Source Job

• Lead, coach, and develop a team of Customer Success Advisors and Technical Leads.
• Drive customer adoption, value realization, renewal readiness, and overall account health.
• Serve as the Customer Success product SME for aligned PerfectServe solutions.

PerfectServe provides clinical communication and physician scheduling solutions in the health IT space. They have 400+ employees, 30,000+ customers, and $100 million+ in annual revenue. They foster a collaborative team with decades of experience, striving to delight customers every day.

• Own the retention, renewal, and growth of an assigned portfolio of clients.
• Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
• Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.

Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.

• Oversee the relationship and strategic management of significant mid-market accounts.
• Drive customer retention and growth within accounts, applying a consultative approach.
• Guide clients in leveraging the CX platform for maximum impact, ensuring long-term satisfaction.

SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. The global team is united by a shared commitment to impact, ownership, and continuous growth, creating an environment where thoughtful ideas move quickly.

• Maintain a revenue base by managing retaining and expanding a book of business.
• Build strong, multi-threaded relationships with your assigned customer portfolio and support them as their the key contact and advocate.
• Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage.

Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. Trusted by biopharma, medtech, and diagnostics companies worldwide, Qualio eliminates fragmented systems that create audit delays and compliance blind spots.

• Serve as strategic lead for and own enterprise customer relationships.
• Develop and execute tailored customer success strategies.
• Facilitate EBRs with senior/executive stakeholders, highlighting value and ROI.

AvaSure partners with hospitals to help solve complex challenges. We offer benefits and focus on growth.

• Build and expand client relationships to achieve customer success and satisfaction.
• Develop and execute strategic account plans to achieve valuable outcomes.
• Work cross functionally with internal teams to advocate for customers.

PointClickCare is a leading health tech company that helps providers deliver exceptional care. They empower their employees to push boundaries, innovate, and shape the future of healthcare, serving over 30,000 provider organizations.

• Manage a high-volume portfolio of digital customer accounts, driving revenue retention and identifying expansion opportunities.
• Own the end-to-end commercial relationship, including renewals, contract execution, and customer engagement strategy.
• Monitor account health, identify churn risks, and partner cross-functionally to mitigate issues and protect revenue.

Employ transforms how hiring gets done by providing three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with a people-first philosophy, serving over 23,000 global customers.

• Own customer retention and growth.
• Drive adoption and outcomes.
• Build trusted relationships.

Turnitin partners with educators and institutions to develop learning integrity solutions. They are a global organization with team members in over 35 countries and experience a remote-first culture.

• Build and deepen relationships with customer stakeholders, serving as a trusted advisor to drive long-term success.
• Maximize customer retention through proactive engagement, strategic planning, and ongoing value delivery.
• Partner cross-functionally with Product, Sales, and Operations to improve customer experience and influence organizational improvements.

Clarivate is a global leader in trusted and transformative intelligence, bringing together enriched data, insights, analytics, and workflow solutions grounded in deep domain expertise. It is a sizable organization operating globally with a culture focused on fueling breakthroughs through human ingenuity.

• Serve as the primary post-sale partner, building trusted, strategic relationships.
• Lead onboarding and training, monitor account health, and deliver regular business reviews.
• Identify process improvements, strengthen internal workflows, and influence customer success strategy

Mural Health aims to make clinical trials easier for participants and caregivers by removing obstacles. They seem to be a startup, with a culture of collaboration and cross-functional teamwork.

• Lead and build relationships: Own a portfolio of customers and guide them with tailored strategies that increase adoption, satisfaction, and long-term retention.
• Spot opportunities & drive growth: Identify upsell and cross-sell opportunities by understanding customer needs and uncovering additional value.
• Be the voice of the customer: Advocate for your customers internally and help influence product and service improvements through their feedback.

Eye Security provides cybersecurity and embedded cyber insurance solutions for organizations across Europe. They've grown to over 170 employees and continue to expand internationally, uniting professionals from intelligence, military, tech, and consulting backgrounds.

• Maintain executive relationships, lead projects, and serve as an escalation point for key accounts.
• Develop strategic account plans to drive customer and Nuvolo’s growth.
• Help foster adoption by raising client awareness and leveraging new product features and functionality.

Nuvolo is a global leader in modern, cloud-based Connected Workplace solutions built on ServiceNow. The company provides a platform to manage people, physical locations, assets, and work across departments while providing generous compensation, excellent benefits, and a passionate team culture.

• Build strategic, trust-based relationships with key customer stakeholders.
• Hire, mentor, and scale a team of Customer Success Managers.
• Design and implement scalable operational frameworks and SOPs.

Vanilla is an AI-powered estate advisory platform transforming how wealth is transferred across generations by unifying scenario modeling, client visualization, and document creation. They are a startup distributed across the U.S. with a mix of fully remote and hybrid roles, with a team that embraces flexibility while staying closely connected.

• Serve as an account owner, product expert and mental health advocate for your assigned Mid-market and SMB customers.
• Build rapport with decision makers and main points of contact to influence change in order to drive optimal member utilization of the product.
• Own the full customer lifecycle including onboarding, value realization, engagement strategies, expansion and renewal.

Spring Health aims to eliminate every barrier to mental health by delivering the right care at the right time. They partner with over 450 companies and provide care for 10 million people, with a valuation of $3.3 billion.

• Lead Customer Success Managers and oversee a portfolio of partnerships and scaled segments.
• Build a unified 'Account Health' framework for every customer.
• Professionalize CS operations to drive global retention through repeatable, data-driven playbooks.

Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a profitable shop into one platform. The company prides itself on innovation and approximately employs between 51-200 employees.

• Act as the primary point of contact for assigned customers, building strong relationships and serving as their voice internally to ensure they get lasting value from the platform.
• Own customer health, renewal readiness, and expansion opportunities by using data and success plans to drive adoption, quantify ROI, and mitigate churn risk.
• Partner cross-functionally with Implementation, Support, and Product teams to ensure smooth customer onboarding, post-launch optimization, and the development of marketing assets from success stories.

Zipline is a SaaS company that transforms how frontline teams work by connecting, aligning, and inspiring employees from headquarters to the front lines for leading brands in retail, healthcare, and logistics. It is a fully remote, rapidly growing, venture-backed company with a high-performing team across the globe that values a collaborative, inclusive, and impactful culture.

• Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
• Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
• Deliver value reviews to both operational stakeholders and emerging executive sponsors.

Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.

• Own the enterprise customer success strategy and renewal motion for strategic accounts.
• Build strong executive relationships with enterprise customers and drive renewal outcomes.
• Coach and mentor a growing enterprise CS organization, creating a high-touch customer engagement model.

Eve Legal is redefining legal technology for plaintiff law firms and building a team to take them there. They help firms handle more cases, recover more for clients, and grow with AI, trusted by over 1000+ law firms, and have raised over $160M from top investors.

• Manage, coach, and develop a team of Customer Success Managers responsible for post-sales customer relationships.
• Drive adoption and utilization of Onit products and services across the target customer base.
• Serve as an escalation point for customer risks, challenges, and complex engagements.

Onit is redefining the future of legal operations through the power of AI by streamlining enterprise legal management, matter management, spend management and contract lifecycle processes. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic and are looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.

• Lead and develop a Global CS Organization across NAM and EMEA.
• Own GRR and NRR Outcomes by connecting adoption and health metrics to retention results.
• Build Scalable CS Processes, tiered engagement frameworks, and health scoring.

Canto provides a platform offering a source for brands to organize, access, and share digital assets, amplifying content value, accelerating production, and ensuring brand consistency. They have 4,000+ customers worldwide and are driven by passionate people who bring creativity, collaboration, and innovation.