- Manage and maintain relationships with assigned client accounts.
- Act as the main point of contact for client questions, concerns, renewals, and account updates.
- Monitor client usage, adoption, and overall account health.
- Identify at-risk accounts and create action plans to improve engagement.
- Schedule and lead regular client check-ins, renewal meetings, and quarterly business reviews.
- Identify opportunities for upsells, additional devices, training, integrations, or expanded usage.
- Collaborate with Sales, Product, Onboarding, and Support teams to resolve client issues.
- Track client activity, communication, and next steps in HubSpot.
- Support renewal conversations and help maintain strong retention rates.
Account ManagementCustomer SuccessHubSpot