Own end-to-end lifecycle for top-tier partner accounts, from onboarding through renewal and expansion.
Build and execute multi-year strategic partner plans aligned with partner business objectives.
Drive expansion and upsell opportunities while proactively identifying partner health risks and expansion signals.
Strive Pharmacy is a personalized compounding pharmacy that prepares medications tailored to each patient's specific needs. The company is a growing, collaborative team focused on putting the human element at the center of care and supporting employees' personal and professional growth.
Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.
Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.
Lead day-to-day performance of the Customer Success team, setting clear expectations and ensuring consistent execution.
Monitor and analyze service metrics like queue volume, SLA, CSAT, and QA, using data to drive action.
Provide coaching and development to Team Leads and Associates to improve customer experience, productivity, and retention.
iRESTORE is a fast-growing direct-to-consumer brand in the beauty and wellness space, focused on helping customers restore confidence through safe, effective, and technology-led solutions. The company has been featured by leading publications and is building a team to become a global leader in the industry.
Lead and coach a team of 7-8 Customer Success Managers supporting upmarket customers with ACVs from $100K to $500K.
Drive retention, adoption, and value realization while collaborating with Sales, Product, and RevOps.
Own forecasting, renewal inspections, and operational excellence; travel up to 25% for customer engagements.
6sense provides an AI-powered platform that helps B2B organizations identify, engage, and convert buyers. It is a high-growth SaaS company with a people-first culture, emphasizing belonging, curiosity, and professional development.
Serve as a strategic advisor to enterprise healthcare customers, building relationships with C-suite executives and driving outcomes, adoption, and growth.
Develop and execute account plans, lead executive business reviews, and identify improvement opportunities through data analysis.
Collaborate with internal teams and facilitate stakeholder collaboration to advance care coordination and network performance.
PointClickCare is a leading healthcare technology company that provides software solutions for care coordination across acute, post-acute, and payer settings. With a focus on value-based care, the company serves a large enterprise client base and fosters a culture of innovation and customer partnership.
Serve as the primary strategic advisor to client leadership, driving retention, expansion, and relationship management.
Define the Customer Success playbook, including account health-scoring, QBRs, and reporting cadence.
Act as the client advocate internally, ensuring business goals are communicated to Operations and Product teams.
Covera Health combines clinical expertise, advanced AI, and radiology quality datasets to improve diagnostic accuracy and patient outcomes. They are backed by Insight Partners and support nearly 6 million people across major employers and health plans.
Lead a team of 6-9 Strategic Customer Success Managers to exceed retention goals for high-value strategic accounts.
Develop and iterate playbooks that drive outcomes for strategic clients, leveraging data and analytics to forecast business performance.
Collaborate with sales, product, and marketing teams to identify upsell opportunities and ensure customer outcomes are achieved.
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. Serving nearly 100,000 customers from Fortune 500 enterprises to small businesses, Motive is a leading AI-powered platform for fleet management.
Own the end-to-end customer success strategy, including onboarding, adoption, renewals, and expansion.
Drive retention and NRR by identifying churn risk early and building scalable playbooks.
Partner with sales and product to shape the customer voice and influence go-to-market decisions.
GoLinks builds productivity tools that simplify knowledge sharing and workflows for teams. It is a fast-moving startup focused on innovation, excellence, and growth.
Manage post-sale success and retention of assigned clients as a trusted advisor to operational leadership.
Build client success plans, coordinate cross-functional teams, and drive resolution of escalated issues.
Identify product gaps and attrition risks, complete reporting, and support data activities for client goals.
SmithRx is a venture-backed health-tech company disrupting pharmacy benefit management with a modern drug acquisition platform. Since 2016, it has onboarded hundreds of thousands of members and fosters a mission-driven, collaborative culture.
Own the full practice relationship from identification and acquisition to ongoing performance management and retention.
Conduct monthly performance reviews and coaching sessions with practice leadership to drive improvement.
Serve as the primary liaison between practices and Guidehealth's clinical pillars, ensuring service delivery and satisfaction.
Guidehealth is a data-powered, performance-driven healthcare company dedicated to making great healthcare affordable and improving patient outcomes through AI and predictive analytics. It is a growing, physician-led organization that operates with agility and a collaborative culture focused on value-based care.
Define and own the company-wide Customer Success strategy across the entire customer lifecycle.
Build and lead the Account Management function from near-scratch to drive retention and expansion.
Coach and develop a team of managers while partnering cross-functionally with Product, Engineering, and Sales.
Tapcheck is a digital platform offering on-demand pay access to employees, available at no cost to employers. The team is passionate about improving financial wellness and operates with values of humility, grit, and continuous improvement.
Lead and coach a small team of Customer Success Managers, establishing clear operating cadences and enforcing CRM hygiene.
Build and implement playbooks for onboarding, account reviews, and renewals, and own key metrics like adoption and churn prevention.
Collaborate with Sales and Product leadership to align feedback loops and ensure a high-accountability, customer-first culture.
SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, delivering personalized sales calls, demos, and follow-ups in real time across multiple languages. The company is a growing global workforce with a close-knit operation and corporate headquarters in Vancouver, Canada.
Define and apply key operational metrics to assess the effectiveness of the Customer Success team’s activities and processes.
Drive initiatives to improve customer retention, adoption, and satisfaction, ensuring customers realize full value.
Lead, mentor, and develop a high-performing Customer Success team, aligning with company goals.
AvidXchange is a leading provider of accounts payable automation software and payment solutions for middle-market businesses. Since 2000, the company has grown to over 1,500 teammates and is certified as a Great Place to Work, with a culture focused on being connected, growth-minded, and customer obsessed.
Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.
Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.
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.
Own the scaled customer success motion end-to-end, including strategy, execution, and team leadership.
Design data-driven customer journeys with segmentation, health scoring, and automated playbooks for high-volume accounts.
Manage and develop a team of six Scaled CSMs through coaching, reviews, and process improvements.
Instrumentl is a profitable, hypergrowth, YC-backed SaaS platform that provides grant management software for nonprofits. With over 5,500 customers including organizations like the San Diego Zoo, they have facilitated over $1 billion in grants and maintain a strong customer love and an inclusive culture.
Lead a team of account managers to drive retention and growth across pharmacy relationships.
Implement proactive engagement models with business reviews and strategic check-ins.
Align RxSense's solutions with partner objectives and pursue organic growth opportunities.
RxSense is a healthcare technology company providing platforms to improve the management and access of cost-effective pharmacy benefits. They serve enterprise and partnership clients with SaaS solutions, and foster a diverse, collaborative workforce.
Serve as the customer champion and dedicated account owner for assigned customers, driving satisfaction and loyalty through proactive engagement.
Act as a product leader and trusted advisor, providing recommendations and leading effective customer presentations.
Guide customers throughout the product lifecycle, from initial rollout to ongoing management, renewals, and expansion opportunities.
MediSpend provides SaaS solutions for medical affairs and compliance. The company fosters a customer-centric culture and supports a fully remote workforce with a focus on employee well-being.
Build and lead the Customer Success function from the ground up, designing processes, playbooks, KPIs, and team structure.
Take executive ownership of the customer experience, developing deep relationships with senior stakeholders and driving retention and expansion.
Work cross-functionally to ensure smooth implementations, adoption, and continuous improvement using data and technology.
InSite Health is building the operating system for school and community wellness by partnering with school districts, government entities, and healthcare organizations to improve access and outcomes. They are a rapidly growing company seeking a senior customer success leader to build and scale their customer success function.
Lead and develop the global Customer Success team across StarRez and College Pads, driving retention and renewal outcomes.
Own executive-level customer relationships and resolve complex escalations with cross-functional partners.
Improve the Customer Success operating model including segmentation, health scoring, tooling, and reporting.
StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness, and revenue generation. Trusted by 1,400+ clients across 25+ countries, the company supports more than 4 million beds annually and blends global capabilities with personalized service.