Source Job

• 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.

• Serve as primary relationship owner for Strategic employer customers, driving engagement and retention.
• Partner with marketing to develop engaging campaigns and workshops for customers.
• Collaborate internally with product, clinical, and data science teams to resolve customer issues.

Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has delivered more than 15 million sessions of care and is known for a transformative, AI-powered platform.

• Manage day-to-day client relationships, ensuring alignment, collaboration, and accountability to drive loyalty and retention.
• Deliver business results and impact through regular meetings and business reviews, enabling client success and expansion opportunities.
• Proactively identify growth opportunities within your client base and advocate for client needs across cross-functional teams.

Force Therapeutics provides an intelligent, evidence-driven remote therapeutic care platform that empowers clinicians to extend their reach and engage patients throughout their care journey. As a high-growth company partnering with leading health systems, it fosters a mission-driven, inclusive culture focused on innovation and team well-being.

• Manage a portfolio of mid to large-sized B2B SaaS customers, owning renewal, expansion, and price increase strategy execution.
• Drive Gross Revenue Retention and Net Revenue Retention by ensuring customers realize measurable value and adoption milestones.
• Lead Executive Business Reviews, build trusted relationships with key decision-makers, and collaborate cross-functionally to identify growth opportunities.

Cordance accelerates the growth of vertically focused B2B SaaS companies through acquisition and long-term tactical and financial guidance. We are experienced operators with a passion for software and building businesses, partnering with founders to scale and realize their full potential.

• Work with Vanta customers across industries in a 1:1 manner, leveraging content in both Spanish and English.
• Empower customers to become self-sufficient, focusing on long-term success and retention.
• Monitor your book of business health via Catalyst, driving customers to specific business outcomes.

Vanta helps businesses earn and prove trust by automating security monitoring and compliance. Founded in 2018, the company has a kind, talented team and serves thousands of companies.

• 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.

• Build and expand client relationships across all levels, including C-Suite, to drive value and adoption.
• Develop joint success plans with shared metrics and facilitate Executive Business Reviews.
• Collaborate cross-functionally to maximize retention, growth, and act as a Trusted Advisor.

PointClickCare is a leading health tech company focused on helping providers deliver exceptional care. As a founder-led, privately held firm, it serves over 30,000 provider organizations and is recognized as one of Canada's Most Admired Corporate Cultures.

• Manage a book of hundreds of partners and customers to drive retention, expansion, and satisfaction.
• Build strong relationships and act as a trusted advisor to help partners achieve their business objectives.
• Collaborate with sales and marketing to create engaging training and enablement programs.

Huntress provides cybersecurity solutions through a platform that partners use to protect their customers. The company was founded in 2015, is committed to inclusivity, and offers a 100% remote work environment.

• Manage a portfolio of about 20 strategic enterprise customers to ensure strong adoption and long-term value.
• Build deep relationships with senior stakeholders and operational users across customer organizations.
• Drive product adoption through tailored onboarding, configuration guidance, and continuous enablement.

This is a partner company hiring for a Strategic Customer Success Manager role. They are a B2B SaaS company with a remote-first culture across the UK and EMEA, offering unlimited PTO and a strong emphasis on work-life balance.

• Build trusted relationships with regional leaders of top brokerage and consultancy firms to drive partnership preference for HealthEquity.
• Leverage sales savvy and data-driven strategies to help brokerages meet client needs and renew business with high-performance partners.
• Collaborate with Field Sales and Operations teams to optimize win rates and respond to service escalations.

HealthEquity empowers healthcare consumers to save and improve lives through HSA and employee benefits solutions. The company is a leading provider with a mission to make HSAs as widespread as retirement accounts by 2030, fostering a culture of inclusion and personal growth.

• Own the renewals and upsell motion in collaboration with the Client Management team to drive retention and expansion across an enterprise customer portfolio.
• Lead renewal negotiations and contract execution that align to both Modern Health's objectives and client goals, creating long-term, value-based partnerships.
• Maintain rigor and discipline around forecasting, ensuring renewal and expansion projections are accurate, timely, and clearly communicated.

Modern Health is a mental health benefits platform for employers, offering a global solution with one-on-one, group, and self-serve digital resources. Backed by investors like Kleiner Perkins and Founders Fund, it raised over $170 million and is the fastest entirely female-founded company to reach Unicorn status, fostering a culture of high empathy and accountability.

• Own the entire customer journey from implementation through renewal, driving adoption and value realization.
• Partner with customers to turn mentorship goals into measurable business outcomes.
• Collaborate with Account Management and product teams to reduce churn and generate referrals.

Together is a mentorship software provider helping organizations build impactful programs at scale. It is part of Absorb Software, backed by strong investment and a passionate team.

• Serve as the primary relationship and strategy owner for large, multi-national employer partners.
• Advise and lead employer partners to define and execute their mental health and wellbeing strategy using data-driven storytelling.
• Craft clear, succinct business reviews that demonstrate value and return on investment.

Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally in partnership with employers and over 100 million through health plan relationships. The company has delivered more than 15 million sessions of care and published over 35 peer-reviewed studies, driving unmatched clinical effectiveness and cost efficiency.

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track.
• Gather and document partner requirements into clear deliverables for EPD to execute, serving as the primary day-to-day partner contact during implementation.
• Track and communicate project health proactively, flagging delays and risks while maintaining accurate records in Sure's CRM.

Sure is an insurtech company that builds embedded insurance programs for partners. The company moves fast and ships insurance programs used by millions of customers daily, fostering a culture of strategic relationship management and cross-functional execution.

• Own the full B2B sales cycle from outbound prospecting to close across SMB and upmarket employer accounts.
• Navigate broker relationships, build pipeline, and close deals that bring real healthcare access to hourly and frontline workers.
• Maintain accurate forecasting and pipeline hygiene in HubSpot while working closely with SDRs, RevOps, and Customer Success.

Vitable is a health benefits platform designed for hourly and frontline workers, making it easy for employers to offer high-quality healthcare. They are a small, passionate team moving fast to solve a problem that genuinely deserves solving.

• Lead, coach, and develop Customer Success Managers and Analysts to maximize retention and team performance.
• Own gross dollar retention by managing customer health, success plans, and interventions across the entire book.
• Partner with Sales on expansion opportunities and act as the voice of the customer within the company.

Amperon is where energy data meets AI, providing forecasting for the energy transition. With offices in Texas and a remote-first culture, the company has a compact team of smart, genuinely nice individuals passionate about data science and energy.

• Work with clients virtually through Zoom to review available benefit options and assist with enrollment.
• Receive structured training, mentorship, and ongoing support with no cold calling or lead purchasing required.
• Operate within a company-supported lead program and flexible scheduling as an independent contractor.

The Weatherspoon Agency assists members and families with union and association benefits through virtual consultations. The agency provides structured training, mentorship, and onboarding support for individuals transitioning into the insurance industry.

• Own and manage a high-volume book of business (50–75 small-market accounts) to ensure client engagement and retention.
• Track and analyze client success KPIs, translating insights into action plans that drive engagement and satisfaction.
• Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge to meet client needs and achieve engagement goals.

Garner's mission is to transform the healthcare economy by partnering with employers to redesign benefits using data-driven insights. As one of the fastest-growing healthcare technology companies, we are building a mission-driven team to make a meaningful impact on healthcare at scale.

• Act as a strategic advisor to a portfolio of high-profile customers, managing the full customer lifecycle from onboarding to renewal.
• Analyze engagement and performance data to identify risks, uncover growth opportunities, and drive data-informed customer strategies.
• Partner cross-functionally with Sales, Product, Operations, and Marketing to deliver seamless customer experiences and support expansion.

EnGen provides an English upskilling platform for working adults, aiming to close the English proficiency gap for the 13 million adult English learners in the U.S. workforce. They have scaled to nearly 130,000 learners and partner with employers, government agencies, and community colleges, with reported outcomes including 94% of learners improving their English confidence.

• Continuously build, train, and mentor a sales team to exceed quota.
• Work with leadership to define and report on key performance indicators.
• Collaborate with cross-functional teams to optimize sales workflows.

Tekmetric is an all-in-one cloud-based platform for auto repair shops, founded in 2017 in Houston. They are a growing team that values transparency, integrity, innovation, and a service-first mindset.