Onboard

• Send a welcome email after signature, then run the kickoff call
• Map the org and document the customer’s real goals
• Send the 90-day learning path within 48 hours, with named people registered for sessions
• Introduce and ramp up all relevant stakeholders and users

Build and hold the relationship map

• Build and manage relationships with the key roles on every account
• Keep proactive and reactive communication going year-round
• Ask for introductions to new contacts and multi-thread every account, one of the highest-leverage parts of the role

Engage all year

• Hold 3–6 substantive calls per account per year, depending on lifecycle stage
• Build (using AI) and present a Mutual Success Plan, refreshed about every 90 days
• Send dozens of one-to-one emails per week across your book
• Connect with the economic buyer on every account every 90 days

• Monitor account risk year-round and lead intervention plays when needed
• Build and present the renewal case to decision makers and secure the renewal
• Lead commercial conversations and price negotiations

Tools You’ll Use

• HubSpot as the system of record (experience required)
• Google Workspace
• Sybill for call recording and conversation intelligence (experience with Gong, Chorus or similar is a plus)
• Claude, with a ready-made library of skills for account research, success plans, business reviews, session follow-ups and renewal prep
• Atlas, an internal AI customer-success intelligence system that pulls together CRM, product usage, CSAT, call and public data on your accounts (training provided)
• You’ll also build your own skills, prompts and automations. Deep technical skills aren’t required.

• Salary: $3000-$3500/Monthly
• 100% Remote anywhere in LATAM
• Holidays & PTO