Create, maintain, and audit Budget to Actual documentation for client accounts.
Run routine audits of CSM workflows and administrative tasks to ensure consistency.
Support reporting, dashboards, and operational scorecards for Client Success.
RainFocus provides an event software platform for in-person, virtual, and hybrid events, serving Fortune 500 clients like Adobe and Cisco. The rapidly-growing, well-funded company values employees and builds a disruptive product in a challenging, fun environment.
Own day-to-day relationships for a book of 120+ accounts, driving engagement and renewals.
Use data and dashboards to track health signals and forecast renewal outcomes.
Identify expansion opportunities and collaborate with Sales to grow customer value.
Netlify is the most popular platform for building, deploying, and scaling modern web applications, serving millions of developers and organizations. It is a Series D company with over $200M in funding, fully distributed, and focused on creating a collaborative and inclusive culture.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Manage a book of customers as the main point of contact in a shared inbox and handle customer calls.
Own medium to large projects like building in-app onboarding experiences and live webinar series.
Collaborate with customers to solve complex challenges and drive retention best practices.
Ashby provides a hiring platform that helps companies build recruitment excellence. The SMB Customer Success team is a group of fifteen spanning the US, Canada, and EMEA, with a culture of deep expertise and small teams.
Manage a portfolio of cyber incidents and data breach cases, serving as the primary point of contact for clients and vendors.
Coordinate breach communications and data processing, including data scrubbing and letter production.
Utilize advanced Excel skills to analyze and reconcile complex datasets for notification and fulfillment.
TransUnion is a global information and insights company that makes trust possible by providing a reliable view of consumers. With over 12,000 associates operating in more than 30 countries, we foster a culture of growth, diversity, and collaboration.
Drive customer onboarding, risk identification, and technical guidance using data and 1:many tactics.
Own renewal forecasting and execution, while identifying expansion opportunities within accounts.
Build trusted advisor relationships and champion executive sponsorships to ensure customer success.
LaunchDarkly is a platform that helps developers innovate on new features faster while providing a safety valve to instantly rewind when things go wrong. The company values team collaboration, humility, and diversity, fostering an inclusive and supportive culture.
Handle high-volume inbound calls to schedule appointments and present offers.
Overcome patient objections and use product knowledge to showcase dental solutions.
Manage sensitive information and consistently meet key performance indicators.
North American Dental Group (NADG) uses its individuality and expertise to work with partnered dental offices to provide best-in-class patient care. The company's guiding principle is empathy, and it focuses on putting every patient first, every visit.
Provide entry-level coordination and administrative support for the Voice of the Client program, including survey administration and reporting.
Monitor client feedback mailbox, respond to routine requests, and support system data entry in Qualtrics, Salesforce, and SharePoint.
Prepare routine reports, dashboard exports, and presentation materials using approved templates and processes.
AECOM is the world's trusted infrastructure consulting firm, partnering with clients to solve complex challenges in water, environment, energy, transportation, and buildings. It is a Fortune 500 firm with over 50,000 professionals and revenue of $16.1 billion in fiscal year 2025, fostering a collaborative and growth-oriented culture.
Manage a book of global, complex customers to drive adoption and growth.
Perform adoption analysis and lead joint planning to increase product value.
Drive customer advocacy by aligning cross-functional teams to resolve issues.
Conga unifies commercial operations by aligning pricing, quoting, contracting, rebates, and communications so companies run as connected, smarter businesses. With more than 10,000 customers worldwide and a collaborative, celebratory culture, Conga empowers colleagues to thrive.
Manage a portfolio of Tier 4 customers, driving adoption, engagement, and retention through proactive outreach and strategic conversations.
Monitor customer health and product usage to identify risks and opportunities, executing action plans to improve outcomes.
Own renewal conversations and partner cross-functionally with Sales, Support, and Product to drive growth and resolve challenges.
Total Expert is the Customer Operating System for financial services, providing a platform that combines context and action for humans and AI Assistants. Since 2016, the company has enabled over seven trillion dollars of funded loan volume and offers a competitive benefits package.
Onboard new customers and guide them through the product to drive early adoption and success.
Manage ongoing customer relationships across email, phone, and chat, resolving issues and coordinating internally.
Track customer health metrics, identify upsell opportunities, and maintain CRM records to surface insights.
The company is an early-stage AI recruiting platform that helps hiring teams manage and optimize their recruiting processes. It is a small, customer-focused startup that values long-term partnerships and proactive customer success.
Manage, track, and update internal revenue and invoicing trackers, including month-end responsibilities and reporting.
Explore solutions and new techniques for business improvement, including process flows, design, and documentation.
Gather and prepare data from internal systems, databases, Excel, and flat files to support analytics.
PrimeVigilance is a global pharmacovigilance specialist that helps clients navigate regulations while keeping patient safety at the center of every decision. With a global presence, its culture is built on kindness, flexibility, growth, and belonging.
Manage a portfolio of 100-200 named accounts, using AI tooling to prioritize and drive outcomes.
Conduct workshops and create success plans to maximize customer value and ensure adoption.
Collaborate cross-functionally with Sales, Support, and Product to resolve technical issues.
Samsara is the pioneer of the Connected Operations Cloud, enabling organizations that depend on physical operations to harness IoT data for actionable insights. We are a public company with a diverse workforce, committed to improving the safety, efficiency, and sustainability of the operations that power the global economy.
Own the full renewal lifecycle for strategic K-12 accounts and drive retention.
Lead onboarding, product adoption, and training to maximize platform value.
Use data and customer feedback to advocate for improvements across teams.
Incident IQ is the leading workflow management platform built exclusively for K-12 districts, connecting technology and operations for schools. Trusted by over 2,000 districts and 12 million students, the company offers an energetic, collaborative culture with a focus on work/life balance.
Assist internal and external customers via phone and electronic channels to obtain missing information for test sample processing.
Support sales team with account setup, kit orders, and tracking, and escalate unresolved issues as needed.
Maintain knowledge of genetic tests, HIPAA compliance, and document all customer interactions thoroughly.
Natera is a global leader in cell-free DNA testing, dedicated to oncology, women’s health, and organ health. The team consists of highly dedicated professionals from world-class institutions who care deeply for their work and each other.
Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events, owning customer questions and issues from initial contact through resolution.
Lead client onboarding experiences one-on-one and through live virtual webinars, confidently engaging and presenting to groups of clients while guiding them through the coaching programs.
Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and other customer experience initiatives.
Our client is a fast-growing coaching and personal development company founded in 2016, helping entrepreneurs and individuals achieve their full potential. The company has been ranked in the top 100 on the Inc. 500 list and hosts major live events.
Serve as the first point of contact for customers via calls, email, and chat.
Assist customers with online applications and troubleshooting.
Collaborate with internal teams to resolve issues and maintain accurate records.
Clasp is a venture-backed startup that transforms access to education and career pathways through its platform. It is a Forbes Fintech 50 company and SHRM portfolio company with a culture driven by social impact and innovation.
Own the end-to-end post-sale relationship for a portfolio of ecommerce, fintech, and betting companies from onboarding through renewal and expansion.
Lead onboarding calls and dashboard workshops to get new customers to first value fast, and monitor account health to catch churn risk early.
Build content and engagement strategies tied to customer goals, run regular business reviews, and identify expansion opportunities.
Storyly is an AI-powered content experience platform that gives brands social content experiences on their apps and websites. It is trusted by over 400 brands across 40+ countries and has teams in New York, London, Amsterdam, Zurich, Buenos Aires, and Istanbul.
Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.
Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.
Handle inbound and outbound calls and respond to customer inquiries via text and email.
Manage and update customer cases, documenting all interactions accurately.
Resolve routine issues at first contact and escalate complex cases as needed.
Five Star Solutions provides customer support and business process services. The company values diversity and is committed to maintaining a professional workforce while delivering the best service possible to its customers.