Maintain and develop long-term relationships with strategic customers in North America, acting as a trusted advisor to C-level executives.
Control delivery processes and identify early risks to ensure successful customer outcomes.
Drive account growth through retention, cross-sell, and upsell by understanding customer business priorities.
Creatio is an AI CRM and workflow platform that helps midsize and large organizations run customer workflows in the AI era. With a global team and thousands of customers in over 100 countries, they were named to Inc.'s Best Workplaces list in 2025.
Own the success, retention, and growth of a portfolio of health plan clients.
Lead recurring client meetings, executive business reviews, and performance discussions.
Identify client risks, performance gaps, and emerging needs, and drive plans to address them.
Papa provides vital social support by pairing older adults and families with companions to reduce loneliness and improve health. Backed by top investors, Papa is a people-first company with a culture focused on community and belonging.
Manage a portfolio of mission-driven clients, guiding them from onboarding to long-term success on the UpMetrics platform.
Build genuine relationships with client teams and serve as a trusted advisor on impact measurement and data best practices.
Drive revenue through renewals, expansions, and referrals while leading success planning and quarterly business reviews.
We provide an impact reporting platform combined with expert services to help mission-driven organizations collect, analyze, and learn from their data. We are a remote-first team with a culture of collaboration, integrity, and continuous improvement.
Act as a trusted advisor and primary contact for assigned client relationships, driving adoption and value realization.
Own the client lifecycle from onboarding to renewal, collaborating cross-functionally to ensure satisfaction and growth.
Monitor client health, identify risks, and coordinate resources to mitigate issues and foster long-term success.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is an equal opportunity employer focused on client success and inclusivity.
Own the entire client relationship post-sale, including success plans, executive engagement, and commercial relationships.
Drive timely renewals and expansion by partnering with clients to align technology and expertise with their goals.
Collaborate cross-functionally with Sales, Product, and Engineering teams to advocate for client needs and ensure success.
Cordial is a marketing platform that helps brands like PacSun and Forbes send personalized messages to drive revenue growth. They foster a culture of transparency, collaboration, and continuous improvement within a passionate, growing team.
Leads a customer success program for a financial technology SaaS client.
Manages customer success professionals and drives sales performance and revenue growth.
Works with C-Suite stakeholders and oversees program finances and team development.
They provide customer success services for a SaaS client in the financial technology space. The company size and culture are not specified in the posting.
Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.
Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.
Partner with senior team members to leverage account management systems and dashboards to identify opportunities for revenue growth.
Consult with clients on planning, executing, and analyzing tailored engagement strategies to drive member activation and retention.
Lead client engagement initiatives, collaborating with Marketing and cross-functional teams to design events and support new account implementations.
Crossover Health is a national, team-based medical group delivering an innovative Primary Health model that integrates primary care, physical medicine, mental health, and more. The company focuses on wellbeing and prevention, and it is building a community of members that embraces healthcare as a proactive part of their lifestyle, fostering a collaborative and interdisciplinary culture.
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.
Develop strong client relationships and act as a trusted advisor, coaching customers on compliance best practices.
Build strategic account plans to drive customer satisfaction, retention, and growth.
Collaborate cross-functionally to solve customer problems with creativity and empathy.
Hummingbird helps financial institutions and tech companies fight financial crime through AI-powered compliance tools. They are a remote-first, fully distributed team that values customer obsession, inclusivity, and supporting each other to do their best work.
Own end-to-end customer relationships for Signifyd's most complex accounts, ensuring seamless onboarding and strategic alignment.
Identify and build deep relationships with senior stakeholders to develop long-term growth plans and drive collaboration.
Leverage platform knowledge and industry trends to deliver optimal outcomes and expand Signifyd's footprint through upsell and cross-sell opportunities.
Signifyd helps merchants grow by building trusted relationships with their customers through advanced fraud prevention technology. Trusted by thousands of leading merchants across more than 100 countries, the company securely processes billions of transactions annually and is driven by a people-focused culture of commitment, empathy, and creativity.
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.
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.
Serve as the first relationship contact for startups, ensuring they get maximum business value from Mercury.
Build relationships across startup teams to help them grow and scale using Mercury's core suite.
Partner with cross-functional teams to advocate customer experience and identify growth opportunities.
Mercury is a fintech company that offers financial products and banking services to startups. They are an equal opportunity employer committed to diversity and belonging.
Support the success and satisfaction of employer clients by driving enrollment, engagement, and retention.
Build and maintain strategic account plans, monitor client health, and identify opportunities for growth and expansion.
Collaborate with channel partners, sales, and cross-functional teams to deliver measurable business outcomes and seamless client experiences.
Maven Clinic is the world's largest virtual clinic for women and families, partnering with employers and health plans to provide end-to-end women's and family health programs. Founded in 2014, the company has raised over $425 million and has been recognized on the TIME100 Most Influential Companies and CNBC Disruptor 50 lists, with a culture that has won over 30 workplace awards.
Own relationships for Enterprise accounts across banks, credit unions, and fintech customers.
Develop in-depth understanding of the fraud domain and SentiLink products, handling onboarding and regular customer meetings.
Take a consultative approach to understand fraud situations and propose solutions, establishing business goals and plans.
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. Backed by world-class investors including Craft Ventures and Andreessen Horowitz, the company has earned recognition from Forbes Fintech 50 and other major outlets.
Serve as strategic advisor for 20 high-impact financial institution customers, driving retention and growth.
Develop and execute tailored success plans to maximize product adoption and value.
Identify expansion opportunities and collaborate with Sales to close upsells.
Eltropy is on a mission to disrupt financial services access by providing a digital communications platform for community banks and credit unions. They are a startup with a team-oriented culture, valuing transparency and customer focus.
Own the success, retention, renewal, and growth of a portfolio of enterprise customers.
Build trusted relationships with executive sponsors and become a strategic advisor.
Use AI-powered platforms to monitor customer health, predict risk, and scale your impact.
OfficeSpace Software provides the leading AI operating system for the built world, helping teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Manage client pipeline and collaborate with Customer Success to ensure exceptional client experiences.
Lead go-to-market strategies and cross-sell initiatives to accelerate growth in the Financial Services vertical.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide. We have a team of 25,200 people across 32 countries and are committed to inclusion and innovation.
Serve as a primary point of contact for assigned clients and manage day-to-day communication.
Build and maintain positive, professional relationships with clients.
Understand client needs and help identify appropriate CareerSwift solutions.
CareerSwift is a technology company focused on making the job search process simpler, faster, and more effective. They are a growing team with a collaborative and supportive culture.