Found Description
As a Trilingual Small Business Account Manager (EN/ES/FR) , you will be the post-sale relationship for an existing book of business. You will be the primary point of contact for clients after onboarding, serving as a strategic advisor to drive retention, identify upsell/cross-sell opportunities, and manage business reviews. You will act as a bridge between the client and our internal cross-functional teams (CSM, Support, Product) to ensure high client satisfaction and minimize churn.
Key Responsibilities
- Manage Book of Business: Proactively manage a portfolio of existing clients, maintaining detailed CRM records in Salesforce to track health, activity, and renewal status.
- Drive Retention & Expansion: Identify opportunities for upsell and cross-sell within your assigned accounts. Manage contract renewals 90 days in advance, proactively addressing churn risks. Identify referencable customers and case studies.
- Business Reviews: Coordinat...
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