Own and maintain the roadmap for Zendesk and related tooling across clinical, records management, member support, and provider support.
Work closely with clinical and service team Leads through workflow mapping and discovery sessions to identify bottlenecks and automation opportunities.
Evaluate and prioritize AI agent opportunities in Zendesk and other platforms, assessing feasibility, ROI, and operational risk.
Vida Health is a virtual, personalized obesity care provider that utilizes evidence-based treatment to help patients manage obesity and related conditions. Vida's team takes a whole-person approach to care, helping people lose weight, reduce stress and improve their overall health.
Serve as a primary RevOps point of contact for NAMER Sales Development Front Line Managers.
Conduct ad-hoc analyses on SDR performance data to surface actionable insights.
Identify bottlenecks in the sales development process and suggest improvements to workflows, handoffs, and qualification criteria.
Vanta helps businesses earn and prove trust by enabling companies to practice better security and prove it with ease. They have a kind and talented team, and empower companies to improve and prove their security.
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.
Own the customer experience and handle customer tickets, escalations, billing questions, bug reports, and product education.
Scale support through AI and self-serve by spotting repetitive ticket categories and building human-in-the-loop workflows.
Develop the team by managing one full-time support IC plus contractors and VAs, setting role clarity, goals, and performance expectations.
Instrumentl is a profitable SaaS platform that helps nonprofits discover, track, and win grant funding. They are a hypergrowth, YC-backed company with over 5,500 customers and are committed to building something that matters.
Optimize our lead generation, routing, and conversion systems
Analyze funnel performance, provide data-driven strategic insights to sales leadership and implement prioritized strategies
Support day-to-day management of tools across the sales tech stack, build workflows and automations and be first to troubleshoot issues
TouchBistro offers an all-in-one Point-of-Sale and restaurant management system. They have powered more than 29,000 restaurants around the world, and foster an inclusive workplace where all individuals have an opportunity to succeed.
Lead, manage, and develop a team of operations professionals across CSM Ops, Renewals Ops, and PS Ops.
Partner with Revenue Technology to represent and prioritize CX operational requirements for Customer Success and Professional Services systems.
Drive improvement in PS and CSM bookings and revenue forecasting processes, reducing reliance on manual aggregation.
GitLab is the intelligent orchestration platform for DevSecOps. They enable organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. GitLab has over 50 million registered users and according to their data, more than 50% of the Fortune 100 trust GitLab.
Own Omada’s end-to-end commercial operating system (planning, pipeline, forecasting, compensation, tooling, and governance) to support scalable growth.
Lead, coach, and inspire a high-performing Commercial Operations organization setting clear charters and success metrics.
Define and execute a coherent AI strategy for Commercial Operations, using AI to improve pipeline insights and rep productivity.
Omada Health is reverse engineering the way healthcare is delivered in America, putting the space between doctor visits–where health is won or lost–at the center of care. Omada has served more than two million members since launch across 2,000+ employers, health plans, pharmacy benefit managers, and health systems.
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.
Develop a business plan that anticipates future growth and tech shifts.
Implement tools to handle thousands of multi-channel tickets per week.
Lead the strategy for integrating AI-driven support tools.
Sana is a health plan solution built for small and midsize businesses, designed around its integrated primary care service, Sana Care, ensuring members can easily access high-quality, affordable care while employers and brokers can manage company benefits. They've been remote-first since day one, with a fully distributed team across the U.S and value curiosity, ownership, and speed, building in the open, together.
Analyze GTM and sales data to identify trends and areas for optimization across the sales funnel.
Audit, clean, and maintain CRM data (Salesforce) on an ongoing basis.
Manage and support key GTM tools and vendor relationships, including Salesforce and LinkedIn Sales Navigator.
QA Wolf aims to eliminate every software bug in the world and is the first QA solution that guarantees automated test coverage. They're a remote-first company with a leadership team coming from Amazon, Bridgewater, ZipDrug, and other industry-shaping companies.
Own and optimize the marketing automation platform (Pardot) and CRM (Salesforce), including integrations, segmentation, and compliance with data regulations.
Build and maintain dashboards and reporting to track KPIs, pipeline performance, and campaign ROI, delivering actionable insights.
Partner with Demand Generation, Sales, and RevOps teams to align on goals and enable them with tools, training, and documentation.
Horizon3.ai is a fast-growing remote cybersecurity company focused on enabling organizations to proactively find, fix, and verify exploitable attack vectors through its NodeZero autonomous penetration testing platform. The team consists of former U.S. Special Operations cyber operators, startup engineers, and cybersecurity practitioners, fostering a culture of respect, collaboration, ownership, and results.
Own and evolve the operating model for Maven’s Client Support function.
Lead and develop a team of Client Support Associates.
Bring the operational perspective into Product and Engineering conversations.
Maven Clinic is the world's largest virtual clinic for women and families, aiming to make healthcare work for everyone. They provide clinical, emotional, and financial support through a digital platform, trusted by over 2,000 employers and health plans, and they have an award-winning culture.
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.
Define support obligations across each partnership.
Design the support model.
Own the operational infrastructure.
Bastion builds regulated financial infrastructure for modern businesses. Bastion's full stack product suite covers stablecoin issuance, custodial wallet infrastructure, and global asset conversion rails, with the flexibility to deploy individual capabilities or combine them end-to-end.
Serve as the primary administrator for Salesforce and the broader sales tech stack.
Administer, monitor, and optimize lead routing logic to ensure leads are distributed fairly.
Assist in the evaluation, implementation, and integration of new sales technologies that increase rep productivity.
Forward Financing is a financial technology company based in Boston, Massachusetts. They unlock the capital that fuels small businesses across America and are recognized as a Best Place to Work, investing in its employees, technology, and customer experience.
Own the problem, not just the ticket — you see something broken and fix it, then document it so it doesn't break the same way again.
Have deep hands-on experience with support platforms — you've been an admin, not just a user. You know what Intercom, Zendesk, or similar platforms can do.
Are fluent in AI tools in a support context — you understand where AI helps (deflection, copilots, content maintenance) and where it creates problems.
Givebutter is a nonprofit fundraising and CRM platform, empowering millions of changemakers to raise more, pay less, and give better. They have been certified as a Great Place to Work® and is the #1 rated nonprofit software company on G2 across multiple categories.
Enable commercial strategy execution across Precision AQ through data, insights, and operational rigor
Own sales forecasting and pipeline governance, ensuring high levels of accuracy, quality, and forward‑looking visibility
Develop and evolve executive‑level dashboards and reporting that clearly communicate performance trends, risks, and opportunities
Precision AQ accelerates commercial performance across the enterprise. They are dedicated to bringing structure, insight, and operational discipline to support scalable growth.
Manage, support, and coach a team of Customer Support Specialists to help customers succeed using Juniper Square's platform.
Develop team members with intention, provide direct feedback, and create pathways for growth while guiding them through transformation with new AI tools and workflows.
Use AI-powered tools and support data to drive decisions, maintain SLAs, and collaborate with other teams to enhance product quality and customer experience.
Juniper Square's mission is to unlock the full potential of private markets by digitizing privately owned assets like commercial real estate and private equity to bring efficiency and transparency. It is a values-driven organization operating with a digital-first approach across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.
Build scalable reporting, dashboards, and forecasting for customer success teams.
Turn customer, product, and revenue data into actionable insights.
Leverage AI and automation tools to scale customer outreach and predict churn risks.
OpenSesame is disrupting the workforce development industry with an AI-powered marketplace of skills courses and personalized learning. More than 2,000 companies rely on OpenSesame to develop productive workforces.
Own capacity planning and staffing for the Solutions AI Engineers, aligning resources to projects.
Build and maintain capacity and revenue forecasts based on pipeline, active projects, and hiring plans.
Define standards for project setup, tracking, and reporting to ensure consistent execution across engagements.
Snorkel AI helps enterprises transform expert knowledge into specialized AI at scale. They started as a research project in the Stanford AI Lab and work with some of the world’s largest organizations. As a rapidly scaling company with robust funding, they offer stability and the excitement of high growth.