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.
Manage a high-volume book of SMB and mid-market accounts
SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, delivering personalized sales calls and follow-ups in real-time. Powered by advanced AI, SalesCloser delivers a scalable solution that redefines how companies engage with buyers.
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.
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.
Build, lead, and mentor a team of CSMs supporting Enterprise customers.
Drive proactive outreach and intervention based on data insights.
Act as the voice of the customer to influence product and go-to-market strategy.
Chainguard is the trusted source for open source, delivering hardened, secure, and production-ready builds of open source software. They help organizations build faster, stay compliant, and eliminate risk. Chainguard is venture-backed by leading investors.
Lead, coach, and develop a team of Customer Success Advisors and Technical Leads.
Drive customer adoption, value realization, renewal readiness, and overall account health.
Serve as the Customer Success product SME for aligned PerfectServe solutions.
PerfectServe provides clinical communication and physician scheduling solutions in the health IT space. They have 400+ employees, 30,000+ customers, and $100 million+ in annual revenue. They foster a collaborative team with decades of experience, striving to delight customers every day.
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.
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.
Oversee the relationship and strategic management of significant mid-market accounts.
Drive customer retention and growth within accounts, applying a consultative approach.
Guide clients in leveraging the CX platform for maximum impact, ensuring long-term satisfaction.
SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. The global team is united by a shared commitment to impact, ownership, and continuous growth, creating an environment where thoughtful ideas move quickly.
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.
Manage, coach, and develop a team of Customer Success Managers responsible for post-sales customer relationships.
Drive adoption and utilization of Onit products and services across the target customer base.
Serve as an escalation point for customer risks, challenges, and complex engagements.
Onit is redefining the future of legal operations through the power of AI by streamlining enterprise legal management, matter management, spend management and contract lifecycle processes. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic and are looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.
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.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
Maintain executive relationships, lead projects, and serve as an escalation point for key accounts.
Develop strategic account plans to drive customer and Nuvolo’s growth.
Help foster adoption by raising client awareness and leveraging new product features and functionality.
Nuvolo is a global leader in modern, cloud-based Connected Workplace solutions built on ServiceNow. The company provides a platform to manage people, physical locations, assets, and work across departments while providing generous compensation, excellent benefits, and a passionate team culture.
Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
Lead the organization through large scale change and transformation, ensuring a solid change management framework.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Define and evolve the Client Success service model for a portfolio-based segment.
Lead, coach, and develop a team of Client Success Managers responsible for a large portfolio of clients.
Partner cross-functionally with Sales, Product, Marketing, Operations, and Finance to improve the end-to-end client experience.
Included Health delivers integrated virtual care and navigation. They aim to raise the standard of healthcare for everyone by breaking down barriers to provide high-quality care. They are an equal opportunity employer.
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.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
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.