Own strategic customer relationships after the sale, build onboarding playbooks and account health scoring, and lead a small customer success team.
Identify renewal risks at least 120 days in advance, partner with Sales on renewals and expansions, and run quarterly business reviews.
Manage escalations, coordinate cross-functional resolutions, and bring customer and vendor insights to Product and Engineering.
Our client is a SaaS company that powers branded vendor marketplaces for banks, venture capital firms, private equity firms, and business communities. They are a high-growth vendor management startup with a small, collaborative team offering direct leadership access and room to grow.
Lead and manage the Quality Assurance, Training, Customer Success Specialist, Knowledge Management, and Escalations functions within the Contact Center.
Drive operational readiness, agent development, and customer experience excellence through training, quality assurance, and support processes.
Champion innovation and scalability through automation, AI-powered tools, and continuous improvement across the organization.
Kobie is a loyalty solutions provider that helps the world's most recognized brands build lasting emotional connections with their consumers. Named a Top Workplace in the USA and a Top Remote Workplace, the company fosters a collaborative, growth-focused culture with a flexible, remote-first environment.
Develop and execute customer success strategy to drive retention, adoption, and long-term value.
Lead strategic account planning, executive engagement, and revenue expansion with Sales.
Scale a high-performing organization, champion AI adoption, and use data to optimize success.
Veeva Systems is a mission-driven pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. We surpassed $3B in revenue as a public benefit corporation balancing customer, employee, society, and investor interests.
Lead and develop the Account Management team, owning retention and expansion for enterprise customers.
Scale Customer Success operations, championing AI and automation to improve efficiency and outcomes.
Drive cross-functional collaboration and develop a high-performing team to deliver exceptional customer experiences.
Zipline is a well-funded SaaS company transforming how frontline teams connect, align, and inspire their employees. It is a fully remote company with employees across the US, Canada, and globally, known for its high performance and collaborative culture.
Own and manage strategic customer relationships across enterprise organizations and financial institutions.
Build and scale customer success and support operations, including onboarding, health scoring, and escalations.
Lead, hire, and develop a small team while partnering closely with Sales, Product, and Engineering.
They are a B2B SaaS marketplace connecting community partners and vendors. The company is a scaling startup with a small team and a collaborative culture focused on long-term growth.
Manage client accounts to grow KPIs, embed our solutions, and drive renewals and expansions.
Deliver complex technical integrations, strategic success plans, and quarterly business reviews.
Coach and support CSMs, partnering with sales and technology teams to unlock growth opportunities.
NICE Ltd. provides software products that help global businesses deliver extraordinary customer experiences, fight financial crime, and ensure public safety. With over 8,500 employees across 30+ countries, NICE serves 25,000+ enterprises including 85 of the Fortune 100, and is known for an ambitious, high-performance culture that challenges limits and plays to win.
Develop trusted advisor relationships with executive sponsors and align activities with customer business goals.
Drive adoption, training, and best practices to maximize customer value and ROI.
Identify growth opportunities and collaborate with sales to ensure retention and renewals.
Specright provides a purpose-built platform for Specification Management, helping companies digitize and act on supply chain data. It is an energetic, 100% remote company with an entrepreneurial, informal, and fast-paced culture.
Lead and scale technical account management and customer success teams.
Own the customer journey from evaluation through adoption and expansion.
Partner with Sales and Product to drive retention and revenue growth.
Socket helps developers and security teams ship faster by automating open source security and supply chain management. Backed by $125M in funding and trusted by thousands of organizations, Socket is a remote-first company with a culture of excellence, rigor, ownership, and customer obsession.
Serves as strategic advisor for complex accounts, owning customer outcomes, retention, and growth.
Drives adoption and value through product expertise, data, and change management.
Leads strategic communication, renewals, and cross-functional execution.
Unite Us provides a national network and software that connects community-based organizations, government agencies, and healthcare organizations to improve whole-person health. The company fosters an inclusive, remote-friendly culture with employee resource groups and a mission-driven environment.
Own retention and consumption across the full customer base, driving gross retention and expansion.
Lead and develop a team of managers and CSMs, building playbooks and capacity models that scale.
Partner cross-functionally with Sales, Services, and Product to deliver value and shape the customer journey.
Backstory (formerly People.ai) is an AI answers platform for sales teams, trained on billions of sales interactions to deliver trusted answers in existing workflows. The San Francisco-based company is backed by leading investors, recognized by Gartner and Forrester, and listed on the Inc. 5000.
Own delivery of programs for the Customer Success team, from requirements gathering through launch and handoff to BAU.
Partner with Customer Success, Support, Product, Finance, Legal, and Sales stakeholders to turn business needs into scalable solutions.
Drive Customer Success milestones, readiness, and operational handoff on enterprise transformations while tracking adoption and business outcomes.
AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The company combines domain-specific AI with over 500 million premium business documents and values speed, accuracy, and enterprise-grade security.
Own the post-sale engine of the business, accountable for client experience across Activation, Measurement, and Audiences.
Establish the operating system, metrics, and AI-driven processes to scale client operations and account management.
Lead and integrate two departments into one client-facing team, driving retention, renewal, and expansion.
InMarket is the leader in 360-degree consumer intelligence and real-time activation for top brands, offering data-driven marketing and attribution platforms. The company serves thousands of brands and emphasizes diversity, equity, and inclusion in its culture.
Own post-sale experience for strategic enterprise customers and scale Customer Success.
Build and lead a high-performing CSM team with clear playbooks and career paths.
Serve as executive sponsor, driving adoption, retention, and expansion revenue.
HappyRobot builds AI-powered workers that automate enterprise operations, from voice and email to decision-making across entire systems. Backed by a16z and Y Combinator with over $200M raised, it's a fast-growing startup with a culture of ownership and urgency.
Manage customer health and retention, developing strategies to save at-risk accounts and ensure satisfaction.
Lead customer expansion and margin opportunities by coordinating internal teams for smooth, on-time transitions.
Perform retention risk and off-boarding activities while acting as a bridge between customers and operations.
RoadRunner accelerates the road to Zero Waste by using technology and data to modernize waste and recycling operations. Since 2014, we've helped thousands of locations save 10-20% on waste bills, and our people-first culture is recognized by awards and positive employee reviews.
Lead and develop a team of CSMs across SMB, Mid-Market, and Enterprise, owning retention, adoption, and renewal targets for the ApartmentIQ customer base.
Coach the team through regular 1:1s, call shadowing, and account reviews, building a proactive renewal process and managing risk and churn.
Partner with Sales, Product, and Support, serving as the voice of the customer and building executive relationships with strategic accounts.
We build industry-leading martech and data products for the PropTech space, with a focus on AI and data SaaS products. We are a fully remote team of 100+ across the U.S., profitable with $30M+ raised, and operate with a strict no a**holes policy and a culture of high performance.
Own a portfolio of high-value enterprise accounts as their primary point of contact and advocate.
Drive revenue retention and expansion through long-term success strategies and executive business reviews.
Manage escalations end-to-end, spot at-risk accounts early, and turn successful clients into references.
Traild is a high-growth SaaS company combining AI, automation, and payments infrastructure to power B2B finance. They have a world-class culture (eNPS 68) and are building the infrastructure behind modern finance.
Own the customer relationship from late-stage sales through onboarding and ongoing partnership, serving as the customer's advocate inside the company.
Drive adoption, manage account health, and lead business reviews to ensure customers see real value from the platform.
Partner with Implementation and cross-functional teams to deliver seamless onboarding and address risks, gaps, and opportunities.
Keebler Health is building the operating system for value-based care, empowering risk-bearing healthcare organizations to unlock the full power of their data. They are an early-stage company with a fast-paced, innovative environment and a collaborative team culture.
Lead a team of Customer Success Managers and Strategic Account Managers to drive renewals, expansion, and customer outcomes.
Own Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) for strategic accounts, carrying an expansion quota.
Serve as executive sponsor for enterprise accounts, guiding long-term adoption and multi-year roadmap alignment.
Cayuse empowers organizations to conduct globally connected research with proven, integrated, and easy-to-use technology. Their growing team of highly skilled experts is committed to customer success and industry-leading solutions.
Lead a North America-based team of Customer Success Managers to drive customer adoption, satisfaction, and advocacy.
Coach team members through regular feedback and development, and partner with Sales, Product, and Engineering to ensure customer success.
Develop senior-level customer relationships, manage resource assignments, and improve team processes and tools.
GitLab provides an intelligent orchestration platform for DevSecOps, enabling organizations to increase developer productivity and improve operational efficiency. With over 50 million registered users and more than 50% of the Fortune 100 as customers, GitLab fosters a high-performance culture driven by values and continuous knowledge exchange.
Lead and scale a high-performing Customer Success organization for PowerSchool's largest strategic portfolios, driving retention and value realization.
Build executive relationships and serve as the Voice of the Customer to align product roadmap with market needs.
Own key SaaS metrics like GRR, design engagement models, and foster a culture of proactive, value-driven success.
PowerSchool is a global leader of cloud-based software for K-12 education, powering the educational ecosystem from central office to home. The company employs a dedicated team of innovators with a culture focused on engaging, empowering, and improving the K-12 education experience.