Why this structure matters: Most JDs mix required and preferred skills together, causing AI tools to weight them equally. These templates separate them explicitly so CV Matcher scores candidates more accurately — giving you a ranked shortlist you can trust.
Template 1 of 8 · Mid-Level Full-Stack Software Engineer
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: Mid-Level Full-Stack Software Engineer
LOCATION
Hybrid — London (3 days on-site)
ROLE OVERVIEW We are recruiting a Mid-Level Full-Stack Software Engineer on behalf of a fast-growing SaaS company building B2B workflow automation tools. This is a hands-on engineering role within a cross-functional product team, working across frontend and backend systems. The successful candidate will own features end-to-end — from database schema design through to polished UI.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 3–5 years professional software development. Minimum 2 years full-stack experience in production environments. QUALIFICATIONS BSc in Computer Science or equivalent demonstrated experience. AWS Solutions Architect or Developer certification a plus.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW We are recruiting a Mid-Level Full-Stack Software Engineer on behalf of a fast-growing SaaS company building B2B workflow automation tools. This is a hands-on engineering role within a cross-functional product team, working across frontend and backend systems. The successful candidate will own features end-to-end — from database schema design through to polished UI.
KEY RESPONSIBILITIES
▸Design and maintain RESTful APIs using Node.js and Python
▸Develop responsive React/TypeScript frontends for complex product features
▸Contribute to architectural decisions and technical documentation
▸Write unit, integration, and E2E tests (80%+ coverage target)
▸Participate in agile ceremonies: sprint planning, standups, retrospectives
▸Collaborate with DevOps on CI/CD pipeline improvements
▸Debug and resolve production incidents under SLA
▸Mentor junior engineers via structured code review
REQUIRED SKILLS REQUIRED
Node.js—production API experience required
React and TypeScript—complex stateful UIs in production
PostgreSQL or MySQL—schema design and query optimisation
Git and version control workflows—branching, PRs, code review process
AWS or GCP—deployment and cloud infrastructure experience
Docker and containerisation—building and running containerised services
PREFERRED SKILLS PREFERRED
Message queues—RabbitMQ, Kafka, or SQS experience
Redis—caching strategies and session management
Python—FastAPI or Django preferred
WCAG 2.1 accessibility—implementation experience in production apps
EXPERIENCE REQUIRED 3–5 years professional software development. Minimum 2 years full-stack experience in production environments. QUALIFICATIONS BSc in Computer Science or equivalent demonstrated experience. AWS Solutions Architect or Developer certification a plus.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Shipped 2+ production features independently with minimal senior engineer support
▸Trusted code review participant providing constructive, timely feedback to peers
▸Identified and resolved at least one measurable performance issue in production
Template 2 of 8 · Digital Marketing Manager
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: Digital Marketing Manager
LOCATION
Hybrid — [City, UK]
ROLE OVERVIEW Seeking a Digital Marketing Manager for a D2C e-commerce brand (£15M+ revenue, UK and Europe). The role sits at the intersection of brand and performance marketing. Manages a team of two specialists and a £500k+ media budget. Clear pathway to Director level within 18–24 months.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 4–6 years in digital marketing. Minimum 2 years in a management role or senior individual contributor position. E-commerce or D2C experience is required. QUALIFICATIONS Degree in Marketing, Business, or Communications. Google Ads certification and Meta Blueprint certification desirable.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW Seeking a Digital Marketing Manager for a D2C e-commerce brand (£15M+ revenue, UK and Europe). The role sits at the intersection of brand and performance marketing. Manages a team of two specialists and a £500k+ media budget. Clear pathway to Director level within 18–24 months.
KEY RESPONSIBILITIES
▸Own paid media strategy and execution across Google Ads, Meta Ads, and TikTok Ads
▸Lead SEO strategy in collaboration with the content team
▸Manage Klaviyo email and SMS automation programmes
▸Build and maintain weekly and monthly performance dashboards in Looker Studio
▸Oversee agency relationships for creative production and media buying
▸Plan seasonal campaign calendars aligned to trading priorities
▸Conduct ongoing competitor analysis and market positioning reviews
▸Line-manage two direct reports with structured 1:1s and development plans
REQUIRED SKILLS REQUIRED
Google Ads—Search, Shopping, and Performance Max with demonstrated ROAS improvement
Meta Ads Manager—campaign structure, creative testing, and audience segmentation
Google Analytics 4—event tracking, funnel analysis, and custom reporting
Email marketing automation—Klaviyo or equivalent platform, flows and campaign management
SEO—technical and content-driven SEO strategy and execution
Reporting and data visualisation—Looker Studio or equivalent for commercial dashboards
PREFERRED SKILLS PREFERRED
TikTok Ads or Pinterest Ads—hands-on campaign management experience
CRO tools—VWO, Optimizely, or similar A/B testing platforms
HTML/CSS—sufficient for email template editing and troubleshooting
Budget management—£250,000+ annual media budget ownership
EXPERIENCE REQUIRED 4–6 years in digital marketing. Minimum 2 years in a management role or senior individual contributor position. E-commerce or D2C experience is required. QUALIFICATIONS Degree in Marketing, Business, or Communications. Google Ads certification and Meta Blueprint certification desirable.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Audited all paid media accounts with 3+ measurable optimisations implemented
▸Established a weekly reporting cadence with clear commercial KPI ownership
▸Strong working relationships built with direct reports and cross-functional stakeholders
Template 3 of 8 · Financial Analyst
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: Financial Analyst
LOCATION
On-site — Birmingham (occasional European travel to Germany and Poland)
ROLE OVERVIEW Financial Analyst for a mid-market manufacturing business with UK, Germany, and Poland operations. Supports the FP&A Manager with monthly management accounts, annual budgeting, and capex modelling across a multi-site business.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 2–4 years in financial analysis, FP&A, or management accounting within a commercial business environment. QUALIFICATIONS BSc/BA in Accounting, Finance, Economics, or Mathematics. Part-qualified CIMA, ACCA, or ACA strongly preferred.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW Financial Analyst for a mid-market manufacturing business with UK, Germany, and Poland operations. Supports the FP&A Manager with monthly management accounts, annual budgeting, and capex modelling across a multi-site business.
KEY RESPONSIBILITIES
▸Prepare monthly management accounts and variance analysis with commentary
▸Build and maintain rolling 12-month financial forecasts
▸Develop financial models for investment appraisals and capex decisions
▸Assist the annual budget process across 12 cost centres
▸Monitor working capital metrics: DSO, DPO, and inventory days
▸Liaise with external auditors at year-end and support information requests
▸Identify and implement reporting automation opportunities
▸Support ad hoc commercial analysis for senior leadership
REQUIRED SKILLS REQUIRED
Advanced Microsoft Excel—financial modelling, INDEX/MATCH, dynamic arrays, scenario analysis
Financial modelling—three-statement models, DCF, and sensitivity analysis
Variance analysis—budget-vs-actual commentary for non-finance audiences
Management reporting—P&L, balance sheet, and cash flow for senior stakeholders
ERP systems—SAP, Oracle, or equivalent production experience
Power BI or Tableau—financial dashboards for commercial stakeholders
PREFERRED SKILLS PREFERRED
CIMA/ACCA/ACA study—part-qualified or newly qualified strongly preferred
Manufacturing or multi-site experience—understanding of operational finance in complex environments
SQL—finance data queries and extraction from data warehouses
Group consolidation—multi-entity consolidation exposure an advantage
EXPERIENCE REQUIRED 2–4 years in financial analysis, FP&A, or management accounting within a commercial business environment. QUALIFICATIONS BSc/BA in Accounting, Finance, Economics, or Mathematics. Part-qualified CIMA, ACCA, or ACA strongly preferred.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Full ownership of the monthly reporting pack delivered accurately for 2 close cycles
▸One business case model presented independently to leadership
▸Month-end process documented with 2+ improvement opportunities identified
Template 4 of 8 · Operations Manager
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: Operations Manager
LOCATION
On-site — Coventry (flagship fulfilment centre)
ROLE OVERVIEW Operations Manager for a 3PL provider operating 4 fulfilment centres across the UK (40,000 orders per week). Responsible for end-to-end warehouse operations at the flagship Coventry site. Leads 65 permanent and agency staff. Central role in an ongoing WMS migration programme.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 5–8 years in warehousing or logistics, with 3+ years in a management role with direct budget responsibility. High-volume e-commerce fulfilment experience preferred. QUALIFICATIONS No specific degree required. CILT, ILM Level 5, or equivalent leadership qualification advantageous. IOSH or NEBOSH desirable.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW Operations Manager for a 3PL provider operating 4 fulfilment centres across the UK (40,000 orders per week). Responsible for end-to-end warehouse operations at the flagship Coventry site. Leads 65 permanent and agency staff. Central role in an ongoing WMS migration programme.
KEY RESPONSIBILITIES
▸Own day-to-day inbound, outbound, and returns performance against SLA targets
▸Lead and performance-manage 5 Team Leaders and 60 warehouse operatives
▸Drive Lean and 5S continuous improvement programme targeting 15% cost-per-unit reduction
▸Manage site P&L including labour, agency spend, and consumables
▸Lead WMS implementation coordination and change management on site
▸Ensure H&S compliance with UK legislation, risk assessments, and incident investigation
▸Build and maintain client account manager relationships at operational level
▸Produce daily, weekly, and monthly KPI reports for senior stakeholders
REQUIRED SKILLS REQUIRED
WMS—hands-on experience with Manhattan, Korber, SnapFulfil, or equivalent
Lean / continuous improvement—5S, Kaizen, or Six Sigma with measurable cost reduction results
P&L management—site-level cost budget ownership and variance reporting
People management—teams of 30+ in a shift-based warehouse or logistics environment
H&S compliance—UK legislation, risk assessment, and incident investigation
KPI reporting—operational dashboards and commentary for senior leadership
PREFERRED SKILLS PREFERRED
IOSH Managing Safely or NEBOSH—formal H&S qualification preferred
WMS migration or ERP change programme—experience managing system change in a live operational environment
Carrier management—last-mile process knowledge and carrier SLA management
Six Sigma Green Belt—formal certification advantageous
EXPERIENCE REQUIRED 5–8 years in warehousing or logistics, with 3+ years in a management role with direct budget responsibility. High-volume e-commerce fulfilment experience preferred. QUALIFICATIONS No specific degree required. CILT, ILM Level 5, or equivalent leadership qualification advantageous. IOSH or NEBOSH desirable.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Structured operational review completed with 5+ improvement opportunities identified and prioritised
▸Credibility and trust established with the Team Leader cohort
▸First monthly site P&L delivered accurately and on time
Template 5 of 8 · B2B Sales Account Executive
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: B2B Sales Account Executive
LOCATION
Remote-first (UK) — Base £45,000–£55,000 · OTE £90,000–£110,000
ROLE OVERVIEW B2B Sales Account Executive for a UK HR technology company (workforce management platform serving 250–5,000 employee clients across financial services, retail, and professional services). Full 360 new business role. Average deal value £35,000–£80,000 ARR with a 3–5 month sales cycle.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 3–5 years B2B sales experience with 2+ years in a full-cycle closing role. Consistent quota attainment at or above 100% in 2 of the last 3 years. SaaS experience mandatory. QUALIFICATIONS No specific academic requirement. Sandler, SPIN Selling, or Challenger Sales training advantageous.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW B2B Sales Account Executive for a UK HR technology company (workforce management platform serving 250–5,000 employee clients across financial services, retail, and professional services). Full 360 new business role. Average deal value £35,000–£80,000 ARR with a 3–5 month sales cycle.
KEY RESPONSIBILITIES
▸Own a named territory of approximately 150 target accounts with 4x quota pipeline coverage
▸Execute multi-channel outbound prospecting via cold calling, email, and LinkedIn Sales Navigator
▸Conduct structured discovery calls and tailored product demonstrations
▸Manage multi-stakeholder sales processes across 3–6 buying personas
▸Develop commercial proposals and outcome-based business cases
▸Negotiate pricing and contract terms through to signature
▸Forecast monthly and quarterly pipeline accurately in Salesforce
▸Attend 2–3 industry conferences per year to build pipeline and brand presence
REQUIRED SKILLS REQUIRED
B2B SaaS sales—proven track record closing new business with £25,000+ ACV
Salesforce CRM—pipeline management, opportunity hygiene, and activity logging
Outbound prospecting—LinkedIn Sales Navigator, Outreach or Salesloft, cold outreach
Consultative selling—structured discovery and outcome-based value positioning
Multi-stakeholder navigation—commercial, technical, and executive buying personas
Commercial negotiation—pricing and contract discussions from proposal through to signature
PREFERRED SKILLS PREFERRED
HR technology or workforce management—vertical product knowledge in adjacent enterprise software
MEDDIC or MEDDPICC—qualification framework experience and deal discipline
Financial services or professional services vertical—buyer familiarity and compliance awareness
Self-generated pipeline—demonstrated capability to build pipeline without inbound reliance
EXPERIENCE REQUIRED 3–5 years B2B sales experience with 2+ years in a full-cycle closing role. Consistent quota attainment at or above 100% in 2 of the last 3 years. SaaS experience mandatory. QUALIFICATIONS No specific academic requirement. Sandler, SPIN Selling, or Challenger Sales training advantageous.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Running independent discovery calls and product demonstrations without manager support
▸£300,000+ ARR qualified pipeline built within territory
▸2+ deals advanced past commercial proposal stage
Template 6 of 8 · HR Business Partner
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: HR Business Partner
LOCATION
Hybrid — [City, UK] (4 UK offices, primarily London/regional hub)
ROLE OVERVIEW HRBP for a PE-backed professional services firm (approximately 1,200 employees across 4 UK offices). Supporting two divisions — Consulting and Technology Services, approximately 450 headcount — as the primary strategic HR contact for 7 senior leaders. Covers the full employee lifecycle plus two active post-acquisition integration workstreams.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 5–7 years in HR, with 3+ years in a dedicated HRBP role. Independent ER case management without routine legal escalation is essential. QUALIFICATIONS CIPD Level 5 minimum, Level 7 preferred. Degree in HR Management or Business advantageous.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW HRBP for a PE-backed professional services firm (approximately 1,200 employees across 4 UK offices). Supporting two divisions — Consulting and Technology Services, approximately 450 headcount — as the primary strategic HR contact for 7 senior leaders. Covers the full employee lifecycle plus two active post-acquisition integration workstreams.
KEY RESPONSIBILITIES
▸Partner with divisional MDs on people plans covering headcount, capability, engagement, and culture
▸Lead complex ER cases including disciplinary, grievance, redundancy, and settlement negotiations
▸Support two post-acquisition TUPE consultations and terms & conditions harmonisation
▸Co-design and implement performance management programmes
▸Analyse HR data and present evidence-based recommendations to leadership
▸Drive talent planning and succession mapping across both divisions
▸Partner with Recruitment on strategic workforce planning
▸Contribute to HRIS optimisation and policy refresh programmes
REQUIRED SKILLS REQUIRED
UK employment law—Employment Rights Act 1996, Equality Act 2010, TUPE Regulations, redundancy legislation
Employee relations—disciplinary, grievance, and complex ER cases to conclusion including ET1 exposure
HRIS platforms—Workday, SAP SuccessFactors, or equivalent enterprise HRIS
HR business partnering—strategic partner to senior leaders, not a transactional generalist
Organisational change management—restructures, integrations, or transformation in commercial organisations
People data and analytics—extract, interpret, and present HR metrics for leadership decisions
PREFERRED SKILLS PREFERRED
CIPD Level 7—qualified or significant progress toward qualification
Professional services, financial services, or technology sector—understanding of sector-specific HR dynamics
Executive compensation or LTI plans—exposure to senior reward structures in PE-backed environments
ILM Level 5 Coaching or MBTI—coaching qualification or psychometric practitioner status
EXPERIENCE REQUIRED 5–7 years in HR, with 3+ years in a dedicated HRBP role. Independent ER case management without routine legal escalation is essential. QUALIFICATIONS CIPD Level 5 minimum, Level 7 preferred. Degree in HR Management or Business advantageous.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Trusted working relationships established with all 7 senior leader partners with regular cadences in place
▸ER case audit completed with a risk-rated summary presented to the HRD
▸Accurate monthly people reports produced independently to standard
Template 7 of 8 · Data Analyst
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: Data Analyst
LOCATION
Hybrid — [City, UK]
ROLE OVERVIEW Data Analyst for a subscription e-commerce business with 400,000 active members. Embedded within the Growth team, supporting acquisition, activation, retention, and revenue expansion. Modern cloud data stack: Snowflake, dbt, and Looker.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 2–4 years data analysis in a commercial environment. Supporting marketing, growth, or product teams preferred over back-office or finance analytics. QUALIFICATIONS BSc in Mathematics, Statistics, Computer Science, Economics, or quantitative social science. dbt or GA4 certification a bonus.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW Data Analyst for a subscription e-commerce business with 400,000 active members. Embedded within the Growth team, supporting acquisition, activation, retention, and revenue expansion. Modern cloud data stack: Snowflake, dbt, and Looker.
KEY RESPONSIBILITIES
▸Write and maintain SQL queries across the Snowflake data warehouse
▸Build and maintain Looker dashboards for commercial stakeholders
▸Conduct cohort analysis, funnel analysis, and retention modelling
▸Support the Growth team in experiment design and statistical significance analysis
▸Produce analytical reports translating findings into actionable commercial recommendations
▸Collaborate with Data Engineering on data quality and model evolution
▸Analyse multi-channel marketing performance data
▸Maintain the master metrics catalogue for the Growth team
REQUIRED SKILLS REQUIRED
SQL—advanced: CTEs, window functions, joins, and complex subqueries
Snowflake, BigQuery, or Redshift—cloud data warehouse experience in production
Looker or Tableau—production dashboards built for non-technical commercial users
Python (pandas, NumPy)—data manipulation and reporting automation
Statistical analysis—A/B test design, significance testing, confidence intervals, regression
E-commerce or subscription analytics—cohort LTV, churn rate, MRR/ARR, and funnel conversion
Data storytelling—translating analytical findings into reports and slides for senior audiences
PREFERRED SKILLS PREFERRED
dbt—data transformation and modelling in a modern analytics stack
GA4 or Amplitude—product or marketing analytics platform experience
Predictive modelling—churn or propensity scoring models in Python or R
Subscription or marketplace business model—deep understanding of subscription revenue and retention economics
EXPERIENCE REQUIRED 2–4 years data analysis in a commercial environment. Supporting marketing, growth, or product teams preferred over back-office or finance analytics. QUALIFICATIONS BSc in Mathematics, Statistics, Computer Science, Economics, or quantitative social science. dbt or GA4 certification a bonus.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸3+ analytical projects delivered independently with documented decision impact
▸The 5 most-used Looker dashboards audited with metrics inconsistencies corrected
▸Fully integrated into the Growth team's weekly analytical rhythm
Template 8 of 8 · Customer Success Manager (SaaS)
AI Optimisation Note: Required Skills and Preferred Skills are labelled separately so AI matching tools can weight them accurately.
ROLE: Customer Success Manager (SaaS)
LOCATION
Remote-first (UK) — 4–6 client site visits per year
ROLE OVERVIEW CSM for a B2B SaaS company (project management and resource planning software for professional services firms). Portfolio of approximately 40 mid-market accounts with combined ARR of approximately £2.8M. Primary mandate: net revenue retention.
KEY RESPONSIBILITIES
REQUIRED SKILLS REQUIRED
PREFERRED SKILLS PREFERRED
EXPERIENCE REQUIRED 3–5 years in Customer Success or Account Management in B2B SaaS. Direct ownership of a revenue-bearing portfolio with accountability for gross and net revenue retention. Mid-market account range (£30,000–£150,000 ACV) preferred. QUALIFICATIONS No specific degree required. Gainsight Level 1 or Level 2 certification advantageous.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
ROLE OVERVIEW CSM for a B2B SaaS company (project management and resource planning software for professional services firms). Portfolio of approximately 40 mid-market accounts with combined ARR of approximately £2.8M. Primary mandate: net revenue retention.
KEY RESPONSIBILITIES
▸Own the post-sale relationship for 35–45 mid-market accounts as primary point of contact
▸Conduct structured Quarterly Business Reviews with customer stakeholders at Director and VP level
▸Monitor adoption via Gainsight to identify at-risk accounts and build remediation plans
▸Partner with Account Management to identify and qualify expansion opportunities (target £350k ARR expansion per year)
▸Onboard new customers following the post-Sales handover process
▸Serve as voice of the customer internally to the Product team
▸Maintain accurate records in Salesforce and Gainsight
▸Contribute to onboarding guides and best-practice documentation
REQUIRED SKILLS REQUIRED
Customer Success platform—Gainsight, ChurnZero, or Totango for health scoring and playbook execution
SaaS B2B CS—2+ years managing a B2B SaaS portfolio with retention and NRR accountability
Salesforce CRM—account records, activity logging, and renewal pipeline tracking
QBR delivery—preparing and presenting to Director and VP-level customer stakeholders
Renewal and expansion management—owning the renewal process end-to-end and generating expansion pipeline
Data-driven account management—product usage data and health scores to prioritise portfolio attention
PREFERRED SKILLS PREFERRED
Professional services software vertical—PSA, ERP, project management, or resource planning software
Implementation / onboarding project management—technically complex SaaS onboarding experience
CS-led growth model—CS partnered with Account Management for expansion revenue
JTBD, SPICED, or outcome-based success planning—structured CS methodology and success plan frameworks
EXPERIENCE REQUIRED 3–5 years in Customer Success or Account Management in B2B SaaS. Direct ownership of a revenue-bearing portfolio with accountability for gross and net revenue retention. Mid-market account range (£30,000–£150,000 ACV) preferred. QUALIFICATIONS No specific degree required. Gainsight Level 1 or Level 2 certification advantageous.
WHAT SUCCESS LOOKS LIKE IN 90 DAYS
▸Full portfolio handover completed with a health-rated map (red/amber/green) for all accounts
▸QBRs delivered for the 6 highest-ARR accounts
▸2+ expansion opportunities qualified and passed to Account Management