Support client adoption and satisfaction by delivering foundational product guidance and basic training.
Document client interactions and escalate routine blockers to senior team members as needed.
Maintain a learning plan to expand knowledge of CDK products and dealership workflows.
CDK Global is a leading provider of cloud-based software to dealerships and OEMs across automotive and related industries. The company fosters an inclusive culture that values curiosity, ownership, openness, and creating possibilities.
Manage a book of global, complex customers to drive adoption and growth.
Perform adoption analysis and lead joint planning to increase product value.
Drive customer advocacy by aligning cross-functional teams to resolve issues.
Conga unifies commercial operations by aligning pricing, quoting, contracting, rebates, and communications so companies run as connected, smarter businesses. With more than 10,000 customers worldwide and a collaborative, celebratory culture, Conga empowers colleagues to thrive.
Manage a portfolio of 300 automotive dealer customers, building trusted relationships digitally.
Use data insights to improve product adoption, retention, and customer satisfaction.
Collaborate with sales and onboarding teams to deliver a seamless customer experience.
Carsales is an online vehicle marketplace that makes buying and selling cars a great experience. They have a large, evolving team with a collaborative culture, recognized as a Best Workplace in Australia.
Own the customer's renewal, usage, and adoption of Kenect product features.
Identify, strategize and execute account expansions, feature upsells and cross-sales.
Deliver group and individual user informational and training sessions about Kenect features.
Kenect is a leading AI-powered texting and reputation management platform used by 10,000+ dealerships and service businesses across North America. They are a fast-growing, mission-driven team building technology that strengthens human connection in a digital-first world.
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.
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 a portfolio of 40-60 mid-market customers as their strategic partner across the full customer lifecycle.
Lead onboarding, drive adoption, and partner with Account Management on retention and expansion.
Act as a trusted advisor, own escalations, and advocate for customers internally.
Customer.io is a platform that helps companies send automated emails, push notifications, in-app messages, and SMS using real-time behavioral data. It serves over 9,000 companies from startups to global brands and values empathy, transparency, and responsibility.
Manage a book of customers as the main point of contact in a shared inbox and handle customer calls.
Own medium to large projects like building in-app onboarding experiences and live webinar series.
Collaborate with customers to solve complex challenges and drive retention best practices.
Ashby provides a hiring platform that helps companies build recruitment excellence. The SMB Customer Success team is a group of fifteen spanning the US, Canada, and EMEA, with a culture of deep expertise and small teams.
Define and own the company-wide Customer Success strategy across the entire customer lifecycle.
Build and lead the Account Management function from near-scratch to drive retention and expansion.
Coach and develop a team of managers while partnering cross-functionally with Product, Engineering, and Sales.
Tapcheck is a digital platform offering on-demand pay access to employees, available at no cost to employers. The team is passionate about improving financial wellness and operates with values of humility, grit, and continuous improvement.
Own a portfolio of Enterprise and Strategic accounts end-to-end — from onboarding through renewal — with full accountability for retention and net revenue expansion
Design and run tailored rollout and enablement programs that get large organizations to value fast and build internal momentum for broader adoption
Lead QBRs and EBRs that connect Scribe's impact to the metrics executives care about, and use those conversations to surface expansion opportunities
Scribe provides a Specialized Intelligence platform that captures how work happens and turns it into a living asset for teams and AI agents. Founded in 2019, the company has grown to 7 million users across 600,000 businesses, is valued at over $1 billion, and has been named a LinkedIn Top Startup.
Own retention for high-risk or high-value accounts by reviewing health signals and proactively reaching out.
Build account-specific save plans, document every retention conversation, and serve as the escalation point for complex cancellation risks.
Coach CSMs on early pre-churn conversations and turn churn patterns into playbooks and process fixes.
Property Leads delivers high-quality, motivated seller leads to real estate investors and is expanding into home services. We are a quiet but mighty start-up that participated in 50% of off-market home sales in the last 12 months, with a fast, data-driven culture focused on results.
Strategically manage a customer portfolio, driving adoption, retention, renewals, and expansion.
Lead executive business reviews with VP and C-suite stakeholders and own complex negotiations.
Leverage AI-assisted workflows, mentor peers, and contribute to team best practices.
1Password provides enterprise password management and Unified Access Management for modern teams and AI. They have surpassed $400M ARR, serve 180,000 businesses, and foster a fast-paced, collaborative, feedback-driven culture.
Drive incremental revenue and product adoption by serving as a strategic, consultative partner to key accounts.
Manage a portfolio of accounts, develop Customer Success Plans, and close complex deals with executive stakeholders.
Collaborate cross-functionally and use data-driven strategies to maximize customer satisfaction and revenue growth.
Freshworks builds uncomplicated service software that delivers exceptional customer and employee experiences. With over 4,500 employees worldwide, we foster a people-first, AI-driven culture focused on making a real impact.
Manage client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
Own day-to-day relationships for a book of 120+ accounts, driving engagement and renewals.
Use data and dashboards to track health signals and forecast renewal outcomes.
Identify expansion opportunities and collaborate with Sales to grow customer value.
Netlify is the most popular platform for building, deploying, and scaling modern web applications, serving millions of developers and organizations. It is a Series D company with over $200M in funding, fully distributed, and focused on creating a collaborative and inclusive culture.
Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.
Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.
Foster long-term customer relationships and drive strategic success initiatives.
Conduct business reviews, resolve escalated issues, and collaborate cross-functionally.
Identify upsell and expansion opportunities to maximize revenue growth and retention.
Certn changes how trust works with The World's Easiest Background Check. They've raised $127M+, earned Deloitte Fast 50 recognition three years in a row, and are a remote-first company with a high-performance edge and a no-jerk policy.
Help strategic customers realize quantifiable value and ensure renewals and expansions.
Identify risks of churn and develop mitigation strategies while identifying expansion opportunities.
Proactively drive value conversations and manage customer escalations across technical and business domains.
Flexera provides data-oriented SaaS solutions for technology value optimization, helping IT, finance, and cloud teams gain insights into cost optimization and compliance. With over 50,000 customers globally, Flexera is recognized as a category leader by Gartner, Forrester, and IDC, and fosters a culture built on candor, passion, and accountability.
Develop and maintain strategic relationships with SMB and Corporate segment clients across US and Canada markets.
Act as a trusted advisor to key stakeholders, including C-level executives, to ensure customers achieve desired outcomes.
Drive portfolio growth through zero churn and active cross-sell and up-sell opportunities.
Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, helping organizations automate customer and operational workflows. The company supports thousands of clients in over 100 countries and was named to Inc.'s Best Workplaces list in 2025 for its commitment to employee wellbeing and strong workplace culture.
Serve as the primary strategic advisor to client leadership, driving retention, expansion, and relationship management.
Define the Customer Success playbook, including account health-scoring, QBRs, and reporting cadence.
Act as the client advocate internally, ensuring business goals are communicated to Operations and Product teams.
Covera Health combines clinical expertise, advanced AI, and radiology quality datasets to improve diagnostic accuracy and patient outcomes. They are backed by Insight Partners and support nearly 6 million people across major employers and health plans.