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.
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 and Strategic accounts end-to-end — from onboarding through renewal — with full accountability for retention and net revenue expansion
Design and run tailored rollout and enablement programs that get large organizations to value fast and build internal momentum for broader adoption
Lead QBRs and EBRs that connect Scribe's impact to the metrics executives care about, and use those conversations to surface expansion opportunities
Scribe provides a Specialized Intelligence platform that captures how work happens and turns it into a living asset for teams and AI agents. Founded in 2019, the company has grown to 7 million users across 600,000 businesses, is valued at over $1 billion, and has been named a LinkedIn Top Startup.
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.
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.
Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.
Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.
Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
Guide new customers through onboarding, configuration, and initial product adoption
Monitor customer engagement and proactively identify adoption risks or opportunities
CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.
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 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.
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.
Manage a portfolio of mid-enterprise customers, building trust-based relationships and driving adoption, retention, and expansion.
Partner with Sales to identify upsell opportunities and lead business reviews that demonstrate ROI and measurable outcomes.
Surface customer feedback to influence product improvements and collaborate cross-functionally for a seamless experience.
Doppel builds an AI-native platform to defend against social engineering threats like phishing and impersonation, protecting brands and employees across digital channels. Backed by Andreessen Horowitz and Bessemer Venture Partners, it is a fast-growing Series C startup with a deep cybersecurity team and a culture of respect and trust.
Drive incremental revenue and product adoption by serving as a strategic, consultative partner to key accounts.
Manage a portfolio of accounts, develop Customer Success Plans, and close complex deals with executive stakeholders.
Collaborate cross-functionally and use data-driven strategies to maximize customer satisfaction and revenue growth.
Freshworks builds uncomplicated service software that delivers exceptional customer and employee experiences. With over 4,500 employees worldwide, we foster a people-first, AI-driven culture focused on making a real impact.
Serve as the primary Customer Success partner for high-value, strategically important customers, building trusted relationships and driving value realization.
Monitor account health, adoption, and risks using data and customer insights to develop retention and growth strategies.
Collaborate cross-functionally with Sales, Support, and Product teams to coordinate complex customer engagements and identify expansion opportunities.
Agiloft is the most trusted global leader in data-first contract lifecycle management (CLM) software, helping organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts. The company is a growing, vibrant, and successful organization with nearly 100% customer satisfaction and 97% annual renewal rate, fostering an inclusive culture with employee resource groups and a focus on work-life balance.
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.
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.
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.
Own a portfolio of enterprise clients, building consultative relationships and driving adoption and value realization.
Lead client health monitoring, renewals, and identify growth opportunities across assigned accounts.
Work cross-functionally with Sales, Product, Support, and other teams to align client priorities with Rithum’s capabilities.
Rithum is the world’s most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business across hundreds of channels, representing over $50 billion in annual GMV.
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.
Act as the primary liaison between customers and internal teams, focusing on onboarding, adoption, and ongoing value delivery.
Build and nurture strategic customer relationships, drive product adoption, and identify opportunities for expansion.
Proactively monitor customer health, manage escalations, and collaborate with cross-functional teams to ensure satisfaction and retention.
Abnormal protects the humans behind the world's most critical organizations from AI-powered cybercrime. 4,500+ enterprises trust our behavioral AI platform, fostering a culture of innovation and security.
Manage a portfolio of client accounts to drive net revenue retention and expansion.
Proactively identify and close upsell and cross-sell opportunities within existing accounts.
Lead onboarding, implementation, and business reviews to ensure measurable ROI.
Appointedd is a B2B SaaS company that provides an appointment scheduling and customer management platform. It is a growing company with a customer success-focused culture, emphasizing proactive revenue growth and client partnerships.
Own the health, success, and growth of your customer portfolio including onboarding, adoption, retention, expansion, and advocacy.
Analyze account health, identify risk, and create data-informed success plans aligning with customer ROI.
Build strong, multithreaded relationships with technical and business stakeholders, including execs.
Tiger Data, formerly Timescale, empowers developers and businesses with the fastest PostgreSQL platform for transactional, analytical, and agentic workloads. Trusted globally by thousands of organizations, it is a remote-first team committed to direct communication, accountability, and collaborative excellence.