- Run discovery and consultative conversations with prospective customers focused on long-term outcomes.
- Own the full customer journey from first conversation through onboarding, adoption, and renewal.
- Build trust and identify expansion opportunities within an assigned book of business.
- Surface patterns across accounts to improve product and internal team processes.
- Build and maintain automated workflows across platforms like Vitally, HubSpot, and Intercom.
- Write SQL to analyze data from BigQuery to identify customer trends and intervention signals.
- Design digital customer success programs for accounts without a dedicated manager.
- Develop repeatable assets including playbooks, automated sequences, guides, and videos.
SQLAccount ManagementCustomer Success+3 more