Source Job

• Lead and coach Customer Success, Implementation, and CS Operations teams to achieve exceptional customer outcomes.
• Drive customer adoption, retention, and value realization through scalable processes and data-driven strategies.
• Collaborate cross-functionally with Sales, Product, Engineering, and Operations to shape customer-focused initiatives.

They are a growing SaaS company focused on delivering exceptional customer outcomes through strategic leadership and operational excellence. They foster an inclusive, collaborative culture with a high-growth environment and trust-based flexibility.

• Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
• Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
• Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.

The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.

• Build and maintain trusted relationships with mid-market customers through proactive communication.
• Manage a portfolio of accounts, focusing on adoption, retention, and growth.
• Use customer health data to identify risks and opportunities, collaborating with cross-functional teams.

This company offers a SaaS solution and is focused on customer success and engagement. With a global team spanning North America, the UK, and India, they foster a collaborative and inclusive remote-first culture.

• Lead daily operations and align execution with broader business goals.
• Manage agent attendance, quality, and performance with coaching and follow-up.
• Oversee onboarding, compliance, and monthly invoicing while driving workforce growth.

This role is with a partner company that operates a remote, distributed workforce providing outsourced services. The company is scaling to 100 active agents and values hands-on leadership, accountability, and quality.

• Lead a team of customer success professionals to ensure high-quality service delivery and client satisfaction.
• Build and maintain strong relationships with customers, stakeholders, and internal teams to promote trust and long-term partnerships.
• Develop and implement customer success strategies that improve satisfaction, retention, and service outcomes.

The company provides services focused on customer success and operational excellence. It is a remote-first organization that values collaboration and professional development.

• Own overall Customer Success strategy, retention, and expansion targets with direct accountability for net revenue retention (NRR) and churn outcomes.
• Coach, enable, and support the Customer Success team while personally engaging with strategic accounts when additional leadership is required.
• Build and continuously refine scalable customer success playbooks, health-scoring frameworks, and lifecycle standards.

Our partner is a fast-growing B2B SaaS company offering a high-impact leadership opportunity. They operate in a profitable, high-growth environment with strong market momentum and a collaborative culture focused on impact and accountability.

• Provide exceptional support to customers via phone, email, and chat, addressing inquiries about RESPs and our digital platform.
• Resolve issues efficiently by troubleshooting problems and coordinating with internal teams to ensure customer satisfaction.
• Maintain accurate records of customer interactions and contribute to improving processes and resources.

Embark Student Corp. is a fintech company that helps Canadians achieve their education goals through an innovative digital platform for RESPs. Over the past 60 years, the company has reinvested over $60 million into scholarships and supported more than 850,000 students.

• Lead and develop Customer Success, Implementation, and Operations teams to drive customer adoption and retention.
• Oversee implementation experience and use data to identify trends and improve customer outcomes.
• Partner cross-functionally to represent the customer perspective and build a high-performance culture.

Cardata provides automated software and services for vehicle reimbursement programs. They are a small, driven team focused on growth and impact.

• Manage customer feedback channels and community platforms as strategic Voice of Customer programs, ensuring submissions are reviewed and categorized.
• Engage directly with customers to gather additional context and insights, and coordinate with cross-functional teams to route and prioritize feedback.
• Lead operational management of customer council initiatives, build relationships with participants, and develop reports highlighting customer sentiment and engagement metrics.

The partner company is a leading enterprise technology organization focusing on customer experience and product innovation. They operate with a collaborative and remote-friendly culture, fostering cross-functional teamwork.

• Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
• Document and improve operational processes, creating templates and playbooks to support the Account Management team.
• Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.

Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.

• Manage district warranty operations, focusing on reducing waste and improving first-time repair outcomes.
• Coach dealership leadership on compliance, warranty procedures, and customer-handling standards.
• Collaborate with cross-functional teams to resolve complex cases and drive service excellence.

The company operates a network of dealerships in Canada, focused on delivering high-quality automotive service and warranty management. The culture emphasizes collaboration, customer satisfaction, and continuous improvement, with a commitment to diversity and employee development.

• Own the complete post-sales customer journey, including onboarding, relationship management, and ongoing support.
• Guide customers through complex workflows and coordinate between customers, design teams, and production partners.
• Manage a portfolio of accounts, identify growth opportunities, and proactively resolve issues.

The company is a partner organization that helps customers navigate custom product development journeys. They operate in a fully remote, global environment with a collaborative culture focused on customer success and innovation.

• Lead the client success function and shape strategies for adoption, retention, expansion, and long-term customer value.
• Develop high-performing teams, establish clear KPIs, and create scalable customer success processes.
• Act as a trusted advocate for clients, ensuring their priorities are reflected across the organization.

This company is a mission-driven, data-focused organization that helps higher education institutions achieve stronger outcomes. It fosters a collaborative culture that values curiosity, authenticity, diverse perspectives, continuous learning, and meaningful impact.

• 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.

• Manage a portfolio of strategic enterprise customers as the primary Customer Success contact, driving adoption and value realization.
• Build relationships with executive stakeholders, lead success planning, and identify expansion opportunities aligned with customer goals.
• Partner with cross-functional teams to execute customer success initiatives and maintain accurate account health data in CRM platforms.

Varicent provides cutting-edge SaaS solutions for Sales Performance Management, empowering revenue leaders globally to design smarter go-to-market strategies and maximize seller performance. Varicent is a market leader trusted by global industry leaders like T-Mobile and ServiceNow, fostering a diverse, collaborative, and innovative team.

• Create and own quarterly success strategies to identify churn risks and maximize revenue.
• Build strong relationships with customers, using empathy to become an expert at driving value with Karbon.
• Manage renewals, monitor customer health, and advocate for customers internally to drive retention and expansion.

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

• Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
• Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
• Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.

This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.

• Lead global customer operations strategy, standards, and performance across the US, UK, and India using a follow-the-sun model.
• Use data, customer feedback, and operational insights to identify opportunities and drive measurable improvements in service delivery.
• Partner with Sales, Marketing, Publishing, and Customer Experience to enhance processes and the end-to-end customer journey.

The company provides education-focused products and services, supporting educators, institutions, and learning communities globally. It is a global organization with a culture centered on collaboration, continuous improvement, diversity, and employee development.

• Own the customer life cycle post-sales, ensuring satisfaction and adoption for a book of business.
• Manage renewals for 400+ customers, including pricing negotiations.
• Partner with Sales to drive expansion and cross-sell opportunities.

Superhuman is an AI productivity platform that integrates with over 1 million applications and websites to help people eliminate busywork. Founded in 2009, the company empowers over 40 million individuals, 50,000 organizations, and 3,000 educational institutions worldwide.

• Lead and mentor a team of Mid-Market and Enterprise Customer Success Managers, driving retention and expansion.
• Collaborate with Sales, Product, and Support leaders to ensure a seamless customer journey and positive experience.
• Leverage data to track team performance, develop CSM playbooks, and manage risk for multi-shop operators.

Shopmonkey is the leading auto-repair shop software company, providing a cloud-based solution to help auto shops consolidate tools and streamline operations. Headquartered in Silicon Valley, the company has over 3500+ customers and was named #4 on Forbes' America's Best Startup Employers list.