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PARTNERSHIPS SALES MANAGER · SAN MATEO

A revenue system for partner-assisted enterprise AI sales.

The operating question: which partner + which account + which Kore.ai application + which trigger + which relationship path + which next action creates the strongest partner-sourced or partner-influenced revenue opportunity?

Independent work sample built from public Kore.ai information and role preparation. It is not a Kore.ai product, internal dashboard, customer portal, or representation of private CRM data. Public facts are identified as such; scores, account examples and proposed workflows are hypotheses until validated internally.

Company RecordKore.ai
Bay Area HubSan Mateo, California
Core PlatformAgent Platform {Artemis}
Strategic HyperscalersAWS · Microsoft
Role ThesisEcosystem → Pipeline → Revenue
—Partner-sourced pipeline
—Partner-influenced pipeline
—Open co-sell opportunities
—Activated partners
—Partner meetings
—Quarter pipeline created

The blank KPI state is intentional. I would rather show the operating model than fabricate internal performance data.

COMMAND CENTER

The homepage should tell the manager what to do today.

Research only earns its place if it creates a better commercial decision. The queue ranks accounts by application fit, timing, partner access, relationship evidence and commercial potential.

PriorityPartner RouteAccountWhy NowApplicationNext Action
96AWSIllustrative enterpriseAmazon Connect modernization + GenAI initiativeAI for ServiceValidate with AWS AE
93Microsoft + GSIIllustrative enterpriseAgent proliferation + Microsoft estateAMP / ArtemisMap account teams
89Implementation PartnerIllustrative regulated accountITSM / employee-support transformationAI for WorkCreate joint hypothesis
84BPO / CX PartnerIllustrative service accountHigh service volume + cost pressureAI for ServiceQuantify services attach
01 · APPLICATIONS

Make every application sellable.

Each application record should connect the product to a buyer problem, metric, technology environment, implementation path, partner economics and proof.

AGENT GOVERNANCE

Agent Management Platform

Govern and monitor AI agents across heterogeneous frameworks, clouds and development environments. This creates a wedge where the customer already has agent sprawl.

Cross-frameworkPolicyObservability
CUSTOMER SERVICE

AI for Service

AI agents, contact-center automation, voice, digital self-service, human-agent assistance, quality automation and proactive outreach.

ContainmentAHTCost/contact
EMPLOYEE EXPERIENCE

AI for Work

Enterprise search, employee support and agentic workflows across IT, HR, finance, sales, marketing, engineering, legal and other functions.

ResolutionTicket reductionProductivity
PROCESS

AI for Process

Knowledge-intensive, multi-step enterprise processes with deterministic controls, multi-agent orchestration and human approvals.

Cycle timeTouchless rateCompliance
IT

AI for IT

End-to-end IT support, incident resolution, access requests, troubleshooting and service-desk automation across enterprise systems.

Resolution rateTickets avoidedSupport minutes
FUNCTIONAL WORKFLOWS

HR · Recruiting · Finance

Examples include benefits and HR requests, recruiting workflows, enterprise knowledge, expense/procurement and finance operations.

Employee self-serviceWorkflow automation
VERTICAL WORKFLOWS

Banking · Healthcare · Service Verticals

High-volume regulated workflows where authentication, deterministic execution, knowledge grounding and escalation matter.

RegulatedHigh volumeHuman handoff

Application record structure

Business problem + metric

What expensive or constrained process exists? Track containment, resolution, labor capacity, cycle time, accuracy, revenue enabled, risk or other use-case-specific metrics.

Architecture + installed stack

Contact center, cloud, CRM, ITSM, ERP, data layer, identity, model estate and integrations that shape the opportunity.

Partner attach

Who can implement, influence procurement, provide account access, consume cloud, deliver change management or expand the resulting services footprint?

02 · ACCOUNTS

Separate ICP, AI opportunity and access.

A large company is not automatically a good pursuit. The account record should explain business fit, application fit, partner path and evidence.

ICP by industry — initial hypotheses to validate internally

Industry
Primary Wedge
Economic / Business Buyer
Technical / Decision Roles
Influencers
Banking & Financial Services
Service · Process · AMP
COO · Head of Service · Operations
CIO · CTO · CAIO · Enterprise Architecture
Risk · Compliance · GSI · Cloud AE
Healthcare
Patient access · Service · Work
COO · Patient Access · Operations
CIO · Digital Health · Security
Clinical governance · Integration partner
Telecom
Service · Agent Assist
CXO · Service Operations
CIO · Contact Center Tech · Architecture
BPO · CCaaS · Hyperscaler
Retail / E-Commerce
Service · Search · Process
Customer Operations · Digital
CIO · CX Tech · Data / AI
Commerce SI · Cloud · BPO
Enterprise Shared Services
Work · IT · Process
CIO · CHRO · Shared Services
ITSM · Enterprise Architecture · CAIO
ServiceNow / Microsoft ecosystem · GSI
Regulated / Public Sector
Artemis · AMP · Sovereign AI
Transformation · Operations
CIO · CISO · Architecture
Sovereign / regional SI · Cloud

Three intelligence layers

ACCOUNT IQ

Should this company be prioritized?

Industry, scale, transaction or service volume, geography, regulatory complexity, transformation activity, buying capacity and use-case density.

Output: ICP score + reasons
Guardrail: firmographic fit alone cannot create a high-priority pursuit
AI IQ

Where could Kore.ai create value?

Current AI initiatives, agent estate, cloud, CRM, ITSM, contact center, ERP, data platform and legacy automation. Map existing use cases and credible adjacent opportunities.

Output: use-case map + legacy integration map
Guardrail: distinguish detected facts from inferred opportunity

Account page output

One screen should show: company summary → likely applications → current AI/technology environment → buyer map → partner routes → live signals → competitive footprint → opportunity hypotheses → next best actions.

03 · PARTNERS

Partner intelligence should predict where joint selling can work.

The public ecosystem already shows multiple distinct partner motions. The internal system should segment them because AWS, a GSI, a BPO and a sovereign regional partner do not create value in the same way.

Public ecosystem segmentation

IMPLEMENTATION / TRANSFORMATION

Atos · Mphasis · TeKnowledge

Services, architecture, enterprise implementation, transformation and execution around the platform.

CX / BPO / MANAGED SERVICE

Teleperformance / TP Infinity

Customer-service transformation, managed services, implementation and resale economics around high-volume service operations.

REGIONAL / SOVEREIGN

Inception (G42) · Gulf Edge

Localized market access, sovereign or regional infrastructure, industry solutions and country-specific delivery.

These are public examples, not a claim that this is the complete partner roster. A production system should import the full current partner list from Kore.ai’s partner systems and preserve program tier, geography, capability and owner.

Partner IQ — initial scoring model

Customer overlap
20%
Won / revenue evidence
20%
Whitespace
15%
Technical fit
10%
Application specialty
10%
Delivery capability
10%
Relationship strength
5%
Co-sell readiness
5%
Momentum
5%

Deal evidence hierarchy

Closed won: highest weight. What application, account profile, partner role, geography, services attach and deal path repeated?
Open: medium weight. Where is the partner actively helping create or advance pipeline?
Closed lost: diagnostic weight. Did the relationship fail on fit, competition, access, delivery, procurement, timing or execution?
No deal evidence: do not let brand size substitute for actual partnership productivity.

Partner record

What they win

Industries, account sizes, geographies, applications, cloud ecosystems and transformation types where the partner demonstrates real success.

Associated companies

Client relationships with evidence, relationship type, confidence, likely Kore.ai customer status, known account team and opportunity overlap.

Services economics

Architecture, integration, process mapping, data, security, governance, change management, deployment and managed services the partner can monetize.

Enterprise Account
↔
GSI / BPO
↔
Kore.ai
↔
AWS / Microsoft
↔
CRM · ITSM · CCaaS · Data
04 · OPPORTUNITY IQ

Convert account intelligence into a deal hypothesis.

Opportunity IQ answers whether there is a real, timely, winnable commercial motion—not just an attractive account.

01

Fit

ICP + application relevance + measurable business problem + architecture compatibility.

02

Access

Known buyers, partner relationships, account teams, executive sponsorship and warm routes.

03

Timing

Transformation programs, renewals, migrations, AI programs, new leadership, cost programs, RFPs and partner activity.

04

Economics

Kore.ai revenue potential, partner services value, cloud workload impact, expansion potential and cost of pursuit.

05

Competition

Incumbent products, political ownership, replacement risk and whether Kore.ai should coexist, displace or walk.

06

Execution

Next step, technical validation, business case, mutual commitments and what evidence would materially change priority.

Opportunity output

FieldExample Output
Recommended routeAWS + implementation partner + Kore.ai
Primary applicationAI for Service
Land use caseHigh-volume customer self-service + human-agent assistance
ExpansionAdditional intents → voice → quality → proactive service → agent governance
Partner economicsCloud workload + integration / transformation services
Next actionValidate account ownership and use-case timing with AWS AE; map implementation partner
05 · PARTNERSHIP DEVELOPMENT & SALES

Build reusable plays instead of generic partner outreach.

Each play should define the trigger, value for each party, target personas, proof, next step and measurement plan.

GSI

Services attach

Show the surrounding implementation opportunity: process mapping, architecture, integration, data, security, testing, governance, change management and managed services.

INSTALLED BASE

Partner whitespace mining

Cross partner-served accounts against Kore.ai ICP + AI IQ to find high-fit clients where the partner already has trust or delivery ownership.

TRIANGLE

Hyperscaler + GSI + Kore.ai

Customer gets platform and delivery; GSI gets services; hyperscaler gets workload; Kore.ai gets a credible route to deployment and expansion.

RECOVERY

Stalled / orphaned opportunity

Re-open deals where a partner can change the loss condition: executive access, implementation capacity, procurement route, cloud alignment, local delivery or trust.

GOVERNANCE

Agent-sprawl wedge

When customers already have agents across frameworks, lead with governance, policy, observability and management rather than forcing a replacement discussion.

BPO / CX

Human + AI service transformation

Frame automation as a way for service providers to improve delivery economics and create higher-value AI-enabled managed services, not simply eliminate labor.

SOVEREIGN / REGIONAL

Localized agentic transformation

Pair Kore.ai platform capabilities with local infrastructure, compliance, language, industry expertise and delivery relationships.

PARTNER-TO-PARTNER

Broker the ecosystem

Connect the GSI account partner, hyperscaler AE and Kore.ai account team when all three have a rational economic role in the same customer transformation.

10-minute partner meeting structure

0–2 MIN

Context

What Kore.ai does now; where Artemis, AMP and applications fit.

2–5 MIN

Account overlap

Share 2–3 specific account hypotheses rather than a generic partner pitch.

5–8 MIN

Mutual economics

Customer outcome, partner services or workload value, and Kore.ai application.

8–10 MIN

Action

Pick one account, one introduction or one enablement step with an owner and date.

06 · COMPETITION

Competitive intelligence should improve allocation.

The goal is not to make Kore.ai “win” every row. It is to understand when to stay, coexist, displace or stop spending time.

Stay

Application, architecture, economics and partner route fit Kore.ai naturally. Invest.

Coexist

An incumbent can remain while Kore.ai fills orchestration, governance, service or workflow gaps.

Displace

A documented limitation creates a credible replacement business case and the switching cost is justified.

Walk

Another platform is structurally better suited or politically entrenched. Preserve resources for a stronger pursuit.

Competitive footprint to map inside top accounts

NATIVE PLATFORM

Cloud / suite agents

Microsoft, AWS, Google, Salesforce, ServiceNow and other strategic platforms that may compete, coexist or create a partner route.

SERVICE / CONTACT CENTER

CCaaS + CX automation

Identify incumbent contact-center, virtual-agent and agent-assist layers and whether Kore.ai integrates, augments or replaces them.

AGENT FRAMEWORKS

Open / custom agent stacks

Agent frameworks may be a build alternative for Artemis but can also create an AMP governance opportunity when enterprises operate heterogeneous agent estates.

07 · RELATIONSHIPS & SIGNALS

Who knows who—and why now?

Relationship strength and timing should be first-class commercial data, not notes buried inside CRM activity.

Network / “Who knows who?”

Kore.ai account owner → target executive
Hyperscaler AE → cloud / AI leadership
GSI account partner → business sponsor
Implementation team → architecture / operations
Executive sponsor → executive sponsor

Score relationship strength as strong / medium / weak / inferred, with evidence and last verified date.

Signal engine

New CIO / CAIO / CX leader
Contact-center or ITSM modernization
AI agent program / agent proliferation
Cloud migration or marketplace procurement
New GSI / outsourcing contract
Cost-reduction or productivity mandate
Digital transformation RFP / program
Regulatory / sovereignty requirement
08 · PARTNER ACTIVATION

Signed is not the same as producing.

A useful partner program measures how quickly a relationship turns into repeatable account activity and revenue.

01

Signed

Commercial relationship exists.

02

Enabled

Seller + technical teams understand use cases and economics.

03

Mapped

Joint accounts, contacts and whitespace identified.

04

Pipeline

Partner-sourced / influenced opportunities are active.

05

Repeat

Won motion becomes a reusable play.

Time to first opportunity

How quickly enablement turns into a real pursuit.

Pipeline / activated partner

Separates productive relationships from inactive logos.

Win rate with partner

Compare partner-assisted performance to similar direct pursuits.

Repeat rate

Does the first win create another qualified opportunity?

09 · JOINT BUSINESS PLANS & ATTRIBUTION

Make mutual commitments visible.

Top partners need an account plan and a clean attribution model so the company knows what the ecosystem actually contributes.

Joint Business Plan

FY revenue + pipeline target
Top joint accounts
Priority applications / industries
Executive sponsors
Enablement + certifications
Joint marketing / field plan
QBR commitments and blockers

Attribution types

Partner sourced: partner created the opportunity
Partner influenced: partner materially advanced an existing opportunity
Partner fulfilled: partner implements or operates the solution
Marketplace transacted: hyperscaler / marketplace is procurement vehicle
Co-sold: joint seller-to-seller pursuit

One opportunity can have multiple partner roles; attribution should not force all ecosystem value into a single field.

10 · SOCIAL + FIELD DEVELOPMENT

Build partner mindshare around specific account motions.

Content and events should support account and partner strategy rather than become activity for its own sake.

Account-based social

Translate Kore.ai customer stories, product releases and use cases into role-specific content for hyperscaler sellers, GSI account partners and enterprise AI leaders.

Monthly lunches

Small Bay Area partner sessions around one topic or account cluster. Track invitations → attendance → follow-up meetings → opportunities → pipeline.

Quarterly dinners

Invite senior ecosystem leaders with real budget, account influence or implementation ownership. Measure commercial outcomes rather than event attendance alone.

11 · MANAGEMENT ANALYTICS

Show whether the partner strategy is creating leverage.

The management layer should expose revenue, activation, applications, ecosystem mix and whitespace without confusing activity with output.

Pipeline

Partner sourced · influenced · direct · marketplace · co-sell.

Partner economics

Pipeline / partner · revenue / partner · deal size · win rate · sales cycle.

Application mix

Artemis · AMP · AI for Service · AI for Work · AI for Process and vertical workflows.

Whitespace

High-fit accounts accessible through partner relationships but not yet in active joint pursuit.

Four IQs + one priority

ACCOUNT IQ

Should we want them?

AI IQ

Where can we help?

PARTNER IQ

Who can create leverage?

OPPORTUNITY IQ

Is there a deal now?

Pursuit Priority

Account Fit × AI Opportunity × Partner Access × Timing × Commercial Potential × Relationship Strength. The score must always show the evidence that raised or lowered it.

PUBLIC RESEARCH BASIS

What this work sample is grounded in.

These links are used to distinguish public facts from the proposed operating framework above.

The end state is not a partner database. It is a system that tells the manager: which relationship can create the most valuable commercial action today, why, and what evidence supports it?