• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service. • Build trusted advisor relationships with key operational leaders at client organizations. • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities. • Strategically focus on ensuring the overall success and retention of Optimal Blue clients. • Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement. • Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI. • Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client. • Own forecasting and prioritization for client renewals within assigned accounts. • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services. • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships. • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests. • Create referenceable customers through case studies, reference calls, and speaking engagements. • Stay informed about new release changes, new products, and industry trends. • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).

• Clean up existing CRM • Remove duplicates • Find new contacts • Search through existing contacts for missing information • Clean data

• Serve as a trusted advisor to your assigned book of merchants, delivering proactive support and personalized guidance. • Responsible for nurturing and retaining a book of business and growing revenue within that book by identifying and overcoming merchant objections of offering our financing to consumers. • Conduct onboarding and training sessions to set new merchants up for success, plus ongoing education based on performance insights. • Actively engage merchants to increase platform usage, uncover upsell opportunities, and identify areas for growth. • Handle inbound and outbound communication via phone and email—resolving issues, answering questions, and building relationships. • Become an expert in Momnt’s products and services so you can recommend the best-fit solutions to each merchant. • Capture and relay valuable merchant feedback to internal teams to help shape product development and improve our offering. • Collaborate closely with Sales to pass along referral opportunities or expansion leads. • Log and maintain detailed notes in HubSpot to ensure accurate tracking and historical reference. • Test and iterate on outreach strategies (A/B testing, engagement campaigns) to continuously improve success metrics. • Provide first-line troubleshooting and escalate issues to appropriate teams as needed. • Contribute to special projects and team initiatives as required.

• Serve as a trusted technical advisor for prospects/customers to provide strategic consultation on data architecture, governance, instrumentation, and business outcomes • Effectively communicate at all levels of the customer’s organization to influence business outcomes via Mixpanel, design and execute a comprehensive analytics strategy, and unblock technical and organizational roadblocks • Own the customer’s success with Mixpanel — documenting and delivering ROI to the customer throughout their journey to transform their business with self-serve analytics • Own onboarding and data health for our strategic and high-value prospects/customers, including ongoing enhancements to their data quality and overall tech stack integration • Engage with customers’ engineering, product management, and marketing teams to handle technical onboarding, optimize Mixpanel deployments, and improve data trust • Deliver a variety of technical services ranging from data architecture consultations to adoption and change management best practices • Leverage modern data architecture expertise to create scalable data governance practices and data trust for our customers, including data optimization and re-implementation projects • Successfully execute on success outcomes whilst balancing project timelines, scope creep, and unanticipated issues • Bridge the technical-business gap with your customers — working with high-level business stakeholders to define a strategic vision for Mixpanel and then working with the right business and technical contacts to execute that vision • Collaborate with our technical and solutions partners as needed on data optimization and onboarding projects • Be a technical sponsor for internal engagements with Mixpanel product and engineering teams to prioritize product and systems tasks from clients