Manage a portfolio of client accounts to drive net revenue retention and expansion.
Proactively identify and close upsell and cross-sell opportunities within existing accounts.
Lead onboarding, implementation, and business reviews to ensure measurable ROI.
Appointedd is a B2B SaaS company that provides an appointment scheduling and customer management platform. It is a growing company with a customer success-focused culture, emphasizing proactive revenue growth and client partnerships.
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 full client relationship for an assigned portfolio, managing onboarding, renewals, and expansion.
Monitor account health, identify churn risks, and coordinate with internal teams to implement solutions.
Lead regular business reviews and strategic conversations to understand client goals and pursue upsell opportunities.
They are a B2B technology services business supporting small and mid-sized companies with critical operational needs. As an established and growing company, they offer a fully remote environment with a focus on client success.
Own the post-sale relationship for a portfolio of health plan and employer clients, driving activation, engagement, retention, and expansion.
Serve as the single point of contact and trusted advisor, holding both internal teams and clients accountable to shared improvement plans.
Operate strategically and commercially, growing accounts into new populations and states, sometimes selling alongside the sales team.
Blueberry turns family living rooms into personal pediatric urgent care using home exam kits and AI-enabled pediatricians. It is a mission-driven, high-growth company focused on improving healthcare access and reducing costs.
Own retention and growth across a portfolio of client accounts
Manage client expectations, escalations, and scope changes proactively
Identify and develop expansion opportunities within existing accounts
Byte&Kite is a digital marketing agency helping clients across a range of industries grow through effective digital marketing. They are a fully remote team operating across US time zones.
Own the full client relationship for a dedicated book of business, driving renewals, expansion, and retention.
Monitor account health, conduct business reviews, and identify upsell and cross-sell opportunities.
Collaborate cross-functionally to resolve issues and build long-term client champions.
This established, growing B2B technology services company helps small and mid-sized businesses run critical parts of their operations. As a Pine portfolio company, it offers a high-impact, growth-focused culture where employees can make an immediate impact and grow into leadership roles.
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.
Manage a portfolio of SMB merchants and serve as the primary owner of the post-launch customer experience, driving retention and adoption.
Proactively identify risks, manage escalations, and coordinate with internal teams to resolve issues and ensure merchant success.
Help define and build the foundation of the Customer Success function, including playbooks, processes, and account health frameworks.
DoorDash is a technology and logistics company that empowers local economies by enabling door-to-door delivery and now offers a platform for any goods. The company is growing rapidly and values diverse teams, providing comprehensive benefits and a focus on employee well-being.
Own net retention and top-account health for our top merchants, including saves and expansion.
Build the key-accounts motion: segmentation, engagement cadences, risk detection, and save playbooks.
Act as a player/builder/peer-coach, carrying relationships, shaping strategy, and raising the commercial ceiling of the team.
Smile.io is the world's largest loyalty platform, providing reward programs for ecommerce brands. With over 100,000 brands and 500 million customers, it is a remote-first company built on trust, ownership, and continuous improvement.
Own the success, retention, renewal, and growth of a portfolio of enterprise customers.
Build trusted relationships with executive sponsors and become a strategic advisor.
Use AI-powered platforms to monitor customer health, predict risk, and scale your impact.
OfficeSpace Software provides the leading AI operating system for the built world, helping teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact.
Own day-to-day relationships across an assigned portfolio of provider and hospital clients.
Build strong relationships with practice administrators, revenue cycle leaders, CFOs, and other client stakeholders.
Conduct regular business reviews and present updates on service performance and key revenue cycle metrics.
Raventra Health is a medical services company providing outsourced billing, coding, and claims processing solutions for provider groups and hospitals. They are an equal opportunity employer that values client success and revenue cycle excellence.
Partner with senior team members to leverage account management systems and dashboards to identify opportunities for revenue growth.
Consult with clients on planning, executing, and analyzing tailored engagement strategies to drive member activation and retention.
Lead client engagement initiatives, collaborating with Marketing and cross-functional teams to design events and support new account implementations.
Crossover Health is a national, team-based medical group delivering an innovative Primary Health model that integrates primary care, physical medicine, mental health, and more. The company focuses on wellbeing and prevention, and it is building a community of members that embraces healthcare as a proactive part of their lifestyle, fostering a collaborative and interdisciplinary culture.
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.
Own the logo and revenue renewal for an assigned portfolio of customer accounts, ensuring ongoing satisfaction and retention.
Build trusted relationships with key stakeholders and serve as the internal voice of the customer across planning, delivery, and product feedback.
Partner with Sales, Solutions Architects, and Shared Success to coordinate onboarding, conduct business reviews, and proactively manage customer health.
Bugcrowd is a cybersecurity company that empowers organizations to stay ahead of threat actors by uniting a trusted alliance of elite hackers with its AI-powered Security Knowledge Platform. The company is supported by General Catalyst and others, and has a diverse, inclusive culture that values different backgrounds.
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 Enterprise and SMB merchants, building long-term relationships and driving growth.
Define strategic vision, develop account plans, and lead commercial negotiations for expansion.
Orchestrate cross-functional teams and analyze performance to increase product adoption and retention.
Affirm is a financial technology company reinventing credit with honest and friendly buy now, pay later solutions. It is a remote-first public company with a culture focused on people-first benefits and inclusive growth.
Manage a portfolio of strategic enterprise customers as the primary Customer Success contact, driving adoption and value realization.
Build relationships with executive stakeholders, lead success planning, and identify expansion opportunities aligned with customer goals.
Partner with cross-functional teams to execute customer success initiatives and maintain accurate account health data in CRM platforms.
Varicent provides cutting-edge SaaS solutions for Sales Performance Management, empowering revenue leaders globally to design smarter go-to-market strategies and maximize seller performance. Varicent is a market leader trusted by global industry leaders like T-Mobile and ServiceNow, fostering a diverse, collaborative, and innovative team.
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3w PTO
8w maternity
8w paternity
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.
Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
Partner with customers to develop plans that align with their long-term goals and drive adoption.
Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.
Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.