• Serve as the primary point of contact for assigned members, building trusted, long-term relationships • Maintain regular, proactive outreach to understand member goals, needs, and challenges • Act as a member advocate internally, ensuring feedback and insights are shared and addressed. • Develop and execute tailored engagement plans to increase member participation and satisfaction • Facilitate meaningful touchpoints, including meetings, check-ins, and participation in programs and events • Identify opportunities to strengthen member connection and maximize value • Support onboarding processes to ensure new members successfully integrate and engage • Monitor member engagement levels, identifying risks and addressing concerns early • Support renewal readiness by reinforcing value and addressing barriers to continued participation • Partner closely with the Networks team to ensure alignment between member needs and programming, communications, and services • Gather and analyze member feedback through annual survey and regular customer connect calls to identify trends, opportunities, and improvement areas • Address member questions and concerns in a timely, solutions-oriented manner

• Design, build, and optimize AI-driven marketing and sales workflows within HubSpot CRM • Develop autonomous AI agents and chains of agents to automate customer engagement, lead qualification, follow-up, and internal sales operations • Architect CRM automation that improves efficiency across the entire customer lifecycle • Analyze customer and marketing data to uncover insights that improve campaign performance and sales conversion • Collaborate with Marketing, Sales, Product, and Executive teams to implement data-driven growth strategies • Design and maintain CRM data models, integrations, and reporting dashboards • Build predictive models and AI solutions that improve lead scoring, segmentation, and customer retention • Evaluate and implement emerging AI technologies that enhance CRM capabilities • Ensure CRM data integrity, governance, and best practices • Monitor automation performance and continuously optimize AI workflows

• Own the post-sales relationship for a portfolio of enterprise accounts, serving as the primary point of contact from onboarding through renewal and expansion. • Build tailored success plans aligned to each customer's AI adoption goals — translating their business objectives into measurable outcomes with SambaNova's platform. • Lead onboarding and go-live efforts, coordinating with Solutions Engineering, Professional Services, and Product teams to ensure smooth deployments. • Monitor adoption metrics and platform utilization; proactively identify churn risks and build mitigation plans in partnership with the account team. • Drive upsell and cross-sell opportunities by demonstrating expanding business value and introducing customers to new use cases across departments. • Act as the voice of the customer internally — synthesizing feedback on product gaps, feature requests, and roadmap priorities for the Product and Engineering teams. • Deliver executive business reviews (EBRs) showcasing ROI, usage trends, and strategic recommendations for deeper AI adoption. • Partner with Sales, Solutions Engineering, and Marketing to develop customer advocacy programs, case studies, and reference accounts.

At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. Those in Microsoft Dynamics CRM at PwC will specialise in analysing client requirements, implementing CRM software solutions, and providing training and support for seamless integration and utilisation of Microsoft CRM applications. Working in this area, you will enable clients to optimise operational efficiency and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Business Application Consulting team, you will lead the design and implementation of innovative Microsoft Dynamics 365 solutions that drive client success. As a Manager, you will supervise and develop teams, mentor junior staff, and secure the delivery of exceptional work that meets client expectations while fostering meaningful client relationships. Responsibilities - Lead the design and execution of Microsoft Dynamics 365 solutions - Supervise and mentor team members to enhance their skills - Deliver exceptional quality work that aligns with client needs - Cultivate and maintain sturdy relationships with clients - Oversee project timelines and manage client expectations - Analyze complex requirements and develop creative solutions - Foster a collaborative team environment that encourages growth - Implement practices to improve service delivery and productivity What You Must Have - Bachelor's Degree - At least 8 years of experience - Microsoft Dynamics 365 CRM certification What Sets You Apart - CRM: D365 Sales, Marketing, Service Dynamics CRM preferred - Demonstrating in-depth knowledge of Microsoft D365 CE - Leading technical design sessions and documenting solutions - Translating business requirements into well-architected solutions - Managing data migrations and integration solutions - Customizing and implementing Microsoft Dynamics 365 - Developing and utilizing Microsoft Power Platform solutions - Excelling in team leadership and coaching staff - Possessing experience working with Microsoft FastTrack team The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines