Serve as primary liaison for a portfolio of enterprise clients, build strategic relationships, drive revenue growth, deliver Quarterly Business Reviews, manage escalations, maintain account plans and CRM records, identify expansion opportunities, coordinate internal teams, and ensure services align with client goals and KPIs.

Manage engagement and retention for an SMB client portfolio through proactive virtual relationship management, Salesforce-driven campaigns, analytics (Power BI), and cross-functional coordination. Drive upsell/adoption opportunities, improve self-service resources, and ensure accurate documentation of client interactions and program performance.

Partner with Sales to design and present scalable, client-aligned enterprise solutions. Lead discovery, develop customized demonstrations and POCs, support RFP/RFI responses, and manage onboarding for moderate to complex accounts. Coordinate implementation activities, support configuration and migrations, mitigate technical risks, and ensure smooth transitions to Implementation while communicating feedback to Product and Engineering.