Own a large portfolio of accounts (150+), ensuring strong retention and product adoption at scale.
Deliver value through creative, scalable methods like Loom videos, email playbooks, and group training sessions.
Manage renewal conversations by showcasing usage and outcomes, even with hard-to-reach customers.
Spellbook is the most comprehensive AI copilot for transactional lawyers, working inside Microsoft Word to help legal teams draft, review, and negotiate contracts faster. With over 4,000 users and backed by $80 million in funding, the company focuses on simplifying legal workflows and eliminating drudgery.
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.
Own and grow a portfolio of existing customers, identifying opportunities to expand adoption of Versapay's payments and AR automation solutions.
Partner closely with Customer Success Managers to develop coordinated account strategies and execute strategic account plans that drive customer outcomes and revenue growth.
Engage finance, accounting, and IT executives to understand their priorities and transformation goals, positioning Versapay as a critical partner in increasing efficiency and accelerating cash flow.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments, connecting finance teams, customers, and business systems in one ecosystem. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually, fostering a culture of innovation and collaboration.
Serve as the primary owner of customer relationships post-implementation, driving retention and satisfaction through strategic partnership and proactive service management.
Oversee service delivery against SLAs and KPIs, coordinate escalations, and identify expansion opportunities in partnership with Sales.
Track customer health and success metrics, leveraging data to drive continuous improvement and scalable processes.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators, helping customers maximize revenue and streamline operations. The company is trusted by over 150 leading companies globally and focuses on innovation and customer success.
Own the client relationship and drive proactive growth by anticipating needs and aligning solutions with business goals.
Master the product and become the internal expert, advocating for clients by feeding insights to product teams.
Navigate complexity by providing customers with data and insights to help them grow and overcome challenges.
WorkWave builds innovative software and fintech solutions for service professionals like pest control, lawn care, and cleaning. With over 8,000 customers globally, the company fosters a culture of accountability and collaboration.
Lead, mentor, and develop a team of Customer Success Managers, driving professional growth and accountability.
Own team-level renewal, retention, and expansion metrics while maintaining visibility into the book of business.
Serve as an escalation point for complex customer situations and coach CSMs on navigating enterprise relationships.
LogicGate provides an AI-powered GRC platform that helps enterprises manage governance, risk, and compliance. Recognized as a leader in the GRC market, the company fosters a culture of empowerment, inclusivity, and continuous growth through employee resource groups and community giving.
Drive long-term customer success and adoption of Hyland's products across a defined set of midmarket customers within a pooled Customer Success model.
Prioritize customer engagement based on data-driven signals including renewal timelines, product adoption, health scores, and risk indicators.
Identify churn and downsell risks early and partner cross-functionally to develop and execute mitigation plans.
Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence and automation solutions. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community impact.
Manage a portfolio of 35-38 scaled accounts, balancing programmatic initiatives with targeted high-impact engagements.
Drive customer retention, renewal, and expansion by building deep relationships and identifying upsell opportunities.
Use data-driven insights to monitor product utilization and coordinate cross-functional teams to advance customer adoption.
Saviynt's AI-powered identity platform manages and governs access to applications and data for organizations. It is recognized as a leader in identity security, protecting Fortune 500 companies and government institutions.
Manage a broad portfolio of eCommerce merchants using AI tooling to amplify your reach and sharpen your focus.
Prioritize outreach based on churn risk, booking consultations to protect retention and unlock cross-sell opportunities.
Drive one-to-many engagement through webinars, roundtables, and lifecycle campaigns to boost product adoption.
Clearer.io reimagines eCommerce by enhancing search, discovery, and customer engagement through a suite of innovative apps. Our global team empowers eCommerce brands to accelerate growth, fostering a culture of collaboration, creativity, and transformation.
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.
Lead, coach, and develop a team of CSMs across all customer segments.
Own the team's renewal performance and drive toward a consistent 95%+ renewal rate.
Build scalable team structure, playbooks, and processes that keep CS quality high as the business grows.
DataGrail is the Agentic Data Privacy Platform leveraging AI to automate privacy and control risk for leading brands. They are rated 4.8/5 stars on G2 and is a two-time recognized privacy leader by IDC.
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.
Own a portfolio of mid-market accounts end-to-end, from onboarding through renewal and expansion, staying close to customer goals.
Run a smart, efficient book of business using AI tools to draft communications, summarise account health, and spot patterns across your portfolio.
Drive adoption with intent by understanding how different teams use Dovetail and connecting that to customer goals.
Dovetail is the Customer Intelligence Platform that unifies fragmented feedback into an AI-powered intelligence layer. Founded in 2017, we are a team of 100+ across offices in Sydney and San Francisco, working with thousands of teams from Fortune 500 companies to innovative startups.
Lead and develop a high-performing Customer Success team through coaching and accountability.
Own customer outcomes at scale, driving retention, adoption, and growth across a large portfolio.
Drive performance through metrics, operating cadence, and cross-functional collaboration.
First Due provides end-to-end software solutions for fire and EMS agencies to improve safety and operations. The company fosters a culture of accountability and continuous improvement, with a fully remote team and a comprehensive benefits package.
Manage 25 to 35 enterprise accounts, including some of the largest district accounts in the country.
Utilize data, our tech stack, and customer insights to drive company results in product adoption, renewal, and expansion.
Drive successful business reviews with clients and manage an assigned portfolio of clients and related OKRs.
Newsela is a leading education technology company dedicated to meaningful classroom learning for every student. We deliver integrated, AI-powered solutions designed to unlock student engagement, empower teachers, and drive meaningful learning outcomes.
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.
Serve as the primary point of contact for an assigned portfolio of customers, building trusted, multi-level relationships.
Lead customer onboarding to ensure successful implementation, clear expectations, and early value realization.
Drive product adoption and ongoing engagement aligned to customer goals and business outcomes.
Kodiak Solutions transforms the healthcare industry through technology-driven solutions specializing in finance, unclaimed property, risk management, and revenue cycle management. They are a growth-oriented company building their Customer Success function.
Own and grow relationships across strategic enterprise customers, driving adoption and ensuring operational success.
Lead Quarterly Business Reviews, identify risks early, and drive clear action plans to improve outcomes.
Partner closely with Sales, Support, Product, and Operations to deliver a seamless customer experience and drive long-term success.
Avive Solutions, Inc. is a growth stage Automated External Defibrillator (AED) company with a connected response system that is rapidly gaining market share. We are a mission-driven team saving lives, operating as a dynamic organization that builds elegant, creative solutions to complex problems.
Manage, coach, and develop a team of 2–3 SMB Customer Success Managers, building a performance culture grounded in metrics and accountability.
Design and operationalize a digital-first, tech-touch CS motion with automated lifecycle programs using tools like Salesforce or HubSpot.
Own GRR and NRR targets for the SMB segment, monitor customer health, and partner with Account Managers on expansion opportunities.
EvenUp uses technology and AI to empower personal injury lawyers and victims to secure faster settlements and better outcomes. They are a fast-growing vertical SaaS company backed by top VCs, seeking talented and collaborative individuals to join their team.
Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track.
Gather and document partner requirements into clear deliverables for EPD to execute, serving as the primary day-to-day partner contact during implementation.
Track and communicate project health proactively, flagging delays and risks while maintaining accurate records in Sure's CRM.
Sure is an insurtech company that builds embedded insurance programs for partners. The company moves fast and ships insurance programs used by millions of customers daily, fostering a culture of strategic relationship management and cross-functional execution.