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.
Own client relationships post-implementation, driving renewals and expansion.
Monitor customer health metrics and adoption trends to reduce churn and increase value.
Act as the voice of the customer, collaborating with cross-functional teams and supporting events.
Granum is a software company providing industry-specific solutions for landscapers and arborists across North America. Its collaborative and supportive culture has earned multiple awards, including being named a 2024 Best Place to Work.
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 customer health and retention, developing strategies to save at-risk accounts and ensure satisfaction.
Lead customer expansion and margin opportunities by coordinating internal teams for smooth, on-time transitions.
Perform retention risk and off-boarding activities while acting as a bridge between customers and operations.
RoadRunner accelerates the road to Zero Waste by using technology and data to modernize waste and recycling operations. Since 2014, we've helped thousands of locations save 10-20% on waste bills, and our people-first culture is recognized by awards and positive employee reviews.
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.
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.
Partner with initial customers to drive product value and build trusted advisor relationships with executive sponsors.
Evolve the customer onboarding strategy and collaborate cross-functionally to translate business needs into solutions.
Drive adoption, engagement, and growth by helping customers achieve transformational goals in partnership with Moveworks.
ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow to help 85% of the Fortune 500 work smarter. The company fosters an AI-native culture where technology and talent are unstoppable together.
Respond to inbound customer calls and resolve service problems promptly.
Analyze contracts, invoices, and billing issues to address client needs and process adjustments.
Partner with internal teams and track activity in Salesforce to ensure client needs are met.
Smarsh provides digital communications compliance and intelligence solutions to regulated organizations. With over 6,500 customers and consistent growth, it has been recognized as a fastest-growing American company and a best place to work.
Own customer relationships after implementation, driving retention, renewals, and account expansion for a landscaping and outdoor services software platform.
Monitor customer health metrics, analyze adoption trends in ChurnZero, and manage the NPS process to reduce churn and improve engagement.
Collaborate cross-functionally with Sales, Product, Marketing, and Implementation teams to advocate for customers and build scalable success processes.
Jobgether is a hiring platform that uses AI-powered matching to connect candidates with partner companies. The team is collaborative and values accountability, innovation, and continuous improvement.
Build trusted advisor partnerships with clients, aligning platform value to their business goals.
Create tailored Success Plans, conduct Business Reviews, and identify expansion opportunities.
Maintain accurate client records in Salesforce and collaborate with internal teams.
Submittable is a software platform that helps mission-driven organizations manage programs, applications, and funding distribution. In 2024, it supported 30,000 programs and facilitated over $10 billion in funding, with a collaborative culture focused on social impact.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.
Support Senior Client Success teams in managing Fortune 100 client relationships and account expansion strategies.
Execute engagement and delivery strategies for online and in-person training programs, tracking success through learning and sentiment metrics.
Own meeting summaries, document program costs, and create delivery reports with qualitative and quantitative data.
General Assembly offers experiential education in web development, data, design, business, and more, online and globally. With 60,000 alumni and 21,000 employees at elite companies trained, GA is a leader in transforming careers and teams for the future of work.
Lead post-sales activities for strategic mid-market customers, owning renewals, account health, and platform maintenance.
Analyze data to derive insights, identify risks, and collaborate with internal teams to drive adoption, retention, and ROI.
Serve as the voice of the customer, facilitating collaboration with Product, Engineering, Sales, and Professional Services.
LineLeader provides a childcare management platform that helps centers grow enrollment, boost parent engagement, and simplify operations. They are a fast-growing SaaS company valuing teamwork and a customer-centric, entrepreneurial culture.
Act as primary point of contact for institutional partners, managing accounts from onboarding through renewal.
Prepare weekly reports, coordinate audits, and handle fee inquiries across cross-functional teams.
Document processes and support relationship managers with QBRs, communications, and escalation routing.
Zerohash is a leading crypto and stablecoin infrastructure platform that powers the next generation of financial services. Founded in 2017, the company has raised over $280 million and is trusted by brands like Morgan Stanley and Stripe, operating with a compliance-first culture.
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.
Manage existing client accounts, ensuring satisfaction and strategic account growth.
Generate referrals and lead RFP processes from start to finish.
Collaborate with internal teams and achieve individual performance targets.
The Medicus Firm is a national healthcare recruitment firm specializing in physician recruitment for hospitals and employers across the US. It is one of the largest physician recruitment companies in the country, known for a collaborative culture.
Own client relationships from onboarding through growth for US accounting firms building remote finance teams.
Lead onboarding calls, proactive check-ins, and reviews to turn first impressions into lasting partnerships.
Build playbooks, templates, and workflows to make great service repeatable and spot risks early.
Cloud Accountant Staffing helps US accounting firms and businesses build remote finance teams. The culture emphasizes documented processes, security, collaboration, and long-term professional growth.
Serves as strategic advisor for complex accounts, owning customer outcomes, retention, and growth.
Drives adoption and value through product expertise, data, and change management.
Leads strategic communication, renewals, and cross-functional execution.
Unite Us provides a national network and software that connects community-based organizations, government agencies, and healthcare organizations to improve whole-person health. The company fosters an inclusive, remote-friendly culture with employee resource groups and a mission-driven environment.
Drive customer success by identifying opportunities and optimizing campaign deployment.
Guide new customers through implementation and adoption to maximize feature usage.
Manage relationships, monitor health metrics, and identify upsell opportunities.
Two Six Technologies builds innovative products to solve complex global challenges. The company fosters a collaborative culture emphasizing trust and teamwork.
Serve as primary relationship owner for mid-market employer customers.
Manage renewals and partner with Account Executives on expansion opportunities.
Monitor account health and leverage AI to scale workflows and optimize execution.
Lyra Health provides evidence-based mental health care for employers and health plans, serving over 20 million people. The company has published over 35 peer-reviewed studies and delivered unmatched outcomes in access and cost efficiency.