Source Job

• Manage a large portfolio of single-location dental practices, focusing on retention, engagement, and expansion.
• Use dashboards and CRM workflows to identify at-risk accounts and execute proactive outreach.
• Build strong relationships with practice managers as a trusted point of contact for training and support.

This company provides technology solutions focused on modernizing the dental industry, supporting single-location dental practices with software and scanner products. It fosters a collaborative, cross-functional culture with a focus on customer success and process improvement, operating remotely with U.S.-based employees.

• 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 a portfolio of 60 customers, ensuring satisfaction, health, and renewals while managing expansion opportunities.
• Track usage, automate rates, and spot at-risk accounts early to build turnaround plans.
• Run regular check-ins and business reviews connecting Ada to customer value like resolved conversations and cost savings.

Ada is an AI customer service company that helps enterprise companies deliver extraordinary customer experiences through automation. Established in 2016, Ada has powered over 5.5 billion interactions for brands like Square and YETI, backed by over $250M in funding and driven by a culture of growth and continuous improvement.

• Spearhead a customer-centric approach to help Americas customers achieve measurable outcomes with SugarCRM.
• Foster deep customer relationships and drive customer value through adoption and expansion motions.
• Strategize and implement initiatives for enhancing customer retention and precision selling adoption.

SugarAI is redefining CRM for the age of AI by turning fragmented customer and revenue signals into clear, prioritized action. Their global team is united by a shared commitment to impact, ownership, and continuous growth.

• Serve as the customer champion and dedicated account owner for assigned customers, driving satisfaction and loyalty through proactive engagement.
• Act as a product leader and trusted advisor, providing recommendations and leading effective customer presentations.
• Guide customers throughout the product lifecycle, from initial rollout to ongoing management, renewals, and expansion opportunities.

MediSpend provides SaaS solutions for medical affairs and compliance. The company fosters a customer-centric culture and supports a fully remote workforce with a focus on employee well-being.

• 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 a book of 50–70 SMB accounts from kickoff through renewal, driving adoption and retention.
• Serve as first responder for all inbound customer questions via Slack and ticketing system, triaging and resolving issues.
• Contribute to knowledge management by creating documentation, playbooks, and help center content.

Suger helps revenue teams sell more effectively by simplifying cloud marketplace workflows. They have a flat, fast-moving culture with ~70 employees across SF and Vancouver, backed by leading VCs.

• Manage a portfolio of 40 mid-market and enterprise accounts, driving adoption, retention, and expansion.
• Own customer onboarding, renewals, and proactive risk management using data-driven insights.
• Act as the voice of the customer and collaborate cross-functionally to improve the product experience.

The company provides a rapidly evolving SaaS product that helps sales teams streamline their revenue workflows. It is an early-stage or rapidly growing organization with a fast-paced, dynamic culture.

• Independently own a diverse book of Mid-Market and Enterprise customers, driving adoption and retention.
• Lead renewal strategy and execution, including pricing conversations and multi-year negotiations.
• Serve as a trusted advisor, identifying upsell opportunities and mitigating churn through data-driven engagement.

Fluxx is a collaborative grantmaking platform that helps foundations and agencies streamline the grantmaking process to get funding to those who need it. The company has a community of 450+ grantmakers and a people-first, inclusive culture focused on continuous learning.

• 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.

• Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
• Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
• Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.

Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.

• Manage and grow relationships with assigned strategic accounts to drive client satisfaction and retention.
• Develop account plans and collaborate with internal teams to identify expansion and upsell opportunities.
• Analyze account data to identify trends and performance gaps, providing consultative guidance to clients.

Entrata provides a property management software platform for the multifamily housing industry. As a growing technology company, it emphasizes a collaborative culture and values employee development.

• Own the commercial and strategic health of Pencil accounts, building trusted relationships with budget-holding stakeholders.
• Manage QBRs, roadmap conversations, renewals, and account documentation to tell a clear partnership narrative.
• Partner with CST counterparts and proactively identify expansion and upsell opportunities.

Pencil is an advertising technology company whose SaaS product uses Generative AI to transform content creation. It fosters a culture of ownership, proactive communication, and polished client management.

• Build relationships with targeted clients and strategically consult to strengthen retention and recurring revenue.
• Educate clients on new products, features, and industry knowledge to maximize their Subsplash investment.
• Develop innovative solutions tailored to client needs and help them succeed in platform utilization.

Subsplash is an engagement platform for churches, Christian ministries, non-profits, and businesses, serving 14,000+ clients. The company is a team of 290+ mission-driven people committed to humility, innovation, and excellence.

• Own and grow a portfolio of accounts, with net revenue retention and expansion as the primary success metrics.
• Develop and execute account plans, negotiate renewals, and identify upsell and cross-sell opportunities.
• Conduct quarterly value-based reviews with top customers and maintain accurate sales forecasts.

Mitratech is a global software company focused on simplifying operations in Legal, Risk, Compliance, and HR. They serve 20,000 client companies globally, including 30% of the Fortune 500, with a diverse and inclusive work culture.

• Manage a portfolio of mid-enterprise customers, building trust-based relationships and driving adoption, retention, and expansion.
• Partner with Sales to identify upsell opportunities and lead business reviews that demonstrate ROI and measurable outcomes.
• Surface customer feedback to influence product improvements and collaborate cross-functionally for a seamless experience.

Doppel builds an AI-native platform to defend against social engineering threats like phishing and impersonation, protecting brands and employees across digital channels. Backed by Andreessen Horowitz and Bessemer Venture Partners, it is a fast-growing Series C startup with a deep cybersecurity team and a culture of respect and trust.

• Manage a portfolio of 100-200 named accounts, using AI tooling to prioritize and drive outcomes.
• Conduct workshops and create success plans to maximize customer value and ensure adoption.
• Collaborate cross-functionally with Sales, Support, and Product to resolve technical issues.

Samsara is the pioneer of the Connected Operations Cloud, enabling organizations that depend on physical operations to harness IoT data for actionable insights. We are a public company with a diverse workforce, committed to improving the safety, efficiency, and sustainability of the operations that power the global economy.

• Serve as trusted partner for health plans from implementation through ongoing value delivery.
• Manage day-to-day client interactions, reporting, analytics, and program delivery KPIs.
• Drive health plan satisfaction, retention, renewals, and expansion opportunities.

Equip is a virtual, evidence-based eating disorder treatment program providing dedicated care teams to patients across all 50 states. Founded in 2019, it is a fully remote company recognized as one of the most influential companies of 2023, with a passionate and diverse culture.

• Build and maintain long-term customer relationships to maximize satisfaction and retention.
• Identify and execute upselling and cross-selling opportunities to drive revenue growth.
• Collaborate with internal teams to develop account strategies and stay informed on industry trends.

Documo is a fast-growing B2B SaaS company that helps businesses digitize and streamline document workflows through Intelligent Document Processing. It is a small, fast-growing tech company with a supportive, inclusive, and fun culture.

• Manage enterprise client relationships and drive outcomes through data-driven recommendations.
• Collaborate with cross-functional teams to ensure consistent delivery and client satisfaction.
• Own revenue targets including renewals and expansions, and mentor team members.

Wellnecity is a platform for high-performing health plans, helping self-insured employers, advisors, and vendors achieve cost savings and better outcomes. We are a fast-paced entrepreneurial company with a passionate team focused on data and healthcare innovation.