Master the Whippy platform, including AI agents, automations, integrations, and analytics.
Act as the primary point of contact and trusted advisor for your accounts.
Translate business requirements into scalable system and workflow designs.
Whippy is leading the way in AI powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI agents and automation directly into their ATS and CRM systems.
Lead Customer Success Managers and set expectations for account ownership.
Coach CSMs on identifying churn risk and help them improve how they guide customers.
Ensure success plans and documentation are created and maintained while acting as escalation and support on key accounts.
Whippy is leading the way in AI powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI agents and automation directly into their ATS and CRM systems.
Support a large, pooled portfolio of customers and establish healthy usage habits.
Deliver high-impact engagements across onboarding, activation, and value milestones.
Monitor customer health, addressing signals of risk or opportunity.
1Password is building the foundation for a safe, productive digital future. They innovated the enterprise password manager and pioneered Extended Access Management, a new cybersecurity category. At 1Password, they prioritize collaboration, clear and transparent communication, receptiveness to feedback.
Own a portfolio of strategic customers across onboarding, adoption, retention and more
Lead structured onboarding programs to drive time-to-value and long-term success
Run regular business reviews and executive presentations that clearly communicate ROI and roadmap alignment
Didero is building the autonomous supply chain, starting with agentic supplier management, to automate time-intensive workflows with AI agents. They are backed by some of the world’s best venture funds and leading figures across AI, supply chain, and enterprise software.
Own onboarding outcomes and use data to improve them.
MoeGo is on a mission to transform the future of pet care businesses, from small-business groomers to franchise doggie hotels. The dedicated entrepreneurs behind these businesses keep our beloved pets happy and healthy, and they deserve comprehensive technology solutions that keep their businesses operating smoothly end-to-end.
Lead and improve end-to-end Customer Success & Experience operations.
Define, standardize, and report on key customer success metrics.
Drive automation and system enhancements across CRM and customer success platforms.
MNTN provides advertising software for brands to reach their audience on TV, web, and mobile. They pride themselves on their values and were named one of Ad Age’s Best Places To Work in 2025 and one of Fast Company's Most Innovative Companies in 2023.
Own client activation and onboarding - become a Hubstaff subject matter expert and guide new customers from deal close through successful adoption. Lead live onboarding sessions, follow-ups, and check-ins to ensure customers realize time-to-value quickly.
Manage ongoing customer relationships - track progress toward customer goals, and proactively drive retention and growth across the SMB segment.
Be directly responsible for Gross and Net Revenue Retention (GRR & NRR) across the SMB segment. Whilst most of our SMB segment is self-service, you will likely monitor renewals and the associated payments process, highlight opportunities for expansion and upgrades, and monitor at-risk account indicators, ensuring Hubstaff’s customers are retained and set up to grow with us.
Hubstaff helps organizations around the world optimize productivity and workforce operations. Trusted by 95,000+ businesses, our platform powers time tracking, team management, project insights, and payroll automation. We’ve been a remote-first company for over a decade and we’re on a mission to help distributed teams work smarter, not harder.
Design and implement a zero-touch renewal process for the Digital segment.
Shift support-heavy tasks out of manual CSM workflows.
Launch automated adoption sequences that drives a 15% increase in product adoption.
MagicSchool is the premier generative AI platform for teachers. They are just over 2 years old, and more than 7 million teachers from all over the world have joined their platform. We're working towards real social impact, with a unique culture built on relationships, trust, communication, and collaboration with our team.
Execute foundational customer success strategies to ensure customer satisfaction and drive product adoption.
Build and nurture strong customer relationships, providing proactive support.
Drive measurable outcomes such as improved customer health, retention, and satisfaction.
Tenable is an Exposure Management company helping organizations understand and reduce cyber risk. They support 65 percent of the Fortune 500, 45 percent of the Global 2000, and large government agencies with a culture of belonging, respect, and excellence.
Manage a book of business in a SaaS or Tech Customer Success role.
Support individuals and businesses in effectively utilizing software to enhance productivity and efficiency.
Guide customers through their lifecycle through email, webinars, and customized sessions.
1Password is building the foundation for a safe, productive digital future. They innovate the market-leading enterprise password manager and pioneered Extended Access Management. They are one of the most loved brands in cybersecurity, taking a human-centric approach; over 180,000 businesses trust 1Password.
Serve as the operational point of contact for partner accounts.
Partner cross-functionally with coaching operations, product/engineering, sales, and leadership teams.
Build and maintain partner-facing documentation and internal operations manuals.
Mento is a human and AI coaching company with the mission to help people perform their best at work. They’re empowering employees at the fastest-growing companies and are backed by leading VCs including Slow Ventures, M13, and Twelve Below. They foster a workplace built around trust, respect, collaboration, and having fun.
Assist customers in learning and adopting the brightwheel product.
Own a portfolio of 100+ accounts throughout the onboarding process.
Prioritize accounts to take strategic, timely actions and complete implementation.
Brightwheel is the largest and fastest-growing platform in early education. They are trusted by millions of educators and families every day and are backed by top investors.
Provide day-to-day customer support and case triage.
Muvr is a fast-growing, mission-driven company building products that help customers solve real problems. They move quickly, collaborate across teams, and put customer outcomes at the center of how they build and scale.
Lead and manage the customer success function, establishing scalable strategies, KPIs, and team goals aligned with business objectives.
Build, mentor, and guide a high-performing team across support, aftersales, and service coordination.
Oversee post-sales operations including client onboarding, equipment setup, technical coordination, and ongoing support.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Own and manage a portfolio of parent enterprise accounts.
Serve as the primary strategic advisor and trusted partner for accounts, driving retention and growth.
Coach and mentor a team of Customer Success Managers on account strategy and growth initiatives.
Aspire.io is the world’s first word-of-mouth commerce platform. They leverage a brand’s ambassadors, influencers, affiliates, customers, user-generated content, and social ads to accelerate marketing results. Aspire has served household names and paid out $100M to creators around the world.
Lead operational strategy and execution within the Documents & Onboarding Team.
Oversee day-to-day support operations, ensuring efficient workflows, clear standards, and strong performance.
Build and develop high-performing teams with clear responsibilities and accountability.
Clipboard Health operates a marketplace that connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent. They are a fast-growing Series C marketplace and a YC Top Company with a global, remote team of 700+ people.
Lead and develop a team of Customer Success Managers.
Drive operational excellence in onboarding, engagement, and renewal processes.
Build executive relationships with key clients and ensure alignment on business goals and care impact.
Spring Health aims to revolutionize mental healthcare by removing barriers to access. They partner with over 450 companies and serve 10 million people, providing tailored mental health through their clinically validated technology.
Partner with sales and implementation to support onboarding and adoption.
Form deep relationships with customers and serve as a trusted advisor.
Identify upsell opportunities by understanding customer goals.
Verifiable is a credentialing and network monitoring platform that helps healthcare organizations optimize operations with fast verifications and stay compliant. They are a fast-moving, early-stage team of almost 150 employees that values impact, ownership, and follow-through.
Own onboarding for new customers (non-technical), in close partnership with Solutions
Lead success planning per account, aligned to customer goals and use cases
Serve as the primary conduit for customer feedback into Product
GGWP builds AI-powered systems that help games and online communities stay safe, healthy, and scalable. Our platform supports real-time moderation, sentiment and behavior analysis, and operational tooling used by leading studios and platforms worldwide.