• Partner with Sales and Customer Success teams on bookings, plan modeling, including target setting, and capacity modeling. • Facilitate quota allocation and support compensation planning and attainment analysis. • Own the optimization of customer-related processes to ensure high levels of client satisfaction, retention, and upsell opportunities. • Lead high-impact projects aimed at improving team efficiency, customer experience, and retention. This may include product launches, process improvements, and systems integrations. • Manage, integrate, and champion core Customer Success tools, including the design and deployment of third-party systems, and the ongoing optimization of AI/automation agents • Drive core operating rhythms, including weekly forecasting and booking updates, pipeline reviews, and monthly/quarterly business reviews. • Refine data models and processes to improve forecasting accuracy and predictability. • Enforce stage definitions, rules of engagement, and data standards in our CRM. • Oversees quote-to-close processes for renewals and expansion opportunities. • Leverage analytics to measure customer success KPIs, identify trends, and guide the team toward achieving operational targets. • Build and maintain strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, Customer Success, and Marketing leadership. • Deliver insights suitable for executive presentations, including quarterly business reviews (QBRs), board presentations, and recurring business reviews. • Drive alignment among leadership stakeholders to support seamless GTM execution. • Continuously streamline and improve best practices, including processes, policies, and tools. • Support the selection, integration, and optimization of the Sales Tech Stack (e.g., SalesLoft, ZoomInfo), with a strong focus on leveraging AI-powered platforms to enhance productivity and insights.