Source Job

• Ensure customer adoption and success by providing advice, risk mitigation, and executive alignment.
• Collaborate with sales, support, and engineering teams to manage accounts and drive growth.
• Develop long-term relationships with stakeholders and deliver executive business reviews to maximize value.

nCino is a financial services technology company transforming the industry through bold innovation and relentless execution. They are committed to inclusion and equality, fostering a culture where employees can bring their authentic selves to work.

• Own relationships for Enterprise accounts across banks, credit unions, and fintech customers.
• Develop in-depth understanding of the fraud domain and SentiLink products, handling onboarding and regular customer meetings.
• Take a consultative approach to understand fraud situations and propose solutions, establishing business goals and plans.

SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. Backed by world-class investors including Craft Ventures and Andreessen Horowitz, the company has earned recognition from Forbes Fintech 50 and other major outlets.

• Manage a portfolio of enterprise strategic customers as the primary relationship manager and trusted advisor.
• Drive product adoption, optimize operational workflows, and demonstrate measurable business outcomes.
• Collaborate cross-functionally with Sales, Product, and Engineering to ensure retention and identify expansion opportunities.

The hiring company is a SaaS platform serving enterprise customers in healthcare and related industries. It prioritizes strategic customer relationships and data-driven growth, with a focus on retention and expansion.

• Serve as strategic advisor for 20 high-impact financial institution customers, driving retention and growth.
• Develop and execute tailored success plans to maximize product adoption and value.
• Identify expansion opportunities and collaborate with Sales to close upsells.

Eltropy is on a mission to disrupt financial services access by providing a digital communications platform for community banks and credit unions. They are a startup with a team-oriented culture, valuing transparency and customer focus.

• 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.

• 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.

• Develop strong client relationships and act as a trusted advisor, coaching customers on compliance best practices.
• Build strategic account plans to drive customer satisfaction, retention, and growth.
• Collaborate cross-functionally to solve customer problems with creativity and empathy.

Hummingbird helps financial institutions and tech companies fight financial crime through AI-powered compliance tools. They are a remote-first, fully distributed team that values customer obsession, inclusivity, and supporting each other to do their best work.

• 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.

• Own the success, retention, and growth of a portfolio of health plan clients.
• Lead recurring client meetings, executive business reviews, and performance discussions.
• Identify client risks, performance gaps, and emerging needs, and drive plans to address them.

Papa provides vital social support by pairing older adults and families with companions to reduce loneliness and improve health. Backed by top investors, Papa is a people-first company with a culture focused on community and belonging.

• 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.

• 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 trusted relationships with investment and wealth management clients to drive product adoption and long-term partnership.
• Guide customers through onboarding and account planning, ensuring alignment with business objectives and rapid time-to-value.
• Leverage AI-enabled tools and data to monitor customer health, identify expansion opportunities, and ensure strong retention.

Ridgeline provides a front-to-back system of record for investment managers, modernizing legacy technology with real-time data and embedded AI. It is a rapidly growing fintech company with offices across the US and Ireland, recognized as a best workplace for innovators.

• 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.

• Lead and manage the North America Enterprise Customer Success team, owning retention, expansion, and executive customer relationships.
• Coach and develop a team of CSMs, partner with Sales, Product, and Support to ensure enterprise customers realize measurable value.
• Champion an AI-driven approach, manage renewal forecasting, and identify at-risk accounts early to mitigate churn.

SecurityScorecard is the global leader in cybersecurity ratings, with over 12 million companies continuously rated and operating in 64 countries. Headquartered in New York City, the company has been recognized as a best workplace by Inc Magazine and Crain's NY, and named to Fast Company's most innovative companies list.

• Own the post-implementation relationship for a portfolio of accounts, driving adoption, renewal, expansion, and advocacy.
• Build deep relationships with VP and C-level stakeholders, leading strategic business reviews that connect Spekit's impact to revenue goals.
• Collaborate cross-functionally to shape product and go-to-market strategy, while identifying expansion opportunities and managing escalations.

Spekit builds a context-aware experience with Sidekick, an execution layer that translates complex signals into in-flow coaching and automated workflows for revenue teams. Backed by over $60M from top venture firms and recognized as a Gartner Visionary, the company fosters a culture of innovation and collaboration, with a lean team focused on reimagining how people work in an AI-first world.

• Manage a portfolio of strategic accounts, driving retention and growth through strong relationships.
• Oversee contract renewals, pricing, and negotiations, identifying upsell and cross-sell opportunities.
• Collaborate with sales and customer success to ensure a seamless customer experience.

Lightcast is a global leader in labor market insights, helping organizations understand and leverage workforce data. With offices in the US, UK, Europe, and India, the company values diversity and encourages authenticity.

• 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.

• Own end-to-end customer relationships for Signifyd's most complex accounts, ensuring seamless onboarding and strategic alignment.
• Identify and build deep relationships with senior stakeholders to develop long-term growth plans and drive collaboration.
• Leverage platform knowledge and industry trends to deliver optimal outcomes and expand Signifyd's footprint through upsell and cross-sell opportunities.

Signifyd helps merchants grow by building trusted relationships with their customers through advanced fraud prevention technology. Trusted by thousands of leading merchants across more than 100 countries, the company securely processes billions of transactions annually and is driven by a people-focused culture of commitment, empathy, and creativity.

• Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
• Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
• Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.

This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.

• Drive customer retention and annual renewals through relationship building and value realization with enterprise accounts.
• Achieve adoption, expansion, and upsell targets by helping customers maximize use of the Pushpay platform.
• Manage a high volume of sales activities, including calls, emails, and full-cycle renewal processes from prospect to close.

Pushpay helps organizations and communities come together and stay connected through a suite of mobile apps, management software, and giving technology. The company has 550 teammates, supports over 10,000 customers, and has processed over $15 billion in charitable giving, with a culture that values diversity and inclusion.