Posh Technologies

• Execute across product marketing, growth, and customer marketing • Create customer & sales enablement assets like one-pagers and leave-behinds • Support campaigns across email, web, and events • Conduct competitive research and build battlecards • Collaborate with the team to produce high-quality work that meets measurable impacts

• Serve as the primary client contact post-implementation, ensuring seamless onboarding and ongoing success. • Educate clients on new features, best practices, and AI-driven efficiencies, driving engagement. • Identify underutilized features and guide clients toward maximizing value. • Organize training sessions, product deep dives, and enablement efforts to ensure adoption. • Communicate Posh’s AI roadmap, helping clients align with future innovations. • Guide clients through AI adoption phases, ensuring a structured and measurable approach. • Identify and mitigate competitive threats, reinforcing Posh’s differentiation. • Track market trends and competitor positioning, ensuring proactive client discussions. • Monitor client health, engagement, and renewal readiness to prevent churn. • Address risks and competitive challenges before they impact client retention. • Collaborate with internal teams to ensure a seamless renewal process and long-term satisfaction. • Identify opportunities for additional AI adoption and client expansion. • Partner with the Account Growth Manager to drive strategic expansion discussions. • Engage additional client stakeholders to expand Posh’s influence. • Serve as a trusted advisor, proactively addressing client concerns and escalating risks as needed. • Advocate for client needs internally, sharing insights with Product, Marketing, and Sales teams. • Maintain accurate client records in Salesforce, tracking engagement, risks, and opportunities.

• Lead, coach, and develop a team of Client Success Managers (CSMs) • Establish and track operational KPIs aligned to retention, adoption, and execution standards • Conduct regular 1:1s, performance reviews, and structured development planning • Onboard and ramp new CSMs with defined enablement and performance benchmarks • Elevate consultative skillsets, business acumen, and executive-ready communication • Coach CSMs to build strong, multi-threaded relationships, including senior-level stakeholders • Raise the strategic quality and business impact of EBRs/QBRs • Ensure consistent execution of Client Success playbooks across all accounts • Drive adherence to engagement cadence, success planning, and communication standards • Enforce strong Salesforce hygiene and portfolio visibility, including: Client activity documentation, Health score accuracy, Risk identification, Expansion signal tracking • Hold the team accountable for responsiveness, follow-through, and consistency • Identify and implement scalable process improvements • Operationalize advancement priorities defined by the SVP • Develop clear rollout plans for new features, enhancements, and solutions • Ensure CSM readiness through structured enablement • Monitor and report on adoption metrics and execution progress • Oversee portfolio health scoring accuracy and risk visibility • Ensure proactive identification and management of churn signals • Oversee onboarding of new solutions and product expansions • Ensure onboarding frameworks demonstrate early wins and measurable ROI • Manage a small portfolio of key accounts • Serve as primary relationship owner for assigned accounts