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BUILD STRUCTURE & ENFORCE STANDARDS:

  • Own onboarding processes, documentation quality, and success planning
  • Ensure consistency in how accounts are managed across the team
  • Enforce standards across the team

OVERSEE CS TEAM EXECUTION:

  • Review calls and provide actionable feedback
  • Hold CSMs accountable for preparation, follow-through, and solution quality

OWN STRATEGIC ACCOUNTS:

  • Manage a small portfolio of high-impact customers
  • Drive retention, define success metrics, and identify expansion opportunities

CREATE OPERATIONAL VISIBILITY:

  • Track onboarding timelines, account health, and risk signals
  • Surface insights on expansion and performance

Our client

Our client is building the future of AI-powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI directly into ATS and CRM systems to drive real operational impact.

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