Teams at DocuPhase LLC

Own the post-sale customer journey for B2B SaaS finance customers, from implementation and go-live through adoption, value realization, risk management, renewals, and expansion. Monitor account health, quantify customer outcomes, lead success plans and impact reviews, identify growth opportunities, and communicate customer insights internally. Partner cross-functionally with Sales, Account Management, Implementation, Services, Product, and Support. Requires finance software experience, CRM proficiency, and up to 15% travel.