- Serve as the primary point of contact for quoting and renewal support, troubleshooting Salesforce and quoting tools.
- Help shape the CS tech stack by optimizing tools and experimenting with AI and automation.
- Build and maintain lifecycle processes, playbooks, and automation rules to support customer outcomes.
- Assist with end-of-quarter CS compensation reports and audit processes.
- Create and coordinate executive reporting on customer adoption, renewals, expansions, and churn.
- Partner with Product and Data teams on usage analytics initiatives to inform the adoption journey.
- Support internal change management activities for standard processes across customer-facing teams.
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