- Serve as the primary day-to-day client contact with a same-business-day response SLA.
- Manage scheduling for account activities including weekly syncs, QBRs, workshops, and renewal planning.
- Lead client syncs by preparing agendas, facilitating meetings, and documenting recaps and action items.
- Maintain CRM hygiene including data entry, activity logs, contact management, and account runbooks.
- Monitor client health signals and document risk flags for escalation to the account team.
- Execute QBR logistics end-to-end, including deck control and initial draft preparation.
- Maintain a live task board for account milestones and manage technical issue routing and follow-up.
Project CoordinationSaaSHubSpot+2 more