Analyze data from multiple sources to make recommendations, using knowledge, experience, and judgment to effectively guide and influence customer behavior.
Understand the relationship between objectives/goals and activities to respond effectively to what your customer needs versus what your customer asks.
Know and understand your book of business deeply, including knowing your customers, what they value, their maturity level, and how to help them unlock their potential.
Guide customers on the path to success consistently, including anticipating/resolving risks, tapping internal resources, and maintaining precise alignment on success criteria.
Serve as a trusted advisor to clients by engaging internal and external stakeholders and aligning them to a shared vision.
Apply successes, best practices, and learnings from the experiences of Outreach customers to consult with other customers.
Tailor communications to the audience by contextualizing customer data and positioning return on investment and overall strategy.
Champion the development and follow through on Customer Success Plans that ensure success for accounts across your book of business.
Complete activities in the Outreach Operating Rhythm for customers to ensure satisfaction, engagement, and value from using the platform.
Connect internal teams to maximize customer experience.
Stay abreast of sales and revenue trends to increase credibility in the industry.
Partner with Account Executives in renewals and expansion.
Perform other duties as assigned.

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