- Own post-onboarding relationships for a portfolio of med spa and plastic surgery accounts from go-live through renewal.
- Run structured success reviews showing clients CRM results and opportunities for improvement.
- Audit and adjust client workflows, pipelines, forms, calendars, and automations.
- Diagnose issues across integrations, messaging, phone setup, and attribution; resolve them or escalate with a documented case.
- Monitor account health and usage, identify at-risk accounts, and act before clients disengage.
- Identify expansion opportunities and partner with leadership to close them.
- Prepare for client calls with account context, data, and a specific plan.
- Collaborate with Onboarding, Support, and Training on handoffs and client experience.
- Maintain current records of client interactions, goals, and success plans.
HIPAAAccount ManagementCRM