Lead and develop a team of Account Managers to deliver exceptional client value and drive success across the Home Services vertical.
Build and maintain strong relationships with key clients, serving as the senior point of contact for major account opportunities or escalations.
Oversee account performance metrics, client satisfaction, and growth, collaborating with cross-functional teams to drive revenue retention and upselling.
Scorpion is the leading provider of technology and services helping local businesses thrive. The company offers a unique blend of AI support and teams of human experts, with a culture focused on client success and continuous improvement.
Oversee contracted operations to ensure client needs are met while managing a team.
Lead employee lifecycle including hiring, training, and performance management.
Manage financials including P&L, invoicing, and budget.
RRD provides marketing, packaging, print, and business services to the world’s most respected brands. It is a global organization that delivers sustainable solutions with a focus on reducing complexity and driving audience connections.
Manage fiduciary accounting duties for brokerage and delegated authority business.
Lead Premium Accounting department operations and process improvements.
Collaborate with internal and external stakeholders to ensure accuracy and customer satisfaction.
Ryan Specialty provides innovative solutions for insurance brokers, agents, and carriers. A multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, the company is home to some of the brightest talent in the insurance industry.
Define and govern project implementation methodology, quality standards, and continuous improvement for delivered projects.
Oversee account projects from managerial perspective and personally manage projects as an individual contributor.
Serve as an escalation point for customers and drive long-term customer satisfaction.
NICE software products are used by 25,000+ global businesses, including 85 of the Fortune 100, to deliver extraordinary customer experiences, fight financial crime, and ensure public safety. With over 8,500 employees across 30+ countries, NICE is an innovation powerhouse in AI, cloud, and digital, consistently recognized as a market leader.
Lead daily operations of the Agency Service Center, ensuring service level agreements and quality standards are met.
Develop and coach supervisors and service professionals to build a high-performing team.
Drive operational excellence through continuous improvement, data-driven decisions, and cross-functional collaboration.
Horace Mann provides insurance and financial products to educators. They serve over 4,100 school districts nationwide, have over $12 billion in assets, and are publicly traded on the NYSE.
Lead a territory team of General Managers to ensure proper direction for day-to-day operations.
Coach and develop team members, focusing on performance management and succession planning.
Track metrics and serve as liaison between HQ and field to improve customer experience.
Gopuff is a delivery service that brings convenience items to customers in minutes. They are building a motivated team to drive forward a new age of convenience and predictability.
Lead large-scale transformation initiatives at the intersection of customer experience and AI.
Translate strategic AI ambitions into actionable programs and measurable outcomes.
Drive organizational change enablement and adoption of AI-first capabilities.
The partner company focuses on customer experience and AI transformation programs. It fosters a collaborative and inclusive culture with flexible work options and opportunities for professional growth.
Lead and develop a team of 8-15 customer care employees through coaching, performance reviews, and workload management.
Drive team performance and quality by monitoring KPIs, conducting audits, and ensuring consistent adherence to standard operating procedures.
Collaborate cross-functionally to improve customer experience and retention, using tools like PowerBI and Salesforce to track trends and coach to gaps.
Culligan Quench provides on-demand filtered water solutions to eliminate single-use plastic bottles, serving over 120,000 customers across North America. With more than 1,600 team members and headquarters in King of Prussia, PA, the company values innovation, customer focus, and operational excellence.
Serve as the second point of contact for Brand Payments Associates, escalating issues to the Supervisor.
Complete KPI reporting for Brand Associates weekly and follow up on outstanding items.
Collaborate with the Supervisor on special projects, process enhancements, and system improvements.
Nabis is the #1 licensed cannabis wholesale platform, supplying $1B+ worth of cannabis products annually to retailers. Backed by Y Combinator and investors like DoorDash co-founder Stanley Tang, the company is rapidly expanding across the U.S. with a focus on innovation and technology.
Drive improvements to the accounting user experience including spend data management, reconciliation, compliance, and audit trails.
Identify and validate AI automation opportunities, prototyping solutions where AI adds value versus deterministic rules.
Lead integration work with ERP and accounting platforms like NetSuite, SAP, and QuickBooks while running customer discovery with controllers and CFOs.
Jeeves provides a financial operating system for global businesses, offering corporate cards, cross-border payments, and spend management software within a unified platform. The company operates across 20+ countries, serves over 5,000 clients, and has raised over $380 million from top investors including Andreessen Horowitz and Y Combinator, with a culture of innovation and growth.
Manage property tax assessment reviews for clients to achieve maximum tax savings.
Lead and develop a team of tax professionals, focusing on coaching and performance.
Build client relationships and participate in business development activities.
DMA is an employee-owned company that has been solving corporate tax challenges for over 50 years. They prioritize employee ownership, work-life balance, and have a low turnover culture.
Drive strategic growth and market penetration for ServiceNow solutions in Canada.
Lead and mentor a team of professionals to achieve regional revenue targets.
Cultivate strong customer relationships and ensure high-quality solution delivery.
ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow to help 85% of the Fortune 500 work smarter. The company fosters an AI-native culture where technology and talent are unstoppable together.
Lead a team of Member Support Representatives, providing coaching, feedback, and performance reviews.
Monitor team performance against metrics and identify coaching opportunities.
Serve as the first point of escalation for member issues and partner with cross-functional teams.
Foodsmart is a Foodcare platform that delivers nutrition-driven healthcare. It serves over 3 million members and recently secured a $200 million investment to expand its reach.
Lead, coach, and develop a team of Software Implementation Consultants through performance management, mentoring, and operational leadership.
Own consulting delivery performance by overseeing customer engagements, managing risks, and supporting escalations to ensure successful outcomes.
Drive process improvement and AI-enabled opportunities to improve efficiency, scalability, and customer experience.
PointClickCare is a healthcare technology company providing software solutions for payer, provider, and convener organizations. They focus on delivering customer implementations and advisory services, scaling a high-performing consulting organization with a culture of accountability, innovation, and customer success.
Lead a multi-team organization of Operations Managers responsible for accurate and compliant execution of money movement flows.
Translate high-level organizational strategy into actionable operational plans and drive continuous improvement.
Serve as a strategic link between frontline operations and cross-functional leadership, including Product, Engineering, and Legal.
Human Interest is a fintech company that makes retirement savings accessible to small and medium-sized businesses. It is a high-growth company backed by major investors, with a mission-driven culture focused on closing the retirement gap.
Gain comprehensive understanding of client operations and utilize that knowledge on engagements.
Oversee and review staff work in preparing workpapers and financial statements under GAAP.
Lead team members to complete project components and maintain expertise in accounting software and trends.
BerryDunn is a professional services firm providing tax, advisory, consulting, and attest services to clients across the US. The firm is known for its people-first culture and commitment to diversity and inclusion, led by CEO Sarah Belliveau.
Own a portfolio of 12-15 complex B2B accounts ($100K-$300K ARR) and lead executive onboarding to align stakeholders on goals.
Build deep relationships with executive sponsors, drive product adoption, and progress expansion opportunities with Account Executives.
Use customer data for high-impact QBRs and act as a trusted advisor to deliver measurable business value.
Clutch is a revolutionary vertical SaaS company backed by Andreessen Horowitz that empowers Credit Unions to become FinTech lenders. With a team of 10+ in Customer Success, the culture is high-trust, high-accountability, and values progress over perfection.
Process and monitor accounts payable, receivable, credit, and collections to ensure accurate financial transactions.
Coordinate project site payments and prepare reports for regulatory compliance and stakeholder inquiries.
Support financial system user setup and maintain training documentation for accounting procedures.
Alimentiv is a clinical research organization specializing in gastrointestinal and autoimmune diseases. They operate across multiple locations and emphasize a culture of accuracy and collaboration with a dedicated team.
Lead and develop a high-performing onboarding operations team through coaching, performance management, and structured feedback.
Make sound, timely decisions on complex onboarding scenarios and maintain department SLAs.
Partner cross-functionally with internal teams to improve workflows, tooling, and onboarding effectiveness.
Twilio is a communications platform that delivers innovative solutions to hundreds of thousands of businesses and empowers millions of developers worldwide. They are a remote-first company with a strong culture of connection and global inclusion.