Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
Lead the organization through large scale change and transformation, ensuring a solid change management framework.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth
Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals by using data exhaust from interactions. They have more than 3,000 customers worldwide and are backed by Silicon Valley firms, and have been Fortune Best Workplaces certified for 5 years.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Partner with functional leads to improve processes, workflows, and tools for scalable operations.
Develop insightful reporting and data insights for the Client Advisory Services team and leadership.
Help design and improve processes and manage post-sales tools that support scalable operations.
Optro is a leading audit, risk, ESG, and InfoSec platform, having surpassed $300M ARR and continuing to grow. They are one of the 500 fastest-growing tech companies in North America for the seventh year in a row and their customers love them.
Define and evolve a practical support operations roadmap aligned to company priorities.
Own the structure and ongoing optimization of Salesforce Service Cloud.
Build reporting that provides visibility into support demand, trends and product pain points.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped over 150 customers maximize revenue, streamline operations, and maintain compliance. They are located across more than 120 countries.
Optimize our lead generation, routing, and conversion systems
Analyze funnel performance, provide data-driven strategic insights to sales leadership and implement prioritized strategies
Support day-to-day management of tools across the sales tech stack, build workflows and automations and be first to troubleshoot issues
TouchBistro offers an all-in-one Point-of-Sale and restaurant management system. They have powered more than 29,000 restaurants around the world, and foster an inclusive workplace where all individuals have an opportunity to succeed.
Own and elevate retention outcomes: Drive measurable improvements in customer retention.
Transform the CSM model: Continue to drive the team towards a proactive, lifecycle-driven engagement model.
Build a high-performing org: Recruit, coach, and develop a team of CSMs and managers.
Owner is the AI-native system local business owners use to succeed, starting with restaurants. They're building the system that replaces the many tools owners use to run their business. The team is now in the low hundreds and scaling even faster to keep pace with customer growth.
Work closely with Customer Success and Renewals teams to support day-to-day operational workflows.
Assist in analyzing business data, operational metrics, and customer trends to derive actionable insights.
Help identify process inefficiencies and contribute to improvement initiatives.
Sprinto is an AI-native GRC platform that helps organisations manage risks, audits, vendor oversight, and continuous monitoring from a single connected platform. With a team of 350+ employees serving 3,000+ customers across 75+ countries, they combine scale with expertise to deliver trust and compliance.
Lead and develop a Global CS Organization across NAM and EMEA.
Own GRR and NRR Outcomes by connecting adoption and health metrics to retention results.
Build Scalable CS Processes, tiered engagement frameworks, and health scoring.
Canto provides a platform offering a source for brands to organize, access, and share digital assets, amplifying content value, accelerating production, and ensuring brand consistency. They have 4,000+ customers worldwide and are driven by passionate people who bring creativity, collaboration, and innovation.
Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.
SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.
Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.
Tenna empowers customers to control their mixed assets anytime, anywhere, on one comprehensive platform. The company values quality, grit, continuous learning, collaboration, and awesomeness.
Serve as a primary RevOps point of contact for NAMER Sales Development Front Line Managers.
Conduct ad-hoc analyses on SDR performance data to surface actionable insights.
Identify bottlenecks in the sales development process and suggest improvements to workflows, handoffs, and qualification criteria.
Vanta helps businesses earn and prove trust by enabling companies to practice better security and prove it with ease. They have a kind and talented team, and empower companies to improve and prove their security.
Audit GTM workflows across sales, marketing, and CS to identify high-impact opportunities for AI and agentic automation.
Design and build agentic workflows using tools like Clay, Claude, and Hightouch that replace manual busywork and accelerate pipeline
Own the AI context layer. Build and maintain Claude skills, Glean knowledge resources, knowledge graphs, and other systems that make our AI tools smarter over time
Hightouch is an Agentic Marketing Platform powered by the industry-leading Composable CDP. With complete brand context, customer data, and performance history in one place, every marketer finally has the power to build and ship end-to-end campaigns themselves. The team is ambitious, impact-driven, efficient — and we believe humility, kindness, and compassion are essential to our success.
Develop and execute customer success strategies focused on customer retention, adoption, value realization, and expansion opportunities.
Librestream delivers advanced AR and AI-driven software that empowers frontline workers in industries like manufacturing, energy, and aerospace. They connect field technicians with remote experts using real-time video collaboration, AR guidance, and digital workflows. Harris is a leading provider of mission critical software to the public sector in North America.
Drive execution and shape priorities across GiveDirectly.
Lead analytics and decision support.
Improve systems, processes, and operating rhythms.
GiveDirectly delivers cash directly to people living in poverty. They have given over $1B to 2+ million people across 15 countries and has been recognized as one of Time100’s Most Influential Companies of 2026.
Talk to service business owners and get them set up.
Build internal tooling so the team moves faster.
Redesign broken processes.
Wonderly is building an AI business platform for service businesses, helping them generate more revenue. They are backed by YC and Sam Altman, with a $500M+ valuation and hundreds of thousands of users, aiming to redefine how AI drives revenue for businesses.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.
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.
Design and implement scalable AI systems to automate and improve customer delivery workflows.
Drive execution across multi-week delivery cycles, ensuring clarity on timelines and dependencies.
Anticipate and surface risks while fostering cross-functional alignment between Customer Success, Product, and Engineering.
Overstory uses AI and satellite imagery to analyze vegetation risks for electric utilities, helping prevent outages and reduce wildfire risks. The team of about 100 people works remotely from 11 countries and values a collaborative, mission-driven culture rooted in trust and diversity.
Build AI-powered tools and analytics systems that directly drive sales and marketing performance.
Strategize across the funnel with executive leadership to shape GTM motions and allocate spend effectively.
Lead analytics for a core function, providing the visibility and insights that power strategic reviews and decision-making.
Owner provides an AI-native operating system for local businesses, starting with restaurants, to replace multiple tools and run their operations. The company has a team in the low hundreds, with top talent from leading tech companies, and is scaling rapidly in a remote-first, global environment.