Own a portfolio of self-serve clients, leading onboarding, product education, adoption, retention, and growth. Provide platform support, troubleshoot campaign issues, analyze results, recommend optimizations, conduct business reviews, and identify upsell opportunities. Serve as a product expert and advocate while collaborating with Product, Engineering, and technical operations teams to resolve issues and improve customer outcomes.

Supports month-end close, journal entries, account reconciliations, intercompany accounting, cash management, audit and management reporting, tax compliance, and accounting operations. Investigates variances, collaborates cross-functionally, supports billing and receivables/payables, and handles ad hoc projects. The role also emphasizes process improvement through automation and AI-minded workflow optimization.