Source Job

• Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
• Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
• Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.

The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.

• Create and own quarterly success strategies to identify churn risks and maximize revenue.
• Build strong relationships with customers, using empathy to become an expert at driving value with Karbon.
• Manage renewals, monitor customer health, and advocate for customers internally to drive retention and expansion.

Karbon is the global leader in AI-powered practice management software for accounting firms. The company is well-funded, ranks #1 on G2, and has a people-first culture recognized by Great Place To Work certification and Fortune's Best Small Workplaces list.

• 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.

• Own the relationship with key stakeholders including executive sponsors for value amplification.
• Own retention and renewal outcomes by proactively managing health and risk.
• Drive growth by identifying expansion signals and building business-value cases.

Conexiom provides an Intelligent Order Automation platform powered by CoreAI to eliminate manual work for manufacturers and distributors. With over 20 years of innovation and a Microsoft Azure foundation, they build inclusive culture and trusted products.

• Own the health, success, and growth of your customer portfolio including onboarding, adoption, retention, expansion, and advocacy.
• Analyze account health, identify risk, and create data-informed success plans aligning with customer ROI.
• Build strong, multithreaded relationships with technical and business stakeholders, including execs.

Tiger Data, formerly Timescale, empowers developers and businesses with the fastest PostgreSQL platform for transactional, analytical, and agentic workloads. Trusted globally by thousands of organizations, it is a remote-first team committed to direct communication, accountability, and collaborative excellence.

• Lead and develop a high-performing Customer Success team to drive retention and expansion.
• Own team-level GRR, NRR, and expansion targets with real-time visibility into pipelines.
• Coach CSMs on account strategy, risk mitigation, and consistent execution of playbooks.

Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators who foster a culture of partnership and growth.

• 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.

• 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.

• Develop and maintain strategic relationships with SMB and Corporate segment clients across US and Canada markets.
• Act as a trusted advisor to key stakeholders, including C-level executives, to ensure customers achieve desired outcomes.
• Drive portfolio growth through zero churn and active cross-sell and up-sell opportunities.

Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, helping organizations automate customer and operational workflows. The company supports thousands of clients in over 100 countries and was named to Inc.'s Best Workplaces list in 2025 for its commitment to employee wellbeing and strong workplace culture.

• Own overall Customer Success strategy, retention, and expansion targets with direct accountability for net revenue retention (NRR) and churn outcomes.
• Coach, enable, and support the Customer Success team while personally engaging with strategic accounts when additional leadership is required.
• Build and continuously refine scalable customer success playbooks, health-scoring frameworks, and lifecycle standards.

Our partner is a fast-growing B2B SaaS company offering a high-impact leadership opportunity. They operate in a profitable, high-growth environment with strong market momentum and a collaborative culture focused on impact and accountability.

• Own and lead a high-value enterprise account, driving adoption, renewal, and expansion.
• Build trusted strategic relationships across complex organizations and stakeholders.
• Analyze customer usage data to improve engagement, retention, and growth.

The company provides an innovative SaaS and Generative AI platform for creative and advertising teams. It is a collaborative, fast-moving environment focused on the responsible use of AI and scalable customer success practices.

• Own a portfolio of enterprise accounts, driving retention and expansion through strategic partnerships.
• Manage the end-to-end post-sale journey, including onboarding, adoption, and renewals.
• Analyze customer data to provide proactive insights and lead executive business reviews.

Firework is revolutionizing connected commerce with an AI-powered video commerce platform trusted by global brands and retailers. The company has raised over $235 million and operates at a global scale, fostering a high-growth, team-centric environment.

• Meet and exceed team growth sales goals and renewal rate targets of 83%.
• Leverage digital-first strategies to engage at-risk customers and build expansion pipeline.
• Manage sales and renewals pipeline in CRM with 100% accuracy and drive customer advocacy.

SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. With a global team united by impact, ownership, and continuous growth, we foster a flexible environment where thoughtful ideas move quickly and people are trusted to lead.

• Manage renewals and upsell opportunities for nonprofit partners across Canada.
• Build strong relationships with internal teams to understand partner needs.
• Develop and present tailored renewal plans and identify expansion opportunities.

Jobgether is a job matching platform that uses AI to connect candidates with opportunities. The company focuses on efficient, data-driven hiring processes and values transparency and fairness. They partner with companies to streamline recruiting and leverage technology to improve matching outcomes.

• Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion.
• Conduct regular meetings with key stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect platform capabilities to customer outcomes.
• Own GRR and NRR outcomes, proactively identify risk signals, and develop upsell and cross-sell opportunities.

Cleo provides an integration platform that helps businesses optimize supply chain and logistics processes. With over 4,000 clients and a 99% retention rate, the company fosters a culture of support and life-work balance.

• Manage a portfolio of 300 automotive dealer customers, building trusted relationships digitally.
• Use data insights to improve product adoption, retention, and customer satisfaction.
• Collaborate with sales and onboarding teams to deliver a seamless customer experience.

Carsales is an online vehicle marketplace that makes buying and selling cars a great experience. They have a large, evolving team with a collaborative culture, recognized as a Best Workplace in Australia.

• Lead customer success operations including rebate and chargeback processing with accuracy and compliance.
• Oversee service-level agreements and resolve complex customer and vendor inquiries.
• Drive process improvements and cross-functional collaboration to enhance operational efficiency.

This partner company provides customer success operations, managing rebates and chargebacks for clients. It offers a remote, inclusive culture with a focus on innovation, integrity, and continuous learning.

• Own the post-sales experience from adoption to renewal, driving retention and growth across a portfolio of high-impact clients.
• Lead onboarding, implementation, and relationship management while partnering with Sales, Product, and Engineering.
• Build and refine CS processes, playbooks, and tooling to scale as the fourth member of a growing team.

Kodex revolutionizes how organizations handle sensitive subpoenas and data requests from law enforcement and government agencies. Backed by investors including Andreessen Horowitz and Y Combinator, the company supports over 15,000 agencies in 190 countries and is trusted by industry leaders like Coinbase and Stripe.

• Own a book of customers and drive their retention, delight, and commercial growth.
• Become a product expert and advocate for customers while identifying upsell opportunities.
• Collaborate with implementation and product teams to improve processes and optimize customer experience.

Griffin is a fully regulated UK bank that powers accounts and payments for fintechs and platforms. The company has a remote-first, high-autonomy culture with a small but growing team.

• Own a portfolio of strategic EMEA accounts, driving retention, expansion, and account health.
• Build and execute account plans tied to customer business goals, and conduct QBRs in English and French.
• Drive renewal negotiations and expansion opportunities in partnership with Sales.

CoderPad is the global leader in technical interview software, helping companies assess engineering talent with an intuitive platform. With over 4,000 customers in 165+ countries, the company fosters a customer-centric culture and values collaboration and innovation.