Own Retention & Renewals
Manage renewals from 90 days pre-expiry to signature**
Lead renewal conversations with confidence and clarity**
Execute save strategies for at-risk accounts**
Reduce churn through proactive engagement**
Drive Proactive Outreach
Conduct regular outbound health-check and renewal calls**
Handle inbound support and cancellation calls professionally**
Identify upsell and expansion opportunities**
Be the Customer Advocate
Build trusted relationships across customer accounts**
Take ownership of issues end-to-end no open loops**
Collaborate with Product, QA, and Development teams via HubSpot and Jira**
Track & Act on Data
Monitor customer health scores and KPIs**
Identify churn signals early**
Use AI tools (ChatGPT, HubSpot AI, Copilot, Fin.AI) to improve communication, reporting, and efficiency

Customer Success, Retention & Expansion

Key skills