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AI Tools
Customer Ownership & Retention:
- Manage a dedicated Book of Business ensuring high engagement, adoption, and long-term satisfaction.
- Guide customers through key journey moments to maximize value realization and reduce churn.
- Run structured business reviews that drive platform adoption and surface expansion opportunities.
Revenue Growth & Expansion:
- Carry a Net Dollar Retention and expansion revenue quota for your book.
- Build and own your expansion pipeline with a value-based, consultative selling approach.
- Own deals end to end: prospecting, pitching, negotiating, closing, and retaining accounts.
Operational Excellence:
- Maintain organized visibility with accurate forecasting of churn and expansion revenue.
- Use account health data to prioritize and drive proactive outreach.
- Integrate AI tools daily for research, prep, account planning, and reporting.
Gusto
Gusto is on a mission to grow the small business economy by handling payroll, health insurance, 401(k)s, and HR. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses nationwide and builds a workplace reflecting its diverse customers.