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crm salesforce ai vitally📋 Description
- Own renewals, churn mitigation, and SMB motions end-to-end; escalate with context.
- Provide timely updates; run structured operating rhythms; align DRIs across Sales.
- Drive onboarding/adoption outcomes; create milestones and track progress.
- Identify churn signals early; run mitigation plans; escalate with clear asks.
- Surface upsell/cross-sell signals during QBRs; route to Sales/AMs.
- Maintain Vitally + Salesforce as SSOT; clean handovers per SOPs.
🎯 Requirements
- CS/AM experience in complex B2B SaaS (Payroll preferred) or comparable.
- Strong written communication and stakeholder management.
- Identify churn risk early and execute mitigation plans.
- Comfort coordinating across Sales, Implementation, Support, Product, Ops.
- CRM + Vitally hygiene as system of record (SSOT).
- AI fluency: uses AI for prep, drafting; verifies facts against source docs.
🎁 Benefits
- Work from anywhere
- Flexible paid time off
- Flexible working hours (async)
- 16 weeks paid parental leave
- Mental health support services
- Stock options
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