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Manage a portfolio of enterprise accounts, serving as the primary client contact and strategic advisor. Own post-sale deployment, adoption, retention, renewals, and expansion while monitoring account health and identifying growth opportunities. Lead business reviews, maintain account plans and forecasts, and coordinate with Product, Engineering, Support, Compliance, and Sales to resolve issues and deliver client outcomes. Build relationships with institutional financial clients and improve scalable retention and expansion practices.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.