Own a portfolio of accounting firms as the commercial and strategic customer success leader. Drive onboarding value realization, renewals, expansion, adoption, retention, and revenue growth. Build executive relationships, success plans, ROI analyses, renewal forecasts, and churn save plans. Use customer data, health metrics, AI tools, and analytics to identify risks and opportunities. Collaborate with Sales, Product, Engineering, Marketing, Implementation, Support, and Education teams to improve customer outcomes and influence roadmap priorities.

Manage a large portfolio of SMB SaaS customers, serving as the primary contact, driving product adoption, preventing churn, managing renewals, resolving issues, and identifying growth opportunities. Use customer data and automation to deliver value at scale, collaborate with sales, marketing, product, and support teams, and encourage customer advocacy through testimonials and case studies.