Own a portfolio of high-value enterprise accounts as their primary point of contact and advocate.
Drive revenue retention and expansion through long-term success strategies and executive business reviews.
Manage escalations end-to-end, spot at-risk accounts early, and turn successful clients into references.
Traild is a high-growth SaaS company combining AI, automation, and payments infrastructure to power B2B finance. They have a world-class culture (eNPS 68) and are building the infrastructure behind modern finance.
Drive scalable customer success initiatives across a pooled book of business, achieving upsell, onboarding, and retention targets.
Manage ~30 accounts at a time, analyze client data to mitigate churn risks, and lead merchant onboarding.
Deliver product training, business reviews, and ongoing support via phone, Zoom, and email to ensure merchants realize value.
Signifyd helps merchants grow their businesses by building trusted customer relationships and eliminating fraud. Trusted by thousands of leading merchants across more than 100 countries, the company securely processes billions of transactions each year with a team invested in clients' success.
Own and manage strategic customer relationships across enterprise organizations and financial institutions.
Build and scale customer success and support operations, including onboarding, health scoring, and escalations.
Lead, hire, and develop a small team while partnering closely with Sales, Product, and Engineering.
They are a B2B SaaS marketplace connecting community partners and vendors. The company is a scaling startup with a small team and a collaborative culture focused on long-term growth.
Lead customer onboarding and connect Jira and GitHub for each customer's first study.
Run the ongoing account rhythm: monthly capitalization updates and annual filing deadlines.
Own renewals and find expansion opportunities, bringing customer feedback to the product team.
Neo.Tax is an AI-driven platform that automates the R&D tax credit and software capitalization for modern software companies. You’ll join a small team early and shape how we do customer success, with direct access to leadership and the product team.
Own a portfolio of 20-30 enterprise accounts, driving adoption, retention, and expansion.
Lead onboarding through renewals, including commercial negotiations and success planning.
Collaborate with engineering and product teams to align customer goals and improve experiences.
A fast-growing technology company providing innovative cloud development solutions and an AI-driven environment. The company fosters a collaborative, inclusive culture with an internationally distributed team and startup-like pace.
Own day-to-day engagement and success plans for Trulioo's largest customers across payments, crypto, and financial services.
Lead high-stakes customer engagements, resolve escalations, and drive adoption of Trulioo's full product suite to achieve high NPS.
Leverage AI and data analysis to identify upsell opportunities, streamline workflows, and mentor the customer success team.
Trulioo is a global leader in digital identity verification, enabling businesses to onboard customers, reduce costs, and fight fraud by verifying over 5 billion people and 700 million business entities across 195 countries. Headquartered in Vancouver with offices in San Diego and Dublin, Trulioo is a people-first company recognized as a BC Top Employer, fostering a collaborative and inclusive culture.
Develop and execute personalized, data-driven engagement strategies to drive product adoption and reduce churn across a high-volume customer portfolio.
Leverage customer success tools like Gainsight to build success plays, email templates, and digital resources that streamline customer interactions.
Collaborate with cross-functional teams to refine the digital customer success journey and deliver measurable value to customers.
Jobgether is a platform that uses AI-powered matching to connect candidates with remote job opportunities. The company emphasizes a collaborative, inclusive culture with a global team across North America, the UK, and India.
Own a portfolio of customer relationships, driving adoption, retention, and renewals.
Lead onboarding, training, and business reviews to ensure confident rollout and ROI.
Partner with Product and Engineering to surface customer insights and resolve issues.
Canals builds software for wholesale distributors, helping them operate more efficiently through automation and AI. They are a profitable, rapidly growing company with a team of roughly 140 people distributed across North and South America, valuing ownership, transparency, and continuous improvement.
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.
Own strategic customer relationships after the sale, build onboarding playbooks and account health scoring, and lead a small customer success team.
Identify renewal risks at least 120 days in advance, partner with Sales on renewals and expansions, and run quarterly business reviews.
Manage escalations, coordinate cross-functional resolutions, and bring customer and vendor insights to Product and Engineering.
Our client is a SaaS company that powers branded vendor marketplaces for banks, venture capital firms, private equity firms, and business communities. They are a high-growth vendor management startup with a small, collaborative team offering direct leadership access and room to grow.
Own end-to-end relationships for 8-10 strategic enterprise merchants, driving retention, expansion, and profitability.
Develop and execute account plans, build multi-threaded executive relationships, and lead complex renewals and upsells.
Partner with cross-functional teams to translate performance data into business cases and deliver measurable customer value.
Signifyd provides AI-powered fraud protection for online retailers, helping them approve more orders and reduce risk. Trusted by thousands of merchants globally, it processes billions of transactions yearly with a values-driven culture.
Own the customer relationship from implementation hand-off through renewal and expansion, keeping CRM data accurate and up to date.
Become a trusted advisor who drives retention, adoption, and growth while leading Quarterly Business Reviews with executive stakeholders.
Act as the voice of the customer by collecting product feedback and turning customer needs into clear input for Product and Development teams.
Verifiable is a provider credentialing and network monitoring platform that uses AI, API, and software solutions to help healthcare organizations optimize operations at enterprise scale. The company has grown to nearly 150 people, is a top Salesforce partner, and maintains a fast-moving, high-ownership culture.
Manage a portfolio of enterprise accounts to drive adoption, value realization, and long-term retention throughout the customer lifecycle.
Build strategic success plans, conduct Executive Business Reviews, and monitor KPIs to ensure customers achieve measurable value from Quest solutions.
Collaborate with sales, support, product, and renewals teams while surfacing qualified leads and acting as an escalation point for high-impact issues.
Quest Software builds the foundation for enterprise AI with solutions in data governance, cybersecurity, and platform modernization. More than 45,000 companies, including 90% of the Fortune 500, trust Quest to solve their most critical IT challenges, and the company fosters an employee-first, inclusive culture.
Lead and mentor the customer support team to resolve issues and meet SLA targets.
Build strong customer relationships, guiding onboarding, adoption, and retention.
Identify upsell opportunities and collaborate with sales and marketing teams.
Yellow Labs Software, Inc. develops CustomBooks, a global Cloud ERP product for businesses. The company operates remotely and focuses on customer success and support.
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 customer onboarding, adoption, and success by creating success plans and guiding implementation.
Proactively identify churn risk, build mitigation strategies, and coordinate account teams to drive outcomes.
Act as a trusted advisor and champion builder, uncover expansion opportunities, and own renewals.
LaunchDarkly provides a feature management platform that lets developers release and control software features safely and efficiently. The company values teamwork, transparency, and customer obsession, fostering an open and 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.
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.
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.
Ensure customers realize ongoing value from Depositions by Filevine through adoption and retention.
Monitor customer health metrics and assist in forecasting retention and growth.
Partner with cross-functional teams to support go-to-market initiatives and customer education.
Filevine is a Legal AI company delivering Legal Operating Intelligence for legal work. They are a rapidly growing technology company with a team of exceptional collaborators, recognized by Deloitte and Inc.