Own a portfolio of mid-market B2B SaaS customers, driving adoption, retention, renewals, expansion, and net revenue retention. Identify churn risks and upsell opportunities using customer conversations, health metrics, dashboards, and usage analytics. Provide consultative practice-management guidance, lead customer projects, demonstrate product features, and advocate for customer needs across Product, Sales, Support, Implementation, and Education teams.

Manage a large portfolio of SMB SaaS customers, serving as the primary contact, driving product adoption, preventing churn, managing renewals, resolving issues, and identifying growth opportunities. Use customer data and automation to deliver value at scale, collaborate with sales, marketing, product, and support teams, and encourage customer advocacy through testimonials and case studies.

Own commercial outcomes for a portfolio of accounting firm customers: drive retention, expansion, adoption, and ROI. Build success plans, forecast renewals, diagnose risk, lead executive reviews, and translate customer insights into product and revenue strategies while collaborating across Sales, Implementation, Support, Product, and Marketing.