• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases. • Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes. • Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation. • Advise clients on API integrations and data connectivity. • Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities. • Translate client feedback into actionable insights for our Product and Engineering teams. • Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.