Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.
Maintain a revenue base by managing retaining and expanding a book of business.
Build strong, multi-threaded relationships with your assigned customer portfolio and support them as their the key contact and advocate.
Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage.
Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. Trusted by biopharma, medtech, and diagnostics companies worldwide, Qualio eliminates fragmented systems that create audit delays and compliance blind spots.
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.
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.
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.
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.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
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.
Build client loyalty and success through product adoption with our Standard (small market) accounts.
Develop and implement a year-round touchpoint strategy with clients to ensure Energage products/services are exceeding clients’ expectations.
Act as the voice of the customer, using their feedback to enact product and/or process changes within Energage.
Energage helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. They have 23 million employees surveyed across more than 70,000 organizations, and deliver the most accurate competitive benchmark available.
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.
Maintain and expand business relationships, create up-sell and cross-sell opportunities, and build revenue with assigned clients using data, analytics, and solutions across Experian.
Maintain close strategic partnerships across the client organization, understanding client KPI's and success metrics and business operations, market challenges and short-term initiatives.
Identify new product and revenue opportunities for Experian by expanding existing and creating new client relationships in new departments within a client's organization.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries, investing in people and new advanced technologies to unlock the power of data.
Deliver value to customers, helping them realize positive business outcomes with Jitterbit.
Manage multiple stakeholders and priorities, working with a high volume of customers in the Mid-Market and SMB segments.
Drive product adoption for post-implementation stage customers, ensuring maximum value.
Jitterbit is a leading data, application, and process workflow automation solution rooted in iPaaS. We integrate critical business processes to deliver experiences and insights needed by enterprises to accelerate their digital journey.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.
Own the retention, renewal, and growth of an assigned portfolio of clients.
Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.
Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.
Manage the renewal process for high-value customer accounts, maintaining client relationships and addressing retention challenges.
Proactively mitigate churn risks, identify growth opportunities, and collaborate with sales and customer success teams.
Build client relationships, understand needs, address concerns, and identify opportunities to provide tailored solutions.
1Password is building the foundation for a safe, productive digital future. They have surpassed $400M in ARR and are continuing to accelerate, earning a spot on the Forbes Cloud 100 and teaming up with partners like Oracle Red Bull Racing.
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.
Manage customer-facing project services and coordinate with internal teams to onboard clients.
Initiate, plan, and design project timelines based on client specifics and resource availability.
Communicate project status and milestones to the client in a consistent and effective manner.
FinQuery delivers accounting automation with a focus on contract-driven accounting. Their AI platform streamlines financial contract management for controllers and finance teams. They serve over 8,500 customers worldwide and have been recognized as one of the fastest-growing companies for five years.
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.
Cultivate relationships with C-Suite executives and maintain a strong executive presence.
Lead the implementation and delivery of the Strategic Services portfolio.
Create and manage customer Success Plans that align with each institutions’ goals.
Civitas Learning helps colleges and universities apply their student data to maximize institutional impact and improve student outcomes. Their flexible Student Impact Platform creates actionable insights, enabling higher education institutions to pinpoint students at risk.