Act as the primary point for assigned client relationships, driving adoption, value realization, and customer health to ensure client success.
Monitor customer health indicators and maturity signals, contributing insights to retention planning with Sales and executing defined success playbooks.
Build trusted client relationships through regular engagement and service reviews, coordinating internal stakeholders to support customer outcomes.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate since 1841. They are a diverse, global team of creative and collaborative professionals, valuing bold ideas and connection.
Build trusted advisor partnerships with clients, aligning platform value to their business goals.
Create tailored Success Plans, conduct Business Reviews, and identify expansion opportunities.
Maintain accurate client records in Salesforce and collaborate with internal teams.
Submittable is a software platform that helps mission-driven organizations manage programs, applications, and funding distribution. In 2024, it supported 30,000 programs and facilitated over $10 billion in funding, with a collaborative culture focused on social impact.
Build strong partnerships as a trusted day-to-day partner for assigned clients, driving satisfaction and retention.
Turn data into value by using performance and financial data to tell a clear story about results and savings.
Stay ahead of client needs by proactively recommending ideas based on health plan knowledge and market trends.
Quantum Health is a privately-owned healthcare navigation organization founded in 1999, dedicated to simplifying healthcare for millions of members. With a team of over 2,000 'Healthcare Warriors,' they foster a big-hearted, tech-savvy, diverse, and inclusive culture.
Own day-to-day client relationships, driving adoption, activation, and value realization for assigned accounts.
Partner with strategic account leadership on renewals, growth opportunities, and executive-level issue resolution.
Lead process improvements, analyze performance metrics, and act as a mentor to elevate the Client Success team.
Heartbeat Health is a virtual-first cardiovascular care company providing telemedicine, diagnostics, and virtual care programs to improve heart health outcomes. The company is remote-first, mission-driven, and fast-paced, with a culture that values diversity, mutual respect, and innovation.
Own client relationships post-implementation, driving renewals and expansion.
Monitor customer health metrics and adoption trends to reduce churn and increase value.
Act as the voice of the customer, collaborating with cross-functional teams and supporting events.
Granum is a software company providing industry-specific solutions for landscapers and arborists across North America. Its collaborative and supportive culture has earned multiple awards, including being named a 2024 Best Place to Work.
Support Senior Client Success teams in managing Fortune 100 client relationships and account expansion strategies.
Execute engagement and delivery strategies for online and in-person training programs, tracking success through learning and sentiment metrics.
Own meeting summaries, document program costs, and create delivery reports with qualitative and quantitative data.
General Assembly offers experiential education in web development, data, design, business, and more, online and globally. With 60,000 alumni and 21,000 employees at elite companies trained, GA is a leader in transforming careers and teams for the future of work.
Build and maintain strong, trusted relationships with assigned clients as a strategic advisor and primary point of contact.
Drive product adoption, identify upsell opportunities, and partner with clients to establish KPIs and success measures.
Monitor client health, provide training and support, and collaborate cross-functionally to ensure a seamless customer experience.
Symplicity provides employability and student success solutions for higher education institutions, helping support students from career development to alumni engagement. Their technology is used by over 30 million students worldwide, and they foster an inclusive, diverse, and collaborative workplace.
Owns client relationships and coordinates communication, action items, and follow-up to ensure commitments are completed.
Collaborates with consulting, product, data, clinical, and finance teams to align client needs and monitor project plans and account obligations.
Supports renewal planning, platform adoption, and client satisfaction while identifying risks and opportunities for growth.
PSG is a drug management solutions company that helps clients navigate complex pharmacy challenges with leading intelligence and technologies, saving billions of dollars annually. As part of EPIC, it fosters a collaborative culture with employee resource groups, charitable initiatives, and a focus on professional development.
Lead post-sales activities for strategic mid-market customers, owning renewals, account health, and platform maintenance.
Analyze data to derive insights, identify risks, and collaborate with internal teams to drive adoption, retention, and ROI.
Serve as the voice of the customer, facilitating collaboration with Product, Engineering, Sales, and Professional Services.
LineLeader provides a childcare management platform that helps centers grow enrollment, boost parent engagement, and simplify operations. They are a fast-growing SaaS company valuing teamwork and a customer-centric, entrepreneurial culture.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Manage client relationships across a dedicated book of business from post-installation through contract lifecycle.
Conduct Quarterly Business Reviews, present performance insights, and deliver actionable recommendations to drive retention.
Identify upsell and cross-sell opportunities, mitigate churn risks, and collaborate cross-functionally to elevate the client experience.
WithMe, Inc. delivers convenient technology-powered amenities to clients and their guests. We are a remote-first company that emphasizes healthy work/life balance, operates in all 50 states, and has been ranked as one of the 5000 fastest-growing private companies in the US for three consecutive years.
Act as primary point of contact for institutional partners, managing accounts from onboarding through renewal.
Prepare weekly reports, coordinate audits, and handle fee inquiries across cross-functional teams.
Document processes and support relationship managers with QBRs, communications, and escalation routing.
Zerohash is a leading crypto and stablecoin infrastructure platform that powers the next generation of financial services. Founded in 2017, the company has raised over $280 million and is trusted by brands like Morgan Stanley and Stripe, operating with a compliance-first culture.
Guide new clients through onboarding, ensuring they feel confident using our systems and understand how we help them reach their goals.
Proactively monitor client projects to meet enrollment targets and swiftly address roadblocks.
Build strong relationships with clients through exceptional service to encourage repeat business and referrals.
Trialfacts is a remote, entrepreneurial company at the forefront of advancing health research by helping clients recruit participants for clinical trials. They work with research teams from organizations like AstraZeneca, Harvard, and Stanford, and offer a culture of autonomy, flexibility, and growth.
Act as the primary post-sale point of contact, building and maintaining strong, long-term client partnerships.
Lead post-sale implementation by defining business needs, configuring recommendations, and establishing ROI metrics.
Analyze client dashboards for usability and model performance insights, collaborating with Sales, Product, Data Science, and Engineering.
Gradient AI provides AI-powered SaaS solutions for the group health and P&C insurance industry, helping insurers predict risk and automate underwriting and claims. Founded in 2018, the company is scaling fast with $56M in Series C funding and a fun, team-oriented startup culture.
Support client growth and retention by partnering with Client Success Managers and providing operational support.
Prepare client reporting, presentations, and customized marketing materials to demonstrate program value.
Coordinate cross-functional projects and facilitate issue resolution to ensure smooth execution of client initiatives.
The company helps employers and health plans deliver personalized wellness and weight management solutions. It is a growing, mission-driven organization with a collaborative, distributed team culture.
Participate in client onboarding sessions and shape onboarding materials.
Conduct periodic outreach and guide clients through their security posture.
Serve as the dedicated case manager for identity theft incidents and resolve them end-to-end.
BlackCloak provides a Client Security Operations Center (CSOC) that protects members around the clock. The company operates in the cybersecurity space and values client success, collaboration, and ongoing learning, with a remote-first culture.
Serve as primary relationship owner for mid-market employer customers.
Manage renewals and partner with Account Executives on expansion opportunities.
Monitor account health and leverage AI to scale workflows and optimize execution.
Lyra Health provides evidence-based mental health care for employers and health plans, serving over 20 million people. The company has published over 35 peer-reviewed studies and delivered unmatched outcomes in access and cost efficiency.
Manage customer health and retention, developing strategies to save at-risk accounts and ensure satisfaction.
Lead customer expansion and margin opportunities by coordinating internal teams for smooth, on-time transitions.
Perform retention risk and off-boarding activities while acting as a bridge between customers and operations.
RoadRunner accelerates the road to Zero Waste by using technology and data to modernize waste and recycling operations. Since 2014, we've helped thousands of locations save 10-20% on waste bills, and our people-first culture is recognized by awards and positive employee reviews.
Manage and grow client relationships to ensure optimal use of PointClickCare solutions.
Act as a trusted advisor to executive leadership, driving business alignment and value.
Provide early warning and churn mitigation strategies to maintain customer health.
PointClickCare offers cloud-based software solutions for acute and long-term post-acute care markets, helping providers care for vulnerable populations. The company is a leading healthcare technology firm with a strong focus on customer success and partnership.
Onboard and manage UpGuard customers to ensure they effectively use the platform to meet their goals.
Provide resources including success plans, training sessions, and regular check-in calls.
Translate customer requirements from risk management frameworks into tailored solutions on UpGuard.
UpGuard is redefining cyber risk management with its AI-driven CRPM platform, helping organizations manage their attack surface. The company has raised $75M Series C, scales to process 100 billion risk signals daily, and fosters a culture of autonomy and remote work.