- Manage a portfolio of accounting and bookkeeping firms using Salesforce CRM.
- Conduct structured business reviews and success planning sessions.
- Champion full platform adoption of core features like payroll, online bill pay, analytics, and AI-driven tools.
- Identify churn risks early and implement proactive retention and subscription optimization strategies.
- Collaborate across Customer Experience, Marketing, Sales Operations, and Finance to deliver support.
Data AnalysisAccount ManagementSaaS