Client Account Coordinator assisting retail sales and compliance, identifying client growth opportunities, and supporting training teams. Managing reports and client communications for in - store execution.
About the role
- Enterprise Account Manager managing onboarding and success for complex, PE-backed customers. Leading integrations and collaborations across multiple brands while ensuring account health and revenue growth.
Responsibilities
- Manage the end-to-end onboarding and success lifecycle for enterprise and PE-backed accounts.
- Build detailed project plans outlining timelines, responsibilities, and deliverables for multi-brand deployments.
- Oversee integration and data setup across multiple portfolio companies, ensuring consistent configuration.
- Monitor account health and proactively address adoption gaps or technical issues.
- Facilitate executive business reviews (QBRs) and deliver strategic recommendations to drive measurable ROI.
- Build and manage Zapier automations to connect customer systems and automate workflows.
- Use webhooks and JSON payloads to pass data between platforms and ensure accurate synchronization.
- Partner with Product and Engineering to troubleshoot API connections and integration challenges.
- Apply SQL and relational database knowledge to validate data integrity and investigate anomalies.
- Document all technical workflows and ensure repeatability across brands and regions.
- Act as project lead for multi-brand or regional implementations.
- Collaborate with internal teams (Sales, Product, Engineering, Support) to ensure smooth execution.
- Track milestones, dependencies, and risks, communicating progress clearly to all stakeholders.
- Manage escalations and coordinate resolution of high-impact issues.
- Develop success plans that align customer goals with measurable outcomes.
- Identify opportunities for expansion in product usage, AI adoption, and add-on modules.
- Partner with the Account Executive and Director of Enterprise CS on renewal and expansion strategies.
- Build and maintain strong relationships with customer executives and operational leaders.
Requirements
- 5–8 years of experience in Customer Success, Account Management, or Implementation roles, including experience with large or multi-brand accounts.
- Proven success managing enterprise customers with complex technical requirements.
- Hands-on technical experience with Zapier, webhooks, JSON, and SQL.
- Strong project management and organizational skills; able to manage concurrent projects with multiple stakeholders.
- Excellent communication skills, including executive presence and the ability to lead C-level discussions.
- Experience using HubSpot and Metabase (or similar BI tools) for account tracking and reporting.
- Familiarity with home services, SaaS, or tech-enabled operations is a plus.
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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