Collage Group

Account Executive

• Manage the entire sales cycle—from lead generation to closing deals.
• Collaborate with leadership and Marketing to build strategic plans.
• Build and maintain a robust pipeline through prospecting, nurturing relationships, and closing deals.
• Lead discovery calls and deliver compelling presentations.

Enterprise Account Director

Customer Success Manager

• Build trusted relationships with daily users and team leads, serving as the day-to-day contact for client success, adoption, and support.
• Lead post-sale transitions including the Sales-to-CSM handoff, internal kickoff, and formal onboarding with platform walkthroughs and data tool training.
• Conduct monthly customer check-ins to align on usage trends, progress against the Client Value Plan, upcoming needs, and to support the Account Director in preparing for strategic conversations.
• Develop, track, and report on Customer Health and Client Value Plans, using usage data to monitor engagement, identify risks, and surface growth opportunities.
• Coordinate ad hoc insights and reporting requests, and manage client usage of entitlements to ensure full value realization.
• Partner with Account Directors on renewals, expansions, and strategic account planning while escalating risks or red flags proactively.
• Advocate for the client internally—capturing feedback, surfacing feature requests, and identifying trends across accounts to inform the product roadmap and company strategy.
• Promote client participation in advocacy opportunities including webinars, case studies, testimonials, and events.

• Manage a portfolio of 25-40 clients, $2-3M ARR, achieving company GRR and NRR goals.
• Develop Customer Value Plans (CVP)/account plans with Client Success Managers (CSMs), tailoring strategies to client objectives.
• Cultivate trusted advisor status by understanding client priorities, customer segments, and organizational dynamics.
• Build strong relationships across our portfolio with senior executives.
• Plan and execute quarterly business reviews with clients.
• Identify, nurture and close: upsell, cross-sell and expansion opportunities leveraging Collage Group's research, data analytics, and consulting services.
• Conduct sales presentations, product demos, and technical calls to drive platform adoption.
• Collaborate across teams to ensure client satisfaction and drive commercial outcomes.
• Represent Collage Group at industry events as needed.