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.

• Build and maintain trusted relationships with mid-market customers through proactive communication.
• Manage a portfolio of accounts, focusing on adoption, retention, and growth.
• Use customer health data to identify risks and opportunities, collaborating with cross-functional teams.

This company offers a SaaS solution and is focused on customer success and engagement. With a global team spanning North America, the UK, and India, they foster a collaborative and inclusive remote-first culture.

• Manage a portfolio of 45–55 mid-market accounts, driving adoption, retention, and growth while leading renewal and expansion conversations.
• Build multi-threaded relationships across personas from comp admins to C-suite, delivering compelling QBRs and executive briefings.
• Proactively identify risks, present accurate weekly forecasts, and serve as the voice of the customer with Product and Engineering teams.

CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation management. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, it empowers high-growth companies like Netflix, Figma, and Stripe and is on a fast-growing team committed to solving complex sales performance problems.

• 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.

• Manage a portfolio of customers through scaled engagement programs to drive adoption, retention, and expansion.
• Lead onboarding and ongoing success, coaching champions and facilitating training sessions.
• Use data and customer health insights to prioritize high-value activities, reduce churn, and identify upsell opportunities.

They are a fast-growing global software organization providing customer success and operational solutions. Their culture emphasizes continuous improvement, ownership, trust, and personal development.

• 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.

• Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
• Partner with customers to develop plans that align with their long-term goals and drive adoption.
• Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.

Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.

• Develop and execute strategic account plans to ensure customer success and identify growth opportunities.
• Serve as the primary contact for escalated issues, collaborating internally to resolve challenges.
• Conduct proactive meetings and quarterly business reviews to enhance customer retention and expansion.

Certn is a background screening company that simplifies trust through easy background checks. The company has raised $127M+, earned Deloitte Fast 50 recognition three years in a row, and fosters a remote-first, high-performance culture with a no-jerk policy.

• Own overall Customer Success strategy, retention, and expansion targets with direct accountability for net revenue retention (NRR) and churn outcomes.
• Coach, enable, and support the Customer Success team while personally engaging with strategic accounts when additional leadership is required.
• Build and continuously refine scalable customer success playbooks, health-scoring frameworks, and lifecycle standards.

Our partner is a fast-growing B2B SaaS company offering a high-impact leadership opportunity. They operate in a profitable, high-growth environment with strong market momentum and a collaborative culture focused on impact and accountability.

• Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
• Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
• Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.

The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Develop and execute a customer success strategy that ensures adoption, retention, and expansion.
• Strengthen client relationships and minimize churn through proactive engagement and early warning systems.
• Collaborate with GTM, Product, and Engineering teams and lead a future CS team to exceptional performance.

Patlytics provides AI-powered patent workflow solutions, using LLM technology curated by patent professionals. Backed by top-tier Silicon Valley VCs, the company has a world-class team from leading tech and law firms.

• 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 a portfolio of 45-55 mid-market accounts, driving adoption, retention, and growth.
• Lead strategic success plans, QBRs, and executive briefings that tie product value to business impact.
• Run renewals and expansions end-to-end with principled negotiation and accurate forecasting.

CaptivateIQ offers a sales performance management platform for planning, managing, and optimizing sales performance. It's a fast-growing startup backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, serving companies like Netflix, Figma, and Stripe.

• 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.

• Build trusted customer relationships and serve as a strategic advisor to understand goals and challenges.
• Develop and manage customer success plans, monitor adoption and health, and demonstrate ROI.
• Own the full renewal lifecycle including pricing, negotiation, and closing, while identifying upsell opportunities.

Lightcast is a global leader in labor market insights, providing data and analytics to drive economic prosperity and mobility. The company has offices in the US, UK, Europe, and India, and is committed to diversity and inclusion.

• Own and manage a portfolio of 50–60 customers across EMEA, building trusted relationships and driving retention.
• Proactively identify risks and upsell opportunities, coordinating with internal teams to ensure seamless customer experience.
• Bring customer insights back to improve products and processes, working independently in a fast-moving remote environment.

Remote People builds infrastructure for borderless teams, handling global payroll, benefits, taxes, and compliance. They are a growing international company committed to diversity and enabling people to work from anywhere.

• Own the post-implementation relationship for a portfolio of accounts, driving adoption, renewal, expansion, and advocacy.
• Build deep relationships with VP and C-level stakeholders, leading strategic business reviews that connect Spekit's impact to revenue goals.
• Collaborate cross-functionally to shape product and go-to-market strategy, while identifying expansion opportunities and managing escalations.

Spekit builds a context-aware experience with Sidekick, an execution layer that translates complex signals into in-flow coaching and automated workflows for revenue teams. Backed by over $60M from top venture firms and recognized as a Gartner Visionary, the company fosters a culture of innovation and collaboration, with a lean team focused on reimagining how people work in an AI-first world.

• Drive adoption and strategic alignment with global enterprise customers to ensure measurable ROI.
• Own renewal and growth strategies, mitigating churn and identifying expansion opportunities.
• Operationalize Customer Success processes for scale, building executive relationships and leading EBRs.

6sense provides a predictive analytics platform that helps B2B companies identify buying intent with 85% accuracy. The company fosters a growth-driven culture with a focus on employee well-being, collaboration, and continuous learning.