Within a set of clients, oversees and guides staffing, strategy, quality of work, and budgeting; clearly identifies and communicates the clients’ business strategy and needs cross-functionally within Cardinal Path.
Supports the creation and execution of Analytics Plans that drive actions and outcomes to grow clients’ business. Creates and maintains solid client relationships, with a focus on strategy development, report delivery, and client communication.
Develops a revenue generating plan for clients through incremental and new opportunities rooted in a deep understanding of the Cardinal Path offering coupled with research of clients’ business.
Optimizes the drivers of direct sales, including team, technology, spend and programs, to achieve predictability, cost-efficiency, and scale. This will include the development and monitoring of key historical business metrics, as well as quarterly and annual forecasts that will both be used to manage the business.
Ensures and oversees that excellent relationships are maintained and enhanced with appropriate staff at client organizations to achieve continually high levels of customer satisfaction.
Supports the Client Services team to ensure quality execution that drives toward clients’ business objectives and key metrics. Evaluates performance, challenges, and opportunities with their redirect report(s) to ensure client goals are met or exceeded.
Works with a cross-functional Cardinal Path team to execute work plans, meet plan deadlines, customer expectations and program milestones.
Enhances staff accomplishments and competencies by planning delivery of solutions; answers technical and procedural questions for less experienced team members and works to improve internal processes when/where necessary.
Promotes the mission and values of the organization both internally and externally.
Support the training of other team members while creating a thriving environment of learning.