Optimize Product Use and Technology Engagement (Core): Conduct comprehensive portfolio mapping to align relevant products with Firm buyers, use-cases, and sponsoring businesses, while maintaining a competitive heatmap. Maintain an updated list of stakeholders and subject matter experts, ensuring effective communication and engagement. Manage meeting cadences, including agendas, preparations, summaries, and follow-ups on a monthly (MBR), quarterly (QBR), and annual (ABR) basis. Oversee ongoing communications, addressing any concerns or risks related to portfolio performance or stakeholder execution. Collect status updates from key stakeholders and monitor/report progress on follow-ups. Coordinate with internal sourcing, legal, and business management teams for major renewal and expansion milestones. Coordinate efforts across all sellers, resolve conflicts and ensure a unified approach. Collaborate with partners to explore new avenues for mutual growth and innovation What You'll Bring to the Role A minimum of 8 years of experience in technology sales, business development or account management within an enterprise SaaS company, with a proven track record of managing relationships with large enterprises (preferably within Enterprise Technology for Financial Services). Strong strategic planning and execution skills, with the ability to develop and implement comprehensive account strategies. Exceptional executive communication and stakeholder management abilities, with experience in maintaining and leveraging a network of key contacts including senior, c-suite, executives. Demonstrated success in driving revenue growth and uncovering new business opportunities through effective sales strategies and collaboration. A deep understanding of technology products and services, with the ability to map firm offerings to partner needs and market opportunities. Experience in coordinating cross-functional teams and managing complex projects involving multiple stakeholders. Ability to navigate complexity and work in an ambiguous environment were staying flexible to changing priorities and circumstances is key A proactive and innovative mindset, with the ability to identify and capitalize on opportunities for co-development and co-innovation. Build a career with impact. Visit morganstanley.com for more information. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
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