Own a portfolio of up to ~100 accounts across SMB and mid-market segments

Prioritize engagement based on renewal timing, risk signals, and growth potential

Manage by exception using dashboards, health scores, and triggers rather than high-touch engagement

Own end-to-end renewal management, including timeline creation, stakeholder alignment, and deal execution

Maintain accurate, data-driven renewal forecasts with clear visibility into risk, upside, and expected outcomes

Proactively identify at-risk accounts and drive mitigation plans to ensure predictable renewal outcomes

Partner with Sales on pricing, packaging, and lightweight expansion opportunities where applicable

Execute standardized, scalable engagement models (e.g., program reviews, scaled QBRs) to ensure value realization

Communicate clear, repeatable value narratives tied to customer outcomes and usage

Identify and progress expansion opportunities based on usage signals and customer needs

Maintain disciplined use of systems such as Gainsight and Salesforce as the source of truth

Execute against defined playbooks for renewals, risk management, and customer engagement

Client Partner, Scaled Accounts

Responsibilities