Manage client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
Drive incremental revenue and product adoption by serving as a strategic, consultative partner to key accounts.
Manage a portfolio of accounts, develop Customer Success Plans, and close complex deals with executive stakeholders.
Collaborate cross-functionally and use data-driven strategies to maximize customer satisfaction and revenue growth.
Freshworks builds uncomplicated service software that delivers exceptional customer and employee experiences. With over 4,500 employees worldwide, we foster a people-first, AI-driven culture focused on making a real impact.
Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.
Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.
Own the entire client relationship post-sale, including success plans, executive engagement, and commercial relationships.
Drive timely renewals and expansion by partnering with clients to align technology and expertise with their goals.
Collaborate cross-functionally with Sales, Product, and Engineering teams to advocate for client needs and ensure success.
Cordial is a marketing platform that helps brands like PacSun and Forbes send personalized messages to drive revenue growth. They foster a culture of transparency, collaboration, and continuous improvement within a passionate, growing team.
Manage a portfolio of Tier 4 customers, driving adoption, engagement, and retention through proactive outreach and strategic conversations.
Monitor customer health and product usage to identify risks and opportunities, executing action plans to improve outcomes.
Own renewal conversations and partner cross-functionally with Sales, Support, and Product to drive growth and resolve challenges.
Total Expert is the Customer Operating System for financial services, providing a platform that combines context and action for humans and AI Assistants. Since 2016, the company has enabled over seven trillion dollars of funded loan volume and offers a competitive benefits package.
Onboard new customers and guide them through the product to drive early adoption and success.
Manage ongoing customer relationships across email, phone, and chat, resolving issues and coordinating internally.
Track customer health metrics, identify upsell opportunities, and maintain CRM records to surface insights.
The company is an early-stage AI recruiting platform that helps hiring teams manage and optimize their recruiting processes. It is a small, customer-focused startup that values long-term partnerships and proactive customer success.
Manage a high-volume portfolio of startup and early-stage SMB accounts, driving renewals, upsells, and day-to-day relationships.
Run the renewal pipeline end to end, forecasting accurately and closing on time, and negotiate commercial terms with confidence.
Spot and close expansion opportunities, get ahead of billing risk, and partner cross-functionally to maintain portfolio health.
Sprinto is an autonomous trust platform that centralizes compliance, audits, risk management, and AI governance. Backed by Accel, Elevation, and Blume Ventures with $31.8M in funding, Sprinto is trusted by over 4,000 organizations across 75 countries and has 300+ native integrations.
Manage a portfolio of client accounts to drive net revenue retention and expansion.
Proactively identify and close upsell and cross-sell opportunities within existing accounts.
Lead onboarding, implementation, and business reviews to ensure measurable ROI.
Appointedd is a B2B SaaS company that provides an appointment scheduling and customer management platform. It is a growing company with a customer success-focused culture, emphasizing proactive revenue growth and client partnerships.
Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.
Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.
Support the success and satisfaction of employer clients by driving enrollment, engagement, and retention.
Build and maintain strategic account plans, monitor client health, and identify opportunities for growth and expansion.
Collaborate with channel partners, sales, and cross-functional teams to deliver measurable business outcomes and seamless client experiences.
Maven Clinic is the world's largest virtual clinic for women and families, partnering with employers and health plans to provide end-to-end women's and family health programs. Founded in 2014, the company has raised over $425 million and has been recognized on the TIME100 Most Influential Companies and CNBC Disruptor 50 lists, with a culture that has won over 30 workplace awards.
Manage and grow relationships with assigned strategic accounts to drive client satisfaction and retention.
Develop account plans and collaborate with internal teams to identify expansion and upsell opportunities.
Analyze account data to identify trends and performance gaps, providing consultative guidance to clients.
Entrata provides a property management software platform for the multifamily housing industry. As a growing technology company, it emphasizes a collaborative culture and values employee development.
Serve as a primary point of contact for assigned clients and manage day-to-day communication.
Build and maintain positive, professional relationships with clients.
Understand client needs and help identify appropriate CareerSwift solutions.
CareerSwift is a technology company focused on making the job search process simpler, faster, and more effective. They are a growing team with a collaborative and supportive culture.
Manage relationships with Linear’s top mid-market customers and act as primary point of contact for inquiries and feedback.
Drive customer onboarding, training, and adoption to ensure customers realize full value of Linear.
Advocate for customer needs internally across product, sales, and support to drive satisfaction and retention.
Linear builds a product development system for teams and agents, shaping tools for AI-era software development. Founded in 2019, it serves 40,000+ companies including OpenAI, Coinbase, and Ramp, with a remote-first culture focused on craftsmanship and fast execution.
Own a portfolio of enterprise clients, building consultative relationships and driving adoption and value realization.
Lead client health monitoring, renewals, and identify growth opportunities across assigned accounts.
Work cross-functionally with Sales, Product, Support, and other teams to align client priorities with Rithum’s capabilities.
Rithum is the world’s most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business across hundreds of channels, representing over $50 billion in annual GMV.
Own and grow a portfolio of accounts, with net revenue retention and expansion as the primary success metrics.
Develop and execute account plans, negotiate renewals, and identify upsell and cross-sell opportunities.
Conduct quarterly value-based reviews with top customers and maintain accurate sales forecasts.
Mitratech is a global software company focused on simplifying operations in Legal, Risk, Compliance, and HR. They serve 20,000 client companies globally, including 30% of the Fortune 500, with a diverse and inclusive work culture.
Guide CSMs in driving adoption, value realization, retention, and long-term success across strategic accounts.
Oversee renewal planning and execution across the team's portfolio and partner with Sales for expansion.
Lead, coach, and develop CSMs while fostering a high-performing team focused on client value.
Rithum is the world's most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business, representing over $50 billion in annual GMV, and they offer a remote-first culture with comprehensive benefits.
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.
Own retention, adoption, and growth for a portfolio of dedicated mid-market accounts.
Build trusted relationships and lead strategic business reviews demonstrating ROI.
Leverage AI to spot risks, uncover opportunities, and drive renewals and expansions.
OfficeSpace Software provides an AI operating system for the built world, helping teams plan, connect, and perform in the workplace. As a PE-backed, performance-driven company, they operate globally with a culture of trust, respect, growth, and impact.
Manage and nurture relationships with new and existing clients.
Proactively identify opportunities to upsell or expand product usage.
Serve as a key point of contact for client questions or concerns.
WeTravel provides a SaaS platform that helps travel organizers manage bookings, payments, and customer relationships. The company has a remote-first, international team with a fast-paced, service-oriented culture focused on supporting travel entrepreneurs.
Own retention for high-risk or high-value accounts by reviewing health signals and proactively reaching out.
Build account-specific save plans, document every retention conversation, and serve as the escalation point for complex cancellation risks.
Coach CSMs on early pre-churn conversations and turn churn patterns into playbooks and process fixes.
Property Leads delivers high-quality, motivated seller leads to real estate investors and is expanding into home services. We are a quiet but mighty start-up that participated in 50% of off-market home sales in the last 12 months, with a fast, data-driven culture focused on results.