Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.
Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.
Serve as the primary Customer Success partner for high-value, strategically important customers, building trusted relationships and driving value realization.
Monitor account health, adoption, and risks using data and customer insights to develop retention and growth strategies.
Collaborate cross-functionally with Sales, Support, and Product teams to coordinate complex customer engagements and identify expansion opportunities.
Agiloft is the most trusted global leader in data-first contract lifecycle management (CLM) software, helping organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts. The company is a growing, vibrant, and successful organization with nearly 100% customer satisfaction and 97% annual renewal rate, fostering an inclusive culture with employee resource groups and a focus on work-life balance.
Ensure customer adoption and success by providing advice, risk mitigation, and executive alignment.
Collaborate with sales, support, and engineering teams to manage accounts and drive growth.
Develop long-term relationships with stakeholders and deliver executive business reviews to maximize value.
nCino is a financial services technology company transforming the industry through bold innovation and relentless execution. They are committed to inclusion and equality, fostering a culture where employees can bring their authentic selves to work.
Own the relationship with key stakeholders including executive sponsors for value amplification.
Own retention and renewal outcomes by proactively managing health and risk.
Drive growth by identifying expansion signals and building business-value cases.
Conexiom provides an Intelligent Order Automation platform powered by CoreAI to eliminate manual work for manufacturers and distributors. With over 20 years of innovation and a Microsoft Azure foundation, they build inclusive culture and trusted products.
Meet and exceed team growth sales goals and renewal rate targets of 83%.
Leverage digital-first strategies to engage at-risk customers and build expansion pipeline.
Manage sales and renewals pipeline in CRM with 100% accuracy and drive customer advocacy.
SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. With a global team united by impact, ownership, and continuous growth, we foster a flexible environment where thoughtful ideas move quickly and people are trusted to lead.
Drive measurable value realization within the first 90 days post-sale and own renewal and expansion strategy for your portfolio.
Develop multi-threaded relationships across decision-makers and create structured success plans tied to customer KPIs.
Proactively identify churn indicators through behavioral data and develop structured save plans with clear ROI articulation.
Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently. They are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.
Develop and maintain strategic relationships with SMB and Corporate segment clients across US and Canada markets.
Act as a trusted advisor to key stakeholders, including C-level executives, to ensure customers achieve desired outcomes.
Drive portfolio growth through zero churn and active cross-sell and up-sell opportunities.
Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, helping organizations automate customer and operational workflows. The company supports thousands of clients in over 100 countries and was named to Inc.'s Best Workplaces list in 2025 for its commitment to employee wellbeing and strong workplace culture.
Drive incremental revenue and product adoption by serving as a strategic, consultative partner to key accounts.
Manage a portfolio of accounts, develop Customer Success Plans, and close complex deals with executive stakeholders.
Collaborate cross-functionally and use data-driven strategies to maximize customer satisfaction and revenue growth.
Freshworks builds uncomplicated service software that delivers exceptional customer and employee experiences. With over 4,500 employees worldwide, we foster a people-first, AI-driven culture focused on making a real impact.
Drive retention and growth by acting as a trusted point of contact throughout the customer lifecycle, from contract signature through renewal and expansion.
Focus on risk mitigation through early intervention, developing Save Plans and rallying internal resources to protect ARR and reduce churn.
Deliver business reviews and serve as an internal advocate for customer feedback, influencing product strategy and building customer advocates.
Hyland is the pioneer of the Content Innovation Cloud™, delivering enterprise intelligence with solutions that unlock insights and drive automation. Trusted by thousands worldwide, including many Fortune 100 companies, Hyland has grown to nearly 4,000 employees and fosters an inclusive, employee-centric culture.
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.
Manage a portfolio of Tier 4 customers, driving adoption, engagement, and retention through proactive outreach and strategic conversations.
Monitor customer health and product usage to identify risks and opportunities, executing action plans to improve outcomes.
Own renewal conversations and partner cross-functionally with Sales, Support, and Product to drive growth and resolve challenges.
Total Expert is the Customer Operating System for financial services, providing a platform that combines context and action for humans and AI Assistants. Since 2016, the company has enabled over seven trillion dollars of funded loan volume and offers a competitive benefits package.
Manage a portfolio of enterprise partners, serving as their trusted advisor and driving strategic account growth.
Drive deep adoption of Plooto across firm leadership and client base to maximize platform value.
Identify and close upsell and cross-sell opportunities while leading executive business reviews and expansion planning.
Plooto is a Canada-born fintech company that makes payments secure and stress-free for small and mid-sized businesses. The team values integrity, agility, and heart, and is scaling its operations.
Own a portfolio of 8-10 strategic enterprise customers with extreme ownership of outcomes.
Build trusted advisor relationships with CIO and CISO, driving value realization through Success Plans.
Ensure renewal predictability by proactively managing risk and coordinating cross-functional resources.
Veza is the pioneer in identity security, providing an Access Graph platform to manage identity permissions across SaaS, cloud, on-prem, and custom applications. Now part of the ServiceNow family with over 30 billion access permissions under management, Veza offers the scale of an enterprise platform company while maintaining a security innovator's mission-driven focus.
Manage a portfolio of 100-200 named accounts, using AI tooling to prioritize and drive outcomes.
Conduct workshops and create success plans to maximize customer value and ensure adoption.
Collaborate cross-functionally with Sales, Support, and Product to resolve technical issues.
Samsara is the pioneer of the Connected Operations Cloud, enabling organizations that depend on physical operations to harness IoT data for actionable insights. We are a public company with a diverse workforce, committed to improving the safety, efficiency, and sustainability of the operations that power the global economy.
Serve as the primary contact for a portfolio of 50 mid-size customers, fostering trust and long-term relationships.
Develop and execute tailored success plans to drive adoption, mitigate churn, and identify expansion opportunities.
Track customer health metrics and collaborate cross-functionally to ensure maximum value and retention.
Eltropy provides an AI-powered digital communications platform for community financial institutions, helping credit unions and community banks engage securely with consumers. It is a growing technology company with a start-up culture focused on teamwork and customer trust.
Help strategic customers realize quantifiable value and ensure renewals and expansions.
Identify risks of churn and develop mitigation strategies while identifying expansion opportunities.
Proactively drive value conversations and manage customer escalations across technical and business domains.
Flexera provides data-oriented SaaS solutions for technology value optimization, helping IT, finance, and cloud teams gain insights into cost optimization and compliance. With over 50,000 customers globally, Flexera is recognized as a category leader by Gartner, Forrester, and IDC, and fosters a culture built on candor, passion, and accountability.
Manage relationships with Linear’s top mid-market customers and act as primary point of contact for inquiries and feedback.
Drive customer onboarding, training, and adoption to ensure customers realize full value of Linear.
Advocate for customer needs internally across product, sales, and support to drive satisfaction and retention.
Linear builds a product development system for teams and agents, shaping tools for AI-era software development. Founded in 2019, it serves 40,000+ companies including OpenAI, Coinbase, and Ramp, with a remote-first culture focused on craftsmanship and fast execution.
Manage customer relationships throughout their lifecycle, ensuring high satisfaction, retention, and product adoption.
Negotiate contract renewals, identify expansion opportunities, and maintain high revenue retention rates.
Act as a customer advocate, perform periodic business reviews, and maintain account health dashboards.
NICE provides software solutions for customer experience, financial crime, and public safety, serving over 25,000 global businesses including 85 of the Fortune 100. With 8,500 employees across 30+ countries, the company fosters an innovative, fast-paced culture focused on AI, cloud, and digital leadership.
Act as a strategic customer success manager for HPE's as-a-service portfolio, driving onboarding, adoption, and upsell/cross-sell opportunities.
Build and maintain strong senior-level customer relationships, develop success plans, and serve as a trusted advisor throughout the digital transformation journey.
Collaborate with sales specialists and cross-functional teams to accelerate solution consumption and deliver measurable business value.
Hewlett Packard Enterprise is a global edge-to-cloud company that helps organizations connect, protect, analyze, and act on their data and applications from edge to cloud. With a workforce of tens of thousands, the company fosters a culture of inclusion, flexibility, and bold innovation.
Design and execute scaled customer success initiatives that drive onboarding efficiency, adoption, and growth.
Balance 1:many customer programs with strategic engagements, building webinars and office hours.
Manage a large portfolio of scaled and mid-market customers through the full lifecycle, from onboarding to expansion.
Great Question is an all-in-one AI customer research platform that enables teams to recruit participants, run research, and share insights. Backed by world-class investors and trusted by companies like Gusto, Experian, Canva, and Brex, our remote-first culture is built on high trust, high agency, and high emotional intelligence.