• Provide leverage to Field AEs and Sr. AEs by owning defined components of account management • Improve portfolio coverage, responsiveness, and operational rigor across assigned accounts • Build a strong internal bench of future Account Executives • Support AEs and Sr. AEs in executing strategic account plans • Identify cross-sell and upsell signals within assigned accounts • Maintain regular communication with designated client contacts • Partner with internal teams to resolve issues and advance opportunities

• Support AEs and Sr. AEs in executing strategic account plans • Prepare materials and analysis for business reviews, renewals, and growth discussions • Monitor account health indicators and flag risks or expansion opportunities • Maintain disciplined pipeline tracking, CRM hygiene, and forecast preparation — daily updates, accurate records, no exceptions • Identify cross-sell and upsell signals within assigned accounts • Conduct preliminary discovery conversations as appropriate, building toward full consultative selling skills • Partner with Solutions Consultants and internal teams to prepare for client engagements • Maintain regular communication with designated client contacts • Develop consultative selling skills by shadowing senior AE and Sales Director client conversations

• Provide leverage to Field AEs and Sr. AEs by owning defined components of account management • Improve portfolio coverage, responsiveness, and operational rigor across assigned accounts • Build a strong internal bench of future Account Executives grounded in the DRIVE framework • Create structured succession for revenue-producing roles • Support AEs and Sr. AEs in executing strategic account plans • Prepare materials and analysis for business reviews, renewals, and growth discussions • Monitor account health indicators and flag risks or expansion opportunities • Maintain disciplined pipeline tracking, CRM hygiene, and forecast preparation — daily updates, accurate records, no exceptions • Coordinate follow-ups, proposals, and documentation related to client requests • Identify cross-sell and upsell signals within assigned accounts • Conduct preliminary discovery conversations as appropriate, building toward full consultative selling skills • Support pricing requests, renewal documentation, and opportunity progression • Gradually assume responsibility for smaller accounts or transactional renewals • Maintain regular communication with designated client contacts • Support execution of Quarterly Business Reviews and performance reporting • Develop consultative selling skills by shadowing senior AE and Sales Director client conversations • Build credibility as a trusted, responsive point of contact who takes personal ownership of outcomes • Partner with Product, Marketing, Enterprise Analytics, Operations, and Customer Care to resolve issues and advance opportunities • Ensure internal alignment on deliverables, timelines, and client expectations • Support onboarding, adoption, and renewal processes through disciplined coordination • Participate in structured development plans defined by the Director, Field Sales benchmarked against the DRIVE competency model • Demonstrate increasing ownership of account strategy and revenue initiatives over time • Achieve competency benchmarks required for promotion to Field AE or Sales Director • Engage actively in deal reviews, role plays, and formal training — bring specific stories, real numbers, and honest self-assessment

• Support Field Account Executives and Sr. Account Executives in managing and growing an assigned portfolio of accounts • Prepare materials and analysis for business reviews, renewals, and growth discussions • Monitor account health indicators and flag risks or expansion opportunities • Identify cross-sell and upsell signals within assigned accounts • Gradually assume responsibility for smaller accounts or transactional renewals • Develop consultative selling skills by shadowing senior AE and Sales Director client conversations