- Manage a portfolio of active clients across onboarding, growth, scale, and at-risk stages.
- Conduct growth workshops, intro calls, and check-ins to set the rhythm of client interactions.
- Manage client expectations and reset them when necessary.
- Diagnose root causes of client underperformance, such as issues with offers, funnels, or sales processes.
- Monitor lead engine performance against contract guarantees and flags discrepancies.
- Audit contracts and payment flows to provide accurate answers under pressure.
- De-escalate frustrated clients and proactively address risk signals.
- Identify and position upsell opportunities based on client needs.
- Maintain accurate records of all interactions and decisions in internal systems.
Account ManagementClient relationship managementCustomer Success