Your mission
Key Responsibilities
- Own a small book of business with guided mentorship: plan touchpoints, track actions, and follow through.
- Run regular check-ins/QBR-style reviews (agenda, notes, next steps) to drive adoption and ROI.
- Schedule and deliver enablement sessions (how-tos, best practices, new feature walk-throughs).
- Build lightweight Success Plans (objectives, metrics, owners, timelines) and keep them current.
- Monitor account health (usage signals, tickets, stakeholder sentiment) and act early on risks.
- Analyze product usage (by workspace, role, feature, and frequency) to spot adoption gaps and upsell opportunities (e.g., additional seats, modules, or use cases), and propose concrete next steps.
- Identify expansion & upsell opportunities (seats, features, new use cases) and collaborate with Sales.
- Keep CRM/CS tools tidy (contacts, notes, lifecycle stage, tasks) and maintain customer docs/templates.
- Capture voice-of-customer insights and relay clear, reproducible feedback to Product.