Customer Relationship Management
- Own day‑to‑day relationships for a portfolio of 30–40 strategic accounts
- Serve as the primary customer contact for questions, concerns, and escalations
- Build strong, trusted relationships with customer stakeholders
Business Reviews & Engagement
- Schedule, prepare, and lead regular Business Reviews with assigned customers
- Ensure a minimum of 25% of assigned customers are engaged through Business Reviews annually
- Identify customer goals, risks, and opportunities during reviews
Customer Advocacy & Issue Management
- Act as the first line of defense for incoming customer issues
- Triage tickets and coordinate internally with Client Services and Technical teams
- Ensure issues are tracked, communicated, and resolved effectively
Retention & Growth Support
- Monitor account health and proactively address churn risk
- Support renewals and identify expansion or upsell opportunities
- Partner with Sales leadership on account strategy and handoffs
Internal Collaboration
- Communicate customer feedback and trends to internal teams
- Maintain accurate account notes and activity tracking
- Help improve customer-facing processes and documentation
What Success Looks Like
- High customer satisfaction and retention rates
- Consistent completion of Business Reviews
- Clear visibility into customer health and risks
- Strong internal coordination and follow-through
- Customers feel supported, informed, and confident in the partnership
Qualifications
- 2–5 years of experience in Customer Success, Account Management, or Inside Sales
- Strong communication and relationship-building skills
- Highly organized with strong follow-through
- Comfortable working with both business and technical stakeholders
- Experience managing multiple accounts simultaneously
- SaaS or technology services experience preferred
