📋 March 2026 Updates: Added New B2B Content Sales as a direct report. Expanded accountabilities for pipeline identification, client success post-close, partner acquisition, RFPs/proposals, and revenue-facing platform requirements.
Key Accountability Changes
New & Expanded Accountabilities
- New B2B Content Sales: Added throughout role (Direct Reports, Purpose, Key Accountabilities)
- Pipeline & Opportunity Identification: Expanded to include proactive new opportunity identification explicitly
- Client Success Post-Close: Own proactive client success management from close through to Delivery handoff (new)
- Partner Acquisition: Expanded channel/partner accountability to include partner acquisition explicitly
- RFPs & Proposals: Expanded government/institutional accountability to include RFPs, proposals, and formal bid responses; hold RIA as placeholder pending confirmation
- Platform & Technology Requirements: Own revenue-facing platform and technology requirements including storefronts and client portals in coordination with Head of Platform & Technology (new)
Role Optimization Additions
- Manage storefront and client portal requirements with Head of Platform & Technology | Ongoing | Partially
- Lead RFP and proposal development for institutional and government opportunities | As needed | Partially
Full Role Scorecard
For the complete EOS role scorecard including purpose, all key accountabilities, core values descriptors, GWC indicators, weekly measurables, quarterly targets, rocks, people analyzer, and role optimization tasks:
📄 Download Full Role Scorecard (Word Document)