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crm data analytics salesforce salesloft bi toolsπ Description
- Manage a large SMB portfolio using scaled, programmatic engagement.
- Drive adoption and early lifecycle engagement via playbooks and campaigns.
- Identify growth opportunities, including cross-sell and increased product usage.
- Partner with CSMs to move high-potential accounts into high-touch portfolios.
- Use data-driven outreach using behavior, lifecycle stage, and usage insights.
- Maintain accurate CRM data and engagement tracking.
π― Requirements
- 2β4 years in CS, AM, BD, or similar customer-facing role.
- Experience managing large portfolios in a scaled/tech-touch model.
- Strong understanding of customer lifecycle, adoption, and retention.
- Excellent written and verbal communication at scale.
- Highly data-driven; translate signals into actions.
- Comfortable with Salesforce, automation tools, and trigger-based workflows.
π Benefits
- Health, disability, and life insurance
- 401(k) plan
- Paid time off and sick leave
- Discretionary year-end bonus
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