• Serve as a point of contact and escalation for an assigned portfolio of clients. • Build trusted relationships with executives, founders, and finance leaders. • Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives. • Develop a deep understanding of each client's business objectives and evolving needs. • Ensure clients understand the full value of the firm's services. • Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience. • Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report). • Identify potential churn risks and develop retention strategies. • Lead renewal conversations and support contract reviews. • Advocate for the client while balancing operational and business objectives. • Foster long-term partnerships that increase client loyalty. • Provide guidance on best practices related to outsourced back-office operations. • Identify opportunities to improve client processes and operational efficiency. • Recommend additional services that align with client goals. • Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.

• Independently managing operational and analytical tasks from goal setting to execution and result control • Working with client support team on Client Protection cases, channeling information to the Partner Support Team • Analyzing statistics, reports, and key partner performance metrics to identify quality improvement opportunities • Developing and implementing client experience protection and quality strategies in collaboration with the team and cross-functional stakeholders • Supporting and managing partners in Bitrix CRM, including handling complex and non-standard requests • Contributing to the improvement of partner-related processes and tools (CRM, reporting, files, internal guidelines) • Collaborating with internal teams to achieve shared goals related to efficiency and complaints solving • Monitoring account activities to identify and precise solutions

• Join a dynamic workforce development and talent supply innovation team • Dedicated to creating workforce development programs, pathways and providing career navigation support • Craft workforce development strategies that support the creation of talent pools aligned to organization workforce needs • Collaborates with HR Business Partners, Talent Acquisition Leaders and hiring managers across the area of responsibility • Maintains excellent relations with key stakeholders and delivers top-notch programs through partnerships

Role Description As the Manager, Client Partner you will: - Client Management & Leadership: Develop comprehensive account plans that address client needs and align with their strategic goals, ensuring ongoing satisfaction and retention. - Client Onboarding & Transitions: Act as the primary advocate for clients within the agency, ensuring their goals are prioritized in strategic discussions and decision-making processes. - Team Leadership and Development: Partner with pod leadership on providing timely feedback, coaching, and evaluation of team members' goals and tasks, conducting weekly 1:1 meetings to offer ongoing support, and ensuring adherence to scorecard tasks. - Business Acumen and Financial KPIs: Utilize a deep understanding of the clients' business, industry trends, and KPIs to offer strategic guidance and impactful solutions. - Innovation and Thought Leadership: Champion innovative thinking within the team, inspiring the development of leading-edge solutions that drive client success and potentially win awards. - Client Education: Equip clients with the knowledge and confidence to speak about strategic directions and decisions, reinforcing their trust in our expertise. - Industry Expertise: Maintain and apply an in-depth knowledge of market developments, emerging trends, and best practices of the client’s business, and the industry overall, to enhance client strategies and recommendations. - Channel Expertise: Leverage strong knowledge of multiple digital channels (Commerce, SEM, SEO, CRO, Social, Shopping, Display, etc.) to develop strategic plans, clearly tying channel recommendations to the client’s business goals. Qualifications - 5-7 years of experience in Client Delivery roles with a proven track record of executing successful campaigns. - Management experience preferred. - Expertise in multiple digital platforms and how they work together: Google Analytics, Amazon Ad Console, Project Management tools, Research tools such as Pathmatics, SimilarWeb, Kantar/Vivvix, Resonate, Commspoint. - Demonstrated success analyzing data and using analytics tools to drive marketing decisions. - Advanced computer skills including Google Suite, Microsoft Excel & PowerPoint. - Ability to multitask, prioritize, and manage time effectively across clients, multiple partner relationships, and internal initiatives. - Excellent communication and interpersonal skills, with the ability to work effectively with external and internal teams. Requirements - The hiring salary range for this role is $83,000 - $95,000. - Incentive pay program (RevShare) comprising a monthly variable revenue payment opportunity and a discretionary annual performance bonus. - Hiring salaries are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, parity with other team members, and alignment with market data. - Disclosure as required by the Colorado Equal Pay for Equal Work Act, C.R.S. § 8-5-101 et seq. - FLSA Classification: Exempt. Benefits - Unlimited PTO: We offer unlimited paid time off, a fully remote environment, and flexibility to take the time you need, when you need it. Additionally, we provide 20 paid holidays, including multiple long weekends. - Healthcare: Medical, Dental, Vision, Life & Disability, Flex Spending Accounts. - Retirement: Match up to 4% of your contributions at 100%. - Perks and Wellness: Fringe, Forma, Unlimited Telemedicine and Teletherapy available at no cost, Thankful giving, Equity. - Parental Leave: Birthing parents receive 16 weeks of leave with 100% pay (partners 12 weeks) after the birth or adoption of a child. - Learning and Development: On-demand learning, mentorship program, leadership and management development programs and resources.