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Key Responsibilities:

  • Manage a high volume of customers using one-to-many communication strategies
  • Segment accounts and tailor engagement based on lifecycle stage and product usage
  • Maintain visibility into portfolio health via CRM/CS tools

Renewals and Retention:

  • Monitor churn risk through behavioral signals and health scores
  • Deploy automated renewal readiness campaigns and escalation workflows
  • Coordinate with Sales/Renewals on scaled renewal plays and messaging

Upsell / Expansion:

  • Identify product-qualified leads (PQLs) and usage-based expansion opportunities
  • Trigger in-app messages, emails, or nurture campaigns to promote expansion
  • Collaborate with Sales to transition qualified opportunities

Optro

Optro is a leading audit, risk, ESG, and InfoSec platform used by over 50% of the Fortune 500. They are known for their award-winning technology and customer satisfaction, and have been recognized as one of the fastest-growing tech companies in North America for seven years running.

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