Team Development & Coaching:
- Serve as the primary day-to-day mentor for newer CSMs, providing guidance on account strategy, difficult customer conversations, and renewal negotiations.
- Manage and mentor a team of up to 5 CSM direct reports, conducting regular 1:1s and structured coaching sessions.
- Identify skill gaps and work with the VP to design targeted development plans and training resources.
VP Support & Team Operations:
- Act as a strategic thought partner to the VP, translating team goals into executable plans and holding the team accountable to key metrics.
- Own the development and maintenance of core CS playbooks, including onboarding, EBR, renewal, risk, and expansion.
- Lead team meetings, deal reviews, and account health check-ins, and contribute to hiring by interviewing candidates.
Own Account Portfolio:
- Carry a focused portfolio of complex, strategically sensitive accounts, developing account plans, leading EBRs, and owning renewal and expansion outcomes.
- Serve as an escalation point for high-stakes customer situations, stabilizing relationships and developing resolution plans.
- Maintain accurate account data in HubSpot and CS tooling, and hold the team to the same standard.
Process & Playbook Development:
- Partner with the VP to identify gaps in CS operations and build systems, templates, and workflows that close them.
- Document and institutionalize best practices, evaluate CS tooling, and recommend improvements like health scoring models and automation.
- Collaborate with Sales, Implementation, Product, and Support to ensure cross-functional handoffs are well-defined and consistently executed.