Redefine the first 90 days of the customer journey.
Slash Time-to-Value and boost team morale.
Build a department that serves as the bedrock for long-term customer retention.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a highly profitable shop into one platform. They have launched a complete Customer Relationship Management (CRM) marketing suite and acquired AutoOps in August 2024.
Lead and develop a high-performing CSM team, managing and mentoring Customer Success Managers across strategic Enterprise accounts.
Build scalable CS programs, processes, and playbooks for onboarding, adoption, renewal, expansion, and risk mitigation.
Serve as a senior voice of the customer across Product, Engineering, Design, Marketing, and Support, translating insights into opportunities.
Descript is building a simple, intuitive, fully-powered editing tool for video and audio — an editing tool built for the age of AI. They are a team of 150 with backing from investors like OpenAI and Andreessen Horowitz; they are building a team rich in diverse backgrounds, experiences, and opinions.
Manage a high volume of customers using one-to-many communication strategies.
Monitor churn risk through behavioral signals and health scores; deploy automated renewal readiness campaigns.
Identify product-qualified leads and usage-based expansion opportunities, triggering in-app messages and emails.
Optro is a leading audit, risk, ESG, and InfoSec platform used by over 50% of the Fortune 500. They are known for their award-winning technology and customer satisfaction, and have been recognized as one of the fastest-growing tech companies in North America for seven years running.
Support, own, and enforce the overall Customer Experience (CX) strategy.
Lead the escalation point and manage complex incident handling.
Ensure robust case management and structured follow-ups.
INSIDEA is a fully remote organization, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance a brand’s online presence and drive real, measurable growth.
Own key customer relationships to drive measurable business outcomes and expand footprint.
Lead new customer onboarding and drive product adoption, while monitoring health metrics.
Identify and capitalize on expansion opportunities aligning with customer goals to maximize LTV.
Localize's platform helps over 700 companies automate the translation of their web and mobile applications. They are a fully remote team of around 30 people and offer a culture with an emphasis on work-life balance.
Build a team culture of customer value, high performance and accountability.
Hire and develop a team of expert Managers that are able to recruit, coach and develop top talent and consistently achieve quota.
Design the upmarket AM methodology including value delivery, expansion strategies and renewal motions.
Vanta's mission is to help businesses earn and prove trust by continuously monitoring and verifying security. They are a company promoting better security practices with a kind and talented team. Vanta was inspired by a vision to restore trust in internet businesses by enabling companies to improve and prove their security.
Take ownership of a book of customers, being the main point of contact and hopping on customer calls per SLAs.
Take ownership of medium and large projects that are core to the team’s operations.
Build in-app onboarding experiences, create webinar series, and build retention best practices.
Ashby offers a highly differentiated product, making it easier to sell. They aim to offer deep expertise whenever interacting with prospects and customers and strongly believe small teams with talented people and the right work environment deliver much better performance than large headcounts.
Improve the customer journey — onboarding, QBRs, renewal workflows, and retention processes.
Run weekly 1-on-1s with CSMs to level up their skills, navigate stuck accounts, and drive performance against targets.
Own the NRR and gross retention strategy; identify churn risks and build frameworks for the team to mitigate them.
Clipbook is a fast-growing startup. They have a smart, hard-working, and resourceful team with a rapidly growing company with commercial rigor at its core.
Own lifecycle campaigns across onboarding, adoption, engagement, retention, and expansion.
Partner with onboarding to accelerate time-to-value and drive activation.
Build nurture, education, and engagement programs to increase usage and reduce churn.
Applied Systems is transforming the insurance industry by delivering innovative software and services. They have 40+ years of experience in the Insurtech game and value team players who learn from diverse experiences and backgrounds.
Lead the Enterprise Customer Success team, focusing on adoption, retention, and expansion.
Develop, coach, and elevate the team’s seniority, hiring high-performance talent.
Engage with Enterprise clients at key moments (renewals, risks, opportunities).
Docplanner Group is present in 13 countries, serving over 55 million patients and processing 15 million appointments monthly. With over 2 million healthcare professionals in their database, their mission is to help people live longer, healthier lives through diverse services like a marketplace and SaaS system.
Build strong, multi threaded relationships with customer stakeholders
Lead executive business reviews and create tailored success plans
Drive platform adoption and customer engagement through consultative guidance
HR Acuity offers state-of-the-art case management software that helps companies deal with issues consistently, equitably, and transparently. They are a fast-paced, high-growth, and innovative company dedicated to continually raising the bar for employee relations.
Lead and scale a regional pod that covers all CS segments in APAC.
Be accountable for regional retention outcomes, and team health.
Partner with cross-functional leaders to remove blockers and improve the APAC customer experience.
Remote is solving modern organizations’ challenge of navigating global employment compliantly. Their team works asynchronously around the world and encourages every member to bring their talents, experiences and culture to the table to help them build the best-in-class HR platform.
Design the Onboarding Roadmap: Own and refine the customer journey, creating a standardized, world-class experience that ensures every practice is set up for long-term success.
Optimize Time to Value (TTV): Constantly analyze and improve the speed to conversion, reducing the time between a customer signing a contract and successfully running their first live day on Archy.
Lead & Develop a High-Performing Team: Provide coaching, feedback, and performance management while supporting the ongoing growth and development of Onboarding Managers.
Archy is revolutionizing the dental practice management space, giving dental providers cutting-edge software that allows them to do what they do best while handling the more technical sides of running their practice business. They are seeking a strategic, data-driven Head of Customer Onboarding and Success to lead their Customer Experience team's implementation efforts.
Provide daily leadership, coaching, and empowering Trial Experience Specialists to enhance their performance and development.
Serve as the primary point of contact for management level inquiries and customer support escalations.
Monitor team and department health, contributing to strategic team development.
HighLevel is an AI powered, all-in-one white-label sales & marketing platform. They empower agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth and support a global and growing community of over 2 million businesses.
Develop a digital-first success program delivering proactive engagement.
Build executive relationships, serving as a strategic advisor.
Monitor customer health and develop data-driven playbooks.
Amwell transforms healthcare through technology and people's ideas. They provide solutions to the healthcare industry's challenges. They have almost two decades of experience with some of the largest healthcare organizations, focused on equitable and accessible care.
Lead a high-performing team focused on delivering a best-in-class customer experience.
Own the strategy and execution behind how we build trust with key post-sales accounts.
Establish data-driven milestones and a structured approach to account oversight.
Medallion provides a leading provider operations platform that eliminates administrative bottlenecks for healthcare organizations. They are one of the fastest-growing healthcare technology companies.
Own GRR, NRR, and CSAT as primary KPIs, along with ARR expansion.
Build and refine scalable CS playbooks: onboarding, QBRs, health scoring, renewal, and expansion motions.
Partner with Product to strengthen the feedback loop between customer needs and product roadmap.
Nabla is committed to bringing back joy to the practice of medicine. Together with a community of clinician innovators, they’ve harnessed machine learning to develop the leading AI assistant that’s restoring the human connection at the heart of healthcare. Today, over 85,000 clinicians across 130+ healthcare organizations trust Nabla.
Own and grow a portfolio of 25 or more mid market enterprise customers, guiding them from go live through long-term value realization
Serve as a trusted advisor to executive sponsors, aligning AI-driven solutions to strategic business outcomes
Drive adoption, engagement, and expansion of the Moveworks AI Assistant across ServiceNow workflows
Moveworks, now part of ServiceNow, is redefining how work gets done. Together, they combine Moveworks’ industry-leading AI Assistant with ServiceNow’s world-class workflow platform to deliver instant, intelligent support across IT, HR, Finance, and beyond.
Oversee customer onboarding, post-launch reviews, quarterly business reviews, and executive check-ins to ensure customer success and satisfaction.
Work closely with Enterprise customers to understand their business objectives and create a tailored success plan that delivers tangible outcomes.
Provide guidance to enterprise customers on adopting and maximizing the usage of our solutions, focusing on long-term retention, expansion, and advocacy.
Aiwyn is the first complete platform for modern accounting firms. Backed by top-tier investors like Bessemer, KKR, and Revolution, they’re one of the fastest-growing scale-up SaaS companies in the world with world-class people, processes, and products.