• Develop and execute email marketing campaigns, drip sequences, and lead nurturing strategies. • Manage and optimize CRM workflows, segmentation, and customer lifecycle automation. • Work with HubSpot, Marketo, Salesforce, or other CRM platforms to improve campaign performance. • Track and analyze email open rates, CTR, conversion rates, and customer engagement metrics. • Optimize email templates, A/B test subject lines, and improve deliverability. • Create and maintain customer segmentation strategies for targeted campaigns. • Collaborate with marketing, sales, and product teams to personalize customer interactions. • Implement behavioral triggers and automation workflows to improve retention. • Ensure compliance with GDPR, CCPA, and email marketing regulations. • Stay up to date with CRM trends, personalization strategies, and automation best practices.

• Develop and execute email marketing campaigns, drip sequences, and lead nurturing strategies. • Manage and optimize CRM workflows, segmentation, and customer lifecycle automation. • Work with HubSpot, Marketo, Salesforce, or other CRM platforms to improve campaign performance. • Track and analyze email open rates, CTR, conversion rates, and customer engagement metrics. • Optimize email templates, A/B test subject lines, and improve deliverability. • Create and maintain customer segmentation strategies for targeted campaigns. • Collaborate with marketing, sales, and product teams to personalize customer interactions. • Implement behavioral triggers and automation workflows to improve retention. • Ensure compliance with GDPR, CCPA, and email marketing regulations. • Stay up to date with CRM trends, personalization strategies, and automation best practices.

• Execute successful onboarding program with new customers - including confirmation of Graduation Criteria to increase customer adoption, engagement, and time-to-value • Build and maintain strong relationships with first-year customers to understand their needs, provide support and ensure customer satisfaction • Drive ongoing customer engagement through customer journey with intentional outbound touchpoints using customer health indicators and other support tools • Develop relationships with customers to uncover potential risk and overcome objections by reinforcing the value of the products they have purchased • Serve as the primary point of contact for customers, addressing their inquiries, resolving issues and driving value by using customer analytics and regular review of their accounts • Act as a customer advocate within the organization, ensuring that customer feedback, concerns, and needs are communicated effectively to relevant departments for prompt resolution and product improvements - wholly own the customer experience • Develop and execute strategic account plans for customer, focusing on objectives, tactics and timeliness to maximize growth and retention • Contact and secure upcoming renewals at least 120 days in advance of maturity date • Provide training and support to customers on using products or services effectively, utilizing methods such as product demonstrations, training sessions and/or assistance in creating and updating their profile or saved searches • Attain all KPIs designed to improve first-year account retention, including contact rate, churn, and renewal and retention ratios • Follow SOPs for all account interactions within standard CRM systems and other tools • Stay up to date of job, product, and industry-related training opportunities • Educate and empower clients to take full advantage of product features and updates, guiding them through transitions and helping them integrate changes into their daily operations • Leverage data and insights to identify adoption gaps and deliver targeted training, resources, or recommendations to improve engagement and retention

• Own post-sale client relationships as the primary point of contact. • Lead onboarding and kickoff (stakeholders, success criteria, cadence, expectations). • Run weekly client cadence with clear agendas, decisions, and next steps. • Advocate for clients internally and keep internal teams aligned on priorities, scope, and timelines through delivery oversight. • Leverage our custom AI systems and vibe your own to streamline reporting and admin work so you can focus on high-touch relationships. • Maintain a “no surprises” experience through proactive and personal communication that keeps clients feeling truly cared for. • Build stakeholder coverage and manage stakeholder transitions quickly. • Track client health; spot risk early and drive mitigation plans. • Produce lightweight value reporting (progress, shipped work, impact/KPIs where available). • Support contract renewals and transitions (readiness, timeline, alignment). • Capture feedback and improve playbooks for onboarding, reporting, cadence, and escalation. • Provide leadership concise account updates: health, risks, renewals outlook, and where AOA should reinforce value.