Own a portfolio of Tier 1 enterprise SaaS accounts, driving retention, adoption, measurable outcomes, executive business reviews, stakeholder alignment, renewal readiness, expansion signals, and save plans. Partner with Key Account Directors on account strategy and use AI tools, Gong, and Salesforce to research accounts, identify risks, prepare reviews, and demonstrate platform ROI.

Own and consolidate two Salesforce instances through a merger, administer the post-merge org (users, permissions, workflows, integrations), diagnose and fix root-cause data quality issues, collaborate with Marketing Ops and Sales Ops on handoffs and reporting, build training and guardrails, and design AI agents/automations to reduce manual CRM work.

Own a portfolio of midmarket and lower-enterprise SaaS accounts, driving upsells, cross-sells, contract expansions, and renewals. Build executive relationships, account plans, qualified Salesforce pipeline, forecasts, and expansion strategies. Lead negotiations through legal and procurement, collaborate with Client Success, Product, and Sales, use AI tools for account research and deal preparation, and represent Red Oak at industry events and client on-sites.