Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.
Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.
Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.
Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.
Define and own the company-wide Customer Success strategy across the entire customer lifecycle.
Build and lead the Account Management function from near-scratch to drive retention and expansion.
Coach and develop a team of managers while partnering cross-functionally with Product, Engineering, and Sales.
Tapcheck is a digital platform offering on-demand pay access to employees, available at no cost to employers. The team is passionate about improving financial wellness and operates with values of humility, grit, and continuous improvement.
Own the logo and revenue renewal for an assigned portfolio of customer accounts, ensuring ongoing satisfaction and retention.
Build trusted relationships with key stakeholders and serve as the internal voice of the customer across planning, delivery, and product feedback.
Partner with Sales, Solutions Architects, and Shared Success to coordinate onboarding, conduct business reviews, and proactively manage customer health.
Bugcrowd is a cybersecurity company that empowers organizations to stay ahead of threat actors by uniting a trusted alliance of elite hackers with its AI-powered Security Knowledge Platform. The company is supported by General Catalyst and others, and has a diverse, inclusive culture that values different backgrounds.
Own the relationship with key stakeholders including executive sponsors for value amplification.
Own retention and renewal outcomes by proactively managing health and risk.
Drive growth by identifying expansion signals and building business-value cases.
Conexiom provides an Intelligent Order Automation platform powered by CoreAI to eliminate manual work for manufacturers and distributors. With over 20 years of innovation and a Microsoft Azure foundation, they build inclusive culture and trusted products.
Manage the client lifecycle across enterprise accounts to ensure retention and reduce churn.
Partner with clients and internal teams to drive value realization and quantify ROI.
Act as a business success expert, guiding clients on marketing best practices and program optimization.
Bazaarvoice creates smart shopping experiences by connecting brands and retailers with consumers through user-generated content. Founded in 2005, the company is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia, and is recognized as a Great Place to Work in multiple countries.
Own customer business outcomes and value realization by managing a portfolio and translating solutions into measurable value.
Protect retention through proactive risk management and drive growth by identifying expansion opportunities with Account Management.
Lead strategic conversations, QBRs, and renewals, turning data into executive-ready recommendations.
Cardata provides automated software and services for vehicle reimbursement, replacing outdated programs for businesses. They are a small but mighty team focused on impact, growth, and customer success.
Serve as the primary contact for a portfolio of 50 mid-size customers, fostering trust and long-term relationships.
Develop and execute tailored success plans to drive adoption, mitigate churn, and identify expansion opportunities.
Track customer health metrics and collaborate cross-functionally to ensure maximum value and retention.
Eltropy provides an AI-powered digital communications platform for community financial institutions, helping credit unions and community banks engage securely with consumers. It is a growing technology company with a start-up culture focused on teamwork and customer trust.
Own overall retention and expansion targets, personally accountable for NRR and churn.
Coach and support the CS team, stepping into strategic accounts when needed.
Build scalable playbooks for onboarding, adoption, renewal, and expansion.
EULER is an AI-native PRM platform that replaces manual partner management with automation, driving repeatable revenue for modern partnership teams. We grew 600% YoY and serve industry leaders, with a fast-paced, no-ego culture.
Lead a team of 6-9 Strategic Customer Success Managers to exceed retention goals for high-value strategic accounts.
Develop and iterate playbooks that drive outcomes for strategic clients, leveraging data and analytics to forecast business performance.
Collaborate with sales, product, and marketing teams to identify upsell opportunities and ensure customer outcomes are achieved.
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. Serving nearly 100,000 customers from Fortune 500 enterprises to small businesses, Motive is a leading AI-powered platform for fleet management.
Manage a book of customers as the main point of contact in a shared inbox and handle customer calls.
Own medium to large projects like building in-app onboarding experiences and live webinar series.
Collaborate with customers to solve complex challenges and drive retention best practices.
Ashby provides a hiring platform that helps companies build recruitment excellence. The SMB Customer Success team is a group of fifteen spanning the US, Canada, and EMEA, with a culture of deep expertise and small teams.
Own day-to-day relationships for a book of 120+ accounts, driving engagement and renewals.
Use data and dashboards to track health signals and forecast renewal outcomes.
Identify expansion opportunities and collaborate with Sales to grow customer value.
Netlify is the most popular platform for building, deploying, and scaling modern web applications, serving millions of developers and organizations. It is a Series D company with over $200M in funding, fully distributed, and focused on creating a collaborative and inclusive culture.
Owns strategy and execution for customer retention, expansion, adoption, and lifecycle engagement across the installed base.
Builds signal-driven customer marketing engine using product usage, account health, and lifecycle milestones.
Leads a lean, high-impact team and collaborates with Customer Success, Product, and Demand Generation.
ConnectWise is a global software company that provides a suite of tools for technology solution providers to manage their businesses and automate service delivery. With over 3,000 colleagues and over 45,000 partners, the company fosters an inclusive, positive culture that values diverse perspectives.
Manage a portfolio of Tier 4 customers, driving adoption, engagement, and retention through proactive outreach and strategic conversations.
Monitor customer health and product usage to identify risks and opportunities, executing action plans to improve outcomes.
Own renewal conversations and partner cross-functionally with Sales, Support, and Product to drive growth and resolve challenges.
Total Expert is the Customer Operating System for financial services, providing a platform that combines context and action for humans and AI Assistants. Since 2016, the company has enabled over seven trillion dollars of funded loan volume and offers a competitive benefits package.
Lead the post-sales organization, owning retention, renewals, customer satisfaction, and enablement.
Define the post-sales strategy, including coverage model, segmentation, and service offerings.
Build and lead the Customer Success and Support team, setting metrics and driving execution.
Prophecy is a leader in AI-native data preparation and analysis, helping enterprises turn data chaos into reliable insights. The company is a high-growth B2B SaaS startup with a focus on the AI data lifecycle, and fosters a culture of innovation and inclusion.
Spearhead a customer-centric approach to help Americas customers achieve measurable outcomes with SugarCRM.
Foster deep customer relationships and drive customer value through adoption and expansion motions.
Strategize and implement initiatives for enhancing customer retention and precision selling adoption.
SugarAI is redefining CRM for the age of AI by turning fragmented customer and revenue signals into clear, prioritized action. Their global team is united by a shared commitment to impact, ownership, and continuous growth.
Manage a high-volume portfolio of startup and early-stage SMB accounts, driving renewals, upsells, and day-to-day relationships.
Run the renewal pipeline end to end, forecasting accurately and closing on time, and negotiate commercial terms with confidence.
Spot and close expansion opportunities, get ahead of billing risk, and partner cross-functionally to maintain portfolio health.
Sprinto is an autonomous trust platform that centralizes compliance, audits, risk management, and AI governance. Backed by Accel, Elevation, and Blume Ventures with $31.8M in funding, Sprinto is trusted by over 4,000 organizations across 75 countries and has 300+ native integrations.
Maintain a revenue base by managing, retaining, and expanding a book of business.
Build strong relationships with assigned customer portfolio and support them as their key contact and advocate.
Drive upgrade revenue from deep understanding of customers’ business and goals.
Qualio is a unified quality and compliance management platform for regulated organizations. The all-remote team is distributed across North America, Europe, and Australia.
Serve as strategic advisor for 20 high-impact financial institution customers, driving retention and growth.
Develop and execute tailored success plans to maximize product adoption and value.
Identify expansion opportunities and collaborate with Sales to close upsells.
Eltropy is on a mission to disrupt financial services access by providing a digital communications platform for community banks and credit unions. They are a startup with a team-oriented culture, valuing transparency and customer focus.
Maintain and develop long-term relationships with strategic customers in North America, acting as a trusted advisor to C-level executives.
Control delivery processes and identify early risks to ensure successful customer outcomes.
Drive account growth through retention, cross-sell, and upsell by understanding customer business priorities.
Creatio is an AI CRM and workflow platform that helps midsize and large organizations run customer workflows in the AI era. With a global team and thousands of customers in over 100 countries, they were named to Inc.'s Best Workplaces list in 2025.