• Assist CSMs with onboarding new customers, including preparing materials, coordinating meetings, and supporting working sessions. • Proactively partner with customers to create success plans, and be responsive to customer inbound inquiries, ensuring timely and accurate follow‑up. • Help maintain customer documentation, success plan tracking, and account records. • Manage portfolio with an AI-first approach to drive super-efficient operations. • Track customer utilization and adoption metrics, highlighting trends or risks to the CSM team. • Prepare dashboards, meeting summaries, and materials for QBRs/EBRs. • Assist in gathering customer feedback and organizing it for internal teams. • Convey value by demonstrating progress in the customer’s program outcomes. • Hold Strategic Business Reviews to ensure value is realized at the leadership level. • Identify and support expansion opportunities to increase customer adoption and business objectives. • Collaborate with Product, Support, and Professional Services teams to ensure customers receive coordinated, consistent service. • Help schedule and facilitate training sessions, webinars, and resources that guide customers on best practices.