• Own and develop trusted relationship with customer by understanding customer priorities and roadmap • Proactively mitigates potential risks internally and externally • Work closely with service colleagues (S&I, training and support) on assigned accounts to develop to ensure client success and satisfaction. • Extract, analyze, and assess client business needs and workflows while making consultative recommendations • Act as a conduit between customer and product team to communicate customer feature requests and product gaps • Make recommendations on system configuration to support a client’s business goals and objectives • Identify upsell opportunities and collaborate with the partnership and sales team to drive ancillary revenue • Work across the firm to drive resolution of identified issues and escalate issues where appropriate • Provide internal feedback on existing features and contribute to the design of new features. • Articulate client needs objectives and work across the firm to develop and propose solutions • Maintain regular contact with key decision makers and stakeholders to ensure customer’s desired outcomes are well understood, documented and monitored.