Create digital-first onboarding motions for new Mid-Market customers at scale.
Anchor customer conversations around business impact, including cost structure reduction and scalable output.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen aims to democratize visual storytelling through accessible technology. They're building technology to empower individuals to connect with and inspire audiences by making video content creation scalable and cost-effective.
Own a large portfolio of accounts (150+), ensuring strong retention and product adoption at scale.
Deliver value through creative, scalable methods like Loom videos, email playbooks, and group training sessions.
Manage renewal conversations by showcasing usage and outcomes, even with hard-to-reach customers.
Spellbook is the most comprehensive AI copilot for transactional lawyers, working inside Microsoft Word to help legal teams draft, review, and negotiate contracts faster. With over 4,000 users and backed by $80 million in funding, the company focuses on simplifying legal workflows and eliminating drudgery.
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.
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 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.
Own the lifecycle strategy to move from one-size-fits-all communication to high-conversion segmented tracks.
Design nurture and educational programs to accelerate time to value for high-potential sellers.
Integrate lifecycle communications with product onboarding paths, working cross-functionally with Risk, Product, and Data teams.
Paddle offers digital product companies a completely different approach to their payment infrastructure by acting as a Merchant of Record, simplifying payments. Backed by investors including KKR and FTV Capital, they serve over 6000 software sellers in 245 territories globally, with a transparent and collaborative culture.
Build and scale Sprinto's mid-market customer success motion, including onboarding milestones, account health scoring, QBRs, and renewal-risk tracking.
Own adoption and customer health by using product usage, audit progress, and stakeholder engagement to identify risk before renewal month.
Drive retention and expansion by surfacing opportunities and building value cases that demonstrate Sprinto's business impact on time saved, risk reduced, and audit readiness.
Sprinto is an AI-native GRC platform that helps organizations manage risks, audits, vendor oversight, and continuous monitoring from a single platform. With a team of 350+ employees serving 3,000+ customers across 75+ countries, Sprinto is backed by top-tier investors including Accel, Elevation, and Blume Ventures.
Manage a portfolio of 35-38 scaled accounts, balancing programmatic initiatives with targeted high-impact engagements.
Drive customer retention, renewal, and expansion by building deep relationships and identifying upsell opportunities.
Use data-driven insights to monitor product utilization and coordinate cross-functional teams to advance customer adoption.
Saviynt's AI-powered identity platform manages and governs access to applications and data for organizations. It is recognized as a leader in identity security, protecting Fortune 500 companies and government institutions.
Manage a broad portfolio of eCommerce merchants using AI tooling to amplify your reach and sharpen your focus.
Prioritize outreach based on churn risk, booking consultations to protect retention and unlock cross-sell opportunities.
Drive one-to-many engagement through webinars, roundtables, and lifecycle campaigns to boost product adoption.
Clearer.io reimagines eCommerce by enhancing search, discovery, and customer engagement through a suite of innovative apps. Our global team empowers eCommerce brands to accelerate growth, fostering a culture of collaboration, creativity, and transformation.
Own the systems, processes, and data infrastructure that enable Customer Success and Account Management teams to operate at scale.
Design and implement integration architecture in Planhat to create a single source of truth for customer health, engagement, and commercial data.
Build proactive alerting, playbooks, and nudge workflows that surface risks and opportunities to CSMs and AMs without manual effort.
Adthena is an award-winning search intelligence platform powered by patented AI technology, helping brands, marketers, and agencies dominate their competitive landscapes with unparalleled insights into the paid search market. Trusted by global brands like Citibank, L’Oréal, and Volvo, and backed by Updata Partners, the company has been redefining search intelligence since 2012 with a strong culture (93% average approval rating, eNPS of 27) and a remote-first approach.
Architect a "Systems-First" Retention Model, moving from reactive saves to proactive, behavioral interventions.
Own the Monetization Roadmap by designing, running, and analyzing pricing and packaging experiments.
Drive AI-Native Execution, reaching for AI first to build a custom churn-prediction agent and automate segmentation.
Lodgify is a fast-growing scale-up company leading the vacation rental industry. Backed by $30M in funding, their platform empowers property owners and managers worldwide to efficiently manage and grow their business through technology. With a team of 380+ people representing over 60 nationalities, they celebrate diversity and foster a workplace where everyone is heard and feels a sense of belonging.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Lead and develop a high-performing Customer Success team through coaching and accountability.
Own customer outcomes at scale, driving retention, adoption, and growth across a large portfolio.
Drive performance through metrics, operating cadence, and cross-functional collaboration.
First Due provides end-to-end software solutions for fire and EMS agencies to improve safety and operations. The company fosters a culture of accountability and continuous improvement, with a fully remote team and a comprehensive benefits package.
Lead customer lifecycle marketing programs across onboarding, adoption, education, retention and expansion to drive engagement and revenue retention.
Manage and develop a customer marketing team, scaling programs as business needs grow.
Partner cross-functionally with Customer Success, Sales, Product, and RevOps to design and execute omni-channel campaigns.
Keeper Security transforms cybersecurity for millions of individuals and thousands of organizations globally with an intuitive, end-to-end encrypted platform. It is a fast-growing cybersecurity company trusted globally, published in 23 languages and sold in over 150 countries.