- Own overall relationship with multiple accounts, working to consistently meet or exceed client expectations.
- Serve as primary contact for assigned top accounts on all matters and act as an internal customer advocate.
- Provide proactive client engagement at least quarterly, including QBRs, KPI presentations, and product recommendations.
- Collaborate with technical support and product management teams to address client requests.
- Identify and escalate sales opportunities from the existing customer base to inside sales.
- Monitor and update account information in Salesforce to ensure real-time accuracy.
- Mentor and teach Associate Client Success Managers and Client Success Managers.
- Identify at-risk clients and orchestrate Improvement Plans as necessary.
- Facilitate on-site visits and represent the company at user conferences and trade shows.
SalesforceAccount ManagementRelationship management+2 more