Build and manage strategic client relationships, driving retention, digital payment adoption, customer satisfaction, and expansion opportunities. Serve as the primary client advocate, develop action plans, analyze performance trends using Salesforce and reporting tools, resolve issues cross-functionally, and provide tailored guidance on billing, payments, integrations, and workflows. Manage multiple client initiatives independently while improving engagement processes and identifying opportunities for upsell, cross-sell, and operational efficiency.

Owns InvoiceCloud’s Insurance market strategy and serves as the market-facing authority for the P&C insurance vertical. Develops competitive and customer insights, translates them into product, roadmap, partnership, sales, and marketing recommendations, and influences senior stakeholders without P&L or quota ownership. Builds and explains shipped prototypes using current AI and prototyping tools, represents the company with customers and partners, and drives alignment across Product, Engineering, Sales, and Marketing.