• 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.

• Own Regional Relationships: Serve as the main point of contact for assigned regional customers, providing responsive support and consistent communication. • Reignite Opportunities: Lead efforts to reconnect with dormant accounts, rebuild relationships, and identify paths to reactivation. • Qualify New Business: Manage and qualify inbound web leads, ensuring timely follow-up and effective handoff or conversion. • Drive Growth: Identify opportunities to expand existing accounts through upselling, cross-selling, and strategic engagement. • Create Impact: Understand each customer’s goals, challenges, and fleet dynamics, and craft solutions that align with their business objectives. • Problem-Solve with Purpose: Tackle issues directly, ensuring quick resolutions and consistent client satisfaction. • Collaborate Across Teams: Work closely with sales, marketing, and operations to deliver a seamless customer experience. • Analyze and Report: Track account metrics, prepare insights, and present recommendations that strengthen customer success. • Own Renewals: Manage contracts and renewals with precision and a focus on long-term relationships.