Own a portfolio of mid-market accounts end-to-end, from onboarding through renewal and expansion, staying close to customer goals.
Run a smart, efficient book of business using AI tools to draft communications, summarise account health, and spot patterns across your portfolio.
Drive adoption with intent by understanding how different teams use Dovetail and connecting that to customer goals.
Dovetail is the Customer Intelligence Platform that unifies fragmented feedback into an AI-powered intelligence layer. Founded in 2017, we are a team of 100+ across offices in Sydney and San Francisco, working with thousands of teams from Fortune 500 companies to innovative startups.
Own the entire customer journey from implementation through renewal, driving adoption and value realization.
Partner with customers to turn mentorship goals into measurable business outcomes.
Collaborate with Account Management and product teams to reduce churn and generate referrals.
Together is a mentorship software provider helping organizations build impactful programs at scale. It is part of Absorb Software, backed by strong investment and a passionate team.
Manage, coach, and develop a team of 2–3 SMB Customer Success Managers, building a performance culture grounded in metrics and accountability.
Design and operationalize a digital-first, tech-touch CS motion with automated lifecycle programs using tools like Salesforce or HubSpot.
Own GRR and NRR targets for the SMB segment, monitor customer health, and partner with Account Managers on expansion opportunities.
EvenUp uses technology and AI to empower personal injury lawyers and victims to secure faster settlements and better outcomes. They are a fast-growing vertical SaaS company backed by top VCs, seeking talented and collaborative individuals to join their team.
Own customer onboarding and renewal, driving adoption and measurable value for legal teams.
Monitor usage, identify blockers, and help integrate AI into daily legal workflows.
Build trusted relationships with executive stakeholders and translate feedback into product insights.
GC AI is the fastest-growing legal AI platform for in-house legal teams, building the future of legal work. With over 1,700 companies using the platform, including 150+ public companies, and a $60 million Series B, the company has a high-performing, ownership-driven culture.
Conduct a review of the onboarding playbook and implement a streamlined, automated version.
Manage, coach, and upskill a team of Onboarding Specialists.
Partner with Sales and Customer Success to ensure seamless handoffs and long-term health.
Steer provides a suite of software tools for automotive repair shops, combining various tools into one platform. They offer a CRM marketing suite with features like text messaging, email automation, and appointment reminders and have acquired AutoOps for scheduling software.
Build trusted relationships with customers, learning how each one works and where they want to go.
Guide new customers through implementation, onboarding, and training to ensure success.
Support existing customers by answering questions, highlighting features, and conducting business reviews.
We are an AI software and compliance operations platform startup that helps customers build, document, automate, and track recurring workflows. We service over 3k customers globally, are VC-backed, and have a strong remote culture.
Serve as the primary owner of customer relationships post-implementation, driving retention and satisfaction through strategic partnership and proactive service management.
Oversee service delivery against SLAs and KPIs, coordinate escalations, and identify expansion opportunities in partnership with Sales.
Track customer health and success metrics, leveraging data to drive continuous improvement and scalable processes.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators, helping customers maximize revenue and streamline operations. The company is trusted by over 150 leading companies globally and focuses on innovation and customer success.
Own the client relationship and drive proactive growth by anticipating needs and aligning solutions with business goals.
Master the product and become the internal expert, advocating for clients by feeding insights to product teams.
Navigate complexity by providing customers with data and insights to help them grow and overcome challenges.
WorkWave builds innovative software and fintech solutions for service professionals like pest control, lawn care, and cleaning. With over 8,000 customers globally, the company fosters a culture of accountability and collaboration.
Manage a broad portfolio of eCommerce merchants using AI tooling to amplify your reach and sharpen your focus.
Prioritize outreach based on churn risk, booking consultations to protect retention and unlock cross-sell opportunities.
Drive one-to-many engagement through webinars, roundtables, and lifecycle campaigns to boost product adoption.
Clearer.io reimagines eCommerce by enhancing search, discovery, and customer engagement through a suite of innovative apps. Our global team empowers eCommerce brands to accelerate growth, fostering a culture of collaboration, creativity, and transformation.
Understand customer goals and workflows to drive outcomes and long-term value.
Serve as a trusted advisor on QA and automated testing best practices.
Create and execute success plans that clearly link product usage to business impact.
QA Wolf is dedicated to eliminating software bugs, offering a QA solution that guarantees automated test coverage. They are backed by venture capital and industry leaders.
Own a large portfolio of accounts (150+), ensuring strong retention and product adoption at scale.
Deliver value through creative, scalable methods like Loom videos, email playbooks, and group training sessions.
Manage renewal conversations by showcasing usage and outcomes, even with hard-to-reach customers.
Spellbook is the most comprehensive AI copilot for transactional lawyers, working inside Microsoft Word to help legal teams draft, review, and negotiate contracts faster. With over 4,000 users and backed by $80 million in funding, the company focuses on simplifying legal workflows and eliminating drudgery.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
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.
Continuously identify, design, and refresh customer-facing processes that elevate the experience across all customer segments.
Influence the product roadmap to adopt and continuously improve digital touch points that scale the customer experience across segments.
Develop and deploy a comprehensive enablement and certification program for CSMs and CS leaders.
First Due provides fire and EMS agencies with end-to-end software solutions. They aim to prevent first responder injury or death. First Due offers a fully remote workplace, competitive pay, and opportunities for advancement.
Design and run automated lifecycle campaigns: onboarding journeys, adoption nudges, health-based triggers, expansion signals, and win-back sequences.
Build and own retention playbooks — structured, repeatable responses to disengagement, value gaps, and churn risk.
Own a portfolio of at-risk accounts — execute save motions, diagnose value gaps, secure renewal, drive expansion.
Katana is a remote-first, AI-first SaaS company building inventory and manufacturing software for businesses that make and sell physical products. Our 100+ person team across 10+ countries is scaling rapidly and building what's next together.
Lead, coach, and develop a team of CSMs across all customer segments.
Own the team's renewal performance and drive toward a consistent 95%+ renewal rate.
Build scalable team structure, playbooks, and processes that keep CS quality high as the business grows.
DataGrail is the Agentic Data Privacy Platform leveraging AI to automate privacy and control risk for leading brands. They are rated 4.8/5 stars on G2 and is a two-time recognized privacy leader by IDC.
Lead CX Readiness & Enablement to accelerate new hire ramp and reduce escalation rates.
Oversee Data Governance & Automation, standardizing dashboards and deploying AI with governance.
Manage Programs, Tools & Technology, driving a unified CX tech stack and vendor consolidation.
Quest Software is a global technology company providing software solutions for data management, cybersecurity, and IT operations. It is a large organization with a focus on driving operational excellence and customer experience across enterprise teams.
Work onsite with property managers to guide them through the transition.
Troubleshoot and resolve adoption challenges during implementation.
Re-Leased provides a cloud-based property management platform that combines smart automation, AI-driven insights, and deep industry expertise. They aim to simplify everyday work for property professionals. They have a global team spread across New Zealand, Australia, the United Kingdom, and North America.
Lead and develop a high-performing Customer Success team through coaching and accountability.
Own customer outcomes at scale, driving retention, adoption, and growth across a large portfolio.
Drive performance through metrics, operating cadence, and cross-functional collaboration.
First Due provides end-to-end software solutions for fire and EMS agencies to improve safety and operations. The company fosters a culture of accountability and continuous improvement, with a fully remote team and a comprehensive benefits package.
Position yourself as a subject matter expert on software business growth through technology and implement best practices for customer adoption.
Develop and execute implementation project plans, manage integrations, and handle support requests during onboarding.
Drive collaboration with internal teams and customers to achieve milestones, streamline procedures, and ensure long-term success.
HighLevel is an AI-powered business operating system for agencies, entrepreneurs, and SMBs to build, automate, and scale operations. With over 2,000 team members across 10+ countries, it operates as a global, remote-first organization focused on speed and ownership.