• Participate in new client project meetings to become knowledgeable with customers implementation configuration, use cases and pain points. • Leverage knowledge to identify and pursue opportunities to maximize bookings within assigned accounts. • Proactively identify potential upsell opportunities based on customer usage patterns, success metrics and deep relationships. • Guide clients through onboarding and adoption to ensure long term success. • Act as a trusted advisor, providing insights and recommendations to enhance the client’s payment operations using client identified customer success metrics to help guide conversations. • Conduct training sessions prior to and after client launch. • Monitor client satisfaction and performance post implementation and ensure the delivery of exceptional service to drive revenue, retention and growth until the account moves to sustaining categorization. • Provide regular reporting to client and internally regarding performance trends and prediction of attainment potential. • Serve as the primary point of contact for escalations and resolve issues promptly to ensure client satisfaction. • Maintain an in-depth understanding of PayNearMe’s platform, features, and integration capabilities.