Source Job

• Meet and exceed team growth sales goals and renewal rate targets of 83%.
• Leverage digital-first strategies to engage at-risk customers and build expansion pipeline.
• Manage sales and renewals pipeline in CRM with 100% accuracy and drive customer advocacy.

SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. With a global team united by impact, ownership, and continuous growth, we foster a flexible environment where thoughtful ideas move quickly and people are trusted to lead.

• 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.

• Manage a portfolio of client accounts to drive net revenue retention and expansion.
• Proactively identify and close upsell and cross-sell opportunities within existing accounts.
• Lead onboarding, implementation, and business reviews to ensure measurable ROI.

Appointedd is a B2B SaaS company that provides an appointment scheduling and customer management platform. It is a growing company with a customer success-focused culture, emphasizing proactive revenue growth and client partnerships.

• 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.

• Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
• Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
• Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.

Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.

• Own and manage a portfolio of 50–60 customers across EMEA, building trusted relationships and driving retention.
• Proactively identify risks and upsell opportunities, coordinating with internal teams to ensure seamless customer experience.
• Bring customer insights back to improve products and processes, working independently in a fast-moving remote environment.

Remote People builds infrastructure for borderless teams, handling global payroll, benefits, taxes, and compliance. They are a growing international company committed to diversity and enabling people to work from anywhere.

• Own customer relationships and create playbooks to drive success across a rapidly growing customer base.
• Develop deep product and market understanding to articulate value to technical and executive audiences.
• Manage renewals, identify expansion opportunities, and build customer advocates.

Recast Software empowers organizations to better manage and support users and devices by simplifying IT teams' work and enabling secure, compliant environments. It is a rapidly growing software company with its solution used by thousands of enterprise organizations in over 125 countries, impacting millions of devices and people.

• Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
• Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
• Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.

The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.

• Manage a portfolio of customers through scaled engagement programs to drive adoption, retention, and expansion.
• Lead onboarding and ongoing success, coaching champions and facilitating training sessions.
• Use data and customer health insights to prioritize high-value activities, reduce churn, and identify upsell opportunities.

They are a fast-growing global software organization providing customer success and operational solutions. Their culture emphasizes continuous improvement, ownership, trust, and personal development.

• Lead and develop a high-performing Customer Success team to drive retention and expansion.
• Own team-level GRR, NRR, and expansion targets with real-time visibility into pipelines.
• Coach CSMs on account strategy, risk mitigation, and consistent execution of playbooks.

Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators who foster a culture of partnership and growth.

• Own the customer life cycle post-sales, ensuring satisfaction and adoption for a book of business.
• Manage renewals for 400+ customers, including pricing negotiations.
• Partner with Sales to drive expansion and cross-sell opportunities.

Superhuman is an AI productivity platform that integrates with over 1 million applications and websites to help people eliminate busywork. Founded in 2009, the company empowers over 40 million individuals, 50,000 organizations, and 3,000 educational institutions worldwide.

• 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.

• Drive revenue acquisition and expansion through value-based consultations and product demonstrations for enterprise-level clients.
• Serve as a trusted business partner, leveraging deep expertise in global workforce trends to create thought leadership and strategic initiatives.
• Mentor junior team members, coach peers on communication and stakeholder management, and raise the bar for the Customer Success organization.

Remote solves the challenge of global employment compliance, enabling businesses of all sizes to recruit, pay, and manage international teams. With a fully remote team across six continents and a culture centered on innovation and async work, Remote fosters an inclusive environment where employees bring their talents and experiences to build a best-in-class HR platform.

• 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 a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion.
• Conduct regular meetings with key stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect platform capabilities to customer outcomes.
• Own GRR and NRR outcomes, proactively identify risk signals, and develop upsell and cross-sell opportunities.

Cleo provides an integration platform that helps businesses optimize supply chain and logistics processes. With over 4,000 clients and a 99% retention rate, the company fosters a culture of support and life-work balance.

• Manage and grow relationships with strategic enterprise customers, serving as a trusted advisor to drive retention, adoption, and revenue growth.
• Lead Executive Business Reviews and strategic planning sessions to align solutions with customer objectives and identify expansion opportunities.
• Analyze customer performance data to develop actionable recommendations and influence cross-functional teams to improve business outcomes.

Our partner is a global commerce technology company that enables enterprise customers to achieve measurable business outcomes. They foster a collaborative environment focused on innovation, accountability, and teamwork.

• Build and maintain strategic client relationships across MSP and cybersecurity accounts.
• Own client retention, renewals, upsells, and revenue targets while acting as a trusted advisor.
• Collaborate across teams to shape commercial proposals and drive digital growth.

The partner company is a growth-focused firm serving the MSP and cybersecurity ecosystem, offering digital marketing and commercial strategy services. It operates with a global, fully remote team and emphasizes autonomy, collaboration, and direct client ownership.

• 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 our free website checkup calls, giving clinic owners clear and actionable recommendations that turn cold leads into warm ones
• Grow into running demos and intro calls across all four services, helping owners feel confident in exactly what they're saying yes to
• Drive your own pipeline in Close CRM, nurturing and following up on a high volume of warm inbound leads

Jane is a founder-led, high-growth SaaS company building products that thousands of clinics rely on to run their businesses. With over 700 employees working remotely across Canada, the US, and the UK, Jane is united by a mission to help the helpers and embraces AI and growth.

• Own a portfolio of strategic accounts, setting account strategy and owning revenue targets in a fully remote role.
• Manage complex client engagements by building executive-level relationships and identifying growth opportunities like cross-selling and upselling.
• Work closely with delivery, technical, legal, and finance teams to ensure sustainable commitments and account growth.

Nortal is a technology services company that delivers complex solutions for enterprises and public sectors, focusing on digital transformation and AI. The company values autonomy, open communication, and diversity, and supports a close-knit remote team in LATAM with wellness and professional development resources.