Own renewal and expansion strategy for a portfolio of accounting firms, driving measurable value realization and net revenue retention.
Serve as a strategic advisor to executive stakeholders, diagnosing workflow inefficiencies and aligning product capabilities to firm-level improvements.
Proactively identify churn indicators through behavioral data and health metrics, and develop structured save plans with clear ROI articulation.
Develop and execute customer success strategies to enhance satisfaction, onboarding, retention, and revenue growth.
Monitor customer health and performance metrics to identify opportunities, risks, and areas for optimization.
Own the full commercial lifecycle post-onboarding, including renewals, upsells, and cross-sells, and identify expansion opportunities within existing customer base.
Certn changes how trust works through the world's easiest background check. They've raised $127M+, earned Deloitte Fast 50 recognition, and are a remote-first company with a high-performance edge and a strict no-jerk policy.
Own a portfolio of top tier accounts, driving retention (GRR) and growth (NRR) through strategic account management.
Articulate business value and build forward-looking account strategies to identify risks and expansion opportunities.
Use AI-generated signals to prioritize work and travel approximately 20% of the time for customer meetings.
ClickTime is a recognized leader in time management software, serving thousands of enterprises, nonprofits, and governments worldwide. The company is bootstrapped, profitable, and has tracked over $210 billion worth of employee time, with a remote team across the United States.
Manage a large portfolio of customers, driving retention, product adoption, and satisfaction through proactive engagement and data-driven insights.
Serve as a trusted advisor, developing scalable playbooks and programs to help customers achieve their goals and maximize ROI.
Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer and manage renewals.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and processing over 110M transactions annually, we are a growing company that values diversity and innovation.
Serve as the primary strategic contact for assigned customers, building deep relationships with revenue leaders and operations.
Drive adoption and value realization by creating and executing onboarding and rollout plans that accelerate time-to-value.
Lead the end-to-end renewal process, partnering with Sales and Legal to maximize retention and capture expansion opportunities.
Airspeed provides an AI Revenue Orchestration Platform that turns customer interactions into actionable insights. With 100+ SaaS customers and 90%+ adoption, Airspeed is a lean startup with a high-performance, detail-oriented culture.
Own a portfolio of 12-15 complex B2B accounts ($100K-$300K ARR) and lead executive onboarding to align stakeholders on goals.
Build deep relationships with executive sponsors, drive product adoption, and progress expansion opportunities with Account Executives.
Use customer data for high-impact QBRs and act as a trusted advisor to deliver measurable business value.
Clutch is a revolutionary vertical SaaS company backed by Andreessen Horowitz that empowers Credit Unions to become FinTech lenders. With a team of 10+ in Customer Success, the culture is high-trust, high-accountability, and values progress over perfection.
Build and maintain strong relationships with executive stakeholders and serve as the primary strategic point of contact for assigned customer accounts.
Monitor customer health, identify risks, and manage escalations to ensure high retention and contract renewal rates.
Drive account profitability by monitoring financial health, addressing scope creep, and recommending service realignment.
Advizex, a Myriad360 company, delivers IT solutions across healthcare, education, government, manufacturing, and retail with over 50 years of innovation. As part of a growing portfolio, the company fosters a customer-first culture with expanded resources and reach.
Build strong relationships with customers and drive product adoption to ensure satisfaction and retention.
Develop mutual value plans and identify expansion opportunities with Account Management partners.
Proactively identify account risks and collaborate with internal teams to optimize implementations.
Highspot is pioneering the category that is fundamentally changing the way companies increase sales productivity. We are committed to building breakthrough software with a spark of magic, and we have put intentional focus on creating equitable workspaces for each of our employees.
Own and grow a portfolio of mid-market customers, acting as their trusted strategic partner.
Lead onboarding, adoption, business reviews, and success planning to help customers maximize value.
Identify expansion opportunities and lead commercial conversations including renewals and growth.
Go1 helps organizations deliver learning and development in more relevant, timely, and effective ways. From a small startup to a global brand, they have grown by solving hard problems, embracing ambiguity, and never standing still, with a remote-first culture and team events.
Serve as the primary owner of customer relationships post-implementation, driving retention and satisfaction through strategic partnership and proactive service management.
Oversee service delivery against SLAs and KPIs, coordinate escalations, and identify expansion opportunities in partnership with Sales.
Track customer health and success metrics, leveraging data to drive continuous improvement and scalable processes.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators, helping customers maximize revenue and streamline operations. The company is trusted by over 150 leading companies globally and focuses on innovation and customer success.
Lead, coach, and develop Customer Success Managers and Analysts to maximize retention and team performance.
Own gross dollar retention by managing customer health, success plans, and interventions across the entire book.
Partner with Sales on expansion opportunities and act as the voice of the customer within the company.
Amperon is where energy data meets AI, providing forecasting for the energy transition. With offices in Texas and a remote-first culture, the company has a compact team of smart, genuinely nice individuals passionate about data science and energy.
Manage strategic client relationships across ownership groups to drive long-term value.
Lead business reviews and ensure client health scoring to mitigate risk and identify growth opportunities.
Own retention and net revenue retention targets, collaborating cross-functionally.
Fetch provides package management solutions for multifamily properties, enhancing resident experience. They are a remote-first company with a focus on innovation and customer success.
Lead, mentor, and develop a team of Customer Success Managers, driving professional growth and accountability.
Own team-level renewal, retention, and expansion metrics while maintaining visibility into the book of business.
Serve as an escalation point for complex customer situations and coach CSMs on navigating enterprise relationships.
LogicGate provides an AI-powered GRC platform that helps enterprises manage governance, risk, and compliance. Recognized as a leader in the GRC market, the company fosters a culture of empowerment, inclusivity, and continuous growth through employee resource groups and community giving.
Act as a strategic business partner and CEO of a portfolio of ~15 strategic clients, driving long-term partnerships and customer retention.
Lead Executive Business Reviews and proactively recommend solutions to anticipate client needs and uncover expansion opportunities.
Drive commercial success by owning retention, expansion strategies, and overall revenue growth within your portfolio.
TrueML is a mission-driven financial software company that uses machine learning to create personalized digital experiences for distressed borrowers. The team includes inspired data scientists, financial services experts, and customer experience fanatics building technology to ensure nobody gets locked out of the financial system.
Own the client relationship and drive proactive growth by anticipating needs and aligning solutions with business goals.
Master the product and become the internal expert, advocating for clients by feeding insights to product teams.
Navigate complexity by providing customers with data and insights to help them grow and overcome challenges.
WorkWave builds innovative software and fintech solutions for service professionals like pest control, lawn care, and cleaning. With over 8,000 customers globally, the company fosters a culture of accountability and collaboration.
Own customer onboarding and renewal, driving adoption and measurable value for legal teams.
Monitor usage, identify blockers, and help integrate AI into daily legal workflows.
Build trusted relationships with executive stakeholders and translate feedback into product insights.
GC AI is the fastest-growing legal AI platform for in-house legal teams, building the future of legal work. With over 1,700 companies using the platform, including 150+ public companies, and a $60 million Series B, the company has a high-performing, ownership-driven culture.
Manage a mid-market portfolio of accounts, driving customer retention and growth through proactive engagement.
Serve as a trusted advisor, guiding customers through onboarding, product adoption, and renewal to maximize value.
Collaborate with sales and cross-functional teams to identify upsell opportunities and resolve issues.
Nearmap provides aerial imagery, AI-driven analytics, and geospatial tools to help plan, build, insure, and govern the built environment. They cultivate an inclusive, supportive culture and value moving fast and working smart.
Act as a trusted advisor to Sales, Marketing, and Operations leaders within enterprise customers.
Manage a $5M+ book of business, ensuring high customer retention, expansion, and advocacy.
Own the customer lifecycle from onboarding to adoption, renewals, and growth.
Backstory is an AI answers platform for sales teams that trains AI on billions of sales interactions to help sales leaders get trusted answers and drive revenue. Backed by top investors like Andreessen Horowitz and ICONIQ Capital, the company is listed in the Inc. 5000 and recognized by Gartner and Forrester, fostering a data-driven and collaborative culture.
Act as primary customer contact, maximizing ROI in Sardine through day-to-day and strategic support.
Build thorough understanding of product, technology, and strategy to message succinctly to clients.
Translate complex product and technology problems into simple, actionable solutions and manage internal and external solution processes.
Sardine is the leading agentic risk platform for fighting financial crime, unifying data across risk teams to stop fraud and automate AML operations. The company is remote-first with hubs in the Bay Area, NYC, Austin, Toronto, and São Paulo, and values performance over hours worked.
Manage a high-volume portfolio of customers through a tech-touch first engagement model to drive product adoption and retention.
Monitor and act on customer health signals to proactively mitigate risk and drive adoption using tools like Planhat.
Partner cross-functionally with Sales, Support, Product, and Marketing to improve the customer experience.
Cision is a global leader in consumer and media intelligence, engagement, and communication solutions. The company serves over 75,000 clients including 84% of the Fortune 500 and has signed the CEO Action for Diversity & Inclusion pledge, fostering an inclusive culture.
Own a portfolio of customers end-to-end, from onboarding through renewal and growth, with real accountability for outcomes.
Connect product adoption to meaningful business value, not just usage metrics.
Manage complex relationships with multiple stakeholders across revenue, marketing, and operations.
1mind builds AI Superhumans that transform B2B sales by qualifying leads, running demos, handling objections, and onboarding customers 24/7. Backed by $40M from Battery Ventures, the company is a remote-first team of builders working at the intersection of AI, product, and GTM innovation.