Own a portfolio of mid-market accounts end-to-end, from onboarding through renewal and expansion, staying close to customer goals.
Run a smart, efficient book of business using AI tools to draft communications, summarise account health, and spot patterns across your portfolio.
Drive adoption with intent by understanding how different teams use Dovetail and connecting that to customer goals.
Dovetail is the Customer Intelligence Platform that unifies fragmented feedback into an AI-powered intelligence layer. Founded in 2017, we are a team of 100+ across offices in Sydney and San Francisco, working with thousands of teams from Fortune 500 companies to innovative startups.
Own the entire customer journey from implementation through renewal, driving adoption and value realization.
Partner with customers to turn mentorship goals into measurable business outcomes.
Collaborate with Account Management and product teams to reduce churn and generate referrals.
Together is a mentorship software provider helping organizations build impactful programs at scale. It is part of Absorb Software, backed by strong investment and a passionate team.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Anchor customer conversations around business impact, including cost structure reduction and scalable output.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen aims to democratize visual storytelling through accessible technology. They're building technology to empower individuals to connect with and inspire audiences by making video content creation scalable and cost-effective.
Proactively support agency partners with technical inquiries and marketing strategy via Slack, chat, and email.
Work with Agency Partner Managers to deepen relationships, identify expansion opportunities, and flag risks.
Drive revenue and renewal forecasting, lead agency meetings, and translate customer feedback into product requirements.
Triple Whale is an AI operating system for modern ecommerce that helps brands optimize ad performance, creative, and inventory. Over 60,000 brands like Pressed Juicery, OUAI, and True Classic use its platform to turn complex data into profit-driving actions.
Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number.
Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies.
Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Lead Customer Success Managers and oversee a portfolio of partnerships and scaled segments.
Build a unified 'Account Health' framework for every customer.
Professionalize CS operations to drive global retention through repeatable, data-driven playbooks.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a profitable shop into one platform. The company prides itself on innovation and approximately employs between 51-200 employees.
Own a large portfolio of accounts (150+), ensuring strong retention and product adoption at scale.
Deliver value through creative, scalable methods like Loom videos, email playbooks, and group training sessions.
Manage renewal conversations by showcasing usage and outcomes, even with hard-to-reach customers.
Spellbook is the most comprehensive AI copilot for transactional lawyers, working inside Microsoft Word to help legal teams draft, review, and negotiate contracts faster. With over 4,000 users and backed by $80 million in funding, the company focuses on simplifying legal workflows and eliminating drudgery.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
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.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Drive long-term adoption and revenue growth for enterprise-level dispensaries.
Provide high-level recommendations, optimizing the platform to solve complex challenges.
Proactively identify and execute account expansion and cross-sell opportunities.
Dutchie is a comprehensive technology platform powering dispensary operations, while providing consumers with safe and easy access to cannabis. Powering thousands of dispensaries across 40+ markets in the US and Canada, Dutchie has raised over $600M in funding and is backed by investors.
Own and elevate retention outcomes: Drive measurable improvements in customer retention.
Transform the CSM model: Continue to drive the team towards a proactive, lifecycle-driven engagement model.
Build a high-performing org: Recruit, coach, and develop a team of CSMs and managers.
Owner is the AI-native system local business owners use to succeed, starting with restaurants. They're building the system that replaces the many tools owners use to run their business. The team is now in the low hundreds and scaling even faster to keep pace with customer growth.
Serve as an account owner, product expert and mental health advocate for your assigned Mid-market and SMB customers.
Build rapport with decision makers and main points of contact to influence change in order to drive optimal member utilization of the product.
Own the full customer lifecycle including onboarding, value realization, engagement strategies, expansion and renewal.
Spring Health aims to eliminate every barrier to mental health by delivering the right care at the right time. They partner with over 450 companies and provide care for 10 million people, with a valuation of $3.3 billion.
Manage a high-volume portfolio of accounts, driving product adoption.
Own renewals — using your product knowledge, data, and playbooks to engage customers.
Collaborate with Sales, Product, and Support to elevate the customer voice.
Calendly's product helps millions of people. It is experiencing exciting product growth and is a great place to learn, grow, and do the best work of your life.
Drive long-term customer success and adoption of Hyland's products across a defined set of midmarket customers within a pooled Customer Success model.
Prioritize customer engagement based on data-driven signals including renewal timelines, product adoption, health scores, and risk indicators.
Identify churn and downsell risks early and partner cross-functionally to develop and execute mitigation plans.
Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence and automation solutions. With nearly 4,000 employees, Hyland fosters an employee-centric culture that values diversity, inclusion, and community impact.
Lead client accounts and work with the media and content leads to ensure that all client accounts are managed effectively and strategically.
Develop and lead strategic presentations and business reviews for the client to incorporate inputs across all disciplines that relate to their business objectives and make educated, well-researched recommendations for future activity.
Build client trust by educating them on how to be successful in all aspects of Amazon and other marketplaces.
Podean is a marketplace agency that helps brands accelerate growth across various digital commerce platforms. The company combines expertise, data-driven insights, and creative innovation to deliver measurable business outcomes.
Own the end-to-end success journey of a portfolio of creators, ensuring strong onboarding, activation, engagement, and retention outcomes.
Proactively identify risks, remove friction points, and help creators turn early product usage into meaningful business results.
Manage a portfolio of high-value creators and act as their primary success partner.
We use an AI-powered matching process to help job seekers get reviewed quickly and fairly. We partner with companies to manage applications and hiring, and our team is focused on creating a mission-driven, collaborative, and creator-focused work environment.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.
Manage a portfolio of high-growth customers as their trusted business advisor.
Develop a deep understanding of customer objectives to ensure Render delivers maximum value.
Proactively mitigate churn risks by addressing concerns and reinforcing Render's value proposition.
Render is building a modern cloud platform for developers creating AI-native, full-stack, multi-service applications. Trusted by over 4.5 million developers worldwide, they value craft, velocity, and user experience, empowering developers to ship fast and scale reliably.
Lead, coach, and develop a team of Customer Success Advisors and Technical Leads.
Drive customer adoption, value realization, renewal readiness, and overall account health.
Serve as the Customer Success product SME for aligned PerfectServe solutions.
PerfectServe provides clinical communication and physician scheduling solutions in the health IT space. They have 400+ employees, 30,000+ customers, and $100 million+ in annual revenue. They foster a collaborative team with decades of experience, striving to delight customers every day.