• Lead monthly operational meetings with customers, reviewing progress, adoption, and upcoming milestones. • Manage project timelines for major initiatives • Coordinate internal dependencies • Deliver training and enablement on new and existing product features • Execute adoption playbooks that drive GDV lift • Monitor usage metrics, donor behavior patterns, and campaign performance • Ensure client’s CRM integration is functional • Translate customer needs into clear, reproducible technical requests • Communicate status updates back to customers • Monitor platform usage, donor conversion, recurring health, campaign activity, and technical dependencies • Maintain detailed documentation of customer requirements • Provide organized, proactive communication to keep customers confident, informed, and engaged.