Territory & Account Planning

• Co-create success plans aligned with customer goals, lifecycle maturity, and long-term value realization
• Deliver executive-ready, telemetry-driven insights on adoption, usage, and whitespace to inform retention and growth strategies
• Maintain continuous engagement through feedback loops, sentiment tracking, and milestone alignment across a portfolio of accounts
• Anticipate inflection points (renewal, expansion, modernization, risk) and proactively adjust success strategies
• Coach peers on account planning best practices and success plan quality

Onboarding & Enablement

• Create onboarding plan and lead onboarding, facilitate training, and early adoption for complex or strategic customers
• Deliver key check-ins (e.g., 30/90-day) to ensure progress, alignment, and issue resolution, including executive sponsor engagement where needed
• Surface blockers, collect feedback, and drive resolution across multiple internal teams
• Act as the voice of the customer internally, influencing product and success strategy with clear, outcome-based recommendations
• Transition customers to steady state with scalable success metrics, repeatable playbooks, and high-quality hand-off documentation
• Identify patterns in onboarding challenges and influence improvements to onboarding frameworks

Territory & Account Planning

• Co-create success plans aligned with customer goals, lifecycle maturity, and long-term value realization
• Deliver executive-ready, telemetry-driven insights on adoption, usage, and whitespace to inform retention and growth strategies
• Maintain continuous engagement through feedback loops, sentiment tracking, and milestone alignment across a portfolio of accounts
• Anticipate inflection points (renewal, expansion, modernization, risk) and proactively adjust success strategies
• Coach peers on account planning best practices and success plan quality

Onboarding & Enablement

• Create onboarding plan and lead onboarding, facilitate training, and early adoption for complex or strategic customers
• Deliver key check-ins (e.g., 30/90-day) to ensure progress, alignment, and issue resolution, including executive sponsor engagement where needed
• Surface blockers, collect feedback, and drive resolution across multiple internal teams
• Act as the voice of the customer internally, influencing product and success strategy with clear, outcome-based recommendations
• Transition customers to steady state with scalable success metrics, repeatable playbooks, and high-quality hand-off documentation
• Identify patterns in onboarding challenges and influence improvements to onboarding frameworks