
Key Responsibilities
- Work with accounts from the kickoff stage to understand their business objectives.
- Collaborate with Product Implementation experts during onboarding.
- Drive product adoption and ensure customers see value in the platform.
- Create campaign and journey plans using pre-built playbooks with Associate CSMs & Sr.
Consultants.
- Present campaign plans to accounts (if part of your account scope).
- Set up and lead Executive Business Reviews (monthly to annually), including deck creation.
- Build strong relationships with champions and decision-makers.
- Ensure timely renewals and drive up-sell opportunities.
- Ask users to raise support tickets directly; act as the escalation point when needed.
- Share customer feedback proactively with the Product to influence the roadmap.
Skills and Qualifications
- 7-10 years of experience; at least 5 years of relevant work experience in a customer-facing role (customer success or account management).
- SaaS experience is a benefit.
- Familiarity with CRM and marketing campaign planning; can build and present success plans using internal playbooks.
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