• Serve as the primary liaison between clients, the product team, and data specialists. • Translate customer needs into actionable insights that shape our roadmap and new opportunities for product growth. • Drive onboarding, engagement, and expansion — ensuring clients see measurable ESG and risk value. • Monitor client success metrics and identify opportunities to optimize and improve the user journey for optimization. • Deliver training sessions and best practices to empower client teams. • Collaborate with product and tech to resolve issues swiftly and proactively. • Champion customer stories and share insights across the organization. • Prepare onboarding materials, guides, and playbooks to ensure a smooth and effective onboarding experience. • Maintain and update user manuals and knowledge base resources for ongoing client success. • Proactively reach out to clients to ensure satisfaction, identify potential challenges, and provide tailored support. • Spot opportunities for upselling and cross-selling by understanding client needs and presenting new features and modules. • Create and manage a customer newsletter to communicate product updates, new functionalities, and platform tips — keeping users informed and empowered. • Act as the voice of the customer, ensuring their experience remains positive and consistent even as the platform evolves.