• Gestionar relaciones estratégicas con clientes clave en el territorio asignado, fomentando su crecimiento y satisfacción. • Realizar seguimiento comercial y mantener una comunicación activa con los clientes para lanzamientos, eventos y oportunidades. • Cumplir con los objetivos de ventas establecidos y buscar nuevas oportunidades de negocio. • Asesorar a los clientes brindando soluciones alineadas a sus necesidades. • Ampliar la cartera de productos y servicios ofrecidos. • Guiar a los clientes en el uso de los productos, garantizando una excelente experiencia. • Mantener relaciones colaborativas con equipos internos y externos. • Elaborar y analizar reportes de gestión e indicadores clave. • Asegurar el cumplimiento de metas comerciales basadas en el forecast de ventas.

• Gestión de cuentas estratégicas: Mantener y fortalecer relaciones con clientes clave en el territorio asignado. • Seguimiento comercial: Garantizar comunicación activa para lanzamientos, eventos y oportunidades. • Cumplimiento de objetivos: Alcanzar metas de ventas y detectar nuevas oportunidades de negocio. • Asesoramiento consultivo: Ofrecer soluciones adaptadas a las necesidades del cliente. • Expansión de cartera: Promover productos y servicios adicionales para incrementar el valor de la cuenta. • Onboarding y soporte: Guiar a los clientes en el uso de productos, asegurando una experiencia óptima. • Colaboración interna: Trabajar en conjunto con equipos de marketing, operaciones y soporte. • Análisis de gestión: Elaborar reportes e indicadores clave para la toma de decisiones. • Forecast y planificación: Asegurar el cumplimiento de metas comerciales basadas en proyecciones.

• Serve as the primary point of contact for assigned enterprise accounts, building and maintaining strong relationships with key stakeholders, including C-level executives, decision-makers, and end-users across the customer organization. • Understand the unique business needs and goals of each client and proactively identify opportunities to expand our solution footprint and drive upsell/cross-sell opportunities. • Collaborate with internal teams, including Sales Engineers, Customer Success Managers, and Product Specialists, to ensure seamless delivery of services and support to clients. • Conduct regular business reviews and check-ins with clients to review performance metrics, identify challenges, and present solutions to address their evolving needs. • Develop and execute strategic account plans to achieve revenue growth, renewal targets, and customer satisfaction goals. • Accurately forecast your business from top of funnel through closed ACV • Negotiate contract renewals, pricing agreements, and service level agreements (SLAs) to ensure mutually beneficial outcomes for both the client and CData. • Track and manage account health metrics, including usage patterns, adoption rates, and customer feedback, to identify areas for improvement and drive customer retention. • Ensure customer issues are acknowledged and reviewed in a timely manner. • Ensure all accounts remain in good standing through consistent follow-up and communication. • Stay informed about industry trends, competitive offerings, and market dynamics to effectively position CData as a trusted partner and advisor to our clients.

• Manage and develop strong relationships with senior and working team client stakeholders. • Serve as the primary point of contact for assigned accounts and own the full lifecycle including onboarding, optimization, and renewal stages. • Lead and facilitate two-way communication between Marchex and customers, including organizing meeting agendas, presenting insights, and demonstrating features and benefits of the Marchex product suite. • Conduct Strategic Business Reviews focused on performance metrics, ROI, improvement recommendations, and strategic planning. • Maintain accurate account data, lifecycle stages, and forecasting within CRM platforms. • Identify renewal risks early using health scores, engagement indicators, and product usage trends and partner with leadership to mitigate risk accordingly. • Analyze call data, sentiment trends, and missed opportunities to produce actionable insights that drive performance improvement. • Build strategic account plans including forecasting, utilization tracking, call and conversation data insights, and revenue progression. • Drive platform adoption across assigned accounts, ensuring customers maximize the value of the full Marchex solution. • Work with Sales team to identify new revenue opportunities, up-sell and cross-sell pathways, and support contract renewals and expansions. • Seek innovative, datadriven solutions to problems and processes to ensure customer success and sustained business impact. • Collaborate crossfunctionally with Product, Analytics, Engineering, and Support teams to address customer feedback and resolve technical or performance gaps. • Provide hands-on technical support to customers, ensuring quick resolution of platform questions, performance issues, or configuration challenges. • Deliver ongoing product training for client stakeholders to ensure adoption and proficiency. • Assist new customers through onboarding, setup, and early-stage education to establish strong initial engagement. • Collaborate with Support and Product teams to escalate and resolve complex technical inquiries. • Maintain deep product knowledge to effectively guide users and ensure they are equipped to leverage the platform’s full capabilities.