Lead and develop a team of CSMs across SMB, Mid-Market, and Enterprise, owning retention, adoption, and renewal targets for the ApartmentIQ customer base.
Coach the team through regular 1:1s, call shadowing, and account reviews, building a proactive renewal process and managing risk and churn.
Partner with Sales, Product, and Support, serving as the voice of the customer and building executive relationships with strategic accounts.
Own retention and consumption across the full customer base, driving gross retention and expansion.
Lead and develop a team of managers and CSMs, building playbooks and capacity models that scale.
Partner cross-functionally with Sales, Services, and Product to deliver value and shape the customer journey.
Backstory (formerly People.ai) is an AI answers platform for sales teams, trained on billions of sales interactions to deliver trusted answers in existing workflows. The San Francisco-based company is backed by leading investors, recognized by Gartner and Forrester, and listed on the Inc. 5000.
Lead and scale a high-performing Customer Success organization for PowerSchool's largest strategic portfolios, driving retention and value realization.
Build executive relationships and serve as the Voice of the Customer to align product roadmap with market needs.
Own key SaaS metrics like GRR, design engagement models, and foster a culture of proactive, value-driven success.
PowerSchool is a global leader of cloud-based software for K-12 education, powering the educational ecosystem from central office to home. The company employs a dedicated team of innovators with a culture focused on engaging, empowering, and improving the K-12 education experience.
Own strategic customer relationships after the sale, build onboarding playbooks and account health scoring, and lead a small customer success team.
Identify renewal risks at least 120 days in advance, partner with Sales on renewals and expansions, and run quarterly business reviews.
Manage escalations, coordinate cross-functional resolutions, and bring customer and vendor insights to Product and Engineering.
Our client is a SaaS company that powers branded vendor marketplaces for banks, venture capital firms, private equity firms, and business communities. They are a high-growth vendor management startup with a small, collaborative team offering direct leadership access and room to grow.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.
Develop and execute customer success strategy to drive retention, adoption, and long-term value.
Lead strategic account planning, executive engagement, and revenue expansion with Sales.
Scale a high-performing organization, champion AI adoption, and use data to optimize success.
Veeva Systems is a mission-driven pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. We surpassed $3B in revenue as a public benefit corporation balancing customer, employee, society, and investor interests.
Own the entire post-sale organization as VP of Customer Success, driving retention and expansion across all customer segments.
Lead a team of 12 CSMs, one manager, and support agents while scaling the CS organization through rapid growth.
Build enterprise customer strategies, operating rigor, and AI-assisted workflows to stay ahead of company growth.
Clearstory is a construction change order management platform that replaces email, Excel, and paper with intelligent automation and real-time collaboration. The company is a ~100-person, Series B headquarters in San Francisco with a distributed US team and values like customer obsession.
Own a portfolio of top enterprise accounts, driving value, adoption, and renewal.
Build executive relationships and lead business reviews that tie Netomi's AI platform to outcomes.
Own renewals, forecast accuracy, and expansion discovery with Account Management.
Netomi is the leading agentic AI platform for enterprise customer experience, working with global brands like Delta Airlines and MetLife. Backed by WndrCo, Y Combinator, and Index Ventures, it helps enterprises drive efficiency and deliver higher quality customer experiences.
Lead adoption, renewals, and retention across Texada's customer base, acting on usage data and renewal risks.
Coach the Professional Services Manager and step into complex, strategic renewals with customer executives.
Report to the COO and partner with Sales, Product, Finance, and the PMO on go-live handoffs and operating rhythm.
Texada powers the world of equipment with a purpose-built platform for heavy equipment dealerships and rental businesses, connecting sales, service, and rental on a single cloud-native system. The company values a purposeful, passionate, and proud culture with a focus on innovation, learning, and diverse, inclusive teams.
Own a portfolio of customer relationships, driving adoption, retention, and renewals.
Lead onboarding, training, and business reviews to ensure confident rollout and ROI.
Partner with Product and Engineering to surface customer insights and resolve issues.
Canals builds software for wholesale distributors, helping them operate more efficiently through automation and AI. They are a profitable, rapidly growing company with a team of roughly 140 people distributed across North and South America, valuing ownership, transparency, and continuous improvement.
Define and lead a comprehensive customer success strategy focused on retention, expansion, and advocacy.
Build, scale, and mentor a high-performing customer success team, including managers and leaders.
Partner with Sales, Product, and Marketing to optimize the customer lifecycle and drive revenue growth.
The company is a B2B SaaS provider specializing in HR technology and employee engagement solutions. It fosters a customer-centric, remote-first culture and is scaling its customer success organization for significant growth.
Own a portfolio of high-value enterprise accounts as their primary point of contact and advocate.
Drive revenue retention and expansion through long-term success strategies and executive business reviews.
Manage escalations end-to-end, spot at-risk accounts early, and turn successful clients into references.
Traild is a high-growth SaaS company combining AI, automation, and payments infrastructure to power B2B finance. They have a world-class culture (eNPS 68) and are building the infrastructure behind modern finance.
Lead a team of Customer Success Managers and Strategic Account Managers to drive renewals, expansion, and customer outcomes.
Own Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) for strategic accounts, carrying an expansion quota.
Serve as executive sponsor for enterprise accounts, guiding long-term adoption and multi-year roadmap alignment.
Cayuse empowers organizations to conduct globally connected research with proven, integrated, and easy-to-use technology. Their growing team of highly skilled experts is committed to customer success and industry-leading solutions.
Build deep customer understanding and connect TDX use cases to measurable business outcomes.
Drive retention, renewal, and expansion by making achieved customer value visible.
Lead and coach Customer Success leads with clear accountability and a hands-on approach.
Brightfield is a workforce analytics company whose AI-powered platform, TDX, helps large enterprises manage their extended workforce. They are a fully remote team of data-driven innovators who value flexibility, ownership, and continuous learning.
Lead the Client Success organization, owning retention, renewal readiness, and expansion for managed services clients.
Build a consistent client-success operating model across onboarding, value realization, and executive engagement.
Partner with Sales, Operations, Security, Professional Services, and Finance to create one connected client experience.
Atmosera is a technology services company specializing in cloud, data, AI, DevOps, and security solutions on Microsoft Azure. As a Microsoft Partner with seven specializations, it emphasizes a culture of humility, hunger, and mindfulness, delivering integrated solutions for business value.
Develop trusted advisor relationships with executive sponsors and align activities with customer business goals.
Drive adoption, training, and best practices to maximize customer value and ROI.
Identify growth opportunities and collaborate with sales to ensure retention and renewals.
Specright provides a purpose-built platform for Specification Management, helping companies digitize and act on supply chain data. It is an energetic, 100% remote company with an entrepreneurial, informal, and fast-paced culture.
Manage, coach, and develop a team of Customer Success Managers, providing clear expectations and operational guidance.
Monitor team performance across KPIs tied to retention, adoption, engagement, and customer satisfaction.
Partner with sales, implementation, support, and product teams to ensure a smooth, cohesive customer experience.
SOCi is the leader in AI-powered marketing solutions for multi-location businesses, using its Genius AI to automate local marketing. Founded in 2012, it is trusted by nearly 1,000 top brands and has a fast-paced, collaborative culture.
Lead and scale the AMER Customer Success organization, managing managers and a team of 15 CSMs.
Own AMER gross and net revenue retention, driving adoption, expansion, and disciplined at-risk processes.
Build a customer maturity framework, value-based EBRs, and AI-driven next-best-action systems.
UpGuard builds an AI-driven cyber risk posture management platform that helps organizations stay ahead of evolving attack surfaces. The company is scaling after a $75M Series C and is a Certified Great Place to Work with 99% employee satisfaction.
Lead and scale technical account management and customer success teams.
Own the customer journey from evaluation through adoption and expansion.
Partner with Sales and Product to drive retention and revenue growth.
Socket helps developers and security teams ship faster by automating open source security and supply chain management. Backed by $125M in funding and trusted by thousands of organizations, Socket is a remote-first company with a culture of excellence, rigor, ownership, and customer obsession.
Help customers stay engaged by monitoring account activity and providing relevant guidance.
Make customer education easy to access through communications, webinars, and automated programs.
Support retention and growth by recognizing risk signals and connecting customers with internal partners.
Medely is a high-growth series-C technology start-up reimagining healthcare work with an on-demand marketplace and workforce management tools. As a fully remote team of sharp, collaborative individuals, they are dedicated to redefining how healthcare workers and facilities provide patient care.
Drive customer health and retention by developing situational awareness and standardized best practices across the lifecycle.
Implement and manage customer success software like Salesforce and Gainsight to optimize operations.
Define KPIs and dashboards to proactively manage retention, expansion, and customer risk.
SOCi is the leader in AI-powered marketing solutions for multi-location businesses, automating local marketing with an AI digital workforce. Trusted by nearly 1,000 top brands, SOCi has a fast-paced, collaborative culture with a global remote team.