30 Days — Learn the accounts. Earn the right to lead them.
• Complete deep account briefings on each assigned account: deal history, active relationships, open opportunities, delivery status, and known risks.
• Shadow existing deal conversations, Deal Desk sessions, and DataLab research calls to understand how Protege’s internal machine works.
• Establish direct relationships with your primary points of contact at each account — researchers, data leads, and commercial stakeholders.
• Identify the single highest-priority open opportunity in each account and develop a clear point of view on what it will take to close it.
60 Days — Lead the commercial motion. Deepen the relationships.
• Own all commercial conversations in your accounts, with DataLab and Product Success running alongside you — not in front of you.
• Have a credible 90-day pipeline view for each account: committed deals, active opportunities, and what is needed to progress each.
• Complete account plans for each strategic account in the standard format, reviewed with Don and the exec team.
• Identify at least one expansion opportunity per account that did not exist before your arrival — a new data type, a new team, a new use case.
90 Days — Drive GMV. Build the multi-year relationship arc.
• Close or advance at least one material deal in each account. Material means it moves the quarterly number and deepens the relationship.
• Deliver a 90-day account retro for each strategic account: what we learned, what the relationship looks like now versus on day one, what the 12-month opportunity is, and what we need internally to capture it.
• Have a clear point of view on the path to multi-year agreements in at least one account — what it would take, what the unlock is, and when.
• Be the person DataLab researchers want to bring into a room and the person customers ask for by name.