• Be the SME for Processing Performance Monitor in terms of who is enrolled, client status, new enrollments, cancelations and retention.
• Work through our potential client database to sell: Define client segmentation and tailor message specific for use cases.
• Work with CSMs to identify potential clients and present the dashboard to solve clients’ pain points.
• Keep Potential client list updated after every billing month closure.
• Create and maintain Issuer – Contact and email database to send webinar invitations, informative emails and use as sales contacts.
• Contact enrolled users who aren’t using the dashboard to provide training and generate product engagement.
• Contact enrolled users who are super users to obtain information on how they use the tool, what additional information they need, and document use cases.
• Follow up on users enrolled in Free Trials, when they activate, when it’s about to expire.
• Follow up on users that are requesting offboarding.
• Follow up with sellers and AEs on their open Opportunities.
• Obtain leads from CS teams.
• Document feedback on canceled enrollments and provide analysis and
• with possible solutions / product enhancements.
• Provide excellent customer service, both internally and externally.
• Provide external webinars.
• Manage client pipeline in Dynamics.

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.