Job Description
Responsibilities
- Own the post-onboarding relationship for 200 to 300 Growth-tier accounts as the customer’s main point of contact for account health, retention, and renewal.
- Drive retention and renewal rates across the book. Proactively spot at-risk accounts and step in before they churn, not after.
- Monitor account health using the admin panel and CS tooling: login and usage activity, filing cadence, collected-vs-calculated tax variance, and integration status. Catch issues before they surface as a support ticket or a churn conversation.
- Validate ongoing account data quality, including addresses, product classification, and integration data flow.
- Act as the escalation point for account issues, pulling in Support, Product, or Engineering when something needs to get fixed at the root.
- Partner cross-functionally with Sales on renewals and expansion, Finance on billing and plan questions, and Product/Engineering on recurring issues affecting the portfolio.
- Surface patterns to leadership, not just individual tickets: recurring product gaps, process breakdowns, and anything that points to a bigger fix.
- Manage a high-volume queue without losing track of individual accounts. Triage and prioritize across the full book every day.
- Keep account records and communication history current across our CS tools (admin panel, DevRev, HubSpot, Gainsight/ChurnZero, Jira) so the whole team has visibility.
- Help build and refine the playbooks that let one person support 200+ accounts well: health scoring, automated outreach triggers, self-serve content.
Qualifications
Required
- 1 to 2 years in a customer-facing retention role, ideally managing a high-volume book (100+ accounts).
- A track record of moving retention and renewal numbers, not just reporting on them.
- Comfortable working across several tools at once to manage a large portfolio efficiently.
- Strong English written and verbal communication. Able to turn a technical or product issue into a clear customer conversation.
- A cross-functional collaborator who works well with Sales, Finance, and Product/Engineering to get things resolved.
- A self-starter with a bias for action. Identifies issues and brings them to leadership without waiting to be asked.
- Startup mentality: hungry, resourceful, and moves fast
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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