Owns the operational backbone of Client Success and Technical Account Management, ensuring platforms, reporting, and programs enable exceptional client experiences.
Serve as the primary point of contact for quoting and renewal support, troubleshooting issues in Salesforce and quoting tools.
Build and maintain lifecycle processes, playbooks, and automation rules to support customer outcomes and business growth.
Create and coordinate key reporting for leadership, translating data into executive dashboards on customer adoption, renewals, and churn.
Affinity provides a Relationship Intelligence platform that helps dealmakers find, manage, and close more deals using data from trillions of interactions. With over 3,000 customers and $120M in funding, the company has a collaborative, inclusive culture and has been recognized as a Best Workplace.
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.
Manage AI agent deployment across CS tools, setting standards for governance, prompt quality, and performance monitoring.
Own and optimize the CS tooling stack including Vitally, Salesforce, Zendesk, and Zapier, while maintaining CRM data integrity and reporting.
Design processes to eliminate manual work, ensure compliance with HIPAA, and scale AI-driven workflows safely.
Redox accelerates healthcare transformation with useful data via its flexible interoperability platform, connecting and powering real-time healthcare data exchange. The company processes over 1.2 billion messages per month across a network of 12,000+ systems and organizations, including 100+ EHRs, and fosters a remote-first culture with a focus on innovation and diversity.
Manage transaction lifecycle from quote to cash for assigned accounts.
Develop and maintain client relationships to ensure satisfaction and profitability.
Coordinate with internal teams and vendors to resolve issues and optimize deals.
AHEAD builds platforms for digital business by integrating cloud, automation, analytics, and software delivery. They prioritize a culture of belonging and are an equal opportunity employer.
Support the Business Development team by managing Salesforce data, analyzing sales trends, and coordinating client events.
Extract and analyze data from CRM systems to identify opportunities and drive revenue growth.
Develop targeted outreach campaigns to key client segments including M&A attorneys and investors.
SRS Acquiom provides a platform and services for managing complex M&A and loan agency transactions. Since 2007, the company has supported over 11,500 deals and employs teams across the US, London, and Amsterdam, fostering an entrepreneurial and growth-oriented culture.
Leads a global team of Client Support Analysts or Engineers to deliver high-quality support experiences.
Oversees daily support operations, escalations, and performance metrics across Level 1 or Level 2 teams.
Champions client advocacy, knowledge management, and cross-functional collaboration to improve workflows.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company offers innovative products and has a singular focus on client success, with a diverse and inclusive culture.
Drive sales analytics and insights using Salesforce, Sigma, and Gainsight to inform pipeline health and forecasting.
Collaborate cross-functionally with Demand Gen, Customer Success, and Product to align go-to-market initiatives.
Support annual sales planning, territory design, and quota distribution through data analysis.
Gainsight is the AI-powered retention engine behind the world’s most customer-centric companies. More than 2,000 companies trust Gainsight’s applications and AI agents to drive customer success, and we are guided by our Human-First culture.
Serve as primary Salesforce administrator and GTM systems owner, balancing daily stakeholder support with proactive work to address technical debt and redesign data models.
Own the administration and optimization of a multi-tool GTM stack including Outreach, Gong, and ChurnZero, setting integration governance standards.
Apply AI tooling for data hygiene, process improvement, and support revenue team adoption of AI workflows.
CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation and expanding to broader sales planning. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, they empower high-growth companies like Netflix, Figma, and Stripe with a fast-growing team committed to solving complex problems.
Partner with customers to identify high-impact use cases and articulate strategic paths to value through Gainsight solutions.
Deliver tailored value assessments, maturity reviews, and business cases to align with customer priorities and drive adoption.
Collaborate cross-functionally with internal teams to develop repeatable frameworks and enhance customer success strategies.
Gainsight is the AI-powered retention engine behind the world’s most customer-centric companies, orchestrating customer journeys from onboarding to advocacy. With over 2,000 trusted customers, they foster a culture of collaboration, curiosity, and human-first values.
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.
Serve as the strategic administrator for GTM data governance across Salesforce and adjacent systems.
Define and maintain governance standards for accounts, contacts, leads, opportunities, and related revenue data objects.
Partner with cross-functional leaders to translate business requirements into scalable data controls and operational policies.
Horizon3.ai is a fast-growing, remote cybersecurity company dedicated to enabling organizations to proactively find and fix exploitable attack vectors. The company is a fusion of former U.S. Special Operations cyber operators and startup engineers, committed to a culture of respect, collaboration, ownership, and results.
Lead the Sales Operations function for Brightwheel's Expansion business, managing a team of 2 to start.
Design and implement scalable processes and AI-driven analytical workflows for the full sales motion.
Present in executive forums and drive cross-functional strategy with multiple teams.
Brightwheel is a leading platform for early education, supporting educators and families in a $175B market. Backed by top investors, it is a three-time Cloud 100 company with a distributed team across US time zones.
Manage and oversee a team of Client Success Managers to ensure successful customer outreach and business reviews.
Collaborate with internal departments to achieve customer success and maintain productive software use.
Mentor staff, delegate responsibilities, and ensure accountability in meeting score card metrics.
Nextech is a leader in specialty healthcare technology solutions. The company invests in its employees with competitive pay, bonuses, and comprehensive benefits, fostering a culture of diversity and inclusion.
Administer and maintain Salesforce instance, including users, permissions, workflows, and dashboards.
Generate weekly reports on pipeline, deals, forecasts, and cross-functional data requests.
Ensure CRM data accuracy, perform audits, and provide analytical insights to drive business action.
Transcarent is a digital health company that brings together benefits navigation, clinical guidance, and care delivery in one platform, focusing on reducing costs and improving outcomes for employers and health plans. With over 1,700 employers and health plans serving 21 million members, the company values people first, resilience, results, and humility in a collaborative culture.
Establish yourself as a trusted advisor to drive client success, renewal, and growth for mid-to-large enterprise accounts.
Lead day-to-day client communication, deliver performance reporting, and provide strategic campaign insights.
Manage client health, revenue forecasting, and partner with account managers to identify expansion opportunities.
Drips helps big brands drive 1:1 conversations with large audiences using an AI-powered conversational outreach strategy. Founded in 2016, we are well-funded and foster a community-driven culture centered on core values like Happiness, Team, Lean, Passion, and Improve.
Develop and execute customer success strategy to maximize retention, satisfaction, growth, and advocacy across a team of Customer Success Managers.
Establish scalable engagement programs, monitor KPIs like CSAT, NPS, and retention rates, and drive revenue growth through account expansion.
Partner cross-functionally with Operations, Sales, Marketing, and Product teams to ensure a world-class customer experience and serve as the voice of the customer.
Stratus is a market leader in brand implementation and maintenance, helping global brands show up consistently through exterior signage, interior branding, site refreshes, digital signage, and ongoing repair. The company fosters a supportive, collaborative culture with career growth opportunities, regular coaching, and mentorship.
Lead critical activities such as onboarding, escalations, training, risk mitigation, and renewals for a shared customer book.
Handle customer cases via a round-robin system, ensuring timely responses and high-quality outcomes.
Partner with cross-functional teams to provide holistic support and maintain accurate data in Salesforce.
Muck Rack is the leading SaaS platform for public relations and communications professionals. It is a founder-controlled, fully distributed company with a culture of resilience, transparency, ownership, and customer devotion.
Build and maintain client relationships, serving as the primary point of contact for daily operations and ensuring retention through exceptional service.
Uncover client needs, manage KPIs, and collaborate with product teams to deliver solutions and drive customer satisfaction.
Travel 10-25% for client sites and events, and lead product demonstrations to grow opportunities within the market.
HHAeXchange is the leading technology platform for home and community-based care, providing an end-to-end homecare solution for aging and disabled individuals. Founded in 2008, the company has passionate employees focused on transforming healthcare by connecting patients, providers, managed care organizations, and states.
Own the end-to-end customer support experience, improving CSAT through AI-led operations and cross-functional escalation management.
Lead a global team across US, Europe, and Hyderabad, building culture and operational excellence.
Use data to advocate for customers, managing support health metrics and surfacing pain signals to leadership.
Gainsight is the AI-powered retention engine behind the world’s most customer-centric companies. With over 2,000 customers and a culture focused on innovation and human-first values, the company builds solutions for customer success, product experience, and community.