Source Job

• Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
• Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
• Lead the organization through large scale change and transformation, ensuring a solid change management framework.

Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
• Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
• Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.

Tenna empowers customers to control their mixed assets anytime, anywhere, on one comprehensive platform. The company values quality, grit, continuous learning, collaboration, and awesomeness.

• Manage day-to-day operations across functional areas, ensuring seamless execution across the full client lifecycle.
• Lead client implementation processes end-to-end, driving cross-functional accountability across teams to deliver on implementation milestones and SLAs.
• Bring together perspectives across teams to present data to Papa’s Executive leadership team and drive decisions to serve our clients and prospects.

Papa is a company built on human connection that provides social support by pairing older adults and families with trained companions, resulting in less loneliness and better health. Founded in 2017 and headquartered in Miami, Papa is backed by Canaan, Tiger Global Management, and Comcast Ventures.

• Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
• Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
• Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.

Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.

• Partner with functional leads to improve processes, workflows, and tools for scalable operations.
• Develop insightful reporting and data insights for the Client Advisory Services team and leadership.
• Help design and improve processes and manage post-sales tools that support scalable operations.

Optro is a leading audit, risk, ESG, and InfoSec platform, having surpassed $300M ARR and continuing to grow. They are one of the 500 fastest-growing tech companies in North America for the seventh year in a row and their customers love them.

• Define and evolve a practical support operations roadmap aligned to company priorities.
• Own the structure and ongoing optimization of Salesforce Service Cloud.
• Build reporting that provides visibility into support demand, trends and product pain points.

Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped over 150 customers maximize revenue, streamline operations, and maintain compliance. They are located across more than 120 countries.

• Motivate, coach, and develop professional individual contributors and supervisors who support the customer experience at Rover.
• Partner with workforce management at both Rover and BPO partner sites teams to organize, prioritize and schedule work assignments to meet business needs.
• Review customer contacts and identify ways to improve the customer experience, as well as own escalated customer contacts and resolve them.

Rover connects pet parents with trusted pet care across the U.S., Canada, Europe, and Australia. Headquartered in Seattle and Barcelona, they are a values driven, fast-growing tech company focused on building safe and personalized experiences tailored to the needs of each unique pet. They were named among the 100 Best Companies to Work For in Seattle Business Magazine and Washington’s Best Workplaces in the Puget Sound Business Journal.

• Optimize our lead generation, routing, and conversion systems
• Analyze funnel performance, provide data-driven strategic insights to sales leadership and implement prioritized strategies
• Support day-to-day management of tools across the sales tech stack, build workflows and automations and be first to troubleshoot issues

TouchBistro offers an all-in-one Point-of-Sale and restaurant management system. They have powered more than 29,000 restaurants around the world, and foster an inclusive workplace where all individuals have an opportunity to succeed.

• Managing lead assignment logic and workflows to ensure speed and accuracy.
• Supporting our commercial teams with clean, organized, and up-to-date CRM data.
• Building and maintaining reporting dashboards for Sales, Lead Gen, CS, and Leadership.

WeTravel is an equal opportunity employer that is committed to creating an inclusive environment for all employees. They value diversity and welcome applicants from all backgrounds to join them in transforming the travel industry.

• Own and resolve complex customer scenarios with a strategic mindset.
• Lead process improvement efforts and improve customer satisfaction.
• Identify operational gaps through data analysis and field feedback.

Artera is an AI startup that develops medical artificial intelligence tests to personalize therapy for cancer patients. They are on a mission to personalize medical decisions for patients and physicians on a global scale.

• Build scalable reporting, dashboards, and forecasting for customer success teams.
• Turn customer, product, and revenue data into actionable insights.
• Leverage AI and automation tools to scale customer outreach and predict churn risks.

OpenSesame is disrupting the workforce development industry with an AI-powered marketplace of skills courses and personalized learning. More than 2,000 companies rely on OpenSesame to develop productive workforces.

• Lead, manage, and develop a team of operations professionals across CSM Ops, Renewals Ops, and PS Ops.
• Partner with Revenue Technology to represent and prioritize CX operational requirements for Customer Success and Professional Services systems.
• Drive improvement in PS and CSM bookings and revenue forecasting processes, reducing reliance on manual aggregation.

GitLab is the intelligent orchestration platform for DevSecOps. They enable organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. GitLab has over 50 million registered users and according to their data, more than 50% of the Fortune 100 trust GitLab.

• Lead and develop a team of Customer Success Managers.
• Ensure customers operationalize NodeZero across their environments and workflows.
• Engage directly with executive stakeholders to align on goals and long-term value.

Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.

• Primary advisor to North America VP on end-to-end Go-To-Market operations
• Perform strategic product, market, and customer analyses to identify new growth drivers or opportunities for improvement
• Collaborate with sales, finance, revenue operations, marketing, and other cross-functional stakeholders to design and execute strategic projects to drive growth, increase sales productivity, operational efficiency, and revenue

Mixpanel turns data clarity into innovation. Trusted by more than 29,000 companies, Mixpanel’s AI-first digital analytics help teams accelerate adoption, improve retention, and ship with confidence. Mixpanel raised $277M from prominent investors.

• Define support obligations across each partnership.
• Design the support model.
• Own the operational infrastructure.

Bastion builds regulated financial infrastructure for modern businesses. Bastion's full stack product suite covers stablecoin issuance, custodial wallet infrastructure, and global asset conversion rails, with the flexibility to deploy individual capabilities or combine them end-to-end.

• Build systems, processes, and reporting infrastructure to support go-to-market teams.
• Drive operational efficiency, improve data quality, and strengthen forecasting capabilities.
• Own Salesforce configuration, revenue tech stack, and sales enablement materials.

Penta Group is a global company providing data-driven solutions to help clients achieve their objectives. Their global team brings decades of experience in business, government, communications, research, data science, and media.

• Own the HubSpot to Salesforce migration and ensure our CRM is optimized.
• Build and maintain dashboards for teams and the executive team.
• Work with Finance to prepare board decks and manage commissions.

Push Security is the secure enterprise browser extension built for the AI era. Founded by red team and blue team experts, Push combines high-fidelity browser telemetry, real-time control, and autonomous agents to stop advanced attacks, secure AI usage, harden identities, and prevent data loss. They have a flexible, remote-first work environment and opportunities for growth in a fast-scaling startup.

• Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
• Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
• Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.

SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.

• Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
• Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
• Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth

Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals by using data exhaust from interactions. They have more than 3,000 customers worldwide and are backed by Silicon Valley firms, and have been Fortune Best Workplaces certified for 5 years.

• Provide lead-level support and day-to-day oversight for Patient Services operations, including workflow coordination, issue escalation, and support for patient coordinator team members.
• Serve as a key operational partner for the Salesforce implementation and migration, helping support requirements gathering, user acceptance testing, workflow validation, data review, training, adoption, and post-launch stabilization.
• Partner with internal stakeholders to translate patient services workflows, coordinator needs, provider interactions, and program requirements into clear business and functional requirements.

PRO-spectus aims to break down access barriers and support patients in receiving the care they need. They have created a culture that is supportive, dedicated, and teamwork driven, celebrating each other’s joys in personal life and professional accomplishments, promoting meaningful relationships and friendships.