- Own key outcomes for a book of business, including product adoption, utilization, NDR, and customer health.
- Lead end-to-end renewal and expansion sales processes, identifying and closing upsell opportunities.
- Partner with internal teams to conduct discovery, uncover pain points, and map solutions.
- Build consultative relationships across all levels of customer organizations, including C-Suite.
- Serve as the primary point of contact for escalations, resolving complex issues with urgency.
- Provide strategic advisement on optimizing member adoption and marketplace solutions.
- Leverage AI tools and software to analyze book-of-business performance.
- Maintain meticulous documentation regarding contracts, health scores, and stakeholder updates.
- Travel 15-20% to conduct business reviews and meet with clients and brokers.