Build and maintain strong, trusted relationships with assigned clients as a strategic advisor and primary point of contact.
Drive product adoption, identify upsell opportunities, and partner with clients to establish KPIs and success measures.
Monitor client health, provide training and support, and collaborate cross-functionally to ensure a seamless customer experience.
Symplicity provides employability and student success solutions for higher education institutions, helping support students from career development to alumni engagement. Their technology is used by over 30 million students worldwide, and they foster an inclusive, diverse, and collaborative workplace.
Manage a portfolio of SMB accounts for 1-3 location clients, focusing on retention, churn prevention, and growth opportunities. Execute the full sales cycle for renewals, upsells, and value-added services within your portfolio.
Execute scalable nurture campaigns to enhance product adoption and accelerate time to value. Act as a product expert for Xplor MarianaTek, providing creative solutions, driving adoption, and managing change.
Address and document client challenges, resolve product issues, and escalate as needed to ensure satisfaction. Monitor customer health, take immediate action to mitigate risks, and develop creative solutions for retention.
Xplor provides cloud-based technology solutions to help small and medium-sized businesses manage and grow. We are a global team of talented colleagues who value diversity and support each other's success.
Own a portfolio of high-value SMB accounts as a trusted advisor, driving retention and growth.
Proactively expand accounts across Toptal's full portfolio, including specialized talent, HireGlobal, and AI-driven services.
Manage the full client lifecycle, from discovery to closing expansion, while keeping accurate Salesforce data.
Toptal is a global network of top talent in business, design, and technology that enables companies to scale teams on-demand. It is the world's largest fully remote workforce, with $200+ million in annual revenue and a culture encouraging innovation, social interaction, and fun.
Manage a portfolio of 150-175 small business clients as their primary point of contact and strategic growth partner.
Drive product adoption and proactively upsell digital solutions like Google Ads (PPC LSA) to maximize client engagement.
Monitor client performance metrics, identify churn risks, and deliver consultative insights to ensure long-term success.
Olly Olly blends technology and real-world expertise to empower small businesses across the U.S. with tools, strategies, and insights for sustainable growth. It is a growing SaaS-first company with an inclusive, international team that values innovation and support.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Own a book of tree service clients from onboarding to growth, managing relationships by phone, text, and email.
Upsell clients onto larger plans and collaborate with Marketing Strategists to boost ROI.
Use Slack, ClickUp, GoHighLevel, and the Tree Traction app to run campaigns and flag issues.
Tree Traction helps tree service companies get predictable, exclusive, high-value leads through hyper-targeted direct mail. It has served 220+ companies and reached $6M ARR in 3 years without outside capital, with a culture of proactive ownership and transparency.
Manage client relationships to ensure overall satisfaction, monitor client health, and identify account expansion opportunities.
Collaborate with Regional Sales Director and other teams to develop trusting relationships with Experian Health customers.
Drive loyalty and maintain brand leadership through strategic account management and best practice recommendations.
Experian is a global data and technology company that powers opportunities across multiple markets including financial services and healthcare. It has 25,200 employees in 32 countries and a people-first inclusive culture recognized as a top workplace.
Manage client relationships across a dedicated book of business from post-installation through contract lifecycle.
Conduct Quarterly Business Reviews, present performance insights, and deliver actionable recommendations to drive retention.
Identify upsell and cross-sell opportunities, mitigate churn risks, and collaborate cross-functionally to elevate the client experience.
WithMe, Inc. delivers convenient technology-powered amenities to clients and their guests. We are a remote-first company that emphasizes healthy work/life balance, operates in all 50 states, and has been ranked as one of the 5000 fastest-growing private companies in the US for three consecutive years.
Own the client relationship as the primary point of contact for a portfolio of accounts.
Develop account strategies and identify growth opportunities in collaboration with Customer Success.
Guide clients through onboarding, business reviews, and renewals to drive retention and expansion.
PeopleJoy provides education assistance benefits to help employers attract and retain talent. The company has a diverse culture united by a shared drive to help others and improve lives.
Act as a trusted advisor and primary point of contact for assigned clients, driving adoption and measurable business outcomes.
Develop and maintain client success plans, track usage and value metrics, and lead business reviews to ensure renewal and expansion readiness.
Proactively monitor client health, manage escalations, and orchestrate cross-functional teams to deliver a seamless client experience.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is committed to client success and offers award-winning software with a focus on innovation and scalability.
Act as the primary point for assigned client relationships, driving adoption, value realization, and customer health to ensure client success.
Monitor customer health indicators and maturity signals, contributing insights to retention planning with Sales and executing defined success playbooks.
Build trusted client relationships through regular engagement and service reviews, coordinating internal stakeholders to support customer outcomes.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate since 1841. They are a diverse, global team of creative and collaborative professionals, valuing bold ideas and connection.
Manage a portfolio of mid-market accounts, driving retention and growth through consultative relationships.
Conduct product demos and use data to proactively identify upsell opportunities and customer needs.
Serve as the Voice of the Customer, escalating feedback to influence product prioritization.
TeamSnap is a youth sports technology company that provides platforms for managing teams and organizations. With a remote-first culture, they have been named one of Outside Magazine's Best Places to Work and Sports Business Journal’s Best Places to Work in Sports, fostering innovation and collaboration.
Assess client needs and teach protection planning options through virtual consultations.
Manage administrative tasks including notes, appointments, and CRM hygiene.
Work from home with no cold calling and a qualified-interest pipeline.
Global Elite Empire Consultants provides protection planning consulting services, working with clients to assess needs and teach options remotely. The company is currently hiring for a virtual consultant role, seeking driven and trainable individuals to join their team.
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 and manage a dedicated book of business as the day-to-day client contact.
Drive revenue through upselling, cross-selling, and retention to exceed quota.
Use HubSpot CRM to track deals and collaborate with internal teams.
Kinsta is a leading managed WordPress hosting provider trusted by over 120,000 businesses, including startups and Fortune 500 firms. We are a remote-first, quality-driven team with a 97% customer satisfaction rating.
Manage a dedicated enterprise business travel account, focusing on client retention, profitability, and growth.
Build strong client relationships, lead strategic planning sessions, and analyze travel spend to optimize programs.
Support supplier negotiations, deliver business intelligence, and collaborate with cross-functional teams.
This company is a travel management provider delivering corporate travel solutions and strategic account management for enterprise clients. It fosters a collaborative, fast-paced environment focused on client retention, profitability, and long-term growth.
Assess client needs and teach them the available options.
Maintain relationships after the first meeting with ongoing support.
Manage admin tasks such as notes, appointments, and CRM hygiene.
They provide virtual consulting services, assessing client needs and teaching options. They are a remote-first team that values driven, trainable, and dependable professionals with a performance-based culture.
Manage and grow a portfolio of SMB clients, driving retention, satisfaction, and revenue growth.
Use consultative selling to uncover client challenges and expand relationships through cross-selling and upselling.
Collaborate with cross-functional teams and maintain accurate forecasts in Salesforce to deliver exceptional client experiences.
A fast-growing global technology company that helps businesses scale through specialized talent, innovative digital solutions, and flexible workforce services. It has a collaborative, performance-oriented culture with a globally distributed team.
Own run-state client portfolio health, leading operational check-ins and health reviews.
Build trusted relationships with key stakeholders and act as a strategic advocate for clients.
Drive renewals, upsell, and cross-sell opportunities to deliver ongoing value and growth.
Stoneridge Software is a Microsoft Dynamics implementation partner that helps businesses succeed with software solutions. As a 2025 Top Workplace Honoree, the company fosters a remote-forward culture emphasizing collaboration, continuous improvement, and work-life balance.
Serve as primary relationship manager between clients and internal stakeholders to ensure customer satisfaction and problem resolution.
Proactively collaborate cross-departmentally to keep accounts apprised of software performance issues and maintain client renewal rates.
Identify at-risk clients and orchestrate improvement plans while responding to inbound calls and facilitating on-site visits as needed.
Nextech is a leader in specialty healthcare technology solutions. They are committed to hiring and retaining talent with a focus on diversity and employee wellness.