Manage relationships with Mid-Market customers, ensure their success through renewals and upsells, and collaborate with cross-functional teams for optimal client experiences.

Responsible for enhancing customer experience, driving product adoption, developing educational content, and collaborating across teams to ensure customer success.

The Customer Lifecycle Marketing Manager will design initiatives to enhance customer retention, engagement, and advocacy while collaborating with Sales and Product teams to optimize the customer journey.

The Solutions Engineer will provide technical pre-sales support, conduct product demonstrations, handle RFPs, and advocate for security and data privacy, contributing to business growth through effective communication and relationship building.

Lead and scale a customer support organization, ensuring exceptional service, team performance, and customer satisfaction while fostering a strong customer-centric culture.

The Account Executive will manage and close sales for the Private Capital CRM business, focusing on net new accounts and expansion revenue.

Drive engagement and upsells by leading a customer success team, manage key financial metrics, and support client needs while ensuring team development and effective communication across functions.

This role involves building and closing a pipeline of new and existing accounts, managing leads, collaborating with teams, and achieving sales targets.

Lead financial planning and analysis, drive growth strategies, automate FP&A processes, mentor team, and ensure alignment with strategic objectives.