- Serve as the relationship owner for an assigned portfolio of B2B technology clients
- Lead quarterly business reviews focused on forward-looking alignment and growth planning
- Facilitate monthly adjustment calls that surface risks and maintain executive engagement
- Run client onboarding through a formal alignment session
- Create and maintain internal account plans and client-facing roadmaps
- Actively track account health using objective indicators
- Identify and escalate churn risk early
- Report portfolio health and revenue forecasts to leadership
- Identify organic expansion opportunities and grow revenue under management
- Serve as the client-facing anchor of a multi-member client services pod
Data AnalysisCross-functional Team LeadershipAccount Management+1 more