• Protect and grow a portfolio of accounts • Lead the pricing migration for your accounts • Accelerate multi-module adoption • Reduce churn risk • Maintain a clean and accurate HubSpot pipeline • Use AI tools to prepare your calls

• Expand revenue from the existing customer base by strategically providing a fantastic experience and upselling/cross-selling by being inquisitive, understanding the customers’ needs, and applying a partner-based approach to sales • Achieve sales targets, maintain, and develop a strong pipeline of opportunities from existing customer base • Build a strong understanding of client and industry segmentation, behavior, and insights to drive customer lifetime value • Ownership of customer engagement including customer upsell/cross-sell and renewals • Establish, manage, and grow value-based relationships through exceptional communication and follow through to ensure customer satisfaction, resulting in high customer retention • Serve as voice of the customer to prioritize feature requests and platform improvements during product discussions for Colibri to improve our business solutions using the customer feedback loop • Responsible for account retention, growth, and upsell-cross sell • Educate clients on new features, assist with extending their utilization, obtain customer feedback regarding new features/capabilities and overall satisfaction through customer surveys, interviews, and focus groups • Actively drive customer references and case studies

• Serve as the primary point of contact for assigned clients, ensuring timely resolution of issues and seamless delivery of Merchants services. • Develop a deep understanding of each client's business, industry, objectives, and fleet strategy. • Build strong, consultative relationships that foster trust, loyalty, and long-term partnership. • Conduct regular client health check-ins to proactively identify opportunities, address concerns, and support retention efforts. • Partner with Client Development Managers to expand service utilization and uncover opportunities for growth. • Provide guidance and support across all aspects of the fleet lifecycle, including vehicle ordering, delivery, registration, billing, fulfillment, remarketing, and vehicle offboarding. • Assist clients in developing fleet strategies that improve efficiency, control costs, and support business objectives. • Develop and deliver client reviews, fleet presentations, reporting, and consultative recommendations. • Maintain expertise in leasing structures, financing options, contracts, service offerings, and industry trends. • Build and maintain knowledge of vehicle specifications, upfits, vehicle sourcing, and fulfillment processes. • Act as an advocate for your clients while collaborating across Merchants teams to deliver exceptional outcomes. • Utilize reporting tools, dashboards, alerts, and analytics to proactively manage account performance and identify opportunities for improvement. • Ensure adherence to client-specific service level agreements and quality standards. • Promote client self-sufficiency through education and support of Merchants' customer-facing technology solutions. • Represent the voice of the client in continuous improvement initiatives, helping enhance processes, tools, and the overall client experience. • Maintain accurate account documentation and workflow management within CRM systems. • Manage administrative activities throughout the lifecycle of client leases and rentals. • Partner closely with Sales, Operations, and cross-functional teams to onboard new clients and support ongoing account success. • Lead or participate in special projects that contribute to business growth and operational efficiency.

• Build strong, consultative relationships with clients and become a trusted extension of their team. • Partner with clients and internal stakeholders to develop account strategies that support fleet goals and business objectives. • Manage day-to-day client requests and activities while ensuring alignment with client policies, priorities, and expectations. • Proactively identify opportunities to improve fleet performance, reduce costs, and enhance operational efficiency. • Take ownership of client challenges, leveraging critical thinking and problem-solving skills to deliver effective solutions. • Analyze fleet data and reporting to provide insights and recommendations that support informed decision-making. • Serve as the voice of the customer, partnering with internal teams to enhance processes, programs, and client outcomes. • Collaborate with subject matter experts to resolve inquiries quickly and efficiently in a high-volume environment. • Support client compliance initiatives by executing policies, monitoring adherence, and communicating non-compliance concerns to key stakeholders. • Develop expertise in Fleet Resources, Customer-Facing Technology, vehicle specifications, and upfit solutions to provide exceptional client guidance. • Lead client-specific projects and contribute to initiatives that strengthen and grow the Fleet Assist program.