• Own and nurture customer relationships, serving as the primary point of contact to ensure customer satisfaction and long-term engagement. • Drive gross revenue retention by proactively managing an assigned book of business and identifying churn risks early. • Increase product adoption and value realization, ensuring customers fully leverage the platform’s features to meet their business objectives. • Identify expansion opportunities, working closely with sales and account teams to grow accounts through upsell and cross-sell initiatives. • Lead executive business reviews (EBRs), presenting progress, ROI, and strategic recommendations to senior stakeholders. • Develop and maintain Customer Success Plans, aligning customer goals with measurable outcomes and tracking progress over time. • Share best practices and thought leadership, guiding customers on industry trends and optimal product use. • Deliver ongoing product education, including new feature announcements and enablement sessions to drive continued adoption. • Act as the voice of the customer, gathering feedback and advocating internally to influence roadmap, features, and support. • Collaborate cross-functionally with sales, product, and support teams to ensure a seamless customer experience.

• Lead onboarding for new customers, providing clear guidance and training • Drive retention and growth by identifying upsell, cross-sell, and renewal opportunities • Monitor customer health through usage data and feedback • Champion the customer voice, gathering insights for product improvements • Partner cross-functionally to ensure a seamless customer experience

• Lead onboarding & implementation to ensure fast, successful customer adoption. • Map accounts, identify key stakeholders, and multi-thread relationships. • Own retention, renewals, and long-term customer satisfaction. • Identify upsell and cross-sell opportunities; drive expansion revenue. • Deliver proactive support, QBRs, and value-based recommendations. • Collaborate with Product, Sales, and Marketing to champion customer needs. • Track all activity, insights, and renewal details in HubSpot. • Act as a strategic advisor who ensures customers achieve measurable outcomes.

• Develop and execute strategic success plans for a portfolio of mid-market customers, aligning LeanData usage with their specific business goals and revenue operations strategy. • Serve as a trusted advisor and subject matter expert, proactively consulting with clients on best practices to maximize the value of LeanData's solutions. • Build and maintain strong, executive-level relationships with customer stakeholders across Revenue Operations, Sales, and Marketing teams, acting as the primary point of contact. • Manage the entire post-sale customer lifecycle, from successful onboarding and implementation handover to driving adoption and retention. • Proactively monitor customer health metrics, usage data, and consumption patterns to identify and mitigate potential churn risks and surface opportunities for expansion. • Lead quarterly or regular business reviews (QBRs/EBRs) with key customer stakeholders, showcasing the value achieved and defining the next steps for continued success. • Clearly and distinctly explain complex technological and business concepts to diverse audiences, guiding them on LeanData best practices. • Partner closely with Sales (Account Managers), Professional Services, and Support teams to ensure a seamless and unified customer experience and a smooth transition across lifecycle stages. • Capture customer feedback and advocate internally for product or process improvements, serving as the voice of the customer. • Identify risks to customer success early and collaborate with internal account teams on mitigation strategies. • Achieve and exceed quarterly targets for customer retention, renewal rates, and Customer Satisfaction/Net Promoter Score (CSAT/NPS).