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Cloud • Fintech • Software • Financial Services
Manage a portfolio of clients by driving onboarding, product adoption, renewals, and expansion. Develop success plans, monitor account health, lead client meetings and usage campaigns, configure integrations and reports, educate users, provide product feedback, and collaborate with Sales and internal teams. The role includes forecasting, reporting, webinars, documentation, and approximately 10% travel for client meetings and conferences.
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SaaS
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