• Champion Retention: Secure renewal, own customer lifecycle, proactive health checks • Solve problems: Turn at-risk accounts into happy partners • Drive experimentation: Guide users with AI-generated copy • Master tools: Teach users LinkedIn Sales Navigator • Help users interpret campaign data and optimize results • Achieve expansion goals: Grow your book of business • Navigate Platform Strategy: Guide users on LinkedIn’s changing ecosystem

• Serve as HubSpot SuperAdmin responsible for system configuration, user permissions, integrations, and platform governance. • Partner with stakeholders to understand business requirements into CRM configuration, including objects, workflows, pipelines, automation and lifecycle management. • Maintain CRM data integrity through governance policies, data hygiene standards, deduplication processes, and process management. • Build and maintain reports and dashboards to track pipeline performance, commercial activity, and key revenue metrics. • Provide ongoing CRM support including users training, pipeline management guidance, and issue resolution. • Identify and implement new HubSpot capabilities to improve commercial efficiency and scalability. • Other duties as identified and needed by the business.

• Developing customer relationships that promote retention and loyalty • Working closely with assigned customers to ensure satisfaction with services • Providing technical support to customers • Proactively identifying potential issues with accounts • Responsible for revenue retention from assigned accounts • Ensuring compliance issues are met and disclosed to the client • Managing client integrations and project management • Liaising with clients on a day-to-day basis • Developing and nurturing smaller client accounts • Supporting other account managers with tasks and feedback.

• Become an expert in Flyreel’s product and what it means to deliver real customer success • Own the full customer lifecycle, including onboarding, training, implementation, support, account management, renewals, expansions, and advocacy • Act as the primary point of contact for customers, including handling escalations and critical issues • Coordinate and manage the end-to-end solution implementation process • Establish and maintain consistent customer engagement and communication practices • Schedule and lead regular customer status calls, documenting clear actions, owners, and timelines • Monitor and manage key account metrics • Partner with Customer Operations to ensure ongoing service delivery and support • Align Customer Success activities with both customer and organizational goals • Provide data-driven insights to increase product adoption and maximize customer value • Develop customer-specific workflows to address unique challenges • Act as the voice of the customer internally, influencing Product, Marketing, and Sales • Collaborate cross-functionally to support overall Customer Success objectives