• Du führst strukturierte Onboarding-Prozesse mit Kunden durch • Du analysierst Geschäftsmodelle, Frameworks und bestehende Inhalte • Du überführst dieses Wissen in durchdachte KI-Plattform-Architekturen • Du definierst gemeinsam mit dem Kunden Strukturen für Vertrieb, Marketing & Delivery • Du setzt Plattformen operativ mit auf • Du konzipierst Rollenprompts, Systemprompts und Use-Case-Prompts • Du entwickelst wiederverwendbare Prompt-Standards und gibst sie frei • Du führst Schulungen, Enablement-Calls und Demos durch • Du begleitest Bestandskunden mit regelmäßigen Strategie- & Statusgesprächen • Du gibst strukturiertes Kundenfeedback an die Produktentwicklung weiter • Du pflegst und verbesserst Customer-Success-Prozesse im CRM

• Engage with assigned customers to develop and account strategy that drives customer value realization with purchased products • Identify cross-sell opportunities • Ensure full subscription renewals • Establish executive level relationships with assigned accounts • Organize, facilitate, and create content for regular value based executive business reviews with assigned customers • Facilitate the coordination of internal resources to resolve complex problems • Ensure customers provide feedback through NPS surveys regarding their overall satisfaction • Track high value customer deployments, utilization, net promoter/satisfaction, and other key customer data within CRM • Communicate "voice of the customer" feedback to upper management • Provide regular updates to the Director of Customer Success on account trends and recommended process improvements.

• Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention • Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures • Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows • Partner directly with audit teams to improve audit efficiency, consistency, and quality through better workflow design and execution • Lead customer enablement, training, and change management to help teams move away from legacy processes • Identify usage gaps, inefficiencies, and risk signals, and proactively recommend improvements • Serve as a practitioner-advisor—comfortably pushing customers toward better practices when needed • Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world audit feedback and influence roadmap priorities • Support renewals and expansion by ensuring customers are realizing clear, provable value from the platform • Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks • Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage

• Establish and maintain trusted relationships with C-suite and senior leaders • Lead executive-level conversations that connect Notable’s platform capabilities to measurable operational, financial, and clinical outcomes • Own overall account health, including adoption, utilization, realized ROI, and retention across assigned accounts • Develop and maintain multi-quarter value roadmaps that align customer priorities, financial levers, and Notable’s platform capabilities • Ensure customers can clearly articulate the value delivered by Notable to their internal stakeholders and leadership • Establish and maintain clear governance structures, executive cadences, and escalation paths • Drive disciplined communication that reduces ad hoc work and ensures alignment across customer and internal stakeholders • Serve as the internal quarterback across Customer Success, Delivery, Product, Support, and Partnerships to ensure commitments are met and outcomes are delivered • Partner closely with Partnerships to support renewals and expansions through demonstrated value, roadmap execution, and identification of whitespace opportunities