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, 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.
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.
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.
Deliver customer‑centric service that drives satisfaction and strong NPS.
Collaborate with internal teams to resolve issues and escalate product feedback.
Develop and execute account plans to support retention and relationship growth.
Applied Systems is transforming the insurance industry. With over 40 years of experience in the Insurtech game, they deliver innovative software and services that make them indispensable to their customers. The company builds a team ready to learn and try new things within a culture built on values.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Manage a portfolio of Calendly’s largest accounts, ensuring adoption, retention, and long-term growth.
Identify expansion opportunities across multiple business units and stakeholders.
Align Calendly’s product with customer business objectives and influence product direction.
Calendly is a leading scheduling automation platform transforming the way individuals and teams connect. Millions of users rely on the product to save time and streamline their meeting scheduling processes. We are a dynamic and growing company that values innovation, customer success, and fostering a collaborative and inclusive culture.
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.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.
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.
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.
Own the enterprise customer success strategy and renewal motion for strategic accounts.
Build strong executive relationships with enterprise customers and drive renewal outcomes.
Coach and mentor a growing enterprise CS organization, creating a high-touch customer engagement model.
Eve Legal is redefining legal technology for plaintiff law firms and building a team to take them there. They help firms handle more cases, recover more for clients, and grow with AI, trusted by over 1000+ law firms, and have raised over $160M from top investors.
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.
Drive executive alignment, long-term value realization, and durable net revenue retention.
Operate as a senior security advisor to CISOs and executive leadership teams.
Influence multi-year account strategy, shape complex renewals and expansions.
1Password is building the foundation for a safe, productive digital future. They are ensuring every identity is authentic, every application sign-in is secure, and every device is trusted. They have surpassed $400M in ARR and have over 180,000 businesses using their product.
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.
Build and expand client relationships to achieve customer success and satisfaction.
Develop and execute strategic account plans to achieve valuable outcomes.
Work cross functionally with internal teams to advocate for customers.
PointClickCare is a leading health tech company that helps providers deliver exceptional care. They empower their employees to push boundaries, innovate, and shape the future of healthcare, serving over 30,000 provider organizations.
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.
Partner with the client to solution customer problems and identify additional potential business opportunities.
Enable quick wins for the organization by leveraging assets and teams within, with a focus on customer success.
Provide strategic leadership for extensive interrelated programs of work to ensure that we are enabling change and delivering benefits in line with overall business strategic aims.
HealthEdge commits to building an inclusive environment and culture that supports the diverse representation of our teams. We aspire to be a place where all employees have the opportunity to belong, make an impact and deliver excellent software and services to our customers.