• Align on strategic goals and establish a mutual success plan that serves as a foundation for long-term customer success and shared outcomes. • Facilitate smooth transitions post-implementation, ensuring KPIs are met and remain relevant throughout the customer journey. • Build strong relationships by understanding customer needs and conducting regular check-ins to monitor satisfaction and account health, including engagement with senior stakeholders and executive sponsors where appropriate. • Develop deep expertise in our solutions to create value for customers, delivering best practices, insights, and ROI-focused guidance while highlighting the benefits of new features and updates. • Demonstrate a commitment to continuous learning and staying current with product innovation, emerging technologies, and AI-driven capabilities. • Identify and act on upsell and cross-sell opportunities, collaborating with teams to drive renewals, manage challenges, and increase retention. • Communicate complex ideas effectively to all stakeholders, using active listening and providing regular updates on key initiatives. • Cultivate customer advocates for testimonials, case studies, and referrals, and streamline feedback for internal teams. • Leverage data and analytics to track customer goals and drive outcomes, using trends to make data-driven recommendations during reviews. • Encourage the use of self-service resources, such as knowledge bases, to empower customers and boost satisfaction.

• Serve as the primary point of contact for assigned clients, ensuring strong and lasting relationships through proactive customer engagement techniques such as regular check-ins, tailored communication plans, and the use of CRM tools to track and enhance interactions. • Address client inquiries and concerns promptly to maintain satisfaction and build trust. • Assist in creating and managing detailed project plans and timelines under the guidance of the Customer Success Manager. • Lead on-site launch events and facilitate virtual and in-person resident engagement activities. • Collect and report client feedback using Voice of Customer (VoC) methodologies such as surveys, interviews, and data analytics to identify areas for service enhancement and inform strategic decisions. • Work closely with the Customer Success Manager to prepare materials for client account reviews and strategy discussions.

• The Carrier Success Manager is responsible for retaining and growing DAT's carrier customer base within a dedicated territory. • This role manages retention outcomes, executes upsell and cross-sell strategies, maintains territory health, and cultivates strong customer relationships. • Serves as the primary point of contact for their territory, translating field intelligence into actionable insights for product, marketing, and support teams.

• Manage an integrated, multichannel operation within the CRM platform • Organize the data structure within the platform • Develop strategies for acquisition, activation, engagement, and retention • Manage, clean, and cluster the database • Structure project management, client meetings, and presentation materials • Deliver work and handle requests using agile methodology • Conduct performance, conversion, and engagement analyses • Create dashboards and produce recurring reports • Develop automations and build data extraction processes • Design and implement complex customer relationship flows