Source Job

• Serve as the primary point of contact for top mid-market customers, owning outcomes end-to-end with success plans, onboarding, and adoption.
• Drive renewals, product adoption, and expansion opportunities in partnership with Account Executives, while monitoring health signals.
• Partner cross-functionally with Sales, Engineering, and Product to improve the customer experience and provide roadmap feedback.

Centralize builds a relationship intelligence platform that redefines CRM in the AI era, helping companies navigate trust in complex deals. They have grown 5x in the last year, raised a Series A led by NEA, and are used by Webflow, Intercom, Brex, and others.

• Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
• Partner with Account Managers to drive renewal and expansion within your book of business.
• Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.

Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.

• Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
• Partner with customers to develop plans that align with their long-term goals and drive adoption.
• Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.

Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.

• Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
• Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
• Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

• Drive retention and growth by acting as a trusted point of contact throughout the customer lifecycle, from contract signature through renewal and expansion.
• Focus on risk mitigation through early intervention, developing Save Plans and rallying internal resources to protect ARR and reduce churn.
• Deliver business reviews and serve as an internal advocate for customer feedback, influencing product strategy and building customer advocates.

Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence with solutions that unlock insights and drive automation. Trusted by thousands worldwide, including many Fortune 100 companies, Hyland has grown to nearly 4,000 employees and fosters an inclusive, employee-centric culture.

• 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.

• Manage a book of customers as the main point of contact in a shared inbox and handle customer calls.
• Own medium to large projects like building in-app onboarding experiences and live webinar series.
• Collaborate with customers to solve complex challenges and drive retention best practices.

Ashby provides a hiring platform that helps companies build recruitment excellence. The SMB Customer Success team is a group of fifteen spanning the US, Canada, and EMEA, with a culture of deep expertise and small teams.

• 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.

• Proactively own the end-to-end post-sale lifecycle, from onboarding to expansion, ensuring zero missed kickoff calls and driving customer growth.
• Conduct deep investigative check-ins to uncover hidden pain points, resolve issues with urgency, and mitigate churn risks.
• Act as the internal source of truth, bridging customer feedback across Product, Sales, and Operations teams to drive product improvements and retention.

Panoptyc uses visual AI and human-in-the-loop reviewers to help retailers detect theft in over 25,000 stores, saving customers millions annually. As a fully remote, globally distributed team, they work with Fortune 500 retailers and fast-growing brands, executing at scale.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
• Guide new customers through onboarding, configuration, and initial product adoption
• Monitor customer engagement and proactively identify adoption risks or opportunities

CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.

• Conduct regular check-ins, quarterly business reviews, and account audits for high-value customers to assess needs, drive satisfaction, and ensure retention.
• Build and manage relationships with high-ticket customers, leading on-time implementations and ensuring seamless onboarding and integration.
• Act as a key liaison for customer feedback, translate business needs into actionable solutions, and collaborate cross-functionally to optimize customer success.

HighLevel is an AI-powered, all-in-one white-label sales and marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment where innovation thrives and people come first.

• Manage a portfolio of 45–55 mid-market accounts, driving adoption, retention, and growth while leading renewal and expansion conversations.
• Build multi-threaded relationships across personas from comp admins to C-suite, delivering compelling QBRs and executive briefings.
• Proactively identify risks, present accurate weekly forecasts, and serve as the voice of the customer with Product and Engineering teams.

CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation management. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, it empowers high-growth companies like Netflix, Figma, and Stripe and is on a fast-growing team committed to solving complex sales performance problems.

• Serve as a strong advocate for customers and end users, representing their needs within the organization.
• Build trusted day-to-day relationships with customer stakeholders and ensure they fully leverage Lightning Bolt Scheduling.
• Lead process improvement and optimization initiatives that drive measurable value for customers.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100M+ in annual revenue, fostering a collaborative culture focused on innovation.

• Build and nurture trusted advisor relationships with assigned customers to ensure value and alignment.
• Lead customers through onboarding and drive adoption through proactive engagement.
• Monitor customer health metrics and collaborate cross-functionally to meet renewal and expansion targets.

Tenable is the Exposure Management company, helping over 40,000 organizations understand and reduce cyber risk. With a global team supporting 65% of the Fortune 500, Tenable fosters a culture of belonging, respect, and excellence.

• Own the ongoing relationship with an assigned portfolio of Strategic and Scale accounts, being the primary point of contact.
• Monitor usage, sentiment, and health signals, keeping CRM data current and flagging risks and opportunities early.
• Develop commercial awareness and escalate churn risks or expansion potential to the relevant Account Executive or Head of Customer Success.

Sedna builds an AI-powered platform to make global trade more efficient, transparent, and sustainable. They are a growing company focused on transforming global trade with a collaborative and innovative culture.

• Own the logo and revenue renewal for an assigned portfolio of customer accounts, ensuring ongoing satisfaction and retention.
• Build trusted relationships with key stakeholders and serve as the internal voice of the customer across planning, delivery, and product feedback.
• Partner with Sales, Solutions Architects, and Shared Success to coordinate onboarding, conduct business reviews, and proactively manage customer health.

Bugcrowd is a cybersecurity company that empowers organizations to stay ahead of threat actors by uniting a trusted alliance of elite hackers with its AI-powered Security Knowledge Platform. The company is supported by General Catalyst and others, and has a diverse, inclusive culture that values different backgrounds.

• Own customer relationships and create playbooks to drive success across a rapidly growing customer base.
• Develop deep product and market understanding to articulate value to technical and executive audiences.
• Manage renewals, identify expansion opportunities, and build customer advocates.

Recast Software empowers organizations to better manage and support users and devices by simplifying IT teams' work and enabling secure, compliant environments. It is a rapidly growing software company with its solution used by thousands of enterprise organizations in over 125 countries, impacting millions of devices and people.

• Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
• Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
• Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.

Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.