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About the role
Key responsibilities & impact- Actively manage a portfolio of customers, monitoring engagement, platform usage, and progress toward results.
- Conduct proactive customer outreach based on data, history, behavior, and identified opportunities.
- Identify opportunities for expansion, new contracts, and increased use of Mellro.
- Re-engage disengaged or inactive customers by developing reactivation action plans.
- Monitor the contract lifecycle—from analysis and approval through signature—to improve conversion rates.
- Work with customers to encourage use of Mellro’s features and expand contracts executed through the platform.
- Assess customer portfolios and develop individual action plans.
- Record contacts, history, context, next steps, and opportunities in ClickUp.
- Track portfolio, contract, engagement, retention, reactivation, and expansion metrics.
- Conduct consultative customer meetings as needed.
- Identify churn risks and take preventive action.
- Support customers in using Mellro by answering questions about processes, contracts, analyses, and features.
- Identify challenges and opportunities to improve the customer experience, and share insights with the team.
- Participate in portfolio growth campaigns and initiatives.
Requirements
What you’ll need- Experience in Customer Success, portfolio management, or consultative B2B customer relationship management.
- Experience leading business review meetings and demonstrating value.
- Experience with Customer Success metrics such as NPS, Health Score, Churn, Retention, Expansion, Cross-sell, and Upsell.
- Analytical ability to interpret data and turn it into customer action plans.
- Experience with CRM and management tools such as RD Station, Slack, ClickUp, and Google Workspace.
- Ability to lead consultative conversations and influence customers through data and strategy.
- Consultative mindset with a strong results orientation.
- Commercial mindset and comfort discussing business, opportunities, contracts, results, and growth.
- Strategic vision and the ability to identify growth opportunities within accounts.
- Resilience and comfort working toward challenging targets.
- Analytical mindset, using data to support decisions and recommendations.
- Bachelor’s degree, postgraduate degree, or MBA.
- Adequate setup for remote work, including a computer or laptop and a suitable workspace.
- Experience working under a PJ (legal-entity contractor) arrangement.
Benefits
Comp & perks- Cost-of-living allowance
- Flexible hours
- Day off
- Wellness platform
- Paid bonus days off
