Tech Stack

Description

You will manage a shared book of SMB customers, driving retention, renewals, and expansion through data-driven success plans and proactive engagement. You'll guide customers to maximize platform adoption via training webinars, health monitoring, and cross-functional collaboration, helping small businesses modernize their financial operations.

Requirements

• Experience in customer-facing, revenue-tied roles such as customer success or account management.
• Proven ability to meet performance targets and quotas with a proactive, results-driven approach.
• Strong data analysis skills to diagnose issues and make thoughtful recommendations.
• Excellent communication and presentation skills for building rapport and conducting webinars.
• Basic understanding of financial reports and familiarity with accounting systems like QuickBooks or NetSuite.

Responsibilities

• Own and manage a shared book of SMB customers, using data to drive outcomes.
• Deliver on revenue and retention goals by reducing churn, driving renewals, and identifying upsell/cross-sell opportunities.
• Run training sessions and webinars to ensure customer enablement and product confidence.
• Monitor customer health metrics and platform usage to prioritize outreach and mitigate risk.
• Collaborate cross-functionally with Sales, Support, Product, and Operations to resolve issues.