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.
Serve as the primary Customer Success partner for high-value, strategically important customers, building trusted relationships and driving value realization.
Monitor account health, adoption, and risks using data and customer insights to develop retention and growth strategies.
Collaborate cross-functionally with Sales, Support, and Product teams to coordinate complex customer engagements and identify expansion opportunities.
Agiloft is the most trusted global leader in data-first contract lifecycle management (CLM) software, helping organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts. The company is a growing, vibrant, and successful organization with nearly 100% customer satisfaction and 97% annual renewal rate, fostering an inclusive culture with employee resource groups and a focus on work-life balance.
Own the end-to-end customer journey for a portfolio of Mid Market accounts, driving retention and expansion.
Build relationships with senior stakeholders, translating product usage into business-impact conversations.
Detect and mitigate risk early through health indicators and coordinate internal teams to unblock customer outcomes.
Simetrik is a leading financial operations control platform in Latin America that combines AI and No-Code technology to automate complex financial reconciliations and provide full control over payment operations. Backed by Goldman Sachs, Tiger Global, and Mastercard, the company serves over 160 clients in 50+ countries and fosters an entrepreneurial culture with small, dynamic teams.
Own end-to-end customer relationships for Signifyd's most complex accounts, ensuring seamless onboarding and strategic alignment.
Identify and build deep relationships with senior stakeholders to develop long-term growth plans and drive collaboration.
Leverage platform knowledge and industry trends to deliver optimal outcomes and expand Signifyd's footprint through upsell and cross-sell opportunities.
Signifyd helps merchants grow by building trusted relationships with their customers through advanced fraud prevention technology. Trusted by thousands of leading merchants across more than 100 countries, the company securely processes billions of transactions annually and is driven by a people-focused culture of commitment, empathy, and creativity.
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 and lead a high-value enterprise account, driving adoption, renewal, and expansion.
Build trusted strategic relationships across complex organizations and stakeholders.
Analyze customer usage data to improve engagement, retention, and growth.
The company provides an innovative SaaS and Generative AI platform for creative and advertising teams. It is a collaborative, fast-moving environment focused on the responsible use of AI and scalable customer success practices.
Manage a portfolio of 100-200 named accounts, using AI tooling to prioritize and drive outcomes.
Conduct workshops and create success plans to maximize customer value and ensure adoption.
Collaborate cross-functionally with Sales, Support, and Product to resolve technical issues.
Samsara is the pioneer of the Connected Operations Cloud, enabling organizations that depend on physical operations to harness IoT data for actionable insights. We are a public company with a diverse workforce, committed to improving the safety, efficiency, and sustainability of the operations that power the global economy.
Own a portfolio of Enterprise and Strategic accounts end-to-end — from onboarding through renewal — with full accountability for retention and net revenue expansion
Design and run tailored rollout and enablement programs that get large organizations to value fast and build internal momentum for broader adoption
Lead QBRs and EBRs that connect Scribe's impact to the metrics executives care about, and use those conversations to surface expansion opportunities
Scribe provides a Specialized Intelligence platform that captures how work happens and turns it into a living asset for teams and AI agents. Founded in 2019, the company has grown to 7 million users across 600,000 businesses, is valued at over $1 billion, and has been named a LinkedIn Top Startup.
Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.
Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.
Drive incremental revenue and product adoption by serving as a strategic, consultative partner to key accounts.
Manage a portfolio of accounts, develop Customer Success Plans, and close complex deals with executive stakeholders.
Collaborate cross-functionally and use data-driven strategies to maximize customer satisfaction and revenue growth.
Freshworks builds uncomplicated service software that delivers exceptional customer and employee experiences. With over 4,500 employees worldwide, we foster a people-first, AI-driven culture focused on making a real impact.
Manage relationships with Linear’s top mid-market customers and act as primary point of contact for inquiries and feedback.
Drive customer onboarding, training, and adoption to ensure customers realize full value of Linear.
Advocate for customer needs internally across product, sales, and support to drive satisfaction and retention.
Linear builds a product development system for teams and agents, shaping tools for AI-era software development. Founded in 2019, it serves 40,000+ companies including OpenAI, Coinbase, and Ramp, with a remote-first culture focused on craftsmanship and fast execution.
Drive retention and growth by acting as a trusted point of contact throughout the customer lifecycle, from contract signature through renewal and expansion.
Focus on risk mitigation through early intervention, developing Save Plans and rallying internal resources to protect ARR and reduce churn.
Deliver business reviews and serve as an internal advocate for customer feedback, influencing product strategy and building customer advocates.
Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence with solutions that unlock insights and drive automation. Trusted by thousands worldwide, including many Fortune 100 companies, Hyland has grown to nearly 4,000 employees and fosters an inclusive, employee-centric culture.
Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
Guide new customers through onboarding, configuration, and initial product adoption
Monitor customer engagement and proactively identify adoption risks or opportunities
CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.
Own the relationship with key stakeholders including executive sponsors for value amplification.
Own retention and renewal outcomes by proactively managing health and risk.
Drive growth by identifying expansion signals and building business-value cases.
Conexiom provides an Intelligent Order Automation platform powered by CoreAI to eliminate manual work for manufacturers and distributors. With over 20 years of innovation and a Microsoft Azure foundation, they build inclusive culture and trusted products.
Develop and maintain strategic relationships with SMB and Corporate segment clients across US and Canada markets.
Act as a trusted advisor to key stakeholders, including C-level executives, to ensure customers achieve desired outcomes.
Drive portfolio growth through zero churn and active cross-sell and up-sell opportunities.
Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, helping organizations automate customer and operational workflows. The company supports thousands of clients in over 100 countries and was named to Inc.'s Best Workplaces list in 2025 for its commitment to employee wellbeing and strong workplace culture.
Manage a portfolio of Tier 4 customers, driving adoption, engagement, and retention through proactive outreach and strategic conversations.
Monitor customer health and product usage to identify risks and opportunities, executing action plans to improve outcomes.
Own renewal conversations and partner cross-functionally with Sales, Support, and Product to drive growth and resolve challenges.
Total Expert is the Customer Operating System for financial services, providing a platform that combines context and action for humans and AI Assistants. Since 2016, the company has enabled over seven trillion dollars of funded loan volume and offers a competitive benefits package.
Manage a portfolio of enterprise partners, serving as their trusted advisor and driving strategic account growth.
Drive deep adoption of Plooto across firm leadership and client base to maximize platform value.
Identify and close upsell and cross-sell opportunities while leading executive business reviews and expansion planning.
Plooto is a Canada-born fintech company that makes payments secure and stress-free for small and mid-sized businesses. The team values integrity, agility, and heart, and is scaling its operations.
Manage a portfolio of client accounts to drive net revenue retention and expansion.
Proactively identify and close upsell and cross-sell opportunities within existing accounts.
Lead onboarding, implementation, and business reviews to ensure measurable ROI.
Appointedd is a B2B SaaS company that provides an appointment scheduling and customer management platform. It is a growing company with a customer success-focused culture, emphasizing proactive revenue growth and client partnerships.
Manage a book of customers as the main point of contact in a shared inbox and handle customer calls.
Own medium to large projects like building in-app onboarding experiences and live webinar series.
Collaborate with customers to solve complex challenges and drive retention best practices.
Ashby provides a hiring platform that helps companies build recruitment excellence. The SMB Customer Success team is a group of fifteen spanning the US, Canada, and EMEA, with a culture of deep expertise and small teams.
Serve as the primary contact for a portfolio of 50 mid-size customers, fostering trust and long-term relationships.
Develop and execute tailored success plans to drive adoption, mitigate churn, and identify expansion opportunities.
Track customer health metrics and collaborate cross-functionally to ensure maximum value and retention.
Eltropy provides an AI-powered digital communications platform for community financial institutions, helping credit unions and community banks engage securely with consumers. It is a growing technology company with a start-up culture focused on teamwork and customer trust.