Source Job

• Deliver a world-class customer experience across the full customer lifecycle, from post-sale to renewal and expansion.
• Build trusting relationships with customers, understand their business goals, and drive product adoption.
• Lead the renewal process, mitigate risk, and identify upsell and cross-sell opportunities.

Ryan is a rapidly expanding tax services firm serving the world's most respected Global 5000 companies. The company offers an innovative work environment, accelerated growth for high performers, and a competitive benefits package.

• Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
• Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
• Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

• 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 primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
• Partner with Account Managers to drive renewal and expansion within your book of business.
• Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.

Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.

• Serve as a strong advocate for customers and end users, representing their needs within the organization.
• Build trusted day-to-day relationships with customer stakeholders and ensure they fully leverage Lightning Bolt Scheduling.
• Lead process improvement and optimization initiatives that drive measurable value for customers.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100M+ in annual revenue, fostering a collaborative culture focused on innovation.

• Manage your portfolio of US accounts end to end: onboarding, adoption, value delivery, retention, and expansion.
• Set clients up for success by agreeing on success metrics and delivering quantified proof of value.
• Provide technical and value support alongside Sales on new deals and expansions, including solution design and proof of concepts.

Userlane is a software adoption platform that shows enterprises whether their software and AI investments are actually working. Based in Munich, the company is growing internationally and works with healthcare organizations across the US and Europe.

• Manage a portfolio of 45–55 mid-market accounts, driving adoption, retention, and growth while leading renewal and expansion conversations.
• Build multi-threaded relationships across personas from comp admins to C-suite, delivering compelling QBRs and executive briefings.
• Proactively identify risks, present accurate weekly forecasts, and serve as the voice of the customer with Product and Engineering teams.

CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation management. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, it empowers high-growth companies like Netflix, Figma, and Stripe and is on a fast-growing team committed to solving complex sales performance problems.

• Manage a large portfolio of SMB customers, focusing on retention and product adoption.
• Build and maintain strong customer relationships, acting as the main point of contact.
• Drive customer satisfaction and growth by leveraging AI tools and usage analytics.

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform for accounting professionals. The company is well-funded, ranked #1 on G2, and has a people-first culture recognized with Great Place To Work certification and Fortune's Best Small Workplaces list.

• Own the full post-sale lifecycle for commercial accounts, including onboarding, adoption, renewal, and expansion.
• Monitor account health and usage signals to proactively surface risk and growth opportunities.
• Partner cross-functionally with Sales, GTM Engineering, and Product to ensure a seamless customer journey.

Tavily builds the search engine for AI agents, connecting LLMs to high-quality web content for RAG and real-time reasoning. The company works with innovative AI teams from startups to large enterprises, fostering a fast-moving, collaborative culture.

• Build strategic relationships with executives and key stakeholders to drive usage and value realization of YourCause solutions.
• Monitor customer health and proactively manage wellness plans to protect recurring revenue.
• Identify expansion opportunities and foster customer loyalty through reference programs and advocacy.

Blackbaud is the world's leading cloud software company powering social good through purpose-driven technology and responsible AI. With over three decades of experience, the company is headquartered in Charleston, South Carolina and has operations in the United States, Australia, Canada, and the United Kingdom, fostering a diverse and inclusive culture.

• Drive customer retention and growth through adoption, support, and value demonstration.
• Own and develop Digital and Smart Business Engagement model customers, nurturing them throughout the customer journey.
• Meet regular renewal and customer satisfaction targets while tracking interactions in Salesforce.

QAD is a global leader in next-generation SaaS manufacturing and supply chain solutions, helping manufacturers build adaptive enterprises. The company fosters a collaborative culture of smart, hard-working people with an atmosphere of growth and opportunity.

• Manage a portfolio of SMB merchants and serve as the primary owner of the post-launch customer experience, driving retention and adoption.
• Proactively identify risks, manage escalations, and coordinate with internal teams to resolve issues and ensure merchant success.
• Help define and build the foundation of the Customer Success function, including playbooks, processes, and account health frameworks.

DoorDash is a technology and logistics company that empowers local economies by enabling door-to-door delivery and now offers a platform for any goods. The company is growing rapidly and values diverse teams, providing comprehensive benefits and a focus on employee well-being.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Manage a portfolio of customers through scaled engagement programs to drive adoption, retention, and expansion.
• Lead onboarding and ongoing success, coaching champions and facilitating training sessions.
• Use data and customer health insights to prioritize high-value activities, reduce churn, and identify upsell opportunities.

They are a fast-growing global software organization providing customer success and operational solutions. Their culture emphasizes continuous improvement, ownership, trust, and personal development.

• Create and own quarterly success strategies to identify churn risks and maximize revenue.
• Build strong relationships with customers, using empathy to become an expert at driving value with Karbon.
• Manage renewals, monitor customer health, and advocate for customers internally to drive retention and expansion.

Karbon is the global leader in AI-powered practice management software for accounting firms. The company is well-funded, ranks #1 on G2, and has a people-first culture recognized by Great Place To Work certification and Fortune's Best Small Workplaces list.

• Develop and execute a customer success strategy that ensures adoption, retention, and expansion.
• Strengthen client relationships and minimize churn through proactive engagement and early warning systems.
• Collaborate with GTM, Product, and Engineering teams and lead a future CS team to exceptional performance.

Patlytics provides AI-powered patent workflow solutions, using LLM technology curated by patent professionals. Backed by top-tier Silicon Valley VCs, the company has a world-class team from leading tech and law firms.

• Guide assigned customers through the customer journey, ensuring they meet milestones and business outcomes.
• Monitor customer health, execute predefined plays to mitigate churn, and collaborate cross-functionally to resolve issues.
• Partner with Business Value Consultants to optimize value and drive renewals and expansion opportunities.

Firstup is an intelligent communication platform that improves the employee experience by connecting over 17 million workers daily for 40 Fortune 100 companies. With a focus on workforce communications and technology, it fosters a high-growth, inclusive environment where ideas are rewarded.

• Serve as a trusted advisor to clients post-sale, ensuring measurable value and success.
• Collaborate cross-functionally with sales, product, and technical teams to drive client growth.
• Track success metrics like adoption, renewals, and churn to improve customer health.

Xsolla is a global commerce company providing tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500+ game developer partners, they are headquartered in Los Angeles and focus on supporting indie to AAA studios.

• Own the full customer lifecycle for SME clients, including onboarding, engagement, expansion, and renewal.
• Build rapport with decision-makers and drive adoption of best practices to maximize member utilization.
• Present data-driven business reviews to senior HR executives and collaborate cross-functionally to enhance the patient experience.

Spring Health is a global mental health company providing an AI-native platform for personalized care across coaching, therapy, and medication management. Reaching over 170 million people, it leverages technology to expand access and quality of mental healthcare.