- Drive adoption, usage expansion, and retention across assigned accounts
- Run a structured outreach plan consistently
- Build relationships with key stakeholders and serve as their go-to advisor
- Manage account onboarding and become proficient in CRM and engagement tools
- Log engagement activity and maintain a weekly forecast in Salesforce
- Identify and close upsell and cross-sell opportunities independently
- Collaborate with internal Sales, Product, Marketing, and Support teams to resolve issues
- Advocate for customer needs by bringing feedback internally to drive product improvements
- Utilize account data to prioritize tasks and make strategic decisions
SalesforceAccount ManagementCustomer Success+1 more