Stand up the client delivery engine by defining architecture and building models for forecasting.
Set cross-functional priorities with data, marketing, and pharmacy teams.
Shape the post-sale client lifecycle to expand relationships and define optimal operational models.
Leap is a fast-growing benefits solutions company that reshapes how specialty drugs are delivered and financed, eliminating hidden markups and expanding access. They partner with numerous Fortune 500 companies and are building an outlier company with real impact, seeking focus, energy, and commitment.
Design and run customer lifecycle programs across onboarding, adoption, renewal, and expansion, using AI and agentic workflows to surface risks and expansion signals.
Lead a team and partner with Customer Success leadership to own renewal forecasting, data analysis, and digital CS strategy that drives retention and growth.
Analyze data, identify gaps, and implement process improvements with a builder's mindset, ensuring consistency and measurable impact.
Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. The company infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions, and serves world leading enterprise organizations including Databricks, SAP, Siemens, and Verizon.
Serve as the strategic engine behind KnowBe4's post-sales go-to-market machine, bridging Customer Success, Sales, Marketing, and Product.
Design and implement automation for CSM efficiency, build standardized playbooks, and apply AI tooling to compress manual work.
Lead GTM readiness for product launches, own analytics and dashboards, and maintain the CS tech stack for data hygiene.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security.
Partner with CS leadership to lead annual and quarterly planning, build bottoms-up operational plans, and own forecasting frameworks across the CS organization.
Design and own the KPI and analytics framework for Implementation and Customer Success, connecting activity to downstream customer outcomes.
Build retention analytics, early warning systems, and operational cadences to drive data-driven decisions across the post-sale organization.
HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 2000 team members across 15+ countries, we operate in a global, remote-first environment rooted in creativity, collaboration, and impact.
Own the RevOps systems roadmap, defining priorities and leading cross-functional programs from scoping to adoption.
Build and maintain dashboards, reporting, and analytics to measure customer satisfaction, account health, and tool adoption.
Serve as the technical owner of core GTM tooling, including Gainsight, designing scalable architecture and enforcing data quality standards.
Modern Health is a mental health benefits platform for employers, providing a global solution with one-on-one, group, and self-serve digital resources. They are a fully remote, hyper-growth company with over $170M in funding, known for high empathy and accountability.
Build and maintain strong client relationships, driving retention and program success.
Execute account management processes, resolve issues, and track deliverables.
Lead marketing campaigns, analyze data, and present ROI metrics to clients.
Foodsmart is the leading Foodcare platform in the US, delivering nutrition-driven healthcare at scale through personalized clinical care and food benefits. With over 3 million members and a $200 million investment from TPG's Rise Fund, we are a growing, mission-driven team focused on making nutritious food accessible and affordable for all.
Serve as a key operational partner to Account Managers and AM leadership, resolving day-to-day questions and escalations.
Own the AM operating rhythm, including forecast preparation, business reviews, and performance reporting.
Support book management, account movement, and cross-functional initiatives to improve processes and tooling.
Vanta helps businesses earn and prove trust through continuous security monitoring. The company has a kind and talented team, and many employees have succeeded without prior security experience.
Produce executive-ready client materials in Google Slides and written communications.
Support cross-functional follow-through by coordinating inputs and tracking dependencies.
Quality-assure deliverables for accuracy, consistency, and alignment with brand standards.
TubeScience is a performance growth engine that powers multi-billion-dollar paid social programs for leading DTC brands and Fortune 500 companies. Founded in 2016, it is profitable, independent, and focused on helping ambitious brands grow through AI-driven creative and media buying.
Drive retention model ownership and operationalization to improve customer health and scalability.
Lead digital and scaled Customer Success motions to shift toward digital-first engagement.
Oversee deployment and optimization of the Customer Success platform (CSP) to streamline operations.
PowerSchool is the global leader in cloud-based K-12 software, powering education for students worldwide. With a mission-driven team, the company fosters a culture of diversity and inclusion, empowering employees to deliver results.
Partner with senior leaders in Partner & Alliances to shape operational priorities and improve execution.
Coordinate cross-functional programs and business rhythms across Partner & Alliances, Strategy, and Analytics teams.
Architect operational data requirements and establish scalable reporting frameworks and dashboards.
Atlassian develops software products that help teams collaborate and manage work. With over 10,000 employees, the company fosters a culture of flexibility, inclusion, and innovation.
Support the success and satisfaction of employer clients by driving enrollment, engagement, and retention.
Build and maintain strategic account plans, monitor client health, and identify opportunities for growth and expansion.
Collaborate with channel partners, sales, and cross-functional teams to deliver measurable business outcomes and seamless client experiences.
Maven Clinic is the world's largest virtual clinic for women and families, partnering with employers and health plans to provide end-to-end women's and family health programs. Founded in 2014, the company has raised over $425 million and has been recognized on the TIME100 Most Influential Companies and CNBC Disruptor 50 lists, with a culture that has won over 30 workplace awards.
Act as the strategic post-sale leader for a portfolio of healthcare accounts, building trusted relationships and aligning stakeholders on measurable outcomes.
Lead large-scale client initiatives end-to-end, managing timelines, escalations, and cross-functional collaboration to drive successful implementation.
Analyze customer workflows to identify inefficiencies and implement process improvements that maximize value and ensure long-term adoption.
Medallion is a healthcare technology company that provides a provider operations platform to automate licensing, credentialing, payer enrollment, and compliance monitoring for healthcare organizations. With over 400 employees and recognized as a top workplace, Medallion is backed by $130M in funding and is one of the fastest-growing startups in the industry.
Serve as primary administrator and technical owner of Gainsight CS, configuring and maintaining objects, fields, health scores, CTAs, and automation.
Build and manage Journey Orchestrator programs, rules engine configurations, and automated customer health signals.
Partner with Customer Success leadership to translate lifecycle strategies into scalable workflows and ensure platform governance.
Lone Wolf Technologies is transforming how we deliver Customer Success across a large and diverse customer base. The company values hands-on technical expertise and operational excellence in a collaborative environment.
Lead a team of 5-8 high performing client managers or account directors for our largest client accounts.\n- Develop executive relationships with clients in an executive sponsor capacity and partner with SVP on Value Management methodology.\n- Use financial acumen to drive strategic positioning and growth while serving as a leader of our global client team.
Modern Health is a mental health benefits platform for employers., Backed by investors like Kleiner Perkins and Founders Fund, it raised over $170M and is the fastest female-founded unicorn in the US with a remote-first culture centered on high empathy and accountability.
Manage a portfolio of live banking clients as their trusted partner after go-live.
Conduct regular check-ins and maintain strong relationships with stakeholders.
Handle support escalations and troubleshoot platform issues.
Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.
Lead the design and execution of consumer engagement campaigns across the full funnel, from outreach to re-engagement.
Serve as the primary marketing contact for clients, ensuring alignment and tailoring strategies to their needs.
Use data to uncover insights, deliver campaign reports, and optimize engagement strategies for growth.
Solera Health guides people to better health solutions by connecting them with impactful lifestyle, behavioral, and social interventions through its platform and curated network. The company fosters a remote-first culture with a casual, fun atmosphere and a team of six in this role.
Define and execute the strategy for a world-class member experience across all channels, setting the vision and roadmap for customer interactions.
Lead and grow the CX team, including hiring, onboarding, performance management, and scaling support operations with a focus on warmth and efficiency.
Own customer metrics like NPS and CSAT, build listening infrastructure, and partner with product, clinical, and growth teams to drive improvements.
Dutch Vet is a veterinary telemedicine platform that provides virtual vet visits, diagnosis, and medication delivery. The company is backed by prominent investors and led by a team of experienced startup founders and scaling experts, fostering a culture of innovation and pet-first care.
Design and build scalable processes for client engagement and member health.
Manage AVIA's Network convening events and strengthen peer-to-peer collaboration.
Ensure data integrity in HubSpot and support account owners with strategic insights.
AVIA is the nation’s leading digital transformation partner for health systems, providing strategic insights, tools, and consulting to drive better outcomes. As a growing company, AVIA fosters a collaborative, high-achieving culture where team members are passionate, creative, and results-oriented.
Support partner-led sales motions and AWS alliance programs through operational execution and reporting.
Build dashboards and monthly reports on Marketplace activity, co-sell pipeline, and partner engagement.
Collaborate with RevOps, Sales, and Marketing to improve data accuracy and streamline partner processes.
1Password is a cybersecurity company that builds enterprise password management and unified access management solutions to ensure secure digital identities for businesses. With over $400M in ARR and a team of curious, driven individuals, 1Password has been named to the Forbes Cloud 100 for four consecutive years and serves over 180,000 businesses.
Provide day-to-day Salesforce user support, including troubleshooting, data preparation, and import.
Develop and maintain Salesforce reports and dashboards for actionable business visibility.
Partner with stakeholders to gather requirements and support system enhancements and testing.
Harbor is the preeminent provider of expert services across strategy, legal technology, operations, and intelligence. They have a globally integrated team of 900+ strategists, technologists, and specialists.