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Insurance • Logistics • Software • Transportation • Business Intelligence
Leads Customer Success strategy for Workforce and Insurance customers, managing seven CSMs and enterprise relationships. Owns retention, net revenue retention, expansion, customer journey optimization, segmentation, executive business reviews, strategic account plans, and Sales-to-CS coordination. Uses customer data, automation, and AI-enabled tools to improve efficiency and outcomes. Coaches a distributed team, manages organizational change, and partners cross-functionally to reduce churn and drive customer value.
Insurance • Logistics • Software • Transportation • Business Intelligence
Respond to and qualify inbound leads from marketing campaigns, website inquiries, and content engagement. Research prospects, nurture sales-ready opportunities through email and phone follow-up, schedule qualified meetings, meet pipeline and quota targets, track activity in Salesforce, and partner with marketing on lead quality and campaign performance.
Insurance • Logistics • Software • Transportation • Business Intelligence
The Revenue Operations Manager oversees revenue operations' health, manages direct reports, addresses billing issues, aligns finance, and improves processes across teams.
