Build and sustain strong relationships with 20-50 small to mid-sized clients, acting as their primary point of contact.
Translate client goals into success plans that drive satisfaction, retention, product adoption, and expansion.
Identify retention risks, coordinate cross-functional delivery, and support renewals, upsells, and business reviews.
Safeguard Global helps organizations recruit, hire, manage, and pay employees in nearly 190 countries. With 1,500+ customers, it offers a human-centered, flexible culture and opportunities to collaborate across the globe.
Own a book of tree service clients from onboarding to growth, managing relationships by phone, text, and email.
Upsell clients onto larger plans and collaborate with Marketing Strategists to boost ROI.
Use Slack, ClickUp, GoHighLevel, and the Tree Traction app to run campaigns and flag issues.
Tree Traction helps tree service companies get predictable, exclusive, high-value leads through hyper-targeted direct mail. It has served 220+ companies and reached $6M ARR in 3 years without outside capital, with a culture of proactive ownership and transparency.
Build relationships with targeted clients and strategically consult to strengthen retention and recurring revenue.
Educate clients on new products, features, and industry knowledge to maximize their Subsplash investment.
Develop innovative solutions tailored to client needs and help them succeed in platform utilization.
Subsplash is an engagement platform for churches, Christian ministries, non-profits, and businesses, serving 14,000+ clients. The company is a team of 290+ mission-driven people committed to humility, innovation, and excellence.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Manage client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
Foster long-term customer relationships and drive strategic success initiatives.
Conduct business reviews, resolve escalated issues, and collaborate cross-functionally.
Identify upsell and expansion opportunities to maximize revenue growth and retention.
Certn changes how trust works with The World's Easiest Background Check. They've raised $127M+, earned Deloitte Fast 50 recognition three years in a row, and are a remote-first company with a high-performance edge and a no-jerk policy.
Develop and execute strategic account plans that drive measurable value for enterprise customers.
Build trusted relationships with key stakeholders and lead renewal and expansion efforts.
Analyze customer data and collaborate cross-functionally to ensure seamless customer experiences.
RealPage provides software and analytics for real estate management. The company fosters an inclusive environment and offers competitive benefits to its employees.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Manage and grow relationships with key corporate clients, creating value-add through regular touchpoints and compelling reports.
Partner with Client Success to deliver exceptional engagement and achieve ARR goals through renewals and upsells.
Collaborate with executive leadership and provide reporting to ensure clients see the value and success of the program.
BlackCloak protects corporate executives and high-profile individuals from digital threats, mitigating risks to their families and finances. It is an extremely fast-growing company with a product validated by industry awards and a client base of Fortune 500 companies.
Own a portfolio of enterprise clients, building consultative relationships and driving adoption and value realization.
Lead client health monitoring, renewals, and identify growth opportunities across assigned accounts.
Work cross-functionally with Sales, Product, Support, and other teams to align client priorities with Rithum’s capabilities.
Rithum is the world’s most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business across hundreds of channels, representing over $50 billion in annual GMV.
Own the end-to-end contract renewal lifecycle for a portfolio of ~45 high-value accounts, ensuring high retention and minimizing churn.
Serve as the primary trusted advisor, conducting QBRs to measure satisfaction and demonstrate ROI.
Identify, qualify, and cultivate expansion and upsell opportunities within existing accounts to drive growth.
Quantum Sky engineers the advantage across cyber, networks, software, and quantum for mission-critical operations. The company fosters a collaborative, innovative, and mission-driven environment where every team member plays a critical role in shaping the future of technology.
Own the commercial and strategic health of Pencil accounts, building trusted relationships with budget-holding stakeholders.
Manage QBRs, roadmap conversations, renewals, and account documentation to tell a clear partnership narrative.
Partner with CST counterparts and proactively identify expansion and upsell opportunities.
Pencil is an advertising technology company whose SaaS product uses Generative AI to transform content creation. It fosters a culture of ownership, proactive communication, and polished client management.
Build and nurture leadership-level partner relationships to drive transformation.
Use internal tools to analyze usage data and identify growth opportunities.
Lead Quarterly Business Reviews to strengthen alignment and drive adoption.
ConnectWise is a global software company that provides a suite of solutions to help technology solution providers manage their businesses and deliver amazing customer experiences. With over 3,000 colleagues across North America, EMEA, and APAC, the company fosters an inclusive, positive culture where every colleague is valued for their unique contributions.
Manage a portfolio of complex enterprise clients, driving retention, upsell, and NPS targets while building trusted advisor relationships.
Develop and execute client strategies, retention and upsell plans, and recurring business reviews to demonstrate value and ROI.
Partner cross-functionally with marketing and internal teams to improve member engagement and mitigate churn risk.
Included Health is a healthcare company delivering integrated virtual care and navigation, offering members care guidance, advocacy, and personalized virtual and in-person care. It is a remote-first organization on a mission to raise the standard of healthcare for everyone, breaking down barriers to high-quality care.
Build and maintain strong, trusted relationships with assigned clients as a strategic advisor and primary point of contact.
Drive product adoption, identify upsell opportunities, and partner with clients to establish KPIs and success measures.
Monitor client health, provide training and support, and collaborate cross-functionally to ensure a seamless customer experience.
Symplicity provides employability and student success solutions for higher education institutions, helping support students from career development to alumni engagement. Their technology is used by over 30 million students worldwide, and they foster an inclusive, diverse, and collaborative workplace.
Manage existing client accounts, ensuring satisfaction and strategic account growth.
Generate referrals and lead RFP processes from start to finish.
Collaborate with internal teams and achieve individual performance targets.
The Medicus Firm is a national healthcare recruitment firm specializing in physician recruitment for hospitals and employers across the US. It is one of the largest physician recruitment companies in the country, known for a collaborative culture.
Serve as the primary relationship owner for Curated clients across legal, AI, medtech, CRO, and other non-pharma industries, guiding programs from intake to delivery.
Partner with internal operations and Impiricus client services teams to coordinate physician recruitment, scheduling, and execution while managing multiple concurrent engagements.
Help build the client services function from the ground up, creating playbooks, templates, and processes as the business scales.
Impiricus is the Agentic Commercialization Platform for Healthcare, helping life sciences teams understand physician intent and enable real-time action. Founded by a practicing physician and a senior pharma executive, it is trusted by more than one million opted-in HCPs.
Owns client relationships and coordinates communication, action items, and follow-up to ensure commitments are completed.
Collaborates with consulting, product, data, clinical, and finance teams to align client needs and monitor project plans and account obligations.
Supports renewal planning, platform adoption, and client satisfaction while identifying risks and opportunities for growth.
PSG is a drug management solutions company that helps clients navigate complex pharmacy challenges with leading intelligence and technologies, saving billions of dollars annually. As part of EPIC, it fosters a collaborative culture with employee resource groups, charitable initiatives, and a focus on professional development.
Serve as the trusted advisor for enterprise clients, driving engagement, retention, and expansion.
Guide customers through onboarding and QBRs to ensure they realize full value from AI solutions.
Collaborate with internal teams to resolve issues and identify upsell and cross-sell opportunities.
Trunk Tools is the leading AI company revolutionizing construction by embedding intelligent automation into field operations. With 100+ employees and $70M in funding, the startup is scaling fast and entering a period of hypergrowth.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.