• Become a product expert: You'll develop a deep understanding of our product and its capabilities to guide customers toward their desired outcomes. • Develop and implement engagement strategies: You’ll create and execute proactive communication plans, host onboarding and activation, and develop resources to drive product adoption and demonstrate value. • Be the voice of the customer: You will act as a critical feedback loop between our customers and our product, engineering, and marketing teams, directly influencing our product roadmap. • Monitor customer health: You’ll track key metrics (like product usage, satisfaction, and overall sentiment) to identify risks and opportunities, taking proactive steps to ensure customer retention. • Build scalable processes: You will have the unique opportunity to build the systems, playbooks, and best practices that will serve as the foundation for the team. • Champion customer stories: You'll identify and cultivate customer advocates to generate case studies, testimonials, and referrals. • Own strategic relationships - Lead high-touch engagement with key accounts, serving as a trusted advisor to senior leaders.

• Audit and clean up unused HubSpot assets (properties, lists, workflows, pipelines, reports, etc.) • Optimize CRM structure, naming conventions, and governance standards • Improve and rebuild pipelines and workflow automations across teams • Troubleshoot automation failures and implement scalable, reliable workflow logic • Support integrations with tools like n8n, Google Drive, DocuSign, Slack, etc. • Enhance data quality through deduplication, formatting fixes, and validation checks • Build operational dashboards and documentation for long-term maintainability

• Collaborate closely with customers to understand their goals and help them maximize the value of the Respond.io platform • Assist customers during the onboarding process, ensuring a positive and smooth experience • Develop and maintain strong relationships with both internal and external stakeholders • Act as a point of contact for customer issues and ensure timely resolution • Gain a deep understanding of customer needs, use cases, and objectives to ensure effective utilization of the Respond.io platform • Monitor and report on customer satisfaction and platform usage • Focus on maintaining high customer satisfaction and retention rates • Acquire in-depth knowledge of the Respond.io platform and identify opportunities for customer growth, collaborating with the internal team to propose upsells

• Investigates and provides technical information for customer inquiries • Participates in obtaining and quoting new account information • Manages customer orders and confirms on-time delivery • Facilitates communication with customers about order processes • Coordinates customer visits for relationship development