and contract negotiations. • Develop compelling business cases that demonstrate educational, operational, and financial value. • Educate customers through a consultative sales approach, positioning Orijin as a trusted long-term partner. • Partner with Product, Marketing, Government Relations, Customer Success, and executive leadership throughout the sales process. • Attend industry conferences, customer meetings, and networking events.