Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth
Define and evolve a practical support operations roadmap aligned to company priorities.
Own the structure and ongoing optimization of Salesforce Service Cloud.
Build reporting that provides visibility into support demand, trends and product pain points.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators. They have helped over 150 customers maximize revenue, streamline operations, and maintain compliance. They are located across more than 120 countries.
Build scalable reporting, dashboards, and forecasting for customer success teams.
Turn customer, product, and revenue data into actionable insights.
Leverage AI and automation tools to scale customer outreach and predict churn risks.
OpenSesame is disrupting the workforce development industry with an AI-powered marketplace of skills courses and personalized learning. More than 2,000 companies rely on OpenSesame to develop productive workforces.
Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.
Tenna empowers customers to control their mixed assets anytime, anywhere, on one comprehensive platform. The company values quality, grit, continuous learning, collaboration, and awesomeness.
Serve as a primary RevOps point of contact for NAMER Sales Development Front Line Managers.
Conduct ad-hoc analyses on SDR performance data to surface actionable insights.
Identify bottlenecks in the sales development process and suggest improvements to workflows, handoffs, and qualification criteria.
Vanta helps businesses earn and prove trust by enabling companies to practice better security and prove it with ease. They have a kind and talented team, and empower companies to improve and prove their security.
Lead, manage, and develop a team of operations professionals across CSM Ops, Renewals Ops, and PS Ops.
Partner with Revenue Technology to represent and prioritize CX operational requirements for Customer Success and Professional Services systems.
Drive improvement in PS and CSM bookings and revenue forecasting processes, reducing reliance on manual aggregation.
GitLab is the intelligent orchestration platform for DevSecOps. They enable organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. GitLab has over 50 million registered users and according to their data, more than 50% of the Fortune 100 trust GitLab.
Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
Lead the organization through large scale change and transformation, ensuring a solid change management framework.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Implement, manage, and grow both new and existing SMB customer base, driving adoption, retention, and expansion.
Serve as a subject matter expert and point of escalation for all SMB customers.
Build and execute plans to accelerate revenue through Omada marketing best practices; ensure enrollment forecasts are met or exceeded.
Omada Health is on a mission to inspire and nurture lifelong health, one day at a time. Omada's virtual care teams help individuals living with chronic conditions achieve long-term health improvements by combining the latest and breakthrough behavioral science. Omada has served more than two million members since launch across 2,000+ employers, health plans, pharmacy benefit managers, and health systems.
Partner with functional leads to improve processes, workflows, and tools for scalable operations.
Develop insightful reporting and data insights for the Client Advisory Services team and leadership.
Help design and improve processes and manage post-sales tools that support scalable operations.
Optro is a leading audit, risk, ESG, and InfoSec platform, having surpassed $300M ARR and continuing to grow. They are one of the 500 fastest-growing tech companies in North America for the seventh year in a row and their customers love them.
Develop and execute customer success strategies focused on customer retention, adoption, value realization, and expansion opportunities.
Librestream delivers advanced AR and AI-driven software that empowers frontline workers in industries like manufacturing, energy, and aerospace. They connect field technicians with remote experts using real-time video collaboration, AR guidance, and digital workflows. Harris is a leading provider of mission critical software to the public sector in North America.
Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.
SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.
Analyze GTM and sales data to identify trends and areas for optimization across the sales funnel.
Audit, clean, and maintain CRM data (Salesforce) on an ongoing basis.
Manage and support key GTM tools and vendor relationships, including Salesforce and LinkedIn Sales Navigator.
QA Wolf aims to eliminate every software bug in the world and is the first QA solution that guarantees automated test coverage. They're a remote-first company with a leadership team coming from Amazon, Bridgewater, ZipDrug, and other industry-shaping companies.
Manage and grow relationships with a portfolio of customers, ensuring strong engagement, satisfaction, and long-term retention across the customer lifecycle.
Monitor customer health, proactively address risks, and resolve issues or escalations in collaboration with internal teams.
Lead onboarding, product demos, enablement sessions, and success planning to drive product adoption and value realization.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The final decision and next steps (interviews, assessments) are managed by their internal team.
Serve as HubSpot administrator and internal subject matter expert, managing pipeline configuration, automation, permissions, and reporting.
Design scalable workflows that align Sales, Marketing, and Customer Success.
Translate CRM and marketing data into actionable insights for the Chief Growth Officer and leadership team.
Shine Early Learning aims to eliminate the gap between children’s inherent potential and their achievement in school and life. As part of the Strategy & Growth team, you’ll help build the systems and infrastructure that make mission-aligned growth possible.
Own the end-to-end customer lifecycle, leading and driving the renewal process.
Become an expert in Sayari’s platform and data, capitalizing on an Analyst’s mindset.
Partner with Account Managers and Executives to identify and qualify expansion opportunities.
Sayari is the leader in Agentic Systems of Work for economic security and risk. They are powered by the Sayari Commercial World Model, a digital twin of global commerce resolving 10.6B+ primary-source records from 250+ jurisdictions. Their company culture is defined by a dedication to using open data to prevent illicit commercial and financial activity.
Own the HubSpot to Salesforce migration and ensure our CRM is optimized.
Build and maintain dashboards for teams and the executive team.
Work with Finance to prepare board decks and manage commissions.
Push Security is the secure enterprise browser extension built for the AI era. Founded by red team and blue team experts, Push combines high-fidelity browser telemetry, real-time control, and autonomous agents to stop advanced attacks, secure AI usage, harden identities, and prevent data loss. They have a flexible, remote-first work environment and opportunities for growth in a fast-scaling startup.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Analyze sales and renewal data to build forecasting models and identify risks.
Collaborate with Sales, Renewals, and Customer Success to optimize the revenue engine.
Act as a strategic advisor for Salesforce and Gong, connecting data and maintaining data integrity.
Hirevue transforms the way organizations discover, engage, and hire talent. They connect companies and candidates anytime, anywhere with their end-to-end hiring platform featuring video interviewing, assessments and conversational AI. They have hosted over 70 million video interviews for over 1200 customers.
Work closely with Customer Success and Renewals teams to support day-to-day operational workflows.
Assist in analyzing business data, operational metrics, and customer trends to derive actionable insights.
Help identify process inefficiencies and contribute to improvement initiatives.
Sprinto is an AI-native GRC platform that helps organisations manage risks, audits, vendor oversight, and continuous monitoring from a single connected platform. With a team of 350+ employees serving 3,000+ customers across 75+ countries, they combine scale with expertise to deliver trust and compliance.
Own and execute sub-$2,500 renewal opportunities in your region.
Work the Foundation renewal playbook: outreach, quote delivery, follow-up, and close.
Maintain Salesforce hygiene daily (update stages, close dates, and next steps).
GoGuardian helps build a future where all learners are ready and inspired to solve the world’s greatest challenges. They are an outcomes-focused learning company with a steadfast focus on improving learning environments. They are a remote team of diverse, committed, mission-driven employees.
Onboard new customers using different communication channels.
Educate customers about Wisetack's benefits for their business.
Communicate merchant needs and feedback to cross-functional partners.
Wisetack builds consumer lending products for service-based businesses. They are a well-funded startup with a healthy company culture, backed by leading VCs and recognized with multiple awards.