• Own the end-to-end renewal and expansion lifecycle across a defined strategic portfolio, ensuring consistent renewal execution and quota achievement. • Develop account-level renewal readiness and expansion strategies grounded in customer outcomes, adoption milestones, and evolving business priorities. • Build and maintain multi-threaded stakeholder relationships, including executive sponsors, to strengthen long-term partnership stability. • Generate and progress qualified expansion pipeline through value-based selling, initiative alignment, and proactive opportunity identification. • Execute coordinated team-selling motions to close complex, multi-stakeholder renewal and expansion opportunities. • Maintain high-accuracy renewal and expansion forecasts, including disciplined pipeline management, opportunity strategy, and stage progression. • Proactively identify renewal risks, budget changes, competitive threats, and organizational shifts, developing early mitigation and save strategies. • Partner closely with your Renewal & Expansion team members as well as key cross-functional partners such as: Customer Experience Managers, Professional Services Managers, Support, Product, and Executive Sponsors to ensure coordinated execution that drives measurable customer outcomes.

• Provide vital production support for the account team • Run and format performance reports • Implement account tasks and optimizations • Build and upload campaigns

• Serve as a primary point of contact for a portfolio of customers, building strong, long-term relationships • Manage renewals and support account retention in partnership with Customer Success • Monitor account health and key performance indicators, identifying risks and opportunities early • Collaborate with Account Managers (at the Associate level) or operate more independently (at the Account Manager level) to support customer growth and pipeline health • Identify opportunities for expansion, upsell, or cross-sell and partner with Sales to execute where appropriate • Coordinate with internal teams—including Billing, Support, and Product—to resolve account-related questions and issues • Maintain accurate account data and activity in CRM tools • Stay informed on Customer.io’s product updates and industry trends to better advise customers.

• Develop and execute a comprehensive territory plan to penetrate assigned markets. • Prospect and build a robust pipeline of new accounting and tax firms. • Maintain accurate and real-time updates to forecasts and CRM systems. • Generate leads and appointments with 50-75 outbound calls and 30-50 emails daily to defined market and territory. • Engage in business-level conversations with firm leaders to uncover pain points and strategic needs. • Position solutions that address application management, security, compliance, and firm growth challenges. • Represent the company at regional association events, tradeshows, and networking opportunities to generate leads and build relationships. • Consistently meet or exceed monthly, quarterly, and annual sales targets. • Drive aggressive growth within the assigned territory.