- Generate qualified pipeline through outbound calling, email sequences, and social outreach.
- Manage and qualify inbound leads with fast, accurate follow-up.
- Run discovery conversations and deliver online product demonstrations.
- Own the full commercial relationship for an assigned portfolio of accounts, including renewals and upsells.
- Monitor account health to proactively flag and address at-risk relationships.
- Execute billing audits, reconcile records, and drive resolution for involuntary churn signals.
- Coordinate onboarding with Solutions and Support teams to ensure rapid time-to-value.
- Maintain high CRM hygiene and logging accuracy to ensure forecast integrity.
- Create and maintain customer-facing knowledge base content.
Account ManagementCRM