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Owns the strategic success, retention, and growth of a portfolio of high-value enterprise accounts. Builds executive relationships, develops multi-year success plans, leads business reviews, manages escalations, negotiates complex renewals, identifies expansion opportunities, and represents customer needs across Product, Sales, Marketing, Support, and leadership teams.

Leads Customer Success Operations for an enterprise SaaS business, overseeing renewal strategy, revenue protection, contract reconciliation, customer lifecycle frameworks, health scoring, dashboards, CRM data quality, and performance insights. Manages distributed team members and partners with Customer Success, Sales, Finance, and Product to improve retention, expansion, billing accuracy, operational scalability, and customer outcomes.

Owns a portfolio of complex enterprise SaaS accounts, driving retention, renewals, expansion, and net revenue retention. Builds executive relationships, leads business reviews, manages negotiations, coordinates cross-functional teams, tracks account health and forecasts in CRM systems, and identifies growth opportunities. The role also mentors customer success professionals, contributes to playbooks, and represents customer needs in product roadmap discussions.

Owns the full enterprise sales cycle across named accounts, including prospecting, new-logo acquisition, upsell and cross-sell growth, discovery, demonstrations, executive relationship management, account planning, pipeline forecasting, and quota attainment. Partners with Customer Success, Sales Engineering, Product Management, and BDR teams to close complex, multi-stakeholder deals with regulated organizations. Requires regional and industry-event travel of approximately 20%.

Implements complex enterprise SaaS solutions, including email archiving, authentication, directory synchronization, third-party integrations, and multi-tenant configurations. Partners with customers, IT teams, project managers, product, and business development to define workflows, meet deadlines, validate compliance-related data flows, resolve issues, and support proof-of-concept implementations. The role also mentors internal resources, reviews deployments, maintains technical documentation, and provides scheduled and urgent support across a 24x7 global coverage model.

Own the full enterprise sales lifecycle for strategic financial services accounts, driving new business, expansion, and revenue growth. Develop account strategies aligned with regulatory, compliance, and risk priorities; lead complex discovery, executive presentations, business cases, and multi-stakeholder engagements. Build relationships across Compliance, Legal, Risk, and IT, partner with Customer Success, Sales Engineering, and Product, maintain Salesforce pipeline accuracy, and represent the company at industry events. Travel across the Northeast is expected.

Own a portfolio of complex enterprise SaaS accounts, serving as a strategic advisor to drive retention, renewals, adoption, and expansion. Lead executive business reviews, renewal negotiations, account planning, forecasting, and cross-functional customer engagements. Identify upsell opportunities, maintain Salesforce health scores and pipelines, mentor CSMs, develop enablement playbooks, and represent customer needs in product roadmap discussions.

The Solutions Engineer drives technical aspects of sales, providing pre-sales and post-sales support, conducting workshops, and demonstrating product solutions to meet customer needs.

Own and drive complex, high-value enterprise sales cycles for strategic global accounts in regulated industries. Develop account strategies, engage C‑suite stakeholders, coordinate cross-functional teams, forecast pipeline, and negotiate multi-year contracts for AI-enabled compliance and archiving solutions.

The Sales Development Representative will identify and engage prospects, maintain lead records in Salesforce, support events, align with marketing, and facilitate communication between sales and marketing teams.