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.
Identify high-friction, high-volume manual work across Success and Support
Design and deploy AI-assisted workflows that eliminate repetitive tasks
Build CSM copilots that automate summaries, prioritization, and follow-ups
Wrapbook provides a unified payroll platform that seamlessly connects your entire team—production, accounting, cast, and crew—all in one place making production payroll and accounting easier, faster, and more secure. Wrapbook has a growing team of 250+ people across the USA and Canada.
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.
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.
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.
Ensure sellers have clear territories, clean data, effective processes, and actionable insights to hit revenue targets.
Champion AI adoption across RevOps to eliminate manual work and improve decision quality.
Define NRR, GRR, and logo retention metrics with clear, documented calculation methodologies.
Madison Logic helps marketers align every decision-maker, in every buying group, at every stage of the journey using data-driven insights and strategic expertise. They have a global presence with offices in India, Singapore, the UK, and the US and are committed to a culture where every person feels confident navigating their unique path and inspired to grow every step of the way.
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.
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.
Serve as primary owner and administrator of core Customer Operations platforms.
Build and maintain dashboards and reporting that provide visibility.
Design scalable workflows supporting Support, Customer Success, and Partner Operations.
Automatiq is the leading all-in-one software platform in the live event ticketing world, serving resellers of all sizes. They are data-driven and customer-obsessed as they work to solve interesting and complicated challenges in a fast-growing global market and are relentless in maximizing our team’s career goals.
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.
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.
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.
Build the data, process, and tooling layer for Eve’s Customer Success organization.
Design systems: building the health score methodology that predicts churn, operationalizing playbooks, and standing up renewal forecasting that leadership and Finance trust.
Deliver capacity planning, territory design, and comp modeling that keeps pace with a growing team and portfolio.
Eve is redefining what’s possible in legal technology with AI-driven solutions that elevate how law firms operate, serve clients, and grow. They have raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed and are growing fast.
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.
Serve as the primary post-sales point of contact for a variety of small business customers
Develop a deep understanding of each customer's business objectives and industry challenges.
Act as a customer advocate within the company, relaying feedback to the product and engineering teams to drive continuous improvement.
Podium brings AI Employees to local businesses that turn every conversation into revenue. Trusted by 60,000+ businesses, they capture and convert leads 24/7. They have been recognized as the Best AI Implementation by Inc. Magazine.
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.
Own onboarding processes, documentation quality, and success planning
Review calls and provide actionable feedback
Manage a small portfolio of high-impact customers
Our client is building the future of AI-powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI directly into ATS and CRM systems to drive real operational impact.
Execute operational activities to support Customer Success, including reviewing price quotes
Develop and maintain a deep understanding of our Customer Success tools, processes and procedures
Identify areas for process improvement and propose solutions to increase efficiency and scalability
CrowdStrike is a global leader in cybersecurity, protecting the people, processes, and technologies that drive modern organizations. Since 2011, CrowdStrike's mission has been to stop breaches and redefine modern security with its AI-native platform, serving customers across all industries. They cultivate a culture that offers flexibility and autonomy, seeking passionate individuals committed to innovation, customers, and community.
Lead operational initiatives to enhance customer lifecycle management.
Develop dashboards and reporting frameworks for insights on customer health.
Define operational requirements and implement solutions across platforms.
Jobgether is a platform that connects job seekers with employers through an AI-powered matching process. They focus on ensuring applications are reviewed quickly, objectively, and fairly and aim to identify top-fitting candidates for companies.
Engage with our most at-risk customer segment to maximize product adoption and deliver customer value.
Generate brand ambassadors and uncover expansion opportunities to drive growth.
Provide valuable feedback to cross-functional teams to shape the future of our product and offerings.
Owner.com is an AI growth system for local restaurants, improving SEO, marketing, and online ordering to grow first-party orders. The company has a team in the low hundreds with top talent from successful SMB software companies like Shopify and HubSpot.
Own the health, retention (90%+), and expansion (10-15%) of our mid-market customer portfolio.
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; they believe that world models are at the frontier of progress in artificial intelligence. Their team consists of creative, open minded, caring and ambitious people who are determined to change the world.