Be the primary point of contact for customers, helping maximize their ROI in Sardine.
Build a thorough understanding of the product and translate complex problems into actionable solutions.
Advise on best practices for fraud and compliance, and monitor KPIs to drive customer success.
Sardine is the leading agentic risk platform for fighting financial crime, helping organizations stop fraud and automate AML operations. The company has a remote-first culture with hubs globally, valuing performance and work-life balance.
Serve as strategic advisor for 20 high-impact financial institution customers, driving retention and growth.
Develop and execute tailored success plans to maximize product adoption and value.
Identify expansion opportunities and collaborate with Sales to close upsells.
Eltropy is on a mission to disrupt financial services access by providing a digital communications platform for community banks and credit unions. They are a startup with a team-oriented culture, valuing transparency and customer focus.
Ensure customer adoption and success by providing advice, risk mitigation, and executive alignment.
Collaborate with sales, support, and engineering teams to manage accounts and drive growth.
Develop long-term relationships with stakeholders and deliver executive business reviews to maximize value.
nCino is a financial services technology company transforming the industry through bold innovation and relentless execution. They are committed to inclusion and equality, fostering a culture where employees can bring their authentic selves to work.
Own relationships for Enterprise accounts across banks, credit unions, and fintech customers.
Develop in-depth understanding of the fraud domain and SentiLink products, handling onboarding and regular customer meetings.
Take a consultative approach to understand fraud situations and propose solutions, establishing business goals and plans.
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. Backed by world-class investors including Craft Ventures and Andreessen Horowitz, the company has earned recognition from Forbes Fintech 50 and other major outlets.
Maintain and develop long-term relationships with strategic customers in North America, acting as a trusted advisor to C-level executives.
Control delivery processes and identify early risks to ensure successful customer outcomes.
Drive account growth through retention, cross-sell, and upsell by understanding customer business priorities.
Creatio is an AI CRM and workflow platform that helps midsize and large organizations run customer workflows in the AI era. With a global team and thousands of customers in over 100 countries, they were named to Inc.'s Best Workplaces list in 2025.
Run personalised 1:1 onboarding sessions with new subscribers to set up portfolios and discover features.
Own the end-to-end onboarding journey, from welcome communications to follow-up and retention impact.
Capture product feedback from conversations and turn it into structured insights for Product.
Simply Wall St is the portfolio command centre for 8 million investors across 180 countries, helping everyday investors track portfolios, analyse companies, and make confident decisions. We are a profitable, fast-growing team that values real impact and career growth.
Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
Partner with Account Managers to drive renewal and expansion within your book of business.
Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.
Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.
Build trusted relationships with federal and commercial customers, adapting your approach to meet the unique needs of each environment.
Develop and execute customer success plans aligned with customer goals, security requirements, and business objectives.
Own renewal planning and execution, ensuring customers continue to realize value from our solutions and remain positioned for long-term success.
They provide cybersecurity and data security solutions to enterprise and federal customers. They are a high-growth startup with a culture of humility, collaboration, and accountability.
Build trusted relationships with investment and wealth management clients to drive product adoption and long-term partnership.
Guide customers through onboarding and account planning, ensuring alignment with business objectives and rapid time-to-value.
Leverage AI-enabled tools and data to monitor customer health, identify expansion opportunities, and ensure strong retention.
Ridgeline provides a front-to-back system of record for investment managers, modernizing legacy technology with real-time data and embedded AI. It is a rapidly growing fintech company with offices across the US and Ireland, recognized as a best workplace for innovators.
Guide assigned customers through the customer journey, ensuring they meet milestones and business outcomes.
Monitor customer health, execute predefined plays to mitigate churn, and collaborate cross-functionally to resolve issues.
Partner with Business Value Consultants to optimize value and drive renewals and expansion opportunities.
Firstup is an intelligent communication platform that improves the employee experience by connecting over 17 million workers daily for 40 Fortune 100 companies. With a focus on workforce communications and technology, it fosters a high-growth, inclusive environment where ideas are rewarded.
Independently manage strategic customer relationships to ensure long-term value realization across mid-market and enterprise accounts.
Lead success planning, drive adoption, and mitigate risk while collaborating cross-functionally with Product, Engineering, Sales, and Support.
Monitor account health using data-driven insights, proactively identify risks, and lead coordinated mitigation efforts.
Abnormal Security protects the humans behind the world's most critical organizations from AI-powered cybercrime. Over 4,500 enterprises trust their behavioral AI platform, and the company is dedicated to an inclusive, diverse culture.
Act as primary contact for B2B/enterprise customers, driving relationships from launch to renewal.
Ensure customer satisfaction, retention, and success by managing escalations and monitoring progress.
Collaborate cross-functionally with Product, Sales, and Broker Dealer to champion partner needs and influence roadmap priorities.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. The company has over 400 globally distributed employees and is backed by $400 million in funding from top-tier investors.
Manage a portfolio of live banking clients as their trusted partner after go-live.
Conduct regular check-ins and maintain strong relationships with stakeholders.
Handle support escalations and troubleshoot platform issues.
Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.
Own the logo and revenue renewal for an assigned portfolio of customer accounts, ensuring ongoing satisfaction and retention.
Build trusted relationships with key stakeholders and serve as the internal voice of the customer across planning, delivery, and product feedback.
Partner with Sales, Solutions Architects, and Shared Success to coordinate onboarding, conduct business reviews, and proactively manage customer health.
Bugcrowd is a cybersecurity company that empowers organizations to stay ahead of threat actors by uniting a trusted alliance of elite hackers with its AI-powered Security Knowledge Platform. The company is supported by General Catalyst and others, and has a diverse, inclusive culture that values different backgrounds.
Act as a trusted advisor and primary contact for assigned client relationships, driving adoption and value realization.
Own the client lifecycle from onboarding to renewal, collaborating cross-functionally to ensure satisfaction and growth.
Monitor client health, identify risks, and coordinate resources to mitigate issues and foster long-term success.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is an equal opportunity employer focused on client success and inclusivity.
Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
Guide new customers through onboarding, configuration, and initial product adoption
Monitor customer engagement and proactively identify adoption risks or opportunities
CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.
Serve as the first relationship contact for startups, ensuring they get maximum business value from Mercury.
Build relationships across startup teams to help them grow and scale using Mercury's core suite.
Partner with cross-functional teams to advocate customer experience and identify growth opportunities.
Mercury is a fintech company that offers financial products and banking services to startups. They are an equal opportunity employer committed to diversity and belonging.
Proactively own the end-to-end post-sale lifecycle, from onboarding to expansion, ensuring zero missed kickoff calls and driving customer growth.
Conduct deep investigative check-ins to uncover hidden pain points, resolve issues with urgency, and mitigate churn risks.
Act as the internal source of truth, bridging customer feedback across Product, Sales, and Operations teams to drive product improvements and retention.
Panoptyc uses visual AI and human-in-the-loop reviewers to help retailers detect theft in over 25,000 stores, saving customers millions annually. As a fully remote, globally distributed team, they work with Fortune 500 retailers and fast-growing brands, executing at scale.
Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion.
Conduct regular meetings with key stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect platform capabilities to customer outcomes.
Own GRR and NRR outcomes, proactively identify risk signals, and develop upsell and cross-sell opportunities.
Cleo provides an integration platform that helps businesses optimize supply chain and logistics processes. With over 4,000 clients and a 99% retention rate, the company fosters a culture of support and life-work balance.
Drive retention and growth by acting as a trusted point of contact throughout the customer lifecycle, from contract signature through renewal and expansion.
Focus on risk mitigation through early intervention, developing Save Plans and rallying internal resources to protect ARR and reduce churn.
Deliver business reviews and serve as an internal advocate for customer feedback, influencing product strategy and building customer advocates.
Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence with solutions that unlock insights and drive automation. Trusted by thousands worldwide, including many Fortune 100 companies, Hyland has grown to nearly 4,000 employees and fosters an inclusive, employee-centric culture.