- Regularly conduct executive-level business reviews and deliver adoption analyses to ensure customers are leveraging the full capabilities of EvenUp’s platform.
- Collaborate with internal teams to deliver tailored value and resolve complex challenges promptly.
- Partner with customers to define success metrics and align with their long-term business objectives.
- Develop and execute tailored account plans for each customer, driving measurable outcomes and ensuring mutual success.
- Build and nurture strong relationships with senior stakeholders and decision-makers, including firm leadership and department heads.
- Serve as the primary point of contact for all customer-related matters within your portfolio.
- Own the renewal process for your accounts, working to secure favorable outcomes for both EvenUp and the customer.
- Proactively identify risks to customer retention and create mitigation strategies to ensure continued success.
- Identify, recommend, and support strategic upsell and cross-sell opportunities to deepen customer value.
- Partner with Sales to design customized proposals and solutions that align with customer-specific goals.
- Document customer feedback, enterprise-level use cases, and success stories to inform internal product development and roadmap planning.
- Advocate for enterprise customer needs in internal discussions, helping prioritize high-impact features and enhancements.
- Ensure all customer interactions and account activities are meticulously tracked in the CSP/CRM system.
- Provide regular updates on account health metrics and identify key trends across your portfolio.
- Partner with cross-functional teams, including Product, Sales, and Operations, to deliver seamless and customized customer experiences.
- Share enterprise-specific insights and best practices with the broader Customer Success team to elevate overall team performance.