- Serve as the primary point of contact for customer accounts, building lasting relationships and ensuring customers achieve their desired goals.
- Serve as a Product Knowledge Expert, helping customers adopt effective workflows and leveraging system functionality.
- Educate customers on best practices and new features to maximize the value of products.
- Monitor customer engagement and usage through dashboards, providing actionable recommendations.
- Document customer status, needs, activities, and communications in Salesforce or other CRM tools.
- Maximize product value by selling add-on services and modules, and offering consultative and training services.
- Manage and execute the end-to-end renewal process for assigned customers while providing accurate forecasting.
- Achieve net revenue retention targets.
SalesforcePresentation skillsAccount Management+3 more