• Support senior clients in developing annual media strategies • Participate in recurring meetings with client-side leadership, focused on pushing their business forward, macro goals, industry trends/updates, and new opportunities to drive growth • Help ensure client satisfaction by regularly communicating with key decision-makers • Support client retention and growth efforts • Assist in resolving issues that arise on accounts, whether internally or with clients, escalating as needed • Support new business pitches and proposals alongside leadership and growth team • Assist in forecasting, reconciling, and monitoring client media revenue and profitability • Help estimate, manage, monitor, and reconcile client out-of-pocket media funds • Develop a working understanding of scope management, including tracking, managing, and flagging scope pacing issues • Support management of client portfolio revenue, including updating relevant internal financial systems accurately and in a timely manner • Assist in productizing our media services within a proposal and SOW • Support drafting of SOWs, amendments, and other legal adjustments in partnership with the contracts team as needed • Support contract negotiations and help oversee implementation of commercial agreements • Identify and help pursue cross-sell and upsell opportunities to drive innovation, strategy, and organic revenue growth • Help ensure teams are operating effectively and efficiently toward client goals while supporting financial revenue targets on accounts • Work with media teams to help drive strategies and work that moves clients' business forward • Support the crafting of strategic responses to briefs and help develop a POV on media, data, and tech • Help draw conclusions and actionable insights from performance analysis • Support delivery of work to the highest possible standard • Contribute to the strategic process by sharing ideas and experience • Support employee retention and contribute to direct reports' growth, where applicable

• Provide day-to-day guidance, training, and support to Key Account Processors and Coordinators • Serve as the first point of contact for team questions, file scenarios, and process guidance • Assist with onboarding and training of new hires • Reinforce expectations around pipeline ownership, SLAs, and reporting accuracy • Monitor team pipelines to ensure timely follow-up, condition resolution, and loan progression • Assist team members with daily pipeline management and PTO coverage • Identify bottlenecks, aged loans, and at-risk files and take proactive action • Support accurate pipeline tracking and reporting • Review complex or escalated files and provide guidance or recommended solutions • Escalate high-risk files, conditions, or exceptions to the Supervisor as needed • Submit or assist with exception requests in accordance with company guidelines • Help resolve underwriting and partner-related challenges before escalation to leadership • Participate in partner calls as needed to support service levels and communication • Assist in managing relationships with key partners through timely updates and issue resolution • Ensure partner expectations are being met or escalated appropriately • Identify process gaps and recommend improvements to leadership • Assist in developing or refining job aids, tools, and workflows • Support implementation of process updates across the team • Support team collaboration, engagement, and communication • Participate in team-building initiatives and morale efforts

• Die Rolle ist "post-sales" und als solche innerhalb des technischen Nachhaltigkeitsteams angesiedelt • Etwa 70-80 % der Aufgaben konzentrieren sich auf Kundenbetreuung und Kundenmanagement • Du wirst ermutigt und unterstützt, dein eigenes technisches Fachwissen im Bereich der Nachhaltigkeit aufzubauen • Du onboardest neue Kund:innen in unsere Software • Du unterstützt Kund:innen als "Clearingstelle" für Fragen und Probleme im Zusammenhang mit der Nutzung unserer Produkte • Du interpretierst die Ergebnisse unserer Software (Nachhaltigkeits-KPIs und Inhalte) für Kund:Innen • Du bist die interne Schnittstelle zwischen unseren Vertriebsteams, der Nachhaltigkeitsfunktion und unseren Softwareingenieuren • Du entwickelst und verwaltest die Tools zur Überwachung von Kundenaktivitäten und reagierst auf diese Überwachung

• Implement outreach actions resulting in the provision of qualified meetings for BD Leads in accordance with agreed KPIs. • Review current account development processes, messaging & technologies and recommend areas for improvement • Assist in establishing account development production expectations and metrics aligned to corporate goals • Collaborate with Business Development Leadership Team for performance review, mentoring and development • Hold territory outreach planning calls with assigned BD on newly identified Accounts at a pre-agreed cadence. • Identify well aligned potential clients and contacts using defined “ideal account” profiles by using Citeline, ZoomInfo, LinkedIn Sales Navigator and other news resources as triggers for new based outreach • Identify key stakeholders/decision makers and introduce differentiators and capabilities resulting in opportunities to participate in the request for proposal and bid process. • Using activity and results data, inclusive of leads generated from the Marketing teams, create improved outreach messaging in an effort to increase client response and interactivity • Develop and deploy territory and account strategies that incorporate significant account and industry profiling with pipeline and therapeutic content. • Initiates sales process by communication (call, emails or direct mail), understanding prospective client requirements, introducing services that address their needs and engaging Business Development with prospective clients when ready for face-to-face meetings. • Support conferences through pre-conference outreach to targets, and conference lead follow-up • Provide weekly, monthly and quarterly sales activity reports to review with Line Manager and Business Development executives. • Ensure all activity is recorded in Salesforce and HubSpot • Mentor & train new members in the Inside Sales • Other duties as assigned.