Source Job

• Manage a portfolio of 45–55 mid-market accounts, driving adoption, retention, and growth while leading renewal and expansion conversations.
• Build multi-threaded relationships across personas from comp admins to C-suite, delivering compelling QBRs and executive briefings.
• Proactively identify risks, present accurate weekly forecasts, and serve as the voice of the customer with Product and Engineering teams.

CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation management. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, it empowers high-growth companies like Netflix, Figma, and Stripe and is on a fast-growing team committed to solving complex sales performance problems.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• 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.

• Manage a portfolio of 45-55 mid-market accounts, driving adoption, retention, and growth.
• Lead strategic success plans, QBRs, and executive briefings that tie product value to business impact.
• Run renewals and expansions end-to-end with principled negotiation and accurate forecasting.

CaptivateIQ offers a sales performance management platform for planning, managing, and optimizing sales performance. It's a fast-growing startup backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, serving companies like Netflix, Figma, and Stripe.

• Serve as the primary point of contact for top mid-market customers, owning outcomes end-to-end with success plans, onboarding, and adoption.
• Drive renewals, product adoption, and expansion opportunities in partnership with Account Executives, while monitoring health signals.
• Partner cross-functionally with Sales, Engineering, and Product to improve the customer experience and provide roadmap feedback.

Centralize builds a relationship intelligence platform that redefines CRM in the AI era, helping companies navigate trust in complex deals. They have grown 5x in the last year, raised a Series A led by NEA, and are used by Webflow, Intercom, Brex, and others.

• Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
• Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
• Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

• Own customer relationships and create playbooks to drive success across a rapidly growing customer base.
• Develop deep product and market understanding to articulate value to technical and executive audiences.
• Manage renewals, identify expansion opportunities, and build customer advocates.

Recast Software empowers organizations to better manage and support users and devices by simplifying IT teams' work and enabling secure, compliant environments. It is a rapidly growing software company with its solution used by thousands of enterprise organizations in over 125 countries, impacting millions of devices and people.

• 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.

• Manage a portfolio of accounts, leading renewal conversations to maintain GRR and create expansion opportunities.
• Drive pricing migration and multi-module adoption by positioning Workleap Agent as a performance multiplier.
• Reduce churn with early risk detection and Mid-Term Value Reviews, using AI tools to prepare and scale.

Workleap is a Montreal-based tech company creating simple products that make a real difference, with two lines: Workleap Agent and ShareGate. Trusted by over 15,000 companies worldwide, it values builders and intentional hiring, fostering a culture of intensity and ambiguity.

• Manage a portfolio of SMB merchants and serve as the primary owner of the post-launch customer experience, driving retention and adoption.
• Proactively identify risks, manage escalations, and coordinate with internal teams to resolve issues and ensure merchant success.
• Help define and build the foundation of the Customer Success function, including playbooks, processes, and account health frameworks.

DoorDash is a technology and logistics company that empowers local economies by enabling door-to-door delivery and now offers a platform for any goods. The company is growing rapidly and values diverse teams, providing comprehensive benefits and a focus on employee well-being.

• Drive product adoption and value realization through proactive customer engagement.
• Manage customer relationships to ensure satisfaction, retention, and expansion.
• Deliver customized training and enablement programs to deepen product knowledge.

Elite is a trusted automation platform for law firm operations, delivering a cloud-native SaaS platform that unifies financial, invoice, time, and data management. The company has a global, diverse team and embraces an employee-centric, flexible work model.

• Create and own quarterly success strategies to identify churn risks and maximize revenue.
• Build strong relationships with customers, using empathy to become an expert at driving value with Karbon.
• Manage renewals, monitor customer health, and advocate for customers internally to drive retention and expansion.

Karbon is the global leader in AI-powered practice management software for accounting firms. The company is well-funded, ranks #1 on G2, and has a people-first culture recognized by Great Place To Work certification and Fortune's Best Small Workplaces list.

• Drive adoption and strategic alignment with global enterprise customers to ensure measurable ROI.
• Own renewal and growth strategies, mitigating churn and identifying expansion opportunities.
• Operationalize Customer Success processes for scale, building executive relationships and leading EBRs.

6sense provides a predictive analytics platform that helps B2B companies identify buying intent with 85% accuracy. The company fosters a growth-driven culture with a focus on employee well-being, collaboration, and continuous learning.

• Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
• Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
• Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.

Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.

• Lead and develop a team of Account Executives driving expansion revenue within existing mid-market customer accounts.
• Coach sellers through complex, multi-stakeholder sales cycles and build strategic account plans.
• Partner cross-functionally with Customer Success, Product Marketing, RevOps, Enablement, and Product teams.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. It operates remotely and is committed to creating a supportive and empowering environment for employees from diverse backgrounds.

• Own a portfolio of up to 50 mid-market government agency accounts within a defined region, using a touch-based segmentation model to determine engagement levels.
• Drive gross dollar retention by forecasting renewals, identifying risks, and executing retention strategies through consistent value attainment.
• Build trusted advisor relationships with CIOs and department leaders, leading business reviews and leveraging AI to scale coverage across accounts.

Accela provides a cloud-based platform of government software that helps agencies improve citizen engagement and streamline processes. With nearly 20 years of industry leadership, the company fosters a diverse, inclusive culture and offers a comprehensive benefits package.

• Serve as the primary post-sale point of contact for employers, building strong relationships and ensuring they achieve hiring goals.
• Own client retention and minimize churn by helping employers realize the value of 12twenty's platform.
• Identify and manage expansion opportunities within existing accounts and collaborate on strategic growth initiatives.

12twenty is a talent acquisition platform that connects employers with students and alumni from top business schools and universities. The company is fast-growing and values continuous improvement, collaboration, and a passionate team culture.

• Drive growth across assigned accounts by positioning WorkWave's comprehensive solutions.
• Build and maintain relationships with key client stakeholders to ensure long-term partnerships.
• Manage the full expansion sales cycle from discovery through closing.

WorkWave builds innovative software and fintech solutions for mobile service workers such as pest control and lawn care professionals. With over 8,000 global customers, the company fosters a remote-first, collaborative culture that values diversity and growth.

• Lead and develop a high-performing Customer Success team to drive retention and expansion.
• Own team-level GRR, NRR, and expansion targets with real-time visibility into pipelines.
• Coach CSMs on account strategy, risk mitigation, and consistent execution of playbooks.

Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators who foster a culture of partnership and growth.

• Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
• Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
• Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.

Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.