• Own the technical success of a portfolio of customers, serving as the primary technical point of contact • Execute customer-specific technical plans to support onboarding, integrations, and ongoing product adoption • Identify and address technical risks, usage gaps, and integration issues, escalating complex problems when needed • Lead resolution of customer technical issues by coordinating with Support, Engineering, Product, and Customer Success • Partner with Customer Success Managers to remove technical blockers and improve customer outcomes • Provide guidance on CRM, marketing automation, and Salesforce-based integrations using established best practices • Communicate technical concepts, recommendations, and status updates clearly to customer stakeholders • Contribute customer feedback and recurring technical themes to internal teams

• Support the technical success of a portfolio of customers under the guidance of senior TAMs or CSMs. • Assist with customer onboarding, integrations, and configuration activities following established best practices. • Help identify technical issues, adoption gaps, and data quality problems, escalating appropriately and tracking through resolution. • Partner with Customer Success Managers to address technical questions and remove blockers to customer adoption. • Participate in troubleshooting and resolution of customer-reported technical issues in collaboration with Support and Engineering. • Document customer environments, technical decisions, and recurring issues to improve internal knowledge and continuity. • Communicate technical concepts clearly to customers, with support from more senior team members as needed. • Build product and domain expertise in CRM, marketing automation, and Demandbase integrations.

• Own the technical success of assigned enterprise accounts from onboarding through renewal. • Serve as the primary technical point of contact for customer IT, security, and engineering stakeholders. • Ensure customers achieve rapid and sustained time-to-value from the platform. • Lead technical onboarding, environment setup, and complex integrations (APIs, SSO, data pipelines, security controls). • Proactively monitor platform health, performance, and usage patterns to identify risks before they impact customers. • Act as a long-term technical advisor aligned to the customer’s architecture, roadmap, and maturity level. • Partner closely with Customer Success Managers to align technical execution with business outcomes.

• Work in the Technical Account Management Hubspot pipeline by answering incoming support calls and emails with a sense of urgency and exemplary custom service • Assist dedicated VIP client Slack channels • Transfer/escalate issues to other team members as needed • Assist with new client onboarding meetings and training as needed • Lead weekly payroll and crew member webinars • Assist with onsite crew member support as needed • Assist with UAT testing of new software releases as needed • Utilize Hubspot help-desk software to log tickets and resolutions • Submit software development requests and bugs to development on behalf of users • Spread GreenSlate's mission statement and encourage clients to join us in being environmentally conscious