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Remote, USFull-TimeFinancial ServicesPosted
  • Own a defined portfolio of Tier 4 customers and serve as the primary point of contact
  • Build strong customer relationships by developing an understanding of each customer's business objectives, priorities, challenges, and desired outcomes.
  • Lead recurring customer touchpoints, strategic conversations, success planning, and business reviews.
  • Maintain accurate and timely customer documentation, success plans, risks, action items, and account activity within the Customer Success platform.
  • Monitor customer health, product usage, engagement, sentiment, and other account signals to proactively identify risks and opportunities.
  • Develop and execute action plans to address customer risk, improve engagement, and drive stronger adoption and outcomes.
  • Drive product adoption through proactive outreach, education, training, best-practice guidance, and recommendations aligned to customer goals.
  • Own renewal conversations and execute retention strategies across your portfolio, escalating risks early and engaging the appropriate internal partners when needed.
  • Identify opportunities for account growth and expansion based on customer needs, business objectives, and product fit.
Data AnalysisAccount ManagementCustomer Success+1 more
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