• Work alongside Client Success Team Members and Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program • Join all internal calls and post-sale client calls • Prepare decks ahead of post-sale client calls and QBRs • Gather and prepare materials for campaign launches • Prepare regular client campaign reports • Monitors pacing and escalates potential concerns to Client Success and Sales counterparts • Works across multiple internal teams to support product and answer client questions • Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns • Identify client, category, and product trends • Consistently provides optimizations for campaign growth to clients and internal team members • Utilizes several internal tools to review and analyze data, manage client accounts, and support clients’ needs effectively • Help establish processes to increase efficiency and offer creative solutions to solve problems

• Nurture strong, collaborative partnerships with a portfolio of high-value mid-market customers. • Support customers in achieving meaningful outcomes through their influencer marketing programs. • Analyze customer engagement data to identify risks and opportunities. • Drive platform adoption through strategic business reviews and roadmap discussions. • Collaborate with Implementation and Services teams to ensure successful onboarding. • Act as the customer’s internal advocate, channeling product feedback to inform roadmap decisions.

• Auditar el estado actual de Customer.io: datos, segmentos, journeys, naming y estructura general • Diseñar y documentar la arquitectura de CRM: modelo de datos, taxonomía de eventos, lógica de segmentación • Construir y optimizar journeys y automatizaciones para audiencias B2B y B2C • Gestionar y mejorar la integración entre Customer.io y el CRM de ventas (HubSpot / Salesforce) • Asegurar la calidad y consistencia de los datos en toda la cadena • Colaborar con Tech para implementar integraciones y eventos desde el producto • Trabajar con Marketing y Customer Success para traducir necesidades de negocio en lógica de CRM • Proponer y medir mejoras: deliverability, engagement, conversion y retención

• Opportunity Identification: Detect new needs and expand clients' service portfolios. • Proactive Communication: Maintain daily contact with clients, participating in meetings and interacting via email and WhatsApp. • Strategic Relationship Management: Build close relationships with clients, understanding their needs and delivering exceptional service. • Platform Adoption: Increase usage of Pmweb's platforms and products, driving client engagement and satisfaction. • Workshop Facilitation: Design and deliver workshops to train clients on the effective use of available tools. • Project Management: Participate in special projects assigned by management and collaborate with operational teams. • Metrics Monitoring: Track client metrics daily to ensure strategies are optimized. • Impactful Reporting: Develop and present weekly and monthly reports with insights on performance and service consumption. • CRM Strategy Development and Execution: Focus on optimizing campaign segmentation and personalization using methodologies such as RFV and LTV. • Control Group Implementation: Measure the effectiveness of marketing campaigns to ensure efficient resource allocation. • LTV Analyses: Identify valuable customers and propose actions to maximize return on relationship. • Multichannel Campaign Development: Create campaigns aligned with customer needs and behaviors using segmentation data. • CRM KPI Monitoring: Analyze retention, churn, and engagement rates, recommending continuous improvements. • Collaboration with Internal Teams: Work with marketing, data, and BI teams to ensure CRM strategies align with business objectives. • Detailed Performance Reporting: Provide insights into customer behavior and campaign effectiveness.