- Drive product adoption and measurable outcomes through onboarding, training, and best practices
- Serve as a trusted advisor to finance leaders and day-to-day users
- Manage a portfolio of accounts and build strong, long-term relationships
- Lead check-ins, business reviews, and strategic conversations
- Identify churn risks early and proactively improve retention
- Troubleshoot product, workflow, and data issues and coordinate resolutions
- Respond to customer inquiries via Intercom and other channels
- Advocate for customers internally and influence product improvements
- Partner cross-functionally with Product, Engineering, and Implementation teams to solve complex customer challenges
- Continuously refine onboarding and customer journey processes as we scale