Source Job

• 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.

• Manage a large portfolio of SMB customers, focusing on retention and product adoption.
• Build and maintain strong customer relationships, acting as the main point of contact.
• Drive customer satisfaction and growth by leveraging AI tools and usage analytics.

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform for accounting professionals. The company is well-funded, ranked #1 on G2, and has a people-first culture recognized with Great Place To Work certification and Fortune's Best Small Workplaces list.

• Serve as a strong advocate for customers and end users, representing their needs within the organization.
• Build trusted day-to-day relationships with customer stakeholders and ensure they fully leverage Lightning Bolt Scheduling.
• Lead process improvement and optimization initiatives that drive measurable value for customers.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100M+ in annual revenue, fostering a collaborative culture focused on innovation.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• Own the full post-sales customer lifecycle including onboarding, renewals, and expansion.
• Identify and close upsell and cross-sell opportunities while managing SaaS renewals.
• Build multi-threaded relationships and act as a trusted advisor to maximize customer value.

This company offers a SaaS platform to its customers. The environment is collaborative and inclusive, with a focus on results, teamwork, and diverse perspectives.

• Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
• Partner with Account Managers to drive renewal and expansion within your book of business.
• Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.

Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.

• Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
• Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
• Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

• Own customer relationships and create playbooks to drive success across a rapidly growing customer base.
• Develop deep product and market understanding to articulate value to technical and executive audiences.
• Manage renewals, identify expansion opportunities, and build customer advocates.

Recast Software empowers organizations to better manage and support users and devices by simplifying IT teams' work and enabling secure, compliant environments. It is a rapidly growing software company with its solution used by thousands of enterprise organizations in over 125 countries, impacting millions of devices and people.

• Manage a portfolio of school and school district accounts to ensure product adoption and retention.
• Build trusted client relationships through proactive account management and training coordination.
• Collaborate with internal teams to resolve issues and contribute to continuous customer experience improvements.

The company provides a SaaS-based education solution that helps educators and students plan successful futures. It fosters a mission-driven, inclusive culture focused on learning and innovation.

• Serve as the primary point of contact for new clients during their first 30-90 days, building relationships and guiding them through onboarding.
• Conduct virtual one-on-one training sessions to educate clients on using the platform effectively for their business needs.
• Identify client needs, track progress, and proactively address roadblocks to ensure long-term success and reduce churn.

Granum is a leading software company serving landscapers and arborists across North America with intuitive, industry-specific solutions. The company fosters a highly collaborative and supportive culture, with recognition as a top workplace for small and medium-sized companies.

• Proactively own the end-to-end post-sale lifecycle, from onboarding to expansion, ensuring zero missed kickoff calls and driving customer growth.
• Conduct deep investigative check-ins to uncover hidden pain points, resolve issues with urgency, and mitigate churn risks.
• Act as the internal source of truth, bridging customer feedback across Product, Sales, and Operations teams to drive product improvements and retention.

Panoptyc uses visual AI and human-in-the-loop reviewers to help retailers detect theft in over 25,000 stores, saving customers millions annually. As a fully remote, globally distributed team, they work with Fortune 500 retailers and fast-growing brands, executing at scale.

• Provide personalized support to Loopio users by troubleshooting and resolving issues via email and phone.
• Empower customers by creating help center resources and participating in internal training sessions.
• Partner with cross-functional teams to deliver value and contribute to customer retention.

Loopio is a software company that provides a platform for teams to manage and respond to RFPs efficiently. They are a remote-first organization with a global team across Canada, India, and the UK, fostering a supportive and inclusive culture.

• Manage a portfolio of SMB merchants and serve as the primary owner of the post-launch customer experience, driving retention and adoption.
• Proactively identify risks, manage escalations, and coordinate with internal teams to resolve issues and ensure merchant success.
• Help define and build the foundation of the Customer Success function, including playbooks, processes, and account health frameworks.

DoorDash is a technology and logistics company that empowers local economies by enabling door-to-door delivery and now offers a platform for any goods. The company is growing rapidly and values diverse teams, providing comprehensive benefits and a focus on employee well-being.

• Own the full customer lifecycle for SME clients, including onboarding, engagement, expansion, and renewal.
• Build rapport with decision-makers and drive adoption of best practices to maximize member utilization.
• Present data-driven business reviews to senior HR executives and collaborate cross-functionally to enhance the patient experience.

Spring Health is a global mental health company providing an AI-native platform for personalized care across coaching, therapy, and medication management. Reaching over 170 million people, it leverages technology to expand access and quality of mental healthcare.

• Lead and develop a high-performing Customer Success team to drive retention and expansion.
• Own team-level GRR, NRR, and expansion targets with real-time visibility into pipelines.
• Coach CSMs on account strategy, risk mitigation, and consistent execution of playbooks.

Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators who foster a culture of partnership and growth.

• Manage a portfolio of SMB customers, building long-term relationships and driving adoption.
• Conduct regular check-ins to assess satisfaction and guide customers through challenges.
• Identify upsell and renewal opportunities while acting as the voice of the customer internally.

This partner company provides technology solutions and customer success services to small and medium-sized businesses. They foster a collaborative, people-first culture with autonomy and opportunities for growth.

• Manage relationships with Linear’s top mid-market customers and act as primary point of contact for inquiries and feedback.
• Drive customer onboarding, training, and adoption to ensure customers realize full value of Linear.
• Advocate for customer needs internally across product, sales, and support to drive satisfaction and retention.

Linear builds a product development system for teams and agents, shaping tools for AI-era software development. Founded in 2019, it serves 40,000+ companies including OpenAI, Coinbase, and Ramp, with a remote-first culture focused on craftsmanship and fast execution.

• Own the post-sales experience from adoption to renewal, driving retention and growth across a portfolio of high-impact clients.
• Lead onboarding, implementation, and relationship management while partnering with Sales, Product, and Engineering.
• Build and refine CS processes, playbooks, and tooling to scale as the fourth member of a growing team.

Kodex revolutionizes how organizations handle sensitive subpoenas and data requests from law enforcement and government agencies. Backed by investors including Andreessen Horowitz and Y Combinator, the company supports over 15,000 agencies in 190 countries and is trusted by industry leaders like Coinbase and Stripe.

• Manage a portfolio of customers through scaled engagement programs to drive adoption, retention, and expansion.
• Lead onboarding and ongoing success, coaching champions and facilitating training sessions.
• Use data and customer health insights to prioritize high-value activities, reduce churn, and identify upsell opportunities.

They are a fast-growing global software organization providing customer success and operational solutions. Their culture emphasizes continuous improvement, ownership, trust, and personal development.

• 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.