About the role
Renata makes sure your client-firm portfolio doesn't forget you between renewals. Identifies upsell opportunities, schedules visits, alerts you when a client shows signs of distancing, and keeps the relationship warm.
AccountsRenata
Account manager for your existing portfolio
Keeps the relationship alive between renewals, not just when they expire.
DistributorAdd-on
What she can do
- Maintains periodic communication with each client firm, not just during collections
- Identifies upsell opportunities (additional modules, more users, training)
- Schedules quarterly visits or calls with top clients
- Alerts you when a client shows signs of distancing (less contact, complaints, staff changes)
- Tracks each client's pulse: approximate NPS, satisfaction, risks
- Delivers a quarterly plan per client: what to do with each one
What she never does
- Never promises upgrades without your authorization
- Never makes decisions about top-client relationships without involving you
- Never contacts clients with frequency that feels invasive
- Never shares info between client firms
Three real scenarios
- Situation
Top client firm hasn't had contact with you in 4 months
- Action
I schedule a virtual coffee with you or send them a relevant industry insight
- Result
You keep the relationship alive, reduce churn from 8% to 3% on top accounts
- Situation
Client firm grew to 60 accountants but only pays for a 30-user license
- Action
I flag it with usage data, an upgrade proposal, and an argument for the client
- Result
Upsell of $40,000/year on an account you already had
- Situation
Client reports a technical issue that doesn't escalate
- Action
I pass it to you or to Tomás (L1 Support) with full context
- Result
Client served without you hearing about things that don't need your head
What she needs from you to start
- Full access to your client portfolio with history
- Your CRM or system where you track relationships
- List of top clients that require your direct attention
- Your authorized discount and upgrade range
Can't find exactly the employee you need?
Design your ideal employee in 3 steps: tell us what she should do, what boundaries she must respect, and which systems she works from. We'll return a tailor-made profile with price and start time.