- Understand unique member investment goals and go-to-market strategies.
- Drive key KPIs around member engagement via phone and email interaction.
- Conduct proactive prospect and member outreach to improve platform usage.
- Manage 20+ connected calls per week.
- Respond to member inbound requests and launch email campaigns.
- Report product and service feedback to internal teams.
- Process contracts and verify data in Salesforce.
- Attend and participate in regular internal meetings and projects.
SalesforceAccount ManagementCustomer Success