• Assist new customers with onboarding, platform setup, and user training to ensure a smooth start. • Educate customers on product features, updates, and best practices to maximize value and adoption. • Track customer usage and engagement to identify risks, opportunities, and areas for improvement. • Serve as primary point of contact for assigned customers, responding promptly to inquiries and requests. • Monitor customer satisfaction, gather feedback, and proactively address concerns to support retention. • Maintain accurate records of customer interactions, account status, and feedback in CRM and success tools. • Work with Sales, Support, and Product teams to troubleshoot issues and escalate them when necessary. • Support renewal processes and help identify potential upsell or cross-sell opportunities. • Provide data and materials for customer success plans and participate in internal or customer-facing reviews as needed. • Promote customer awareness of new features, enhancements, and recommended workflows.