Source Job

• Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number.
• Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies.
• Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly.

Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.

• Manage inbound client communications and ensure a consistent, high-quality customer experience.
• Conduct consultative conversations to understand client needs, goals, and concerns.
• Collaborate with internal teams to improve onboarding, retention, and overall customer success processes.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• 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.

• Deliver customer‑centric service that drives satisfaction and strong NPS.
• Collaborate with internal teams to resolve issues and escalate product feedback.
• Develop and execute account plans to support retention and relationship growth.

Applied Systems is transforming the insurance industry. With over 40 years of experience in the Insurtech game, they deliver innovative software and services that make them indispensable to their customers. The company builds a team ready to learn and try new things within a culture built on values.

• Lead and build relationships: Own a portfolio of customers and guide them with tailored strategies that increase adoption, satisfaction, and long-term retention.
• Spot opportunities & drive growth: Identify upsell and cross-sell opportunities by understanding customer needs and uncovering additional value.
• Be the voice of the customer: Advocate for your customers internally and help influence product and service improvements through their feedback.

Eye Security provides cybersecurity and embedded cyber insurance solutions for organizations across Europe. They've grown to over 170 employees and continue to expand internationally, uniting professionals from intelligence, military, tech, and consulting backgrounds.

• Serve as the primary post-sale partner, building trusted, strategic relationships.
• Lead onboarding and training, monitor account health, and deliver regular business reviews.
• Identify process improvements, strengthen internal workflows, and influence customer success strategy

Mural Health aims to make clinical trials easier for participants and caregivers by removing obstacles. They seem to be a startup, with a culture of collaboration and cross-functional teamwork.

• Build and expand client relationships to achieve customer success and satisfaction.
• Develop and execute strategic account plans to achieve valuable outcomes.
• Work cross functionally with internal teams to advocate for customers.

PointClickCare is a leading health tech company that helps providers deliver exceptional care. They empower their employees to push boundaries, innovate, and shape the future of healthcare, serving over 30,000 provider organizations.

• Build trusted relationships with health system executives to drive customer retention, expansion, and value realization using AI-powered tools and analytics.
• Lead strategic discussions and executive business reviews that connect the care coordination platform to measurable clinical, operational, and financial outcomes.
• Own customer onsite planning and execution, ensuring high-impact delivery and leveraging AI tools to personalize experiences and synthesize insights for strategic accounts.

CipherHealth is an award-winning software company providing automated, scalable platforms to enhance care coordination and patient engagement across healthcare organizations. The company fosters a remote-first culture with employee resource groups and values teamwork through initiatives like monthly all-hands meetings and a robust onboarding program.

• 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, 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.

• 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.

• Connect with potential clients and explain product suite.
• Manage the sales process, make outbound calls, and respond to inquiries.
• Maintain and update client records to ensure regulatory compliance.

This company helps connect families and build careers. They are hiring individuals who are passionate about making a difference while building a rewarding remote career.

• 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.

• Support customers and users by managing support requests and building deep knowledge of the platform.
• Build the support operating system by designing ticketing workflows, escalation routes, and response templates.
• Turn support into product insight by identifying patterns in customer feedback and translating those into product ideas.

Mast is building modern, cloud-native lending technology purpose-built for specialist lenders. We are a high-performance team where everyone has real ownership and direct impact.

• Manage and prioritize customer inquiries across support channels, delivering timely resolutions.
• Provide hands-on support to community administrators and creators, helping them navigate platform features.
• Develop expertise in the platform’s ecosystem to troubleshoot technical and product-related issues.

Jobgether is a platform using AI-powered matching to ensure applications are reviewed fairly. The company connects job seekers with roles, focusing on objectivity and speed in the hiring process.

• Own the onboarding and early success of each customer.
• Launch and monitor ads, website, and funnel performance.
• Diagnose issues across the full funnel (ads, traffic, conversion, lead quality, customer behavior).

Wonderly is building the first end-to-end AI business platform for service businesses. With backing from YC and Sam Altman, a $500M+ valuation, and hundreds of thousands of users, they're well positioned to lead and are building for the majority of businesses in the economy.

• Serve as an account owner, product expert and mental health advocate for your assigned Mid-market and SMB customers.
• Build rapport with decision makers and main points of contact to influence change in order to drive optimal member utilization of the product.
• Own the full customer lifecycle including onboarding, value realization, engagement strategies, expansion and renewal.

Spring Health aims to eliminate every barrier to mental health by delivering the right care at the right time. They partner with over 450 companies and provide care for 10 million people, with a valuation of $3.3 billion.

• 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.

• Build and maintain strong relationships with enterprise customers, ensuring successful onboarding and value realization.
• Drive product utilization by aligning capabilities with customer goals and delivering strategic reviews.
• Own renewals by monitoring customer health metrics, mitigating risks, and maintaining high satisfaction.

Teramind pioneers a predictive, AI-driven approach to safeguarding organizations' people, data, and operations. They are a global leader in user behavior analytics, insider risk management, and workforce intelligence, empowering businesses to transform data into a strategic asset.

• Implement, manage, and grow both new and existing SMB customer base, driving adoption, retention, and expansion.
• Serve as a subject matter expert and point of escalation for all SMB customers.
• Build and execute plans to accelerate revenue through Omada marketing best practices; ensure enrollment forecasts are met or exceeded.

Omada Health is on a mission to inspire and nurture lifelong health, one day at a time. Omada's virtual care teams help individuals living with chronic conditions achieve long-term health improvements by combining the latest and breakthrough behavioral science. Omada has served more than two million members since launch across 2,000+ employers, health plans, pharmacy benefit managers, and health systems.