Teams at Optix

Guide new clients through end-to-end onboarding on the Optix platform, run onboarding calls, drive milestone completion, maintain HubSpot records, surface retention/expansion opportunities, escalate risks, partner with Product, and help refine AI tools supporting the customer success lifecycle.

Own end-to-end client journeys for a portfolio: onboard clients, drive adoption, retention, and expansion, handle escalations, influence product roadmap, and maintain account data in HubSpot.