Conduct QBRs and strategic reviews, aligning product usage with customer objectives and KPIs.
Proactively identify and address retention risks.
Infiterra's B2B SaaS platform helps IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, it's recognized for innovation and global impact. They foster a collaborative and growth-oriented culture.
Own 15+ concurrent implementation engagements, primarily for growth and commercial customers.
Deliver programmatic, playbook-driven onboarding using established Common Room frameworks, templates, and workflows.
Lead customer milestones like kickoff calls, configuration sessions, and training with clarity and confidence.
Common Room is an AI GTM Platform that empowers teams with AI agents built on buyer intelligence. They unify every signal across the full buyer journey into one view, helping teams target the right individuals with the appropriate message and timing. They are backed by top-tier investors and operators and have raised over $50 million.
Own onboarding for new customers (non-technical), in close partnership with Solutions
Lead success planning per account, aligned to customer goals and use cases
Serve as the primary conduit for customer feedback into Product
GGWP builds AI-powered systems that help games and online communities stay safe, healthy, and scalable. Our platform supports real-time moderation, sentiment and behavior analysis, and operational tooling used by leading studios and platforms worldwide.
Guide new customers through the full onboarding lifecycle.
Serve as the primary point of contact during onboarding.
Partner with customers to define goals.
Our client is a fast-growing SaaS company that helps businesses simplify and automate sales tax compliance. As part of the Customer Success organization, they aim to deliver an effortless and accurate solution that enables customers to stay compliant while focusing on growing their business.
Assist customers in learning and adopting the brightwheel product.
Own a portfolio of 100+ accounts throughout the onboarding process.
Prioritize accounts to take strategic, timely actions and complete implementation.
Brightwheel is the largest and fastest-growing platform in early education. They are trusted by millions of educators and families every day and are backed by top investors.
Lead and scale a team of CSMs focused on product adoption and value delivery.
Drive license adoption, quantify business outcomes, and communicate impact to stakeholders.
Build scalable systems and collaborate cross-functionally to enhance the customer journey.
CoLab helps engineering teams bring life-changing products to the world years sooner with their Design Engagement System (DES). Their customers include the largest engineering organizations in the world spanning from industrial equipment, consumer products, automotive, aerospace & defense, and shipbuilding industries, which includes a team-oriented culture.
Own a portfolio of strategic customers across onboarding, adoption, retention and more
Lead structured onboarding programs to drive time-to-value and long-term success
Run regular business reviews and executive presentations that clearly communicate ROI and roadmap alignment
Didero is building the autonomous supply chain, starting with agentic supplier management, to automate time-intensive workflows with AI agents. They are backed by some of the world’s best venture funds and leading figures across AI, supply chain, and enterprise software.
Provide product adoption support to customers implementing Brightwheel.
Support a portfolio of 100+ customer accounts during the onboarding lifecycle.
Diagnose, troubleshoot, and assist with resolving technical challenges.
Brightwheel is the largest and fastest-growing platform in early education, serving millions of educators and families daily. They are backed by top investors and have a passionate, talented, and customer-focused team with remote employees across every US time zone.
Lead onboarding for new customers, creating personalized plans for fast adoption and value.
Serve as the primary point of contact and trusted advisor, understanding client goals.
Train clients on product features and best practices through live sessions and documentation.
Jobgether leverages AI-powered matching to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements, identifying top-fitting candidates for hiring companies. They streamline the hiring process, sharing shortlists with employers who then manage final decisions and next steps.
Partner with Customer Success leadership to define enablement priorities aligned to retention, adoption, and expansion goals
Design and deliver role-based onboarding for Customer Success roles, reducing time-to-productivity
Build, maintain, and operationalize Customer Success playbooks across the full customer lifecycle
Solink provides businesses with tools to know sooner and act faster by transforming video security into real-time operational insights. Trusted by over 30,000 locations across 32+ countries, they're growing rapidly and have been recognized by Deloitte’s Fast 50™ and Fast 500™.
Own end-to-end customer onboarding with a hands-on implementation mindset.
Lead customer implementations that may span weeks or months, depending on complexity.
Act as a trusted consultant, challenging assumptions and reframing requests when needed.
Infiterra simplifies subscription service delivery through its B2B SaaS platform, helping IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, they are recongnized for innovation and global impact - they foster a collaborative and growth-oriented culture.
Partner with sales and implementation to support onboarding and adoption.
Form deep relationships with customers and serve as a trusted advisor.
Identify upsell opportunities by understanding customer goals.
Verifiable is a credentialing and network monitoring platform that helps healthcare organizations optimize operations with fast verifications and stay compliant. They are a fast-moving, early-stage team of almost 150 employees that values impact, ownership, and follow-through.
Design and implement a comprehensive onboarding program that can scale from 200 to 7,500 users in 90 days while maintaining 80%+ activation rates.
Develop training materials, job aids, video tutorials, and support documentation that meet Section 508 accessibility compliance standards
Partner with VA leadership, ILEAD (Institute for Learning, Education and Development), and VA Training Management System (TMS) teams to integrate Knowtex training into VA's ecosystem
Knowtex is building the future of voice AI operating systems for clinicians, transforming how healthcare documentation happens at the point of care. Founded by Stanford AI scientists with deep clinical experience, we're experiencing explosive growth across both commercial health systems and federal healthcare, with our ambient documentation platform scaling rapidly to thousands of clinicians across hundreds of specialties.
Guide customers through onboarding, ensuring they have the resources to succeed.
Develop strong customer relationships, acting as their primary point of contact.
Monitor customer performance metrics and provide insights for improvement.
ApprovalMax is redefining how finance teams manage the Money Out cycle — from purchase orders and supplier bills to employee expense management. Trusted by 18,000+ businesses worldwide, their platform empowers companies to automate financial controls, ensure compliance, and scale efficiently.
Own client activation and onboarding - become a Hubstaff subject matter expert and guide new customers from deal close through successful adoption. Lead live onboarding sessions, follow-ups, and check-ins to ensure customers realize time-to-value quickly.
Manage ongoing customer relationships - track progress toward customer goals, and proactively drive retention and growth across the SMB segment.
Be directly responsible for Gross and Net Revenue Retention (GRR & NRR) across the SMB segment. Whilst most of our SMB segment is self-service, you will likely monitor renewals and the associated payments process, highlight opportunities for expansion and upgrades, and monitor at-risk account indicators, ensuring Hubstaff’s customers are retained and set up to grow with us.
Hubstaff helps organizations around the world optimize productivity and workforce operations. Trusted by 95,000+ businesses, our platform powers time tracking, team management, project insights, and payroll automation. We’ve been a remote-first company for over a decade and we’re on a mission to help distributed teams work smarter, not harder.
Drive Ontic Platform adoption, focusing on helping your clients achieve their business objectives.
Own client communication to ensure a streamlined client experience.
Identify growth potential for clients as it relates to additional Ontic Platform functionality or Service opportunities.
Ontic provides software that helps corporate and government security teams identify threats, assess risk, and respond faster to keep people and organizations safe. Fortune 500 companies and federal agencies rely on Ontic to support security programs such as executive protection, threat intelligence, and corporate investigations.
Own the customer onboarding journey, ensuring clear success criteria, timelines, and risk mitigation checkpoints.
Drive adoption and operationalization by orchestrating integrations, delivering enablement sessions, and accelerating time-to-first-value.
Lead customer programs strategically, including adoption cadences, executive reporting, risk registers, and milestone-based planning.
Apiiro is a fast-growing startup at the forefront of application security. Their cutting-edge platform is designed to help development teams build secure software quickly, enabling them to move faster while managing risks.
Lead and develop a team of Customer Success Managers.
Drive operational excellence in onboarding, engagement, and renewal processes.
Build executive relationships with key clients and ensure alignment on business goals and care impact.
Spring Health aims to revolutionize mental healthcare by removing barriers to access. They partner with over 450 companies and serve 10 million people, providing tailored mental health through their clinically validated technology.
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
Promote client success by implementing a dynamic onboarding program and training curriculum.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.
Lead Customer Success Managers and set expectations for account ownership.
Coach CSMs on identifying churn risk and help them improve how they guide customers.
Ensure success plans and documentation are created and maintained while acting as escalation and support on key accounts.
Whippy is leading the way in AI powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI agents and automation directly into their ATS and CRM systems.