• Identify opportunities to improve workflows and contribute to process efficiency • Ensure all client interactions are handled with empathy, professionalism, and confidentiality • Collaborate with the legal team to maintain an efficient intake process • Coordinate communication through phone, email, and SMS platforms • Reach out to prospective clients through outbound phone calls and follow up communications • Request and follow up on retainer agreements and required documentation • Maintain accurate records of client communications and follow up activities • Organize client records and intake documentation • Manage and maintain accurate information within the CRM • Guide prospective clients through the intake and qualification process • Respond to inquiries from potential clients in a professional and timely manner • Track and manage the qualification pipeline

• Set and execute the long-term Salesforce strategy aligned with business goals • Partner with senior leaders across Sales, Marketing, Finance, and Operations • Own architecture, configuration, and optimization of Salesforce clouds • Drive adoption through change management and governance • Integrate Salesforce with ERP, marketing automation, and billing systems • Lead a high-performing team and foster a culture of innovation.

• Conduct customer business reviews that are focused on cloud utilization and identifying and sharing cost optimization opportunities. • Collaborate with peers and managers to steer our CSP operations. • Act as liaison between customer, company and 3rd party vendors, managing/escalating tickets and tasks from report to resolution. • Build and maintain a trusted advisor relationship with our customers. • Maintain comprehensive documentation of checklists, procedures, processes, and policies to support compliant and best-practice deployment and utilization of cloud resources. • Define, measure and monitor KPIs and SLAs that lead to high customer satisfaction. • Own the post-sales relationship

• Proactively own and manage the success of a portfolio of enterprise-level customer accounts with particular expertise of the Texas customer market • Develop ongoing success plans to ensure goal alignment, product adoption, expansion and loyalty for your customer portfolio • Support customer’s launch through data integration and system configuration in partnership with implementation team • Identify opportunities to drive customer value through successful product adoption, best practice sharing and regular demonstration of ROI • Being an expert on the product and consistently generating excitement for enhancements while keeping the customer informed of updates; facilitate demos, additional training and rollout support as needed • Building relationships with key stakeholders, help resolve issues and escalations, and continually delight them with a positive, customer-centric attitude • Working closely and cross-functionally to develop practices that establish, expand, and deepen customer relationships • Serving as the voice of the customer across teams at ParentSquare receiving and interpreting feedback and sharing internally to continuously improve the customer experience • Traveling to at least 1 conference per year and at least 1 community connect each quarter