Manage customer accounts to drive retention, expansion, and upsell growth. Build strategic account plans, conduct consultative discovery and product demonstrations, maintain executive relationships, resolve escalations, and partner with sales, customer success, product, implementation, and support teams. The role requires understanding financial and accounting software, particularly NetSuite ERP, and communicating product value, ROI, and strategic benefits to clients.

Own the NetLoan product lifecycle from discovery and requirements through sprint delivery, QA, and release. Define lending and accounting features, validate calculations and NetSuite GL impacts, triage escalations, support sales, and maintain documentation. Partner closely with developers, customers, support, implementation teams, and finance stakeholders while using AI tools to accelerate product work.