• Own and manage a portfolio of accounts with full revenue accountability. • Conduct structured account research to understand account priorities, funding initiatives, organizational structure, and expansion pathways. • Develop documented account growth plans outlining cross-sell and upsell targets, timelines, and stakeholder mapping. • Identify white space opportunities across products, departments, and affiliated organizations (PTAs, SSOs, schools). • Maintain detailed CRM hygiene, tracking expansion strategy, contacts, and opportunity stages. • Proactively identify and pursue expansion opportunities across revenue-generating products. • Drive cross-sell motions into new accounts within school buildings. • Lead value-based conversations that align product capabilities to customer goals. • Meet or exceed assigned transaction volume targets. • Research and engage new stakeholders within existing districts and school networks. • Build multi-threaded relationships across finance teams, administrators, PTA leaders, and operational staff. • Conduct targeted outreach campaigns within your portfolio to unlock expansion. • Leverage usage data, product analytics, and customer signals to prioritize prospecting efforts. • Monitor product usage trends to identify growth signals and risk indicators. • Conduct business reviews that focus on value realization and future expansion opportunities. • Ensure strong renewal positioning through measurable impact and expanded platform footprint. • Partner with Sales when expansion opportunities require formal contracting. • Work closely with Support and Implementation to ensure smooth adoption of upsold features. • Provide actionable customer insights to Product to inform roadmap priorities. • Share successful account strategies and playbooks across the Customer Success team.