Source Job

• Deliver an 11-star onboarding experience and own the client relationship from handoff onward.
• Keep every relationship warm and churn risk low through regular check-ins and proactive value-add.
• Run weekly account-health reports and be the voice of the customer to the product team.

They are a tech-enabled, ISO 17025-accredited testing lab that verifies product claims for consumer brands, turning results around in ~3 days. They are a fast-growing startup backed by top-tier VCs, with a culture of high performance and transparency.

• Deliver a world-class customer experience across the full customer lifecycle, from post-sale to renewal and expansion.
• Build trusting relationships with customers, understand their business goals, and drive product adoption.
• Lead the renewal process, mitigate risk, and identify upsell and cross-sell opportunities.

Ryan is a rapidly expanding tax services firm serving the world's most respected Global 5000 companies. The company offers an innovative work environment, accelerated growth for high performers, and a competitive benefits package.

• Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
• Establish strong relationships with customer stakeholders and manage data migrations.
• Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.

• Prioritize customer satisfaction and maximize their return on investment while enhancing their overall experience.
• Cultivate trust-based relationships with key decision-makers and serve as the primary point of contact for customers.
• Proactively identify trends, define business objectives, and regularly assess customer progress to ensure success.

DMI is a leading provider of digital services and technology solutions for public sector and commercial clients. Recognized as a Top Workplace, DMI fosters a culture of integrity, ownership, and customer focus.

• 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.

• Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
• Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
• Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Evaluate AI-generated customer support materials against quality rubrics.
• Review documents, spreadsheets, and presentations for accuracy and consistency.
• Provide structured feedback to improve AI system performance.

The company is a partner firm specializing in AI system development and evaluation. It operates remotely with a focus on professional expertise and flexible contract work.

• Answer inquiries and provide support for Small Business and partnership customers regarding Carrot's products and services.
• Manage eligibility files, support customer launches, and handle renewal communications across the portfolio.
• Provide team-wide analytical support and contribute to process improvements to scale efficiency.

Carrot is the leading global fertility and family care platform, providing clinical guidance and support for members from pre-pregnancy through menopause. The company serves millions of members across 195 countries and is recognized as a defining force in healthcare innovation with a collaborative, inclusive culture.

• Own the relationship with every managed and self-serve Premium account, handling onboarding, escalations, and day-to-day communication for a focused book of a few dozen accounts.
• Generate expansion pipeline by spotting renewal risk early, keeping accounts healthy, and creating qualified opportunities for the sales team.
• Build an AI-native Customer Success function by supervising and correcting AI agents as they automate operational work, shifting your time toward judgment, relationships, and growth.

Browse AI provides an AI-powered platform for web data extraction, monitoring, processing, and automation, helping entrepreneurs and enterprises scrape, monitor, and automate data extraction from any website without code. They are a remote-first Canadian startup serving over 2,000 customers globally, with a lean team and a culture of automation and AI innovation.

• Own and continuously improve the Customer Success technology infrastructure supporting AI-driven customer journeys, intelligent CTAs, and scalable execution.
• Design, standardize, and maintain Customer Success playbooks covering lifecycle motions, expansion opportunities, and risk interventions.
• Leverage AI and automation capabilities to simplify processes and scale operations across customer cohorts.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. They partner with companies to manage applications and ensure fair reviews, focusing on efficiency and objectivity in hiring.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
• Guide new customers through onboarding, configuration, and initial product adoption
• Monitor customer engagement and proactively identify adoption risks or opportunities

CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.

• Serve as the primary relationship owner for SMB employer customers, managing renewals and identifying expansion opportunities.
• Support customers' utilization goals through data-led business reviews and proactive account health monitoring.
• Leverage AI and modern tools to scale workflows, optimize execution, and collaborate cross-functionally with product, clinical, and data teams.

Lyra Health provides mental health care and coaching services to employers and their employees. They are a growing company with a collaborative culture focused on innovation and employee well-being.

• 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 and nurture relationships across your book of accounts, developing deep connections with decision-makers and stakeholders.
• Surface expansion opportunities, collaborate with Sales, and own retention targets within your client base.
• Stay fluent in ApartmentIQ's full product suite and partner cross-functionally with Product, Support, and Marketing.

ApartmentIQ builds industry-leading martech and data products for the PropTech space, including AI and data SaaS platforms. They are a fully remote team of 100+ across the U.S. with a strict no a**holes policy, focused on high performance and growth.

• Develop and execute a customer success strategy that ensures adoption, retention, and expansion.
• Strengthen client relationships and minimize churn through proactive engagement and early warning systems.
• Collaborate with GTM, Product, and Engineering teams and lead a future CS team to exceptional performance.

Patlytics provides AI-powered patent workflow solutions, using LLM technology curated by patent professionals. Backed by top-tier Silicon Valley VCs, the company has a world-class team from leading tech and law firms.

• Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
• Partner with Account Managers to drive renewal and expansion within your book of business.
• Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.

Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.

• Manage a large portfolio of SMB customers, focusing on retention and product adoption.
• Build and maintain strong customer relationships, acting as the main point of contact.
• Drive customer satisfaction and growth by leveraging AI tools and usage analytics.

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform for accounting professionals. The company is well-funded, ranked #1 on G2, and has a people-first culture recognized with Great Place To Work certification and Fortune's Best Small Workplaces list.

• Own the customer life cycle post-sales, ensuring satisfaction and adoption for a book of business.
• Manage renewals for 400+ customers, including pricing negotiations.
• Partner with Sales to drive expansion and cross-sell opportunities.

Superhuman is an AI productivity platform that integrates with over 1 million applications and websites to help people eliminate busywork. Founded in 2009, the company empowers over 40 million individuals, 50,000 organizations, and 3,000 educational institutions worldwide.