- Call into existing customer base to identify and qualify expansion opportunities focusing on invoicing and payments product upsell/cross-sell.
- Drive adoption conversations with clients who have not yet activated key features.
- Qualify and book expansion meetings for the Customer Success team to build pipeline.
- Execute high-volume, phone-first outreach supported by email and sequences.
- Partner with Payment and Customer Success teams to identify signals and coordinate handoffs.
- Track activity, pipeline, and outcomes in Salesforce with accuracy.
- Maintain deep product knowledge to handle objections in real-time.
- Provide feedback on messaging and common customer objections.
SalesforceAccount ManagementCustomer Success