• Support a team of Customer Success Managers with day-to-day operational execution • Prepare materials for customer meetings, QBRs, and executive reviews • Build and maintain customer account documentation, notes, and records • Track customer action items and ensure follow-through • Prepare agendas, presentations, and supporting documentation for customer meetings • Capture and distribute meeting notes with clear action items and owners • Maintain organized customer communication records • Coordinate internal and external meeting scheduling • Track licensing renewals, contract milestones, and expiration dates • Support renewal workflows and follow-up activities • Coordinate with procurement, finance, and engineering teams to ensure accurate renewal execution • Maintain renewal tracking dashboards and reporting • Maintain customer health data, dashboards, and reporting • Track KPIs including backlog, ticket volume, escalations, renewals, and account status • Ensure CRM and internal systems remain accurate and up to date • Produce weekly and monthly reporting for CSM leadership • Execute existing Customer Success playbooks and workflows • Identify process gaps and recommend improvements • Help scale and standardize customer success operations as the company grows