Manage a portfolio of SMB accounts for 1-3 location clients, focusing on retention, churn prevention, and growth opportunities. Execute the full sales cycle for renewals, upsells, and value-added services within your portfolio.
Execute scalable nurture campaigns to enhance product adoption and accelerate time to value. Act as a product expert for Xplor MarianaTek, providing creative solutions, driving adoption, and managing change.
Address and document client challenges, resolve product issues, and escalate as needed to ensure satisfaction. Monitor customer health, take immediate action to mitigate risks, and develop creative solutions for retention.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.
Drive customer success across a portfolio of SMB customers, focusing on adoption, engagement, retention, and growth.
Lead customer engagement through direct interactions and scalable programs like webinars and office hours.
Partner with stakeholders and cross-functional teams to resolve challenges and ensure a seamless customer experience.
Onit is a legal technology company that builds AI-powered platforms for enterprise legal management, matter management, spend management, and contract lifecycle processes. The culture is innovative and fast-paced, focused on modernizing legal operations with bold thinkers and builders.
Lead customer expansion initiatives by building relationships and driving adoption of key products and features.
Mitigate churn through proactive engagement, monitoring customer health, and ensuring subscription renewals.
Collaborate cross-functionally with Sales, Support, Product, and Implementation teams to deliver exceptional customer experiences.
Shopmonkey is the leading auto-repair shop software company, providing a cloud-based solution to help auto shops consolidate tools, save time, and streamline operations. Trusted by over 3,500 auto shops and named #4 on Forbes' America's Best Startup Employers list, they foster a diverse and inclusive team.
Own client relationships post-implementation, driving renewals and expansion.
Monitor customer health metrics and adoption trends to reduce churn and increase value.
Act as the voice of the customer, collaborating with cross-functional teams and supporting events.
Granum is a software company providing industry-specific solutions for landscapers and arborists across North America. Its collaborative and supportive culture has earned multiple awards, including being named a 2024 Best Place to Work.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Build trusted advisor partnerships with clients, aligning platform value to their business goals.
Create tailored Success Plans, conduct Business Reviews, and identify expansion opportunities.
Maintain accurate client records in Salesforce and collaborate with internal teams.
Submittable is a software platform that helps mission-driven organizations manage programs, applications, and funding distribution. In 2024, it supported 30,000 programs and facilitated over $10 billion in funding, with a collaborative culture focused on social impact.
Own a portfolio of customer relationships, driving adoption, retention, and renewals.
Lead onboarding, training, and business reviews to ensure confident rollout and ROI.
Partner with Product and Engineering to surface customer insights and resolve issues.
Canals builds software for wholesale distributors, helping them operate more efficiently through automation and AI. They are a profitable, rapidly growing company with a team of roughly 140 people distributed across North and South America, valuing ownership, transparency, and continuous improvement.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Own the digital customer journey for a portfolio of customers, driving product adoption and reducing churn.
Monitor customer health metrics and usage trends to proactively engage at-risk customers and uncover growth opportunities.
Partner with Customer Experience Leaders, Product, and other teams to build scalable digital communications and success plays.
Loopio provides a response management platform that helps teams win in their response management efforts, such as RFPs and questionnaires. It is a remote-first, award-winning workplace with a global team across Canada, the US, India, and the UK, known for its supportive culture and employee development.
Manage and grow a high-volume portfolio of SMB healthcare customers, focusing on retention, renewals, and expansion.
Drive customer adoption and satisfaction through proactive engagement, onboarding support, and scalable account management processes.
Collaborate cross-functionally with Customer Success, Sales, Product, and Support to ensure clinicians receive exceptional value from Freed's products.
Freed combines clinician insights with AI technology to create products that make clinicians happier, starting with an AI scribe that automates medical documentation. With over 28,000 paying clinicians and backing from Sequoia Capital, Freed is rapidly expanding and values fast, ambitious, and smart individuals who want to care for the people who care for our health.
Help customers stay engaged by monitoring account activity and providing relevant guidance.
Make customer education easy to access through communications, webinars, and automated programs.
Support retention and growth by recognizing risk signals and connecting customers with internal partners.
Medely is a high-growth series-C technology start-up reimagining healthcare work with an on-demand marketplace and workforce management tools. As a fully remote team of sharp, collaborative individuals, they are dedicated to redefining how healthcare workers and facilities provide patient care.
Partner with initial customers to drive product value and build trusted advisor relationships with executive sponsors.
Evolve the customer onboarding strategy and collaborate cross-functionally to translate business needs into solutions.
Drive adoption, engagement, and growth by helping customers achieve transformational goals in partnership with Moveworks.
ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow to help 85% of the Fortune 500 work smarter. The company fosters an AI-native culture where technology and talent are unstoppable together.
Build and operate a 1:many, lifecycle-driven Success-at-Scale program to help customers capture full value from Ketch products.
Use behavior and usage signals to trigger playbooks, business reviews, and email journeys that reduce churn risk and drive expansion.
Act as the primary contact for escalations, run health checks and trainings, and deliver one-to-many content like webinars.
Ketch provides a data permissioning platform that helps brands responsibly collect, control, and activate compliant data across their enterprise. We're a 65-person, Series B company backed by top-tier investors, with a passionate and close-knit team.
Serve as primary relationship owner for mid-market employer customers.
Manage renewals and partner with Account Executives on expansion opportunities.
Monitor account health and leverage AI to scale workflows and optimize execution.
Lyra Health provides evidence-based mental health care for employers and health plans, serving over 20 million people. The company has published over 35 peer-reviewed studies and delivered unmatched outcomes in access and cost efficiency.
Own customer onboarding, adoption, and success by creating success plans and guiding implementation.
Proactively identify churn risk, build mitigation strategies, and coordinate account teams to drive outcomes.
Act as a trusted advisor and champion builder, uncover expansion opportunities, and own renewals.
LaunchDarkly provides a feature management platform that lets developers release and control software features safely and efficiently. The company values teamwork, transparency, and customer obsession, fostering an open and collaborative culture.
Build and maintain trusted relationships across an assigned customer portfolio, engaging executive sponsors, program leadership, IT, and end users.
Drive CaseWorks adoption through proactive outreach, customer education, best-practice guidance, and coordinated enablement activities.
Lead retention efforts, identify renewal risks early, partner with Sales on renewals, and uncover expansion opportunities aligned with customer needs.
Next Chapter Technology provides the CaseWorks platform, delivering document management, content services, workflow automation, and document infrastructure solutions for Health & Human Services agencies. The company is a close-knit, ambitious team that values individual contributions, collaboration, and shared vision for growth.
Manage a portfolio of commercial and mid-market accounts, owning product adoption, account health, and renewal coordination.
Build trusted relationships and success plans tied to customer goals, while leading adoption check-ins and quantifying value.
Partner with Account Executives, Support, and Product to resolve escalations and translate customer feedback into actionable insights.
Pindrop is a cybersecurity company delivering continuous identity verification across voice, video, and digital interactions. Its technology is informed by over 8 billion real-world interactions annually, protected by 300+ patents, and backed by leading investors including Andreessen Horowitz, IVP, and CapitalG.
Own a portfolio of 20-30 enterprise accounts, driving adoption, retention, and expansion.
Lead onboarding through renewals, including commercial negotiations and success planning.
Collaborate with engineering and product teams to align customer goals and improve experiences.
A fast-growing technology company providing innovative cloud development solutions and an AI-driven environment. The company fosters a collaborative, inclusive culture with an internationally distributed team and startup-like pace.
Cultivate strong customer relationships and serve as a trusted advisor in their PowerSchool journey.
Drive product adoption and value through tailored Success Plans and regular executive business reviews.
Collaborate with internal teams to mitigate risk, forecast health, and support renewals and growth.
PowerSchool powers education for students around the world as the global leader in cloud-based K-12 software, supporting the full education ecosystem. The company is mission-driven and focused on transforming K-12 education with a collaborative, inclusive culture.
Manage a portfolio of largest accounts, establishing strong relationships and hitting retention goals.
Drive a value-based sales process through deep discovery and customized demonstrations of the TeamSnap platform.
Serve as the Voice of the Customer internally, escalating product feedback for proper prioritization.
TeamSnap is a sports and communication platform dedicated to taking the work out of play in youth sports. They are a fully remote company with a culture of trust, accountability, and inclusivity, recognized as a best place to work.