Proactively support agency partners with technical inquiries and marketing strategy via Slack, chat, and email.
Work with Agency Partner Managers to deepen relationships, identify expansion opportunities, and flag risks.
Drive revenue and renewal forecasting, lead agency meetings, and translate customer feedback into product requirements.
Triple Whale is an AI operating system for modern ecommerce that helps brands optimize ad performance, creative, and inventory. Over 60,000 brands like Pressed Juicery, OUAI, and True Classic use its platform to turn complex data into profit-driving actions.
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.
Manage a large portfolio of customers, driving retention, product adoption, and satisfaction through proactive engagement and data-driven insights.
Serve as a trusted advisor, developing scalable playbooks and programs to help customers achieve their goals and maximize ROI.
Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer and manage renewals.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and processing over 110M transactions annually, we are a growing company that values diversity and innovation.
Drive retention and growth by building trusted relationships as the primary customer contact throughout the lifecycle.
Mitigate risk through early intervention and develop Save Plans to protect ARR and reduce churn.
Serve as an internal advocate for customer feedback, influencing product roadmap and building advocates.
Hyland pioneers the Content Innovation Cloud, delivering enterprise intelligence to organizations worldwide. With nearly 4,000 employees, they foster an employee-centric culture focused on career development, wellbeing, and community impact.
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.
Ensure customers continue to get exceptional value from brightwheel and remain loyal, long-term customers.
Retain revenue through consultative engagement, digging into each customer’s needs and recommending the right products and solutions.
Understand every customer’s goals and priorities, and translate them into strategic recommendations that drive retention, product adoption, and overall satisfaction.
Brightwheel is the largest, fastest growing, and most loved platform in early education, trusted by millions of educators and families every day. The company is a three-time Cloud 100 company, backed by top investors, and has a distributed team with remote employees across every US time zone.
Act as primary client partner post-implementation, driving adoption and identifying upsell opportunities.
Maintain continuous engagement to increase value, provide education on new features, and mitigate churn risks.
Analyze client feedback and data to develop strategies for engagement, adoption, and success planning.
Breezeway provides a property operations and experience platform for short-term rental managers and hospitality operators, powering over 55 million property care tasks. The company is remote-first with team members across the U.S. and globe, embracing diversity and committed to an inclusive culture.
Own the end-to-end success journey of a portfolio of creators, ensuring strong onboarding, activation, engagement, and retention outcomes.
Proactively identify risks, remove friction points, and help creators turn early product usage into meaningful business results.
Manage a portfolio of high-value creators and act as their primary success partner.
We use an AI-powered matching process to help job seekers get reviewed quickly and fairly. We partner with companies to manage applications and hiring, and our team is focused on creating a mission-driven, collaborative, and creator-focused work environment.
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.
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.
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.
Proactively reach out to at-risk customers via calls and emails to prevent churn.
Identify root causes of customer concerns and provide consultative solutions.
Document interactions and track outcomes to support retention goals.
We are an AI-powered business operating system for agencies, entrepreneurs, and SMBs. We have over 2,000 team members across 10+ countries and operate as a global, remote-first organization built for speed and ownership.
Engage with customers through regular calls, business reviews, and daily needs to build long-term strategic partnerships.
Monitor adoption metrics, create success plans, and manage escalations to ensure customers utilize the full Axon platform.
Develop deep product knowledge and share industry best practices to help customers achieve operational goals.
Axon is a technology company focused on public safety, providing devices and cloud software to protect life. They aim to be a force for good with a fast-paced and meaningful work culture.
Manage a book of hundreds of partners and customers to drive retention, expansion, and satisfaction.
Build strong relationships and act as a trusted advisor to help partners achieve their business objectives.
Collaborate with sales and marketing to create engaging training and enablement programs.
Huntress provides cybersecurity solutions through a platform that partners use to protect their customers. The company was founded in 2015, is committed to inclusivity, and offers a 100% remote work environment.
Manage a portfolio of customers across Australia and New Zealand, driving retention, growth, and long-term success through proactive engagement and strategic conversations.
Monitor customer health signals, identify at-risk customers early, and execute success plans to reduce preventable churn while leading retention conversations.
Collaborate with Product, Marketing, Sales, and Support to share customer insights, improve the customer experience, and contribute to global Customer Success initiatives.
EverCommerce is a leading service commerce platform providing tailored SaaS solutions to simplify and empower service professionals in Home & Field Services, Health Services, and Wellness industries. Timely and SalonBiz, part of the EverWell vertical, serve over 30,000 customers in 100 countries, aiming to build the leading platform for beauty professionals as part of a larger ecosystem focused on growth and innovation.
Manage a portfolio of SMB and Mid-Market clients as their trusted advisor throughout the client lifecycle.
Build strong relationships, monitor client health, and proactively drive engagement and renewals.
Collaborate cross-functionally with Sales, Product, and Marketing to share client insights and improve offerings.
Headspace provides every person access to lifelong mental health support through evidence-based content, clinical care, and innovative technology. The company has a collaborative, inclusive culture grounded in values like making the mission matter and owning the outcome.
Own the validation lifecycle, running kickoffs and driving pilots toward a clear conversion decision.
Drive time-to-value by getting users onboarded and activated against their stated goals.
Manage risk proactively, surface at-risk pilots early, and execute recovery plays before the opt-out window closes.
Videa builds AI technology that helps dental clinicians deliver better care to millions of patients. The company has raised over $67 million from investors including Threshold Ventures and Spark Capital, and fosters a collaborative culture with a high bar and grounded approach.
Own the end-to-end renewal process for partner-managed recurring revenue, ensuring high retention and predictable outcomes.
Establish proactive partner health management to identify and mitigate churn risk.
Act as a trusted advisor to partners, ensuring they achieve measurable value from Smarsh solutions.
Smarsh empowers customers to manage risk and unleash intelligence in digital communications. With over 6500 organizations in regulated industries, the company has been consistently recognized by analysts like Gartner and Forrester and has appeared on the Inc. 5000 list of fastest-growing American companies since 2008.
Operate as part of an Account Team pod, owning customer health and churn lifecycle.
Manage churn risk end to end, partnering cross-functionally to remove blockers.
Proactively monitor account health signals and act before they become escalations.
Dutchie provides technology solutions for cannabis dispensaries, focusing on customer success and account management. The company is a growing SaaS platform with a collaborative culture and a pod-based team structure.
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.