Own and elevate retention outcomes: Drive measurable improvements in customer retention.
Transform the CSM model: Continue to drive the team towards a proactive, lifecycle-driven engagement model.
Build a high-performing org: Recruit, coach, and develop a team of CSMs and managers.
Owner is the AI-native system local business owners use to succeed, starting with restaurants. They're building the system that replaces the many tools owners use to run their business. The team is now in the low hundreds and scaling even faster to keep pace with customer growth.
Develop and execute customer success strategies focused on customer retention, adoption, value realization, and expansion opportunities.
Librestream delivers advanced AR and AI-driven software that empowers frontline workers in industries like manufacturing, energy, and aerospace. They connect field technicians with remote experts using real-time video collaboration, AR guidance, and digital workflows. Harris is a leading provider of mission critical software to the public sector in North America.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Build scalable reporting, dashboards, and forecasting for customer success teams.
Turn customer, product, and revenue data into actionable insights.
Leverage AI and automation tools to scale customer outreach and predict churn risks.
OpenSesame is disrupting the workforce development industry with an AI-powered marketplace of skills courses and personalized learning. More than 2,000 companies rely on OpenSesame to develop productive workforces.
Lead, coach, and develop a team of Senior Customer Success Executives and Customer Success Executives.
Define and execute a customer success strategy focused on retention, expansion, adoption, and long-term customer health.
Build strong executive-level relationships with customer stakeholders and serve as an executive sponsor for key strategic accounts.
Carrot is a global, comprehensive fertility and family care platform. They support members and their families through many of life's most memorable moments and is trusted by many of the world’s leading multinational employers. Carrot's global workforce has been acknowledged with several accolades.
Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.
Tenna empowers customers to control their mixed assets anytime, anywhere, on one comprehensive platform. The company values quality, grit, continuous learning, collaboration, and awesomeness.
Lead and develop a Global CS Organization across NAM and EMEA.
Own GRR and NRR Outcomes by connecting adoption and health metrics to retention results.
Build Scalable CS Processes, tiered engagement frameworks, and health scoring.
Canto provides a platform offering a source for brands to organize, access, and share digital assets, amplifying content value, accelerating production, and ensuring brand consistency. They have 4,000+ customers worldwide and are driven by passionate people who bring creativity, collaboration, and innovation.
Lead, inspire, and mentor a high-performing team, fostering a culture of excellence and continuous learning.
Own commercial outcomes including net revenue retention, growth, and enrollment target achievement.
Collaborate cross-functionally to drive quick resolutions that showcase our commitment to member satisfaction.
Maven Clinic is the world's largest virtual clinic for women and families, aiming to make healthcare work for all. It's a company of over 2,000 employees and is known for its award-winning culture and commitment to innovation and providing equity in benefits programs.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.
Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.
SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.
Lead, coach, and develop a team of CSMs across all customer segments.
Own the team's renewal performance and drive toward a consistent 95%+ renewal rate.
Build scalable team structure, playbooks, and processes that keep CS quality high as the business grows.
DataGrail is the Agentic Data Privacy Platform leveraging AI to automate privacy and control risk for leading brands. They are rated 4.8/5 stars on G2 and is a two-time recognized privacy leader by IDC.
Define and evolve a practical support operations roadmap aligned to company priorities.
Own the structure and ongoing optimization of Salesforce Service Cloud.
Build reporting that provides visibility into support demand, trends and product pain points.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped over 150 customers maximize revenue, streamline operations, and maintain compliance. They are located across more than 120 countries.
Lead Customer Success Managers and oversee a portfolio of partnerships and scaled segments.
Build a unified 'Account Health' framework for every customer.
Professionalize CS operations to drive global retention through repeatable, data-driven playbooks.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a profitable shop into one platform. The company prides itself on innovation and approximately employs between 51-200 employees.
Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth
Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals by using data exhaust from interactions. They have more than 3,000 customers worldwide and are backed by Silicon Valley firms, and have been Fortune Best Workplaces certified for 5 years.
Build strategic, trust-based relationships with key customer stakeholders.
Hire, mentor, and scale a team of Customer Success Managers.
Design and implement scalable operational frameworks and SOPs.
Vanilla is an AI-powered estate advisory platform transforming how wealth is transferred across generations by unifying scenario modeling, client visualization, and document creation. They are a startup distributed across the U.S. with a mix of fully remote and hybrid roles, with a team that embraces flexibility while staying closely connected.
Continuously identify, design, and refresh customer-facing processes that elevate the experience across all customer segments.
Influence the product roadmap to adopt and continuously improve digital touch points that scale the customer experience across segments.
Develop and deploy a comprehensive enablement and certification program for CSMs and CS leaders.
First Due provides fire and EMS agencies with end-to-end software solutions. They aim to prevent first responder injury or death. First Due offers a fully remote workplace, competitive pay, and opportunities for advancement.
Cultivate relationships with C-Suite executives and maintain a strong executive presence.
Lead the implementation and delivery of the Strategic Services portfolio.
Create and manage customer Success Plans that align with each institutions’ goals.
Civitas Learning helps colleges and universities apply their student data to maximize institutional impact and improve student outcomes. Their flexible Student Impact Platform creates actionable insights, enabling higher education institutions to pinpoint students at risk.
Act as an advocate for our customers to help them achieve business outcomes.
Foster greater adoption and usage of ServiceNow products through prescriptive guidance.
Bring ServiceNow's best practices, innovations, and capabilities to help customers achieve their goals.
ServiceNow is an AI control tower for business reinvention. Our AI platform brings together AI, data, and workflow, helping 85% of the Fortune 500 work smarter and faster. We're building an AI-native culture where technology and talent are unstoppable together.
Lead, mentor, and coach a team of Customer Success Managers, ensuring they deliver exceptional customer experiences.
Monitor and analyze team performance metrics to drive consistent and scalable customer success outcomes.
Communicate effectively, present ideas, and build partnerships with contacts both inside and outside your immediate area of expertise.
Turnitin is a recognized innovator in global education, partnering with educators and institutions to develop learning integrity solutions. With over 16,000 academic institutions, publishers, and corporations using their services, Turnitin fosters a remote-first culture that prioritizes overall well-being.