• BUILD internal automation systems using powerful no-code tools like Coda, ClickUp, Zapier, and HubSpot. • DESIGN, DEVELOP, and DEPLOY automation workflows using AI, no-code and low-code platforms to streamline CRM operations. • CHAMPION with teams across the company to uncover inefficiencies, recommend automation opportunities and implement cutting-edge AI-driven solutions. • EXPLORE and TEST new technologies to enhance team capabilities and elevate system performance. • MANAGE data architecture and governance, and oversee data projects for better organization-wide efficiency. • PLAN and EXECUTE automation projects and campaigns, managing risk and impact, and ensuring smooth completion. • ACT as A CONSULTANT, guiding the company in process optimization, automation adoption, and AI-driven strategies. • KEEP teams informed with status updates, project progress, and post-project analysis for continuous improvement.

• Act as the primary point of contact for assigned accounts with a scaled, high-efficiency engagement model and build trusted advisor relationships with key decision-makers • Identify upselling opportunities within the current customer portfolio leveraging analytics and sales data to expand brand adoption of POS and value-added services • Deliver tailored success plans using data-driven insights to define clear success criteria, and track progress toward outcomes • Monitor account health through product usage metrics, engagement patterns, and customer feedback, and initiate outreach based on key triggers • Collaborate with executive sponsors to maintain high-level stakeholder engagement and influence renewal outcomes across your portfolio • Identify early warning signs of disengagement or churn risk and take proactive action to mitigate and restore customer health • Escalate at-risk customers and concerns through internal channels and lead cross-functional efforts to address complex issues • Partner with Sales and Marketing to align on messaging, share customer stories, and develop segment-specific engagement strategies • Work with Support and Product teams to surface and resolve recurring customer challenges • Participate in ongoing product training, knowledge sharing, and best practice initiatives within the Customer Success team to continuously improve processes and team effectiveness

• Deliver responsive, high-touch service that drives renewals and grows partnerships across print and digital platforms. • Provide white-glove support for clients and Area Directors, ensuring smooth, consistent communication. • Gather assets, set up campaigns accurately, and stay connected post-launch with regular check-ins. • Keep CRM and billing information up to date and resolve account or payment questions quickly. • Renew clients, identify upsell or cross-sell opportunities, and proactively prevent churn.

• Make changes to HubSpot, including creating and modifying properties, managing contact records, and maintaining data integrity. • Perform accurate data entry and ensure that all information is up to date and correctly formatted within the CRM. • Conduct data imports and exports as needed, ensuring a smooth transfer of information between systems. • Run regular and ad-hoc reports to track sales, marketing performance, and other key metrics. Analyze data and provide insights to improve processes. • Assist team members with HubSpot-related inquiries, providing training and support as needed. • Identify opportunities for improving data management and CRM processes, implementing best practices to enhance efficiency.