Teams at Workiz

Manage a portfolio of mid-market accounts owning renewals, gross/net revenue retention, and expansion. Run executive business reviews, build success plans, monitor health metrics, mitigate risk, drive upsell, and maintain multi-threaded stakeholder relationships while forecasting pipeline in HubSpot.

Run virtual onboarding sessions, configure accounts, train customers, troubleshoot issues, collaborate with Sales/Support/Product, document in CRM, and drive customers to go-live.