Collage Group

• Manage a portfolio of 25-40 clients, $2-3M ARR, achieving company GRR and NRR goals. • Develop Customer Value Plans (CVP)/account plans with Client Success Managers (CSMs), tailoring strategies to client objectives. • Cultivate trusted advisor status by understanding client priorities, customer segments, and organizational dynamics. • Build strong relationships across our portfolio with senior executives. • Plan and execute quarterly business reviews with clients. • Identify, nurture and close: upsell, cross-sell and expansion opportunities leveraging Collage Group's research, data analytics, and consulting services. • Conduct sales presentations, product demos, and technical calls to drive platform adoption. • Collaborate across teams to ensure client satisfaction and drive commercial outcomes. • Represent Collage Group at industry events as needed.

• Manage the entire sales cycle—from lead generation to closing deals. • Collaborate with leadership and Marketing to build strategic plans. • Build and maintain a robust pipeline through prospecting, nurturing relationships, and closing deals. • Lead discovery calls and deliver compelling presentations.

• Build trusted relationships with daily users and team leads, serving as the day-to-day contact for client success, adoption, and support. • Lead post-sale transitions including the Sales-to-CSM handoff, internal kickoff, and formal onboarding with platform walkthroughs and data tool training. • Conduct monthly customer check-ins to align on usage trends, progress against the Client Value Plan, upcoming needs, and to support the Account Director in preparing for strategic conversations. • Develop, track, and report on Customer Health and Client Value Plans, using usage data to monitor engagement, identify risks, and surface growth opportunities. • Coordinate ad hoc insights and reporting requests, and manage client usage of entitlements to ensure full value realization. • Partner with Account Directors on renewals, expansions, and strategic account planning while escalating risks or red flags proactively. • Advocate for the client internally—capturing feedback, surfacing feature requests, and identifying trends across accounts to inform the product roadmap and company strategy. • Promote client participation in advocacy opportunities including webinars, case studies, testimonials, and events.

• Closely collaborate with team members across research projects to ensure all project deadlines are met and project logistics are performed without error • Assist across operational research phases, including survey proofing, data cleaning, crosstab analysis, data charting, data checking, publishing, and assisting in presentations • Manage logistical issues around fielding, data processing, vendors, including identifying process improvements • Proactively communicate availability/capacity/contributions to the team • Document internal meetings and client scoping calls, including providing feedback to the relevant projects and ensuring documentation is shared with team for collaboration • Draft insights and key takeaways based on research findings, with an eye toward engaging storytelling and content which will drive our clients’ strategies