Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.
Build strategic, trust-based relationships with key customer stakeholders.
Hire, mentor, and scale a team of Customer Success Managers.
Design and implement scalable operational frameworks and SOPs.
Vanilla is an AI-powered estate advisory platform transforming how wealth is transferred across generations by unifying scenario modeling, client visualization, and document creation. They are a startup distributed across the U.S. with a mix of fully remote and hybrid roles, with a team that embraces flexibility while staying closely connected.
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.
Own and resolve complex customer scenarios with a strategic mindset.
Lead process improvement efforts and improve customer satisfaction.
Identify operational gaps through data analysis and field feedback.
Artera is an AI startup that develops medical artificial intelligence tests to personalize therapy for cancer patients. They are on a mission to personalize medical decisions for patients and physicians on a global scale.
Develop and maintain strong leadership-level relationships with customers.
Leverage customer data to provide clear, informative, and relevant information to drive improvements and solve complex problems.
Communicate consistently and proactively with customers to address their needs; anticipate potential concerns and ensure a great customer experience.
Wellframe helps healthcare organizations support health beyond the four walls of care delivery. They provide care transformation services, a patented engagement platform, clinical programs, and measurement, and seem to value trusted relationships between members and care teams.
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.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
Lead the organization through large scale change and transformation, ensuring a solid change management framework.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth
Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals by using data exhaust from interactions. They have more than 3,000 customers worldwide and are backed by Silicon Valley firms, and have been Fortune Best Workplaces certified for 5 years.
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.
Lead and develop a Global CS Organization across NAM and EMEA.
Own GRR and NRR Outcomes by connecting adoption and health metrics to retention results.
Build Scalable CS Processes, tiered engagement frameworks, and health scoring.
Canto provides a platform offering a source for brands to organize, access, and share digital assets, amplifying content value, accelerating production, and ensuring brand consistency. They have 4,000+ customers worldwide and are driven by passionate people who bring creativity, collaboration, and innovation.
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.
Deeply understand and proactively uncover the true business objectives and priorities of each client.
Reframing conversations away from product gaps and towards maximizing value using the Thrive TRM platform.
Serve as the main point of contact for key decision makers, analyzing user activity and conduct business reviews.
Thrive is a software company based in Philadelphia. They focus on making hiring for executive leadership positions easier, faster, and more equitable, serving search firms, venture capital firms, and corporate executive recruitment teams.
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.
Maintain executive relationships, lead projects, and serve as an escalation point for key accounts.
Develop strategic account plans to drive customer and Nuvolo’s growth.
Help foster adoption by raising client awareness and leveraging new product features and functionality.
Nuvolo is a global leader in modern, cloud-based Connected Workplace solutions built on ServiceNow. The company provides a platform to manage people, physical locations, assets, and work across departments while providing generous compensation, excellent benefits, and a passionate team culture.
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.
Manage a high-volume portfolio of accounts, driving product adoption.
Own renewals — using your product knowledge, data, and playbooks to engage customers.
Collaborate with Sales, Product, and Support to elevate the customer voice.
Calendly's product helps millions of people. It is experiencing exciting product growth and is a great place to learn, grow, and do the best work of your life.
Partner with functional leads to improve processes, workflows, and tools for scalable operations.
Develop insightful reporting and data insights for the Client Advisory Services team and leadership.
Help design and improve processes and manage post-sales tools that support scalable operations.
Optro is a leading audit, risk, ESG, and InfoSec platform, having surpassed $300M ARR and continuing to grow. They are one of the 500 fastest-growing tech companies in North America for the seventh year in a row and their customers love them.
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.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.