● Improve Passport’s SMB brand experience
● Expand and upsell Passport’s line of products
● Serve as the SMB Customer Champion and Advocate
● Create a formal life cycle for SMBs
● Define clear internal escalation paths and project management of brand issues
○ Monitor brands throughout customer lifecycle, defining and reporting on indicators of
overall health and performance
○ Analyze product adoption, customer feedback, and other KPIs to prioritize and
engage high-risk accounts
○ Conduct customer research as needed
○ Encourage product adoption and ensure SMB customers are maximizing the value of
○ Position Passport as a trusted partner to SMBs for international expansion and
○ Host calls, trainings, webinars, and produce content to ensure that our customers are
○ Upsell Passport products (SoR, insurance, returns) and foster brand expansion to
more countries
○ Develop Churn intervention protocols
Improve Customer Experience:
○ Collaborate with Sales and Onboarding to ensure a smooth and positive Onboarding
experience for SMB brands
○ Create scalable nurture campaigns that decrease time to value and increase product
○ Stay informed on customer support requests for SMB brands, and collaborate with
relevant teams to resolve recurring pain points
○ Publish effective training materials, FAQs, and articles on our online customer
○ Help inform Product, Engineering, and other internal teams about the drivers of churn
and provide customer feedback to influence our product roadmap
○ Contribute to shaping escalation paths as the SMB customer segment and Success
program evolves based on customer needs and Passport resources.
○ Own reporting for SMB brands
○ Document all communication with users and accounts accurately and in a timely
○ Ensure Salesforce data and records are clean and kept up to date
○ Collaborate with BizOps on reporting and identifying areas of opportunity
○ Collaborate with Customer Success Ops Associate on cross-functional projects