Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewals, training coordination, and self-service enablement. Maintains CRM records, monitors client engagement and utilization, identifies retention or growth risks, and collaborates with internal teams to deliver consistent service. The role follows established playbooks while supporting high-volume client portfolios and peak-season financial reporting and proxy services.

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewal preparation, training coordination, and self-service enablement. Monitors client engagement and utilization to identify retention risks and growth opportunities, maintains accurate CRM records, and collaborates with internal teams to deliver consistent service. The role supports high-volume client portfolios and seasonal financial reporting and proxy deadlines.