Drive growth at existing credit union customers using Eltropy's agentic AI platform.
Build and run automated outreach campaigns while developing 1:1 relationships with C-suite decision-makers.
Partner with CSMs, Sales Engineering, and Marketing to land meaningful expansions across accounts.
Eltropy provides a secure, compliant digital communications platform that helps community banks and credit unions engage with consumers through text, video, chat, and AI. It is a high-growth tech company with a collaborative, supportive culture that values innovation and employee experience.
Own a portfolio of high-value enterprise accounts as their primary point of contact and advocate.
Drive revenue retention and expansion through long-term success strategies and executive business reviews.
Manage escalations end-to-end, spot at-risk accounts early, and turn successful clients into references.
Traild is a high-growth SaaS company combining AI, automation, and payments infrastructure to power B2B finance. They have a world-class culture (eNPS 68) and are building the infrastructure behind modern finance.
Own a book of 50–70 SMB accounts from kickoff through renewal, driving adoption and retention.
Serve as first responder for all inbound customer questions via Slack and ticketing system, triaging and resolving issues.
Contribute to knowledge management by creating documentation, playbooks, and help center content.
Suger helps revenue teams sell more effectively by simplifying cloud marketplace workflows. They have a flat, fast-moving culture with ~70 employees across SF and Vancouver, backed by leading VCs.
Own day-to-day relationships with UK-based customers as the primary point of contact for onboarding, setup, and support.
Guide clients through onboarding and early use-case design, ensuring they get real value from the platform.
Coordinate with US product and engineering teams on feedback, account health, and timezone handoffs.
Farsight is an agentic AI platform for financial services that helps investment banks and private equity firms automate complex workflows. The company is partnered with S&P Global and has a team from Evercore, General Atlantic, Amazon, and Hugging Face.
Own and manage strategic customer relationships across enterprise organizations and financial institutions.
Build and scale customer success and support operations, including onboarding, health scoring, and escalations.
Lead, hire, and develop a small team while partnering closely with Sales, Product, and Engineering.
They are a B2B SaaS marketplace connecting community partners and vendors. The company is a scaling startup with a small team and a collaborative culture focused on long-term growth.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.
Define and execute the regional customer success vision and strategy for the Americas financial services business.
Lead and develop a high-performing customer success organization while partnering with Sales, Engineering, and Product Management.
Build trusted relationships with senior customer stakeholders to drive adoption, retention, and growth.
SAS is a leader in data and AI, providing software and services that help customers transform data into intelligence. The company is recognized globally for its inclusive culture, innovative technologies, and world-class employee experience.
Build and maintain trusted relationships across an assigned customer portfolio, engaging executive sponsors, program leadership, IT, and end users.
Drive CaseWorks adoption through proactive outreach, customer education, best-practice guidance, and coordinated enablement activities.
Lead retention efforts, identify renewal risks early, partner with Sales on renewals, and uncover expansion opportunities aligned with customer needs.
Next Chapter Technology provides the CaseWorks platform, delivering document management, content services, workflow automation, and document infrastructure solutions for Health & Human Services agencies. The company is a close-knit, ambitious team that values individual contributions, collaboration, and shared vision for growth.
Lead and scale the AMER Customer Success organization, managing managers and a team of 15 CSMs.
Own AMER gross and net revenue retention, driving adoption, expansion, and disciplined at-risk processes.
Build a customer maturity framework, value-based EBRs, and AI-driven next-best-action systems.
UpGuard builds an AI-driven cyber risk posture management platform that helps organizations stay ahead of evolving attack surfaces. The company is scaling after a $75M Series C and is a Certified Great Place to Work with 99% employee satisfaction.
Own a portfolio of top enterprise accounts, driving value, adoption, and renewal.
Build executive relationships and lead business reviews that tie Netomi's AI platform to outcomes.
Own renewals, forecast accuracy, and expansion discovery with Account Management.
Netomi is the leading agentic AI platform for enterprise customer experience, working with global brands like Delta Airlines and MetLife. Backed by WndrCo, Y Combinator, and Index Ventures, it helps enterprises drive efficiency and deliver higher quality customer experiences.
Manage a portfolio of commercial and mid-market accounts, owning product adoption, account health, and renewal coordination.
Build trusted relationships and success plans tied to customer goals, while leading adoption check-ins and quantifying value.
Partner with Account Executives, Support, and Product to resolve escalations and translate customer feedback into actionable insights.
Pindrop is a cybersecurity company delivering continuous identity verification across voice, video, and digital interactions. Its technology is informed by over 8 billion real-world interactions annually, protected by 300+ patents, and backed by leading investors including Andreessen Horowitz, IVP, and CapitalG.
Own Customer Success and Support end-to-end: team structure, staffing, and comp plans.
Design customer-tiering and coverage models to scale 2,100+ accounts.
Partner with Sales, Product, and Engineering to drive retention and expansion.
GC AI is the legal intelligence platform built for in-house legal teams and companies. With 2,100+ customers, an 80 NPS, and a culture of ownership and customer obsession, the company is scaling rapidly.
Own strategic customer relationships after the sale, build onboarding playbooks and account health scoring, and lead a small customer success team.
Identify renewal risks at least 120 days in advance, partner with Sales on renewals and expansions, and run quarterly business reviews.
Manage escalations, coordinate cross-functional resolutions, and bring customer and vendor insights to Product and Engineering.
Our client is a SaaS company that powers branded vendor marketplaces for banks, venture capital firms, private equity firms, and business communities. They are a high-growth vendor management startup with a small, collaborative team offering direct leadership access and room to grow.