Source Job

• Manage a large portfolio of SMB customers, focusing on retention and product adoption.
• Build and maintain strong customer relationships, acting as the main point of contact.
• Drive customer satisfaction and growth by leveraging AI tools and usage analytics.

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

• Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
• Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
• Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution.

• Serve as the primary point of contact for new clients during their first 30-90 days, building relationships and guiding them through onboarding.
• Conduct virtual one-on-one training sessions to educate clients on using the platform effectively for their business needs.
• Identify client needs, track progress, and proactively address roadblocks to ensure long-term success and reduce churn.

Granum is a leading software company serving landscapers and arborists across North America with intuitive, industry-specific solutions. The company fosters a highly collaborative and supportive culture, with recognition as a top workplace for small and medium-sized companies.

• Proactively own the end-to-end post-sale lifecycle, from onboarding to expansion, ensuring zero missed kickoff calls and driving customer growth.
• Conduct deep investigative check-ins to uncover hidden pain points, resolve issues with urgency, and mitigate churn risks.
• Act as the internal source of truth, bridging customer feedback across Product, Sales, and Operations teams to drive product improvements and retention.

Panoptyc uses visual AI and human-in-the-loop reviewers to help retailers detect theft in over 25,000 stores, saving customers millions annually. As a fully remote, globally distributed team, they work with Fortune 500 retailers and fast-growing brands, executing at scale.

• Build trusted relationships with customers to understand their workflows and goals.
• Guide new customers through implementation, onboarding, and training.
• Support existing customers with questions, feature highlights, and Quarterly Business Reviews.

Process Street is an AI software and compliance operations platform startup from San Francisco, helping customers build, document, automate, and track recurring workflows. They service over 3,000 customers globally and are VC-backed by Accel, Salesforce, and Atlassian, with a collaborative remote culture valuing flexibility and ownership.

• Build and nurture relationships across your book of accounts, developing deep connections with decision-makers and stakeholders.
• Surface expansion opportunities, collaborate with Sales, and own retention targets within your client base.
• Stay fluent in ApartmentIQ's full product suite and partner cross-functionally with Product, Support, and Marketing.

ApartmentIQ builds industry-leading martech and data products for the PropTech space, including AI and data SaaS platforms. They are a fully remote team of 100+ across the U.S. with a strict no a**holes policy, focused on high performance and growth.

• Manage a book of ~60 mid-market customers, ensuring adoption and retention of Ashby's powerful hiring platform.
• Lead 4-8 week implementations, tailoring training and product walkthroughs to address customer-specific challenges.
• Collaborate with cross-functional teams like Sales, Marketing, and Product to deliver a high-touch customer experience.

Ashby builds next-generation enterprise software for hiring, helping talent leaders and recruiters improve their processes. The company is well-funded by investors like Y Combinator, Elad Gil, and Lachy Groom, and serves thousands of companies including Opendoor, Plaid, and Airtable.

• 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 and execute end-to-end implementations of Ashby's solution for Mid-Market and smaller enterprise customers, handling about 15 concurrent implementations lasting 4-8 weeks each.
• Work directly with customers to develop and execute implementation plans, ensuring a positive experience and fast time to value while aligning cross-functional stakeholders.
• Advise customers on best practices, navigate change management, and proactively improve processes to enhance efficiency and efficacy.

Ashby is a B2B SaaS company building best-in-class products for recruiting and HR teams. They value small, talented teams and offer a remote-first, collaborative culture with a focus on continuous improvement and customer care.

• Run personalised 1:1 onboarding sessions with new subscribers to set up portfolios and discover features.
• Own the end-to-end onboarding journey, from welcome communications to follow-up and retention impact.
• Capture product feedback from conversations and turn it into structured insights for Product.

Simply Wall St is the portfolio command centre for 8 million investors across 180 countries, helping everyday investors track portfolios, analyse companies, and make confident decisions. We are a profitable, fast-growing team that values real impact and career growth.

• Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
• Establish strong relationships with customer stakeholders and manage data migrations.
• Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.

• 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.

• 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.

• 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.

• Guide assigned customers through the customer journey, ensuring they meet milestones and business outcomes.
• Monitor customer health, execute predefined plays to mitigate churn, and collaborate cross-functionally to resolve issues.
• Partner with Business Value Consultants to optimize value and drive renewals and expansion opportunities.

Firstup is an intelligent communication platform that improves the employee experience by connecting over 17 million workers daily for 40 Fortune 100 companies. With a focus on workforce communications and technology, it fosters a high-growth, inclusive environment where ideas are rewarded.

• Manage relationships with Linear’s top mid-market customers and act as primary point of contact for inquiries and feedback.
• Drive customer onboarding, training, and adoption to ensure customers realize full value of Linear.
• Advocate for customer needs internally across product, sales, and support to drive satisfaction and retention.

Linear builds a product development system for teams and agents, shaping tools for AI-era software development. Founded in 2019, it serves 40,000+ companies including OpenAI, Coinbase, and Ramp, with a remote-first culture focused on craftsmanship and fast execution.

• Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
• Guide new customers through onboarding, configuration, and initial product adoption
• Monitor customer engagement and proactively identify adoption risks or opportunities

CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.

• Own the customer life cycle post-sales, ensuring satisfaction and adoption for a book of business.
• Manage renewals for 400+ customers, including pricing negotiations.
• Partner with Sales to drive expansion and cross-sell opportunities.

Superhuman is an AI productivity platform that integrates with over 1 million applications and websites to help people eliminate busywork. Founded in 2009, the company empowers over 40 million individuals, 50,000 organizations, and 3,000 educational institutions worldwide.

• Partner with customers to operationalize and scale their privacy programs using DataGrail's agentic privacy platform.
• Drive onboarding, adoption, and long-term success by delivering strategic guidance and fostering engagement.
• Advocate for customer needs cross-functionally to help shape the product experience and the future of privacy operations.

DataGrail is the Agentic Data Privacy Platform that helps leading brands automate privacy and control risk with secure, human-governed AI. The company is a two-time recognized privacy leader with a 4.8/5 G2 rating and a remote-first culture.

• Lead and develop a high-performing Customer Success team to drive retention and expansion.
• Own team-level GRR, NRR, and expansion targets with real-time visibility into pipelines.
• Coach CSMs on account strategy, risk mitigation, and consistent execution of playbooks.

Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators who foster a culture of partnership and growth.