• Own and execute the full upsell and expansion motion for existing accounts, including plan upgrades, add-ons, additional seats, and new product adoption. • Proactively identify and qualify expansion opportunities using product usage data, customer feedback, and firm growth signals. • Partner with Customer Success, Launch Managers, and Marketing to identify account growth opportunities and share feedback to improve the customer journey. • Drive adoption of new Monograph products and features—including billing, invoicing, and other tools—through consultative conversations that map customer needs to Monograph’s value. • Conduct targeted outreach to previously churned customers to reintroduce Monograph and win back accounts. • Build and maintain strong relationships with key stakeholders across architecture and engineering firms, from project managers to firm owners. • Maintain accurate records of opportunities, pipeline, and forecasts in CRM (HubSpot/Salesforce). • Help design, test, and refine Monograph’s upsell playbook—defining what works, what converts, and what drives customer retention. • Contribute to ongoing process improvement, reporting, and lead routing to help scale the expansion motion.