- Upsell and cross-sell additional features of the FMX software
- Convert leads generated by the retention team and generate leads within assigned territory
- Prospect for new leads through the use of sales sequences and tools
- Present informed offers that take into account customers’ goals, needs, and recent activity
- Keep accounts in compliance with the licenses that were purchased
- Collaborate regularly with the Marketing department to produce effective campaigns
- Record meetings, phone calls, follow-ups, and miscellaneous tasks in Gainsight
- Follow upsell and expansion playbook to work an account from qualified to closed
- Collaborate with the Customer Retention Manager and the rest of the CS team to build pipeline and close deals
- Travel to customer events; approximately 1-3 events per quarter
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