Own a B2B SaaS customer portfolio across onboarding, adoption, active usage, renewals, and expansion. Guide customers in CRM data integrity, optimize workflows, review configurations, communicate value, handle objections, and identify new use cases. The role requires technical fluency, CRM and data workflow knowledge, proactive problem-solving, and clear communication through chat, email, video, and customer meetings.

Own a portfolio of B2B SaaS customers across onboarding, adoption, renewal, and expansion. Provide hands-on guidance on CRM data integrity, workflows, and governed data practices; identify risks and optimization opportunities; communicate value and ROI; re-engage at-risk accounts; handle objections; and advise stakeholders on technical solutions. The role also contributes customer insights to company processes, product improvements, and customer experience.