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Key Account Management activities. This is a draft but is only being published so that I can add How-To articles underneath.

Section for Tasks & Campaigns

Key Tasks

  • Making sure all Renewals are processed with updated info

  • Making sure all Deals have flawless entry in the fields that matter

Account Management Specializations

  • Account Executive

  • ShelterBuddy Onboarding

  • Adopets Onboarding

  • Customer Success & Account Management for existing clients

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