Director, Enterprise Program Success

Managing the Account Plan and Growth Outcomes:

• Define growth goals for each account: incremental gift volume, product module adoption, advisor penetration.
• Build account-specific growth plans with measurable outcomes and risk parameters.
• Prioritize initiatives based on opportunity size, strategic fit, and resource requirements.

Building Relationships That Drive Impact:

• Cultivate relationships spanning business unit leads, regional leadership, operations, and technology teams.
• Maintain a system for tracking stakeholders and mapping influencers.
• Act as a credible advisor, understanding client priorities to inform business cases.

Turning Client Complexity Into Growth Infrastructure:

• Map core user journeys to identify opportunities for deeper integration into advisor workflows.
• Partner with product and operations teams to develop workflow solutions shaped by client needs.
• Translate client feedback into actionable input for the product roadmap.

Supporting the Internal Team Behind the Account:

• Coordinate with marketing, field, analytics, product, and operations on account initiatives.
• Build account-level reporting and dashboards for leadership on account health and risks.
• Partner with product marketing and charitable strategists for go-to-client readiness.