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Build and lead Curinos’s Client Value Management function, including its operating model, governance, team, coverage model, and performance frameworks. Own enterprise portfolio gross revenue retention, identify systemic renewal risks, lead executive escalations, sponsor strategic accounts, and present portfolio health to executives, the board, and investors. Influence product and delivery priorities through client insights while driving predictable renewal outcomes during platform transitions.

Own revenue operations reporting infrastructure, pipeline analytics, forecasting models, and Excel-based performance reporting. Audit and clean CRM data, maintain classification logic, track pipeline coverage and quota performance, and produce insights and reporting materials for senior commercial leaders. The role requires strong Excel modeling, data-quality discipline, CRM familiarity, AI literacy, and communication with nontechnical stakeholders.

Leads client-facing financial services advisory projects from strategy development through delivery. Responsibilities include managing project teams, developing analytical frameworks, presenting insights to senior banking executives, supporting business development, identifying follow-on opportunities, contributing to thought leadership, maintaining client relationships, and mentoring junior staff. The role requires strong consulting, banking, analytics, project management, communication, and storytelling skills, with weekly travel to client sites.

Own client value realization and gross revenue retention across an enterprise portfolio. Build executive relationships, lead business reviews, develop value plans, identify renewal risks, drive save plans, and support account growth. Translate analytics, products, and advisory capabilities into measurable business outcomes while coordinating cross-functional teams and influencing stakeholders without formal authority.

Leads digital experience benchmarking and research programs for financial services clients. Responsibilities include research design, data collection and analysis, quality governance, insight development, executive presentations, client relationship management, program delivery, and coaching junior analysts. The role also supports platform enhancements, proposals, onboarding, renewals, thought leadership, and commercial growth while maintaining expertise in digital banking, fintech, customer experience, and regulatory trends.

Leads complex client projects, manages consulting teams, designs analytical models, develops strategic insights, presents recommendations to executives, mentors junior staff, supports business development, and contributes to thought leadership and methodology development.

Leads the Curinos One AI-powered platform portfolio and manages 2–4 Product Managers. Sets product strategy, drives product-market fit, oversees discovery through commercialization, coaches product talent, and aligns Engineering, UX, Data Science, Sales, Marketing, and Advisory teams. Requires expertise in enterprise SaaS, AI-driven products, customer acquisition, AdTech, MarTech, analytics, and financial services ecosystems.

Leads day-to-day business operations for Professional Services and Advisory, including operating cadence, KPI reporting, PMO governance, staffing, utilization, talent development, profitability oversight, and executive communications. Partners closely with the EVP to coordinate initiatives, manage risks and dependencies, drive accountability, and ensure strategic work delivers measurable business impact.

Leads the team producing bespoke analytics, executive narratives, and client-ready materials for business reviews, renewals, save plans, and value realization. Builds intake, prioritization, quality, capacity planning, and delivery processes while partnering cross-functionally with client management, success, advisory, product, and commercial teams. Coaches a high-output team and develops reusable templates and storytelling standards that improve scalability, cycle time, and executive communication.

Own and co-own the roadmap for Curinos One Capture, an acquisition-focused product within a decision intelligence platform. Translate client needs, proprietary data, predictive models, and marketing insights into product requirements, workflows, and customer capabilities. Lead discovery, delivery, launch, measurement, and iteration for quarterly initiatives. Partner with Engineering, Data Science, UX, Sales, Marketing, and stakeholders to improve audience targeting, campaign optimization, acquisition decisions, and measurable customer outcomes.