- Manage a portfolio of insurance carrier and restoration company accounts
- Serve as the primary strategic contact for adjusters, managers, executives, and operational leaders
- Drive renewals and identify upsell and cross-sell opportunities within existing accounts
- Proactively monitor account health, product usage, and adoption trends
- Deliver Quarterly Business Reviews (QBRs) and strategic account planning sessions
- Forecast revenue, manage pipelines, and track key account metrics
- Collaborate cross-functionally with Product, Operations, and Leadership to ensure customer success
- Advocate for customer needs internally while aligning solutions with business objectives
- Travel as needed for conferences and customer meetings
- Become a product expert on PLNAR’s expanding platform
Account ManagementCRMCustomer Success