Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
Lead the organization through large scale change and transformation, ensuring a solid change management framework.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
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.
Lead, coach, and develop a team of Senior Customer Success Executives and Customer Success Executives.
Define and execute a customer success strategy focused on retention, expansion, adoption, and long-term customer health.
Build strong executive-level relationships with customer stakeholders and serve as an executive sponsor for key strategic accounts.
Carrot is a global, comprehensive fertility and family care platform. They support members and their families through many of life's most memorable moments and is trusted by many of the world’s leading multinational employers. Carrot's global workforce has been acknowledged with several accolades.
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.
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.
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.
Develop a business plan that anticipates future growth and tech shifts.
Implement tools to handle thousands of multi-channel tickets per week.
Lead the strategy for integrating AI-driven support tools.
Sana is a health plan solution built for small and midsize businesses, designed around its integrated primary care service, Sana Care, ensuring members can easily access high-quality, affordable care while employers and brokers can manage company benefits. They've been remote-first since day one, with a fully distributed team across the U.S and value curiosity, ownership, and speed, building in the open, together.
Build strategic, trust-based relationships with key customer stakeholders.
Hire, mentor, and scale a team of Customer Success Managers.
Design and implement scalable operational frameworks and SOPs.
Vanilla is an AI-powered estate advisory platform transforming how wealth is transferred across generations by unifying scenario modeling, client visualization, and document creation. They are a startup distributed across the U.S. with a mix of fully remote and hybrid roles, with a team that embraces flexibility while staying closely connected.
Lead and develop a Global CS Organization across NAM and EMEA.
Own GRR and NRR Outcomes by connecting adoption and health metrics to retention results.
Build Scalable CS Processes, tiered engagement frameworks, and health scoring.
Canto provides a platform offering a source for brands to organize, access, and share digital assets, amplifying content value, accelerating production, and ensuring brand consistency. They have 4,000+ customers worldwide and are driven by passionate people who bring creativity, collaboration, and innovation.
Continuously identify, design, and refresh customer-facing processes that elevate the experience across all customer segments.
Influence the product roadmap to adopt and continuously improve digital touch points that scale the customer experience across segments.
Develop and deploy a comprehensive enablement and certification program for CSMs and CS leaders.
First Due provides fire and EMS agencies with end-to-end software solutions. They aim to prevent first responder injury or death. First Due offers a fully remote workplace, competitive pay, and opportunities for advancement.
Own the customer experience and handle customer tickets, escalations, billing questions, bug reports, and product education.
Scale support through AI and self-serve by spotting repetitive ticket categories and building human-in-the-loop workflows.
Develop the team by managing one full-time support IC plus contractors and VAs, setting role clarity, goals, and performance expectations.
Instrumentl is a profitable SaaS platform that helps nonprofits discover, track, and win grant funding. They are a hypergrowth, YC-backed company with over 5,500 customers and are committed to building something that matters.
Lead and develop a team of Support Managers overseeing Customer Support Advocates.
Drive performance across a 24/7 support organization, ensuring strong coverage and service quality.
Scale team structures, processes, and staffing models to support business growth.
Justworks helps businesses get off the ground by enabling them to focus on running their business. They solve HR issues and are data-driven, with a supportive, entrepreneurial environment. They value their people and are united by shared goals.
Maintain executive relationships, lead projects, and serve as an escalation point for key accounts.
Develop strategic account plans to drive customer and Nuvolo’s growth.
Help foster adoption by raising client awareness and leveraging new product features and functionality.
Nuvolo is a global leader in modern, cloud-based Connected Workplace solutions built on ServiceNow. The company provides a platform to manage people, physical locations, assets, and work across departments while providing generous compensation, excellent benefits, and a passionate team culture.
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.
Cultivate relationships with C-Suite executives and maintain a strong executive presence.
Lead the implementation and delivery of the Strategic Services portfolio.
Create and manage customer Success Plans that align with each institutions’ goals.
Civitas Learning helps colleges and universities apply their student data to maximize institutional impact and improve student outcomes. Their flexible Student Impact Platform creates actionable insights, enabling higher education institutions to pinpoint students at risk.
Build, lead, and mentor a team of CSMs supporting Enterprise customers.
Drive proactive outreach and intervention based on data insights.
Act as the voice of the customer to influence product and go-to-market strategy.
Chainguard is the trusted source for open source, delivering hardened, secure, and production-ready builds of open source software. They help organizations build faster, stay compliant, and eliminate risk. Chainguard is venture-backed by leading investors.
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.
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.
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.