Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track.
Gather and document partner requirements into clear deliverables for EPD to execute, serving as the primary day-to-day partner contact during implementation.
Track and communicate project health proactively, flagging delays and risks while maintaining accurate records in Sure's CRM.
Customer SuccessAccount ManagementPartnershipsInsuranceCross-functional Communication
Engage with customers through regular calls, business reviews, and daily needs to build long-term strategic partnerships.
Monitor adoption metrics, create success plans, and manage escalations to ensure customers utilize the full Axon platform.
Develop deep product knowledge and share industry best practices to help customers achieve operational goals.
Axon is a technology company focused on public safety, providing devices and cloud software to protect life. They aim to be a force for good with a fast-paced and meaningful work culture.
Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits by reducing risks in self-insurance and delivering significant savings. They are a united team transforming employee health benefits and measure success by the good that comes from affordable healthcare.
Proactively support agency partners with technical inquiries and marketing strategy via Slack, chat, and email.
Work with Agency Partner Managers to deepen relationships, identify expansion opportunities, and flag risks.
Drive revenue and renewal forecasting, lead agency meetings, and translate customer feedback into product requirements.
Triple Whale is an AI operating system for modern ecommerce that helps brands optimize ad performance, creative, and inventory. Over 60,000 brands like Pressed Juicery, OUAI, and True Classic use its platform to turn complex data into profit-driving actions.
Own the end-to-end implementation lifecycle for partner programs from requirements gathering through launch.
Work closely with Engineering, Product, Design, and Customer Success Managers to coordinate delivery.
Serve as the primary day-to-day partner contact during implementation projects and track project health proactively.
Sure provides innovative insurance programs that real customers interact with every day. The company is a growing SaaS platform environment working with top brands and carriers.
Lead Customer Success Managers and oversee a portfolio of partnerships and scaled segments.
Build a unified 'Account Health' framework for every customer.
Professionalize CS operations to drive global retention through repeatable, data-driven playbooks.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a profitable shop into one platform. The company prides itself on innovation and approximately employs between 51-200 employees.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.
Maintain a revenue base by managing retaining and expanding a book of business.
Build strong, multi-threaded relationships with your assigned customer portfolio and support them as their the key contact and advocate.
Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage.
Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. Trusted by biopharma, medtech, and diagnostics companies worldwide, Qualio eliminates fragmented systems that create audit delays and compliance blind spots.
Own the entire customer journey from implementation through renewal, driving adoption and value realization.
Partner with customers to turn mentorship goals into measurable business outcomes.
Collaborate with Account Management and product teams to reduce churn and generate referrals.
Together is a mentorship software provider helping organizations build impactful programs at scale. It is part of Absorb Software, backed by strong investment and a passionate team.
Take a portfolio-based approach to your book of business to identify areas of risk and opportunities for revenue growth within your assigned accounting firms.
Build detailed territory and account plans to lead Quarterly Business Reviews (QBRs) within your large partner portfolio to identify opportunities for growth, including aligning the Gusto Pro Partner Program with the partners strategic growth objectives.
Balance both new partner acquisition (in collaboration with dedicated Partner BDR) and development of active partners.
Gusto's mission is to grow the small business economy. They handle payroll, health insurance, 401(k)s, and HR, so owners can focus on their craft and their customers. They have teams in Denver, San Francisco, and New York, supporting more than 500,000 small businesses nationwide.
Own a portfolio of mid-market accounts end-to-end, from onboarding through renewal and expansion, staying close to customer goals.
Run a smart, efficient book of business using AI tools to draft communications, summarise account health, and spot patterns across your portfolio.
Drive adoption with intent by understanding how different teams use Dovetail and connecting that to customer goals.
Dovetail is the Customer Intelligence Platform that unifies fragmented feedback into an AI-powered intelligence layer. Founded in 2017, we are a team of 100+ across offices in Sydney and San Francisco, working with thousands of teams from Fortune 500 companies to innovative startups.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.
Act as the primary sales interface for renewals with partners and customers, developing win/win proposals.
Collaborate with internal sales and success teams to price, quote, and process renewal contracts.
Manage a portfolio to achieve 100% on-time renewals and increase retention rates.
Encoura empowers students and institutions to make informed decisions through data and analytics. The company has been operating since 1972 and offers a range of products and services for higher education enrollment, research, marketing, and student success.
Serve as a key customer-facing contact for Network IMO agents, providing proactive communication and first-class support to drive production and growth.
Manage onboarding, training, and relationship cultivation for new and existing agents, collaborating across departments to resolve issues and escalate as needed.
Support Account Growth Manager and VP by monitoring business inventory, reporting data, and attending events to strengthen distribution relationships.
Banner Life Insurance Company is a forward-thinking insurer committed to delivering cutting-edge solutions for customers, clients, and communities, with a focus on long-term progress. The company fosters a culture built on meaningful impact, offers career development and comprehensive benefits, and values diversity and wellbeing.
Manage revenue retention and renewal readiness across assigned accounts.
Identify expansion opportunities including new sites, capabilities, and services.
Lead structured customer business reviews and build strong multi-level customer relationships.
Parsec Automation, LLC creates and provides manufacturing operations management software. Parsec's TrakSYS™ platform optimizes efficiency, quality, and compliance at over 11,000 plants in more than 140 countries.
Support the ongoing success of our strategic healthcare partnerships.
Manage small and mid-sized accounts while growing into broader leadership responsibilities.
Drive cross-functional initiatives that directly impact our mission of making mental healthcare work for everyone.
Rula is dedicated to treating the whole person and believes that by providing quality care, they can empower individuals to take charge of their mental health. They are a remote first company hiring in most U.S. states except Hawaii and aim to create a world where mental health is no longer stigmatized.
Act as the primary point of contact for major customer incidents, managing expectations and communications through resolution.
Analyze customer data including support cases and survey responses to identify technical trends and risks.
Proactively guide customers on Ping's features aligned with their business objectives and adoption trends.
Ping Identity provides an intelligent, cloud identity platform that enables secure and seamless digital experiences. The company serves over half of the Fortune 100 and fosters a culture of inclusion and digital freedom with employees globally.
Own end-to-end implementation, account management, and customer success for partner accounts, driving measurable outcomes.
Lead internal implementation efforts cross-functionally with Product, Member Marketing, and Clinical Operations.
Deliver quarterly business reviews to customers and influence stakeholders through data storytelling and communication.
Oshi Health is a virtual digestive health practice on a mission to transform GI care by combining compassionate, multidisciplinary care with innovative technology. The company is a high-growth, mission-driven startup with a remote-first culture and a focus on DEIB activities and professional development.
Lead, coach, and develop a team of Customer Success Advisors and Technical Leads.
Drive customer adoption, value realization, renewal readiness, and overall account health.
Serve as the Customer Success product SME for aligned PerfectServe solutions.
PerfectServe provides clinical communication and physician scheduling solutions in the health IT space. They have 400+ employees, 30,000+ customers, and $100 million+ in annual revenue. They foster a collaborative team with decades of experience, striving to delight customers every day.
Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment.
Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics.
Collaborate cross-functionally to optimize workflows, tooling, and operational strategy for agency growth.
NerdWallet is on a mission to bring clarity to all of life's financial decisions. With a culture of inclusion, flexibility, and candor, the company supports remote and in-office work for talented Nerds.