Build and maintain trusted relationships across an assigned customer portfolio, engaging executive sponsors, program leadership, IT, and end users.
Drive CaseWorks adoption through proactive outreach, customer education, best-practice guidance, and coordinated enablement activities.
Lead retention efforts, identify renewal risks early, partner with Sales on renewals, and uncover expansion opportunities aligned with customer needs.
Next Chapter Technology provides the CaseWorks platform, delivering document management, content services, workflow automation, and document infrastructure solutions for Health & Human Services agencies. The company is a close-knit, ambitious team that values individual contributions, collaboration, and shared vision for growth.
Lead, coach, and develop a team of Customer Success Managers to build strong, trusted customer partnerships.
Own net revenue retention and drive end-to-end renewals, upsell, and expansion strategies across your portfolio.
Collaborate cross-functionally and act as executive sponsor for key accounts to deliver seamless service.
Radicle Health provides a suite of human services software products that help organizations serve their communities. The company is a collaborative, mission-driven home for software teams, where employees have ownership of their work and are encouraged to grow.
Lead, coach, and develop a team of Customer Success Managers supporting scaled customers.
Own the digital Customer Success strategy, including 1:many programs like office hours, town halls, and email campaigns.
Drive retention, renewals, and growth for the scaled portfolio while using data to improve engagement.
Radicle Health is a collection of human services software products designed to foster collaboration and innovation, helping organizations better serve their communities. The company fosters a culture of meaningful work, genuine care, and professional growth, where employees are free to show up as their full selves.
Own the entire post-sale relationship for enterprise accounts, from deployment through expansion, with primary responsibility for renewals.
Run structured onboarding programs, monthly technical check-ins, and executive QBRs that demonstrate ROI and identify new opportunities.
Coordinate daily with Customer Success Engineers, Product Management, Pre-Sales, Sales Architects, and Account Managers to ensure seamless customer experience.
Britive is the leader in cloud-native Privileged Access Management (PAM), purpose-built to secure access across dynamic multi-cloud environments. It is a fast-growing, mission-driven startup backed by top-tier VCs, serving security-conscious organizations including Fortune 500 companies.
Own post-sale customer experience and retention across global accounts.
Build training and adoption programs that drive product usage.
Identify expansion opportunities and partner with Sales on upsell motion.
SimpleTrials provides a configurable CTMS and eTMF platform for clinical trial teams worldwide. They are a growth-stage SaaS company with double-digit growth, a committed team, and customers across the US, Europe, and APAC.
Strategically manage a customer portfolio, driving adoption, retention, renewals, and expansion.
Lead executive business reviews with VP and C-suite stakeholders and own complex negotiations.
Leverage AI-assisted workflows, mentor peers, and contribute to team best practices.
1Password provides enterprise password management and Unified Access Management for modern teams and AI. They have surpassed $400M ARR, serve 180,000 businesses, and foster a fast-paced, collaborative, feedback-driven culture.
Own Customer Success and Support end-to-end: team structure, staffing, and comp plans.
Design customer-tiering and coverage models to scale 2,100+ accounts.
Partner with Sales, Product, and Engineering to drive retention and expansion.
GC AI is the legal intelligence platform built for in-house legal teams and companies. With 2,100+ customers, an 80 NPS, and a culture of ownership and customer obsession, the company is scaling rapidly.
Define and lead a comprehensive customer success strategy focused on retention, expansion, and advocacy.
Build, scale, and mentor a high-performing customer success team, including managers and leaders.
Partner with Sales, Product, and Marketing to optimize the customer lifecycle and drive revenue growth.
The company is a B2B SaaS provider specializing in HR technology and employee engagement solutions. It fosters a customer-centric, remote-first culture and is scaling its customer success organization for significant growth.
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.
Own customer onboarding, adoption, and success by creating success plans and guiding implementation.
Proactively identify churn risk, build mitigation strategies, and coordinate account teams to drive outcomes.
Act as a trusted advisor and champion builder, uncover expansion opportunities, and own renewals.
LaunchDarkly provides a feature management platform that lets developers release and control software features safely and efficiently. The company values teamwork, transparency, and customer obsession, fostering an open and collaborative culture.
Lead and mentor a team of Customer Success Managers to drive retention and expansion.
Build scalable processes and optimize the end-to-end customer lifecycle.
Partner with Sales, Product, and other teams to advocate for customer needs.
Oura is a health technology company that creates smart rings and an app to help users track sleep, activity, and readiness. The company is growing quickly, values employee well-being, and offers a collaborative culture with offices in San Francisco, San Diego, and Los Angeles.
Lead and coach 4-7 pooled CSMs to deliver measurable value across a large customer portfolio.
Build repeatable plays and operating standards for coverage, retention, and risk detection at scale.
Partner with Sales and Renewals to drive adoption, expansion, and excellence using data and automation.
We provide an Intelligent Network Operations platform that automates and simplifies how companies manage, secure, and optimize their networks. With teams globally, we build a workplace culture that values collaboration and integrity as much as innovation, and we are a Great Place to Work.
Develop and execute strategic success plans aligned with customer business objectives to drive retention and growth.
Build and nurture relationships with C-level executives, IT, and operational leaders to drive adoption and advocacy.
Leverage customer data to identify expansion opportunities and collaborate with Sales on upsells and cross-sells.
Connecteam is the leading platform for managing deskless teams, bringing daily operations and team communication into one intuitive app. Trusted by over 80,000 businesses and backed by $220M+ from Insight Partners, Stripes, and Tiger Global, Connecteam is rapidly expanding with a supportive, caring culture.
Build close relationships with stakeholders at 20-25 strategic enterprise accounts, from daily users to executive sponsors.
Define success metrics with each customer, show ROI, and run executive business reviews and account plans.
Use the Success-at-Scale signal framework to catch churn risk early and expand revenue with Account Executives.
Ketch is redefining responsible data use for the AI era, providing a data permissioning platform that simplifies privacy and consent operations. It is a 65-person Series B company backed by top-tier investors, with a culture rooted in passion, growth, grit, collaboration, and integrity.
Drive long-term customer value and product adoption across strategic accounts.
Partner with Account Managers and Renewal Managers to ensure portfolio retention and growth.
Lead Executive Business Reviews with C-level stakeholders to validate ROI and align roadmaps.
WorkWave empowers service professionals with software solutions to run their businesses more efficiently and deliver exceptional service. As a global tech leader with a startup's energy, they maintain a laid-back, high-performing, customer-obsessed culture.
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.
Act as a trusted advisor for strategic accounts, driving customer retention, expansion, and satisfaction.
Lead onboarding for high-value accounts and execute renewal and expansion strategies using the MEDDPICC methodology.
Collaborate with cross-functional teams and mentor other CSMs to deliver impactful customer outcomes.
Tenable is the Exposure Management company, helping over 40,000 organizations reduce cyber risk. Its global team supports 65% of the Fortune 500 and fosters a culture of belonging, respect, and excellence.
Lead global customer delivery: onboarding, CSM, and 24/7 coverage across US and India.
Own early-lifecycle retention, ensuring customers succeed through their first quarter and beyond.
Drive efficiency with data and AI on a flat headcount, improving outcomes without added resources.
HighLevel is an AI-powered business operating system that helps agencies, entrepreneurs and SMBs build, automate and scale their businesses, supporting over 1 million businesses in 150+ countries. With over 2,000 team members across 10+ countries, HighLevel is a global remote-first organization built for speed, ownership, and innovation.
Manage a scaled portfolio of customers using metrics, health signals, and repeatable engagement plays.
Drive onboarding and adoption through digital touchpoints like webinars, office hours, and product education.
Monitor customer health and risk, execute intervention plans, and support renewals and expansions.
Horizon3 is a fast-growing, remote cybersecurity company with the NodeZero autonomous pentesting platform. The team blends former U.S. Special Operations cyber operators and startup engineers, with a culture of ownership.
Drive strategic customer success initiatives that improve satisfaction, onboarding, retention, and revenue growth for Enterprise customers.
Advocate for customers across the organization and turn industry insights into strategic recommendations.
Analyze performance metrics, identify cross-sell and upsell opportunities, and mentor junior team members.
Certn makes background checks easier, helping people move faster into jobs, homes, and opportunities. They're a remote-first team with $127M+ raised and Deloitte Fast 50 recognition three years running.