• Own and manage a portfolio of accounts with clear alignment at the project, program and leadership levels. • Consultatively drive adoption by implementing success plans, building and expanding relationships, and delivering valuable performance insights. • Help maintain customer documentation, success plan tracking, and account records. • Track customer utilization and adoption metrics, highlighting trends or risks to the CSM team. • Prepare dashboards, meeting summaries, and materials for QBRs/EBRs. • Assist in gathering customer feedback and organizing it for internal teams. • Hold Strategic /Executive Business Reviews to ensure value is realized at the leadership level. • Identify and support expansion opportunities by working with Sales to increase customer adoption and business objectives. • Collaborate with Product, Support, and Professional Services teams to ensure customers receive coordinated, consistent service. • Identify and facilitate training sessions, webinars, and resources that guide customers to increased adoption and best practices.