- Act as the primary contact for assigned accounts and handle day-to-day requests.
- Provide first-level support for platform usage, data and API questions, escalating issues when needed.
- Contribute to Knowledge Base articles, FAQs, onboarding guides and product training.
- Keep account records and health information up to date in HubSpot and Notion, and flag risks early.
- Prepare QBRs that show the value customers get from the platform.
- Coordinate with Technical Solutions, Product and Sales, and bring customer feedback into roadmap discussions.
- Support renewals and identify upsell opportunities with the Commercial team.
Data AnalysisMicrosoft ExcelAccount Management+3 more