Act as the primary point for assigned client relationships, driving adoption, value realization, and customer health to ensure client success.
Monitor customer health indicators and maturity signals, contributing insights to retention planning with Sales and executing defined success playbooks.
Build trusted client relationships through regular engagement and service reviews, coordinating internal stakeholders to support customer outcomes.
Own day-to-day client relationships, driving adoption, activation, and value realization for assigned accounts.
Partner with strategic account leadership on renewals, growth opportunities, and executive-level issue resolution.
Lead process improvements, analyze performance metrics, and act as a mentor to elevate the Client Success team.
Heartbeat Health is a virtual-first cardiovascular care company providing telemedicine, diagnostics, and virtual care programs to improve heart health outcomes. The company is remote-first, mission-driven, and fast-paced, with a culture that values diversity, mutual respect, and innovation.
Build strong partnerships as a trusted day-to-day partner for assigned clients, driving satisfaction and retention.
Turn data into value by using performance and financial data to tell a clear story about results and savings.
Stay ahead of client needs by proactively recommending ideas based on health plan knowledge and market trends.
Quantum Health is a privately-owned healthcare navigation organization founded in 1999, dedicated to simplifying healthcare for millions of members. With a team of over 2,000 'Healthcare Warriors,' they foster a big-hearted, tech-savvy, diverse, and inclusive culture.
Build trusted advisor partnerships with clients, aligning platform value to their business goals.
Create tailored Success Plans, conduct Business Reviews, and identify expansion opportunities.
Maintain accurate client records in Salesforce and collaborate with internal teams.
Submittable is a software platform that helps mission-driven organizations manage programs, applications, and funding distribution. In 2024, it supported 30,000 programs and facilitated over $10 billion in funding, with a collaborative culture focused on social impact.
Own customer issue resolution and drive clear communication until problems are fully resolved.
Build strong customer relationships and coordinate with Sales, Marketing, and Support to deliver seamless experiences.
Mentor junior team members and champion best practices in a collaborative remote environment.
Our partner is a technology company focused on delivering software solutions and exceptional customer experiences. The organization fosters a collaborative, remote-first culture with a strong emphasis on continuous learning, transparency, and customer success.
Be the face of Vida, ensuring client satisfaction throughout the client journey.
Own end-to-end client relationships from planning, launch, to renewal.
Lead internal collaboration across product, design, engineering, analytics, sales, and marketing.
Vida is a virtual, personalized obesity care provider that uses evidence-based treatment to help patients manage obesity and related conditions. It operates as a startup environment trusted by Fortune 100 companies, major national payers, and large providers.
Cultivate strong customer relationships and serve as a trusted advisor in their PowerSchool journey.
Drive product adoption and value through tailored Success Plans and regular executive business reviews.
Collaborate with internal teams to mitigate risk, forecast health, and support renewals and growth.
PowerSchool powers education for students around the world as the global leader in cloud-based K-12 software, supporting the full education ecosystem. The company is mission-driven and focused on transforming K-12 education with a collaborative, inclusive culture.
Serves as strategic advisor for complex accounts, owning customer outcomes, retention, and growth.
Drives adoption and value through product expertise, data, and change management.
Leads strategic communication, renewals, and cross-functional execution.
Unite Us provides a national network and software that connects community-based organizations, government agencies, and healthcare organizations to improve whole-person health. The company fosters an inclusive, remote-friendly culture with employee resource groups and a mission-driven environment.
Manage existing client accounts, ensuring satisfaction and strategic account growth.
Generate referrals and lead RFP processes from start to finish.
Collaborate with internal teams and achieve individual performance targets.
The Medicus Firm is a national healthcare recruitment firm specializing in physician recruitment for hospitals and employers across the US. It is one of the largest physician recruitment companies in the country, known for a collaborative culture.
Own client relationships post-implementation, driving renewals and expansion.
Monitor customer health metrics and adoption trends to reduce churn and increase value.
Act as the voice of the customer, collaborating with cross-functional teams and supporting events.
Granum is a software company providing industry-specific solutions for landscapers and arborists across North America. Its collaborative and supportive culture has earned multiple awards, including being named a 2024 Best Place to Work.
Manage client relationships across a dedicated book of business from post-installation through contract lifecycle.
Conduct Quarterly Business Reviews, present performance insights, and deliver actionable recommendations to drive retention.
Identify upsell and cross-sell opportunities, mitigate churn risks, and collaborate cross-functionally to elevate the client experience.
WithMe, Inc. delivers convenient technology-powered amenities to clients and their guests. We are a remote-first company that emphasizes healthy work/life balance, operates in all 50 states, and has been ranked as one of the 5000 fastest-growing private companies in the US for three consecutive years.
Serve as primary relationship owner for mid-market employer customers.
Manage renewals and partner with Account Executives on expansion opportunities.
Monitor account health and leverage AI to scale workflows and optimize execution.
Lyra Health provides evidence-based mental health care for employers and health plans, serving over 20 million people. The company has published over 35 peer-reviewed studies and delivered unmatched outcomes in access and cost efficiency.
Owns client relationships and coordinates communication, action items, and follow-up to ensure commitments are completed.
Collaborates with consulting, product, data, clinical, and finance teams to align client needs and monitor project plans and account obligations.
Supports renewal planning, platform adoption, and client satisfaction while identifying risks and opportunities for growth.
PSG is a drug management solutions company that helps clients navigate complex pharmacy challenges with leading intelligence and technologies, saving billions of dollars annually. As part of EPIC, it fosters a collaborative culture with employee resource groups, charitable initiatives, and a focus on professional development.
Act as the primary post-sale point of contact, building and maintaining strong, long-term client partnerships.
Lead post-sale implementation by defining business needs, configuring recommendations, and establishing ROI metrics.
Analyze client dashboards for usability and model performance insights, collaborating with Sales, Product, Data Science, and Engineering.
Gradient AI provides AI-powered SaaS solutions for the group health and P&C insurance industry, helping insurers predict risk and automate underwriting and claims. Founded in 2018, the company is scaling fast with $56M in Series C funding and a fun, team-oriented startup culture.
Lead executive for employer and health plan customer segments, owning revenue growth and client satisfaction.
Scale and upskill Client Success teams while driving expansions, renewals, and operational efficiency.
Partner with internal and external stakeholders to shape customer experience and product improvements.
Virta Health reverses metabolic disease through innovations in technology, personalized nutrition, and virtual care delivery. With over $350 million raised and partnerships with 500+ employers and 20+ health plans, Virta is a remote-first company scaling its life-changing treatment.
Lead post-sales activities for strategic mid-market customers, owning renewals, account health, and platform maintenance.
Analyze data to derive insights, identify risks, and collaborate with internal teams to drive adoption, retention, and ROI.
Serve as the voice of the customer, facilitating collaboration with Product, Engineering, Sales, and Professional Services.
LineLeader provides a childcare management platform that helps centers grow enrollment, boost parent engagement, and simplify operations. They are a fast-growing SaaS company valuing teamwork and a customer-centric, entrepreneurial culture.
Manage client relationships to ensure overall satisfaction, monitor client health, and identify account expansion opportunities.
Collaborate with Regional Sales Director and other teams to develop trusting relationships with Experian Health customers.
Drive loyalty and maintain brand leadership through strategic account management and best practice recommendations.
Experian is a global data and technology company that powers opportunities across multiple markets including financial services and healthcare. It has 25,200 employees in 32 countries and a people-first inclusive culture recognized as a top workplace.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.
Manage customer health and retention, developing strategies to save at-risk accounts and ensure satisfaction.
Lead customer expansion and margin opportunities by coordinating internal teams for smooth, on-time transitions.
Perform retention risk and off-boarding activities while acting as a bridge between customers and operations.
RoadRunner accelerates the road to Zero Waste by using technology and data to modernize waste and recycling operations. Since 2014, we've helped thousands of locations save 10-20% on waste bills, and our people-first culture is recognized by awards and positive employee reviews.
Support Senior Client Success teams in managing Fortune 100 client relationships and account expansion strategies.
Execute engagement and delivery strategies for online and in-person training programs, tracking success through learning and sentiment metrics.
Own meeting summaries, document program costs, and create delivery reports with qualitative and quantitative data.
General Assembly offers experiential education in web development, data, design, business, and more, online and globally. With 60,000 alumni and 21,000 employees at elite companies trained, GA is a leader in transforming careers and teams for the future of work.
Lead a team of Customer Success Managers and Strategic Account Managers to drive renewals, expansion, and customer outcomes.
Own Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) for strategic accounts, carrying an expansion quota.
Serve as executive sponsor for enterprise accounts, guiding long-term adoption and multi-year roadmap alignment.
Cayuse empowers organizations to conduct globally connected research with proven, integrated, and easy-to-use technology. Their growing team of highly skilled experts is committed to customer success and industry-leading solutions.