Source Job

• 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.

• Manage a portfolio of Tier 4 customers, driving adoption, engagement, and retention through proactive outreach and strategic conversations.
• Monitor customer health and product usage to identify risks and opportunities, executing action plans to improve outcomes.
• Own renewal conversations and partner cross-functionally with Sales, Support, and Product to drive growth and resolve challenges.

Total Expert is the Customer Operating System for financial services, providing a platform that combines context and action for humans and AI Assistants. Since 2016, the company has enabled over seven trillion dollars of funded loan volume and offers a competitive benefits package.

• 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.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Act as the primary liaison between customers and internal teams, focusing on onboarding, adoption, and ongoing value delivery.
• Build and nurture strategic customer relationships, drive product adoption, and identify opportunities for expansion.
• Proactively monitor customer health, manage escalations, and collaborate with cross-functional teams to ensure satisfaction and retention.

Abnormal protects the humans behind the world's most critical organizations from AI-powered cybercrime. 4,500+ enterprises trust our behavioral AI platform, fostering a culture of innovation and security.

• Manage relationships with Linear’s top mid-market customers and act as primary point of contact for inquiries and feedback.
• Drive customer onboarding, training, and adoption to ensure customers realize full value of Linear.
• Advocate for customer needs internally across product, sales, and support to drive satisfaction and retention.

Linear builds a product development system for teams and agents, shaping tools for AI-era software development. Founded in 2019, it serves 40,000+ companies including OpenAI, Coinbase, and Ramp, with a remote-first culture focused on craftsmanship and fast execution.

• 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.

• 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.

• Own the ongoing relationship with an assigned portfolio of Strategic and Scale accounts, being the primary point of contact.
• Monitor usage, sentiment, and health signals, keeping CRM data current and flagging risks and opportunities early.
• Develop commercial awareness and escalate churn risks or expansion potential to the relevant Account Executive or Head of Customer Success.

Sedna builds an AI-powered platform to make global trade more efficient, transparent, and sustainable. They are a growing company focused on transforming global trade with a collaborative and innovative culture.

• 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.

• 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.

• 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.

• Lead and support a regional team of Customer Success Managers in post-sales customer engagement, driving growth and retention across strategic accounts.
• Drive post-sales commercial performance by equipping CSMs to identify expansion opportunities and execute value-based renewals.
• Act as the voice of the customer, translating feedback into recommendations for internal teams and championing advocacy programs.

G-P provides a leading SaaS-based Global Employment Platform that enables clients to expand into over 180 countries quickly and efficiently. The company is a diverse, remote-first team with a culture that fosters innovation and values every contribution.

• Manage a large portfolio of SMB customers, focusing on retention and product adoption.
• Build and maintain strong customer relationships, acting as the main point of contact.
• Drive customer satisfaction and growth by leveraging AI tools and usage analytics.

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

• 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.

• 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.

• 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.

• 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.

• Own a portfolio of enterprise accounts, driving retention and expansion through strategic partnerships.
• Manage the end-to-end post-sale journey, including onboarding, adoption, and renewals.
• Analyze customer data to provide proactive insights and lead executive business reviews.

Firework is revolutionizing connected commerce with an AI-powered video commerce platform trusted by global brands and retailers. The company has raised over $235 million and operates at a global scale, fostering a high-growth, team-centric environment.

• Own the relationship with key stakeholders including executive sponsors for value amplification.
• Own retention and renewal outcomes by proactively managing health and risk.
• Drive growth by identifying expansion signals and building business-value cases.

Conexiom provides an Intelligent Order Automation platform powered by CoreAI to eliminate manual work for manufacturers and distributors. With over 20 years of innovation and a Microsoft Azure foundation, they build inclusive culture and trusted products.