• Deepen the mapping of the customer journey with a focus on acquisition • Create and automate relationship and new customer acquisition strategies across different channels (WhatsApp, Email, Push, and Web Push) • Continuously monitor area metrics and KPIs (being data-driven and passionate about data is essential!) • Optimize workflows and processes for CRM channels (Email and WhatsApp) • Create multichannel campaigns and initiatives focused on customer acquisition (push, web push, email, and WhatsApp), ensuring consistency with brand pillars and coordinating with other Marketing teams • Conduct A/B tests • Generate reports to ensure data optimization, identify opportunities for improvement, and provide business insights

• Own the full customer relationship for a portfolio of enterprise dairy accounts, serving as the primary point of contact and strategic advisor. • Build and execute engagement plans that strengthen long-term partnerships and drive measurable value for clients. • Monitor customer health across your book of business, identify risks early, and lead proactive interventions before issues escalate. • Manage the full renewal cycle, including upsell and cross-sell opportunities that align with each client's business goals. • Lead executive business reviews with C-suite stakeholders, aligning on outcomes, demonstrating ROI, and uncovering growth opportunities. • Drive product adoption across your accounts and guide clients through onboarding and enablement to accelerate time-to-value. • Serve as the voice of the customer internally, synthesizing feedback and influencing product roadmap priorities. • Collaborate cross-functionally with subject matter experts, product teams, and support to resolve escalations and architect the right solutions. • Maintain CRM data integrity and reporting accuracy to support visibility and strategic planning across the organization. • Contribute to cross-functional initiatives and special projects that advance the customer success team and the broader business.

• Examine sales, account management, and business retention metrics • Control strategic business plans for accounts and customer relationships • Support profitable growth and other business objectives • Perform and support plan changes and ID card facilitation • Conduct inbound phone calls and complete documentation requests • Oversee prior authorization and accessibility processes • Resolve claims issues and manage manual eligibility adds and terminations • Facilitate and participate in external-facing meetings

• You'll build and maintain GTM process and automation inside our clients' CRMs, mostly HubSpot. • Working from the direction set in your pod, you turn requirements into a clean, well-built system the sales team can rely on. • You're a builder with an admin's discipline. • You sweat the details others miss, you test before you ship, and you document what you build so the rest of the pod can run it. • When something breaks, you find the root cause and fix it properly. • Architect and build in client HubSpot instances: information architecture (objects, associations, lifecycle stages, pipeline structure), workflows, deal logic, lead scoring, routing, properties, and permissions. • Build and debug automations across the GTM stack: HubSpot workflows, n8n, APIs, and webhooks. • Guard data integrity: deduplication, field validation, association hygiene, and import discipline so reporting and forecasting can be trusted. • Build the reporting leadership relies on: pipeline coverage and velocity, stage-by-stage conversion, and full-funnel dashboards. • Design integrations and data flows between HubSpot and the rest of the stack (Clay, Aircall, telephony, billing, enrichment pipelines). • Keep multiple client instances healthy at once, with fast turnaround and nothing falling through the cracks. • Work client-facing: you can talk through a data question with a technical lead and walk a frustrated AE through a new flow in the same afternoon. • Codify what works into our library of reusable plays and patterns, so every client build sharpens the whole team.