Own and elevate retention outcomes: Drive measurable improvements in customer retention.
Transform the CSM model: Continue to drive the team towards a proactive, lifecycle-driven engagement model.
Build a high-performing org: Recruit, coach, and develop a team of CSMs and managers.
Owner is the AI-native system local business owners use to succeed, starting with restaurants. They're building the system that replaces the many tools owners use to run their business. The team is now in the low hundreds and scaling even faster to keep pace with customer growth.
Oversee the relationship and strategic management of significant mid-market accounts.
Drive customer retention and growth within accounts, applying a consultative approach.
Guide clients in leveraging the CX platform for maximum impact, ensuring long-term satisfaction.
SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. The global team is united by a shared commitment to impact, ownership, and continuous growth, creating an environment where thoughtful ideas move quickly.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Anchor customer conversations around business impact, including cost structure reduction and scalable output.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen aims to democratize visual storytelling through accessible technology. They're building technology to empower individuals to connect with and inspire audiences by making video content creation scalable and cost-effective.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
Manage a high-volume portfolio of accounts, driving product adoption.
Own renewals — using your product knowledge, data, and playbooks to engage customers.
Collaborate with Sales, Product, and Support to elevate the customer voice.
Calendly's product helps millions of people. It is experiencing exciting product growth and is a great place to learn, grow, and do the best work of your life.
Lead, coach, and develop a team of Customer Success Advisors and Technical Leads.
Drive customer adoption, value realization, renewal readiness, and overall account health.
Serve as the Customer Success product SME for aligned PerfectServe solutions.
PerfectServe provides clinical communication and physician scheduling solutions in the health IT space. They have 400+ employees, 30,000+ customers, and $100 million+ in annual revenue. They foster a collaborative team with decades of experience, striving to delight customers every day.
Serve as an account owner, product expert and mental health advocate for your assigned Mid-market and SMB customers.
Build rapport with decision makers and main points of contact to influence change in order to drive optimal member utilization of the product.
Own the full customer lifecycle including onboarding, value realization, engagement strategies, expansion and renewal.
Spring Health aims to eliminate every barrier to mental health by delivering the right care at the right time. They partner with over 450 companies and provide care for 10 million people, with a valuation of $3.3 billion.
Maintain a revenue base by managing retaining and expanding a book of business.
Build strong, multi-threaded relationships with your assigned customer portfolio and support them as their the key contact and advocate.
Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage.
Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. Trusted by biopharma, medtech, and diagnostics companies worldwide, Qualio eliminates fragmented systems that create audit delays and compliance blind spots.
Reporting to the AVP of Customer Success and focusing on French accounts in Europe.
Drive Synthesia’s future growth by building relationships with clients and turning them into happy users.
Helping educate clients on a totally new way to create video content, and work very closely with sales to create a cohesive onboarding experience for new users.
Synthesia is the world’s leading AI video platform for business, used by over 90% of the Fortune 100. Following its recent Series E funding round, their valuation stands at $4 billion. The company is headquartered in London, with offices and teams across Europe and the US.
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.
Manage and grow relationships with a portfolio of customers, ensuring strong engagement, satisfaction, and long-term retention across the customer lifecycle.
Monitor customer health, proactively address risks, and resolve issues or escalations in collaboration with internal teams.
Lead onboarding, product demos, enablement sessions, and success planning to drive product adoption and value realization.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The final decision and next steps (interviews, assessments) are managed by their internal team.
Lead, coach, and develop a team of CSMs across all customer segments.
Own the team's renewal performance and drive toward a consistent 95%+ renewal rate.
Build scalable team structure, playbooks, and processes that keep CS quality high as the business grows.
DataGrail is the Agentic Data Privacy Platform leveraging AI to automate privacy and control risk for leading brands. They are rated 4.8/5 stars on G2 and is a two-time recognized privacy leader by IDC.
Act as an advocate for our customers to help them achieve business outcomes.
Foster greater adoption and usage of ServiceNow products through prescriptive guidance.
Bring ServiceNow's best practices, innovations, and capabilities to help customers achieve their goals.
ServiceNow is an AI control tower for business reinvention. Our AI platform brings together AI, data, and workflow, helping 85% of the Fortune 500 work smarter and faster. We're building an AI-native culture where technology and talent are unstoppable together.
Lead Customer Success Managers and oversee a portfolio of partnerships and scaled segments.
Build a unified 'Account Health' framework for every customer.
Professionalize CS operations to drive global retention through repeatable, data-driven playbooks.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a profitable shop into one platform. The company prides itself on innovation and approximately employs between 51-200 employees.
Own the end-to-end success journey of a portfolio of creators, ensuring strong onboarding, activation, engagement, and retention outcomes.
Proactively identify risks, remove friction points, and help creators turn early product usage into meaningful business results.
Manage a portfolio of high-value creators and act as their primary success partner.
We use an AI-powered matching process to help job seekers get reviewed quickly and fairly. We partner with companies to manage applications and hiring, and our team is focused on creating a mission-driven, collaborative, and creator-focused work environment.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.
Manage, coach, and develop a team of Customer Success Managers responsible for post-sales customer relationships.
Drive adoption and utilization of Onit products and services across the target customer base.
Serve as an escalation point for customer risks, challenges, and complex engagements.
Onit is redefining the future of legal operations through the power of AI by streamlining enterprise legal management, matter management, spend management and contract lifecycle processes. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic and are looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.
Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number.
Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies.
Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Own the retention, renewal, and growth of an assigned portfolio of clients.
Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.
Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.
Build trusting relationships with assigned customers to ensure high satisfaction and proactively understand their needs and pain points.
Drive expansion by identifying customer needs for additional products, managing renewals, and promoting adoption and engagement.
Represent the voice of the customer to inform product roadmaps and contribute to the development of FinQuery's product roadmap.
FinQuery stands at the forefront of accounting automation, specializing in contract-driven accounting. Recognized as a global leader in lease accounting on G2.com, we serve over 8,500 customers and have been named one of the fastest-growing private companies by Inc 5000 for five consecutive years.