Source Job

• Create and own quarterly success strategies to identify churn risks and maximize revenue.
• Build strong relationships with customers, using empathy to become an expert at driving value with Karbon.
• Manage renewals, monitor customer health, and advocate for customers internally to drive retention and expansion.

Karbon is the global leader in AI-powered practice management software for accounting firms. The company is well-funded, ranks #1 on G2, and has a people-first culture recognized by Great Place To Work certification and Fortune's Best Small Workplaces list.

• Build and maintain trusted relationships with mid-market customers through proactive communication.
• Manage a portfolio of accounts, focusing on adoption, retention, and growth.
• Use customer health data to identify risks and opportunities, collaborating with cross-functional teams.

This company offers a SaaS solution and is focused on customer success and engagement. With a global team spanning North America, the UK, and India, they foster a collaborative and inclusive remote-first culture.

• Develop and execute strategic account plans to ensure customer success and identify growth opportunities.
• Serve as the primary contact for escalated issues, collaborating internally to resolve challenges.
• Conduct proactive meetings and quarterly business reviews to enhance customer retention and expansion.

Certn is a background screening company that simplifies trust through easy background checks. The company has raised $127M+, earned Deloitte Fast 50 recognition three years in a row, and fosters a remote-first, high-performance culture with a no-jerk policy.

• Drive scalable engagement across a large portfolio of SMB customers through email campaigns and automation.
• Analyze account data to generate insights and prioritize actions for customer health and retention.
• Collaborate cross-functionally with Product, Sales, Marketing, and Support to drive customer value.

Fleetworthy offers a complete technology suite for fleet readiness, including safety, compliance, toll management, and weigh station bypass. Trusted by 75% of top North American fleets, the company supports millions of vehicles and fosters a diverse, inclusive culture.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• Manage a portfolio of customers through scaled engagement programs to drive adoption, retention, and expansion.
• Lead onboarding and ongoing success, coaching champions and facilitating training sessions.
• Use data and customer health insights to prioritize high-value activities, reduce churn, and identify upsell opportunities.

They are a fast-growing global software organization providing customer success and operational solutions. Their culture emphasizes continuous improvement, ownership, trust, and personal development.

• Deliver a world-class customer experience across the full customer lifecycle, from post-sale to renewal and expansion.
• Build trusting relationships with customers, understand their business goals, and drive product adoption.
• Lead the renewal process, mitigate risk, and identify upsell and cross-sell opportunities.

Ryan is a rapidly expanding tax services firm serving the world's most respected Global 5000 companies. The company offers an innovative work environment, accelerated growth for high performers, and a competitive benefits package.

• Manage a portfolio of 45–55 mid-market accounts, driving adoption, retention, and growth while leading renewal and expansion conversations.
• Build multi-threaded relationships across personas from comp admins to C-suite, delivering compelling QBRs and executive briefings.
• Proactively identify risks, present accurate weekly forecasts, and serve as the voice of the customer with Product and Engineering teams.

CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation management. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, it empowers high-growth companies like Netflix, Figma, and Stripe and is on a fast-growing team committed to solving complex sales performance problems.

• Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
• Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
• Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.

The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.

• Manage a portfolio of SMB merchants and serve as the primary owner of the post-launch customer experience, driving retention and adoption.
• Proactively identify risks, manage escalations, and coordinate with internal teams to resolve issues and ensure merchant success.
• Help define and build the foundation of the Customer Success function, including playbooks, processes, and account health frameworks.

DoorDash is a technology and logistics company that empowers local economies by enabling door-to-door delivery and now offers a platform for any goods. The company is growing rapidly and values diverse teams, providing comprehensive benefits and a focus on employee well-being.

• Own the full post-sale lifecycle for commercial accounts, including onboarding, adoption, renewal, and expansion.
• Monitor account health and usage signals to proactively surface risk and growth opportunities.
• Partner cross-functionally with Sales, GTM Engineering, and Product to ensure a seamless customer journey.

Tavily builds the search engine for AI agents, connecting LLMs to high-quality web content for RAG and real-time reasoning. The company works with innovative AI teams from startups to large enterprises, fostering a fast-moving, collaborative culture.

• Manage a portfolio of school and school district accounts to ensure product adoption and retention.
• Build trusted client relationships through proactive account management and training coordination.
• Collaborate with internal teams to resolve issues and contribute to continuous customer experience improvements.

The company provides a SaaS-based education solution that helps educators and students plan successful futures. It fosters a mission-driven, inclusive culture focused on learning and innovation.

• Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
• Partner with customers to develop plans that align with their long-term goals and drive adoption.
• Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.

Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.

• Manage a portfolio of 45-55 mid-market accounts, driving adoption, retention, and growth.
• Lead strategic success plans, QBRs, and executive briefings that tie product value to business impact.
• Run renewals and expansions end-to-end with principled negotiation and accurate forecasting.

CaptivateIQ offers a sales performance management platform for planning, managing, and optimizing sales performance. It's a fast-growing startup backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, serving companies like Netflix, Figma, and Stripe.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
• Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
• Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

• Manage a portfolio of SMB customers, building long-term relationships and driving adoption.
• Conduct regular check-ins to assess satisfaction and guide customers through challenges.
• Identify upsell and renewal opportunities while acting as the voice of the customer internally.

This partner company provides technology solutions and customer success services to small and medium-sized businesses. They foster a collaborative, people-first culture with autonomy and opportunities for growth.

• Own the relationship with every managed and self-serve Premium account, handling onboarding, escalations, and day-to-day communication for a focused book of a few dozen accounts.
• Generate expansion pipeline by spotting renewal risk early, keeping accounts healthy, and creating qualified opportunities for the sales team.
• Build an AI-native Customer Success function by supervising and correcting AI agents as they automate operational work, shifting your time toward judgment, relationships, and growth.

Browse AI provides an AI-powered platform for web data extraction, monitoring, processing, and automation, helping entrepreneurs and enterprises scrape, monitor, and automate data extraction from any website without code. They are a remote-first Canadian startup serving over 2,000 customers globally, with a lean team and a culture of automation and AI innovation.

• You own a portfolio of customer accounts as their primary point of contact throughout the customer lifecycle.
• You manage the renewal process end-to-end with accurate forecasting and on-time renewals.
• You identify and drive upgrade and expansion opportunities within your book of business.

EasyLlama is on a mission to end checkbox compliance by reinventing compliance training with engaging, bite-sized, mobile-first learning. We are a bootstrapped, profitable company trusted by over 6,000 organizations, including Shake Shack and Sephora, and recognized on the Inc. 5000 list with a 96% G2 rating.

• Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
• Partner with Account Managers to drive renewal and expansion within your book of business.
• Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.

Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.