• Manage a book of business of clients in setup and newly live • Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients • Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines • Project manage and oversee each client’s Implementation process, coordinating with internal teams to ensure timely and successful setup • Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed • Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product • Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk • Facilitate office hours and/or live support group sessions via Zoom for clients • Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations • Work with escalated clients to resolve their concerns • Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed • Speak confidently and professionally with clients • Work with the utmost urgency to work through client issues • Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly)