Serve as the primary point of contact for assigned client accounts, building strong relationships.
Support account growth by identifying opportunities to introduce new solutions.
Partner with internal teams to support the development and execution of client KPIs.
Heartbeat Health is a virtual-first cardiovascular care company, providing patients with convenient, high-quality heart care. They leverage real-time data and AI to empower providers and patients with personalized treatment plans, reducing hospitalizations and improving long-term heart health outcomes.
Client Relationship Management: Build relationships across client organizations, serve as the primary point of contact and lead executive business reviews.
Customer Success & Feedback: Proactively monitor client health, resolve issues swiftly, and gather client insights to contribute to product improvement efforts.
Account Growth & Planning: Develop and execute strategic account plans, identifying and closing upsell and cross-sell opportunities.
Wheel is evolving the traditional care ecosystem by equipping innovative companies with a platform to deliver virtual care at scale. They offer strategies and technologies to foster consumer engagement, build brand loyalty, and maximize return on investment.
Manage a high-volume portfolio of digital customer accounts, driving revenue retention and identifying expansion opportunities.
Own the end-to-end commercial relationship, including renewals, contract execution, and customer engagement strategy.
Monitor account health, identify churn risks, and partner cross-functionally to mitigate issues and protect revenue.
Employ transforms how hiring gets done by providing three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with a people-first philosophy, serving over 23,000 global customers.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Act as the primary point of contact for assigned customers, building strong relationships and serving as their voice internally to ensure they get lasting value from the platform.
Own customer health, renewal readiness, and expansion opportunities by using data and success plans to drive adoption, quantify ROI, and mitigate churn risk.
Partner cross-functionally with Implementation, Support, and Product teams to ensure smooth customer onboarding, post-launch optimization, and the development of marketing assets from success stories.
Zipline is a SaaS company that transforms how frontline teams work by connecting, aligning, and inspiring employees from headquarters to the front lines for leading brands in retail, healthcare, and logistics. It is a fully remote, rapidly growing, venture-backed company with a high-performing team across the globe that values a collaborative, inclusive, and impactful culture.
Own and grow a portfolio of accounts with net revenue retention and expansion above 100%.
Build account plans with top customers focusing on mutual-success and customer value, with clear revenue targets and growth milestones.
Hunt relentlessly for expansion opportunities to negotiate renewals and identify upsell and cross-sell motions.
Mitratech builds products that simplify operations in Legal, Risk, Compliance, and HR. They are a globally dispersed team that supports individual excellence and takes pride in its diverse and inclusive work culture.
Own and grow strategic client relationships post-sale.
Identify new use cases and introduce additional solutions.
Maintain a relationship-driven engagement model with frequent onsite presence.
Lirio is a technology/software company that provides expertise in behavioral science, data science, and machine learning to drive consumer engagement and promote health. They appear to be a medium-sized company that values innovation and client relationships.
Serve as the primary post-sale partner, building trusted, strategic relationships.
Lead onboarding and training, monitor account health, and deliver regular business reviews.
Identify process improvements, strengthen internal workflows, and influence customer success strategy
Mural Health aims to make clinical trials easier for participants and caregivers by removing obstacles. They seem to be a startup, with a culture of collaboration and cross-functional teamwork.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Define and execute the post-sale customer journey, from onboarding and activation through renewal and expansion.
Jobgether is a company using AI-powered matching process to ensure job applications are reviewed quickly, objectively, and fairly against the role's core requirements. The company identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Develop and maintain long-term relationships with assigned clients, acting as the primary point of contact to ensure satisfaction and continued use of solutions.
Drive revenue growth by upselling and cross-selling software solutions, achieving sales targets, and identifying new business opportunities in the maritime industry.
Utilize HubSpot CRM to track activities, manage customer information, and generate sales reports while collaborating with technical and marketing teams.
SpecTec provides software solutions within the maritime application ecosystem, focusing on fleet management, procurement, and maintenance. It is part of the dynamic Volaris Group, a supportive environment that values individual perspectives, collaboration, and innovation within an entrepreneurial culture.
Proactively manage a portfolio of midmarket and enterprise client accounts to drive renewals and upsells
Develop strong relationships with stakeholders within client organizations to understand their business needs, use cases and satisfaction with our products
Act as the primary point of contact for clients throughout the contract renewal process, addressing any concerns or issues and providing solutions that yield on-time renewals
Morning Consult is a global decision intelligence company, changing how modern leaders make smarter decisions. The company pairs its proprietary high-frequency data with applied artificial intelligence to inform decisions on what people think and how they will act.
Own a revenue quota tied to growth from existing client accounts.
Develop and execute account growth strategies, uncovering upsell and cross-sell opportunities through proactive engagement.
Cultivate relationships with multiple stakeholders and serve as a consultative sales leader within your accounts, driving expansion and adoption of new modules, features, and services.
Ontic's software helps corporate and government security teams identify threats, assess risk, and respond faster to keep people and organizations safe. Its AI-powered Connected Intelligence Platform unifies security operations and data into a centralized system of record.
Own a portfolio of consultant and employer accounts, serving as the primary strategic partner responsible for retention, satisfaction, and long term value creation.
Build and maintain trusted advisor relationships with consultants, agency service teams and senior level employer stakeholders.
Coordinate across territory partners such as sales, customer service, customer operations, finance, underwriting, and leadership to deliver a seamless, high-quality customer experience.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits by reducing risks in self-insurance and delivering significant savings. They are a united team transforming employee health benefits and measure success by the good that comes from affordable healthcare.
Manage and execute contract renewals, upsells, and cross-sells to maximize contract value while enhancing customer relationships.
Develop and maintain strategic account plans to identify customer requirements, mitigate risks, and drive on-time renewal closures.
Establish and maintain deep relationships with multiple stakeholders across customer organizations, acting as a trusted advisor.
LinkedIn is the world’s largest professional network, built to create economic opportunity for every member of the global workforce. They help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day.
Independently manage a minimum of fifty accounts, anticipate client needs, and drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts and ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients and partner with producer to define agendas and coordinate required materials.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs. The company embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Develop and manage marketing strategies aligned to client business objectives.
Serve as the primary day-to-day marketing partner for assigned accounts.
Oversee the execution of marketing programs across multiple channels and initiatives.
Questline Digital is a marketing and technology agency. They build engaging experiences to boost program participation and overall satisfaction for utility companies nationwide.
Be the primary point of contact for a portfolio of SMB business customers and support early Enterprise accounts.
Own retention, expansion, and renewal performance across the portfolio, understanding ARR, NRR, and growth drivers.
Identify gaps across the customer journey and design scalable, high-impact improvements for SMB and Enterprise clients.
Tem is rebuilding the energy transaction, making it transparent and fair. They are putting power back in the hands of customers to tackle the critical problem of access to low-cost electricity. Tem has closed a $75 million Series B and is scaling internationally.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.