Own the commercial relationship for our most valuable customers in the Max segment and $2M+ revenue accounts.
Personally onboard every new Max and $2M+ customer and run quarterly business reviews covering credit, capital, and account health.
Identify and qualify capital opportunities and drive expansion through upsell and reduced churn.
We provide businesses with a comprehensive suite of cross-border banking services, including credit cards, deposit accounts, currency conversions, and revenue financing. We are a fast-growing fintech startup backed by VCs, with a supportive and inclusive culture that values diversity and work-life balance.
Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.
This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.
Independently manage 5-6 Shopify brands doing over $5M/year, including the most complex accounts.
Own the retention roadmap across your portfolio, including calendars, timing, and revenue targets.
Mentor junior retention managers to improve client-facing skills and strategic thinking.
We're one of the fastest-growing Shopify Retention Agencies in the space. Our team is small, sharp, and obsessed with turning one-time buyers into loyal customers.
Own and develop key client relationships, acting as the strategic lead and advocate for your customers.
Drive retention and growth through upsell and cross-sell strategies, ensuring long-term partnerships.
Coordinate cross-functional teams (sales, professional services, customer success) to deliver cohesive account strategies.
Keyloop bridges the gap between dealers, manufacturers, technology suppliers, and car buyers, empowering them to fully embrace digital transformation. They are a global team of industry experts fostering an inclusive culture and supporting employee growth and collaboration.
Own results and relationships for 4–5 high-value Shopify brands, handling the most complex strategic challenges.
Develop advanced retention strategies and playbooks, writing your own copy and directing creative.
Mentor specialists, contribute to process improvements, and represent OKTOBER in complex client negotiations.
OKTOBER is a fast-growing Shopify Retention Agency that helps brands optimize customer retention and email marketing. The company has a small, collaborative team that values autonomy and direct access to founders.
Drive revenue growth through upselling and cross-selling within your account portfolio.
Build strong, long-term customer relationships to ensure retention and satisfaction.
Collaborate with internal teams to execute strategies for account expansion and churn prevention.
Dutchie is a comprehensive technology platform powering dispensary operations and providing safe access to cannabis. It powers thousands of dispensaries across 40+ markets in the US and Canada, backed by over $600M in funding and named a top innovative company.
Drive customer retention and identify upsell opportunities while managing a high volume of accounts.
Build strategic relationships with leadership-level contacts and host Quarterly Business Reviews to mitigate risks.
Exceed quarterly renewal and net renewal goals by partnering with internal teams and coordinating with procurement.
Acquia empowers the world’s most ambitious brands to create digital customer experiences with its open source Drupal-based Digital Experience Platform. Headquartered in Boston, the company is a Great Place to Work-Certified firm, listed among the world’s top software companies, and fosters an inclusive, innovative culture.
Manage a dedicated portfolio of brand accounts with a focus on long-term retention, satisfaction, and partnership growth.
Develop and execute tailored success plans for each account, driving product adoption and monitoring health signals.
Serve as the primary long-term point of contact for partners, conducting business reviews and coordinating cross-functional resolutions.
Nabis is the world's leading licensed cannabis wholesale platform, operating the largest portfolio of cannabis brands across California and New York. Backed by Y Combinator and prominent investors, they are scaling the cannabis supply chain with technology and have a growing team.
Serve as a trusted advisor to key accounts and support new client onboarding.
Generate accurate quotes, oversee contract negotiations, and coordinate delivery schedules.
Collaborate cross-functionally to ensure on-time order delivery and escalate risks as needed.
Myriad360 is a technology solutions provider that challenges employees to achieve great things. They are consistently recognized as a best place to work, with an inclusive culture and engaged leadership.
Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.
The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.
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.
Own GMV outcomes for a portfolio of Archive's largest brand partners, including VP+ relationships and commercial negotiations.
Build and maintain executive relationships through QBRs, on-sites, and strategic discussions, while navigating political dynamics.
Lead renewal strategy, expansion conversations, and prioritize the 2–3 big bets per account per quarter.
Archive builds the technology that powers branded resale for companies like Lululemon, The North Face, and Peloton. A Series B company backed by Lightspeed Venture Partners, we are a small team with low egos and high agency, focused on changing consumer behavior for the better.
Manage a portfolio of strategic accounts, driving retention and growth through strong relationships.
Oversee contract renewals, pricing, and negotiations, identifying upsell and cross-sell opportunities.
Collaborate with sales and customer success to ensure a seamless customer experience.
Lightcast is a global leader in labor market insights, helping organizations understand and leverage workforce data. With offices in the US, UK, Europe, and India, the company values diversity and encourages authenticity.
Own renewal and expansion performance across a defined portfolio of US and European accounts
Drive module expansion using a structured discovery-to-demo process
Build multi-threaded relationships with economic buyers, day-to-day contacts, and executive sponsors
Plexus is a Legal Operating System that helps in-house legal teams automate and scale legal work across the business. Trusted by major enterprises like Coca-Cola and Nike, it fosters a culture of ownership and direct communication.
Own end-to-end retention and growth for a large portfolio of single-location accounts, building market-specific strategies.
Design and execute proactive selling motions and communication campaigns to drive engagement and revenue.
Segment the portfolio to prioritize high-ROI accounts and surface market insights to cross-functional teams.
Odeko is an all-in-one operations and technology partner for over 20,000 independent coffee shops and cafes, helping them manage supplies, financing, and more. The company has a team of over 400 diverse, passionate employees focused on developing technology to support small businesses.
Provide email marketing strategy and best practices to customers.
Nurture and onboard customers, ensuring they get the most out of Hive's features.
Play a key role in gathering customer feedback to influence the product roadmap.
Hive is an industry-leading marketing platform that helps event marketers connect with fans and drive revenue. They are a remote-first team spread across Canada and the US, building a product and culture that values clarity, ownership, and real customer impact.
Own the post-sale relationship for a portfolio of health plan and employer clients, driving activation, engagement, retention, and expansion.
Serve as the single point of contact and trusted advisor, holding both internal teams and clients accountable to shared improvement plans.
Operate strategically and commercially, growing accounts into new populations and states, sometimes selling alongside the sales team.
Blueberry turns family living rooms into personal pediatric urgent care using home exam kits and AI-enabled pediatricians. It is a mission-driven, high-growth company focused on improving healthcare access and reducing costs.
Own leadership of Merchant Support and Technical Support teams, including coaching, development, and performance management.
Drive key metrics like app store ratings, review velocity, and net retention through scalable support systems.
Build and manage a conversational quality-assurance system using AI tooling to ensure 5-star support.
Smile.io is the world's largest loyalty platform that provides reward programs for scaling ecommerce brands. The company is remote-first, built on trust, ownership, and continuous improvement, with over 100,000 brands using their platform.
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.
Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
Partner with customers to develop plans that align with their long-term goals and drive adoption.
Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.
Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.