Manage the administration and optimization of Customer Success platforms.
Leverage AI and automation tools to enhance account insights, risk detection, and customer communications.
Execute and standardize core customer lifecycle processes, including onboarding, success planning, Quarterly Business Reviews, renewals, and expansion.
IDC is a global provider of trusted technology intelligence. They equip business and technology leaders with the evidence they need to make confident decisions, informing strategy, investment, and innovation across industries and regions with over 1,000 analysts worldwide.
Design, build, and continuously iterate on AI-powered digital programs that drive measurable outcomes across the post sales customer journey.
Write SQL queries to extract, analyze, and operationalize customer data, including usage trends, adoption signals and churn indicators.
Develop and operationalize automated engagement sequences using AI and digital channels tailored to customer segment, behavior, and lifecycle stage.
Halcyon is the industry’s first dedicated, adaptive security platform that combines multiple proprietary advanced prevention engines along with AI models focused specifically on stopping ransomware. Formed in 2021 by a team of cyber industry veterans, as a remote-native, completely distributed global team, they recognize great talent can exist anywhere.
Drive adoption, retention, expansion, and satisfaction for our scaled customer base.
Identify gaps, design scalable solutions, and execute programs that drive customer success at scale.
Ensure on-time renewals and accurate renewal forecasting across assigned accounts.
Nearmap is an Australian-founded, global tech pioneer innovating in location intelligence. They provide high-resolution imagery and insights, helping customers create meaningful change and propel industries forward.
Own the health and retention (90%+) of our mid-market customer portfolio, managing relationships through a combination of high-impact touchpoints and systematic engagement
Build the scaled success motion from scratch—develop playbooks, automated campaigns, and engagement frameworks that can grow with the business
Monitor account health and usage patterns to identify risks and expansion opportunities, then execute targeted interventions to drive outcomes
Runway is building AI to simulate the world through merging art and science. The team consists of creative, open minded, caring and ambitious people who are determined to change the world.
Own NRR, retention, and onboarding outcomes across the Customer Success organization.
Build and scale CS through AI, automation, and systems thinking.
Design and evolve engagement models across customer segments.
Customer.io's platform allows over 7,500 companies to send billions of emails, push notifications, in-app messages, and SMS every day. They power automated communication, helping teams send smarter, more relevant messages using real-time behavioral data; they value empathy, transparency, and action.
Design and operationalize tech-touch Customer Success strategy.
Define and implement a customer health scoring framework.
Use AI tools to automate and scale engagement programs.
Branch empowers workers with financial freedom by helping companies accelerate payments and providing Americans with accessible financial services. They are committed to building inclusive and transparent financial products and value diversity, innovation, and collaboration within their team.
Own and grow a portfolio of 25 or more mid market enterprise customers, guiding them from go live through long-term value realization
Serve as a trusted advisor to executive sponsors, aligning AI-driven solutions to strategic business outcomes
Drive adoption, engagement, and expansion of the Moveworks AI Assistant across ServiceNow workflows
Moveworks, now part of ServiceNow, is redefining how work gets done. Together, they combine Moveworks’ industry-leading AI Assistant with ServiceNow’s world-class workflow platform to deliver instant, intelligent support across IT, HR, Finance, and beyond.
Master AI agents, automations, integrations, and analytics
Own onboarding, adoption, and expansion lifecycle
Configure AI agents across voice, chat, and messaging
The client is a fast-growing company in the AI-powered business communication space, helping organizations replace manual workflows with intelligent AI agents across voice, chat, and messaging. They partner with enterprise staffing and workforce organizations, embedding AI agents directly into ATS and CRM systems to drive automation, efficiency, and scale.
Own the quality, consistency, and effectiveness of the CareMessage experience across customers, partners, and grant-funded programs.
Ensure that customers and ecosystem partners are successfully onboarded, engaged, supported, and enabled to realize value from the platform.
Lead multiple customer-facing functions and programs, including Professional Services, Customer Success across segments, Workforce Enablement, Partner Success.
CareMessage is dedicated to advancing health equity. They focus on scaling its CX function non-linearly—growing our ability to serve more customers per team member through thoughtful use of digital engagement, AI-augmented workflows, and scalable enablement infrastructure.
Be the face of Insider One to our clients and the bridge between their needs and our technology.
Help clients understand their needs and ensure they utilize our technology to its fullest.
Develop and maintain key account plans to boost the value we provide to our client's organization.
Insider One is a platform that delivers marketing and customer engagement solutions. They have 1,500+ team members across 30+ offices and are backed by investors like Sequoia Capital and trusted by 2000+ customers including Samsung and Nike.
Own a portfolio of 150–300 customers with clear accountability for retention, adoption, and expansion outcomes
Proactively engage customers through calls, meetings, and scaled campaigns to drive value and momentum
Monitor health signals, usage data, and renewal indicators to prioritize the highest-impact actions
Newsela takes authentic, real world content from trusted sources and makes it instruction ready for K-12 classrooms. Today, over 3.3 million teachers and 40 million students have registered with Newsela for content that's personalized to student interests, accessible to everyone, aligned to instructional standards, and attached to activities and reporting that hold teachers accountable for instruction and students accountable for their work.
Drive Post-Sales Success: Own the customer’s post-sales transformation, aligning offerings to goals.
Collaborate Strategically: Partner with Account Executives to create pre- and post-sales strategies.
Mitigate Risks and Drive Value: Proactively identify risks and develop strategies to overcome them.
ServiceNow, founded in 2004, is a global market leader providing AI-enhanced technology to over 8,100 customers. Their cloud-based platform connects people, systems, and processes to empower organizations in finding smarter ways to work.
Proactively manage customer relationships from implementation hand-off through renewal and beyond.
Drive world-class customer retention by establishing a trusted advisor relationship that drives strong product adoption and value delivery and creates customer advocates.
Develop an in-depth understanding of each customer’s business goals, initiatives, and use cases to support their business objectives based on their unique use cases.
Verifiable is a provider credentialing and network monitoring platform, delivering industry-leading AI, API and Software solutions to help healthcare organizations optimize operations at enterprise scale. It is a fast-moving, early-stage team of almost 150 employees that values impact, ownership, and follow-through, operating fully distributed across the US and internationally.
Manage a high volume of customers using one-to-many communication strategies.
Monitor churn risk through behavioral signals and health scores; deploy automated renewal readiness campaigns.
Identify product-qualified leads and usage-based expansion opportunities, triggering in-app messages and emails.
Optro is a leading audit, risk, ESG, and InfoSec platform used by over 50% of the Fortune 500. They are known for their award-winning technology and customer satisfaction, and have been recognized as one of the fastest-growing tech companies in North America for seven years running.
Translate the marketing teams’ campaign ideas into concrete web experience requirements
Drive the Product Roadmap for Digital, prioritizing what drives engagement and moves the needle
Collaborate with Product Marketing, UX, Digital Product Management, Copywriting, Engineering, and agency partners to move from strategy to execution
ServiceNow is a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Partner with Customer Success leadership to build operational processes for customer growth.
Develop and maintain reporting, dashboards, and metrics for key customer success KPIs.
Lead cross-functional initiatives that improve the post-sales customer journey.
EvenUp is on a mission to close the justice gap using technology and AI. They empower personal injury lawyers and victims to get the justice they deserve. They are one of the fastest-growing vertical SaaS companies in history, backed by top VCs.
Oversee a portfolio of customers to help them achieve business outcomes and foster greater adoption and usage of ServiceNow products.
Bring ServiceNow's best practices, innovations, and capabilities to help customers achieve their goals.
Ensure that customers obtain the maximum value from their ServiceNow investment and use their licenses.
ServiceNow's cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. With innovative AI-enhanced technology, they serve over 8,100 customers, including 85% of the Fortune 500®.
Support the execution of lifecycle marketing campaigns across various channels.
Assist in testing and optimization efforts by analyzing campaign performance.
Implement and manage campaigns within Braze (or similar platforms).
Upwork is the world’s work marketplace, connecting businesses with independent talent. More than $3.8 billion of work was done through Upwork last year, offering skilled professionals more control over their careers.
Design and refine the lifecycle for the 1:Many cohort.
Directly manage and provide leadership for high-potential accounts.
Integrate AI tools to manage account health and communications.
RainFocus provides a software platform for in-person, virtual, and hybrid events, serving Fortune 500 companies. They focus on business intelligence to elevate the attendee experience and streamline event operations.
Drive Gross Retention Rate (GRR) and churn mitigation by managing the overall Portfolio Health for the team's entire book of business.
Design and implement scalable programs and processes to improve retention, expansion, and customer engagement
Build and coach commercial expertise across the team, including value-based selling, negotiation, navigating legal/procurement hurdles, and using data in customer interactions
Medely is a high-growth series-C technology start-up reimagining the future of healthcare work by providing an on-demand marketplace and workforce management tools. As a fully remote team of sharp, collaborative, and entrepreneurial individuals, they are dedicated to redefining the way healthcare workers and facilities work together to provide for patients.