Master AI agents, automations, integrations, and analytics
Own onboarding, adoption, and expansion lifecycle
Configure AI agents across voice, chat, and messaging
The client is a fast-growing company in the AI-powered business communication space, helping organizations replace manual workflows with intelligent AI agents across voice, chat, and messaging. They partner with enterprise staffing and workforce organizations, embedding AI agents directly into ATS and CRM systems to drive automation, efficiency, and scale.
Own NRR, retention, and onboarding outcomes across the Customer Success organization.
Build and scale CS through AI, automation, and systems thinking.
Design and evolve engagement models across customer segments.
Customer.io's platform allows over 7,500 companies to send billions of emails, push notifications, in-app messages, and SMS every day. They power automated communication, helping teams send smarter, more relevant messages using real-time behavioral data; they value empathy, transparency, and action.
Own the health, retention (90%+), and expansion (10-15%) of our mid-market customer portfolio.
Build the scaled success motion from scratch—develop playbooks, automated campaigns, and engagement frameworks that can grow with the business.
Monitor account health and usage patterns to identify risks and expansion opportunities, then execute targeted interventions to drive outcomes.
Runway is building AI to simulate the world through merging art and science; they believe that world models are at the frontier of progress in artificial intelligence. Their team consists of creative, open minded, caring and ambitious people who are determined to change the world.
Manage a high volume of customers using one-to-many communication strategies.
Monitor churn risk through behavioral signals and health scores; deploy automated renewal readiness campaigns.
Identify product-qualified leads and usage-based expansion opportunities, triggering in-app messages and emails.
Optro is a leading audit, risk, ESG, and InfoSec platform used by over 50% of the Fortune 500. They are known for their award-winning technology and customer satisfaction, and have been recognized as one of the fastest-growing tech companies in North America for seven years running.
Build the data, process, and tooling layer for Eve’s Customer Success organization.
Design systems: building the health score methodology that predicts churn, operationalizing playbooks, and standing up renewal forecasting that leadership and Finance trust.
Deliver capacity planning, territory design, and comp modeling that keeps pace with a growing team and portfolio.
Eve is redefining what’s possible in legal technology with AI-driven solutions that elevate how law firms operate, serve clients, and grow. They have raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed and are growing fast.
Identify high-friction, high-volume manual work across Success and Support
Design and deploy AI-assisted workflows that eliminate repetitive tasks
Build CSM copilots that automate summaries, prioritization, and follow-ups
Wrapbook provides a unified payroll platform that seamlessly connects your entire team—production, accounting, cast, and crew—all in one place making production payroll and accounting easier, faster, and more secure. Wrapbook has a growing team of 250+ people across the USA and Canada.
Lead operational initiatives to enhance customer lifecycle management.
Develop dashboards and reporting frameworks for insights on customer health.
Define operational requirements and implement solutions across platforms.
Jobgether is a platform that connects job seekers with employers through an AI-powered matching process. They focus on ensuring applications are reviewed quickly, objectively, and fairly and aim to identify top-fitting candidates for companies.
Partner with Customer Success leadership to build operational processes for customer growth.
Develop and maintain reporting, dashboards, and metrics for key customer success KPIs.
Lead cross-functional initiatives that improve the post-sales customer journey.
EvenUp is on a mission to close the justice gap using technology and AI. They empower personal injury lawyers and victims to get the justice they deserve. They are one of the fastest-growing vertical SaaS companies in history, backed by top VCs.
Own and grow a portfolio of 25 or more mid market enterprise customers, guiding them from go live through long-term value realization
Serve as a trusted advisor to executive sponsors, aligning AI-driven solutions to strategic business outcomes
Drive adoption, engagement, and expansion of the Moveworks AI Assistant across ServiceNow workflows
Moveworks, now part of ServiceNow, is redefining how work gets done. Together, they combine Moveworks’ industry-leading AI Assistant with ServiceNow’s world-class workflow platform to deliver instant, intelligent support across IT, HR, Finance, and beyond.
Serve as the primary post-sales point of contact for a variety of small business customers
Develop a deep understanding of each customer's business objectives and industry challenges.
Act as a customer advocate within the company, relaying feedback to the product and engineering teams to drive continuous improvement.
Podium brings AI Employees to local businesses that turn every conversation into revenue. Trusted by 60,000+ businesses, they capture and convert leads 24/7. They have been recognized as the Best AI Implementation by Inc. Magazine.
Proactively manage customer relationships from implementation hand-off through renewal and beyond.
Drive world-class customer retention by establishing a trusted advisor relationship that drives strong product adoption and value delivery and creates customer advocates.
Develop an in-depth understanding of each customer’s business goals, initiatives, and use cases to support their business objectives based on their unique use cases.
Verifiable is a provider credentialing and network monitoring platform, delivering industry-leading AI, API and Software solutions to help healthcare organizations optimize operations at enterprise scale. It is a fast-moving, early-stage team of almost 150 employees that values impact, ownership, and follow-through, operating fully distributed across the US and internationally.
Develop and implement end-to-end digital and one-to-many programs for customers.
Create and execute a cohesive strategy with tangible goals to drive adoption, retention and expansion.
Coach and develop the team by providing regular feedback and investing in each team member’s growth.
Practice Better is an all-in-one platform helping health and wellness practitioners run their businesses, care for their clients, and scale their impact. As a remote-first team headquartered in Toronto, they are made up of curious, driven, and empathetic people.
Own GRR, NRR, and CSAT as primary KPIs, along with ARR expansion.
Build and refine scalable CS playbooks: onboarding, QBRs, health scoring, renewal, and expansion motions.
Partner with Product to strengthen the feedback loop between customer needs and product roadmap.
Nabla is committed to bringing back joy to the practice of medicine. Together with a community of clinician innovators, they’ve harnessed machine learning to develop the leading AI assistant that’s restoring the human connection at the heart of healthcare. Today, over 85,000 clinicians across 130+ healthcare organizations trust Nabla.
As the Manager of Customer Success, your mission is to build a high-performing engine of Customer Success Managers.
Coach your team to move beyond reactive support and into proactive, consultative partnerships.
Bridge the gap between high-volume efficiency (SMB) and strategic relationship management (Mid-Market).
Tekmetric is an all-in-one, cloud-based platform 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.
Lead and develop a high-performing CSM team, managing and mentoring Customer Success Managers across strategic Enterprise accounts.
Build scalable CS programs, processes, and playbooks for onboarding, adoption, renewal, expansion, and risk mitigation.
Serve as a senior voice of the customer across Product, Engineering, Design, Marketing, and Support, translating insights into opportunities.
Descript is building a simple, intuitive, fully-powered editing tool for video and audio — an editing tool built for the age of AI. They are a team of 150 with backing from investors like OpenAI and Andreessen Horowitz; they are building a team rich in diverse backgrounds, experiences, and opinions.
Proactively monitor customer health scores and provide targeted guidance.
Act as the first line of defense for incoming customer inquiries.
LogicGate is an AI GRC platform helping governance, risk, and compliance teams limit surprises, strengthen resilience, augment program performance, and confidently quantify impact and business value. They are committed to delivering an exceptional experience for their employees and customers by empowering and enabling their people.
Drive adoption, retention, expansion, and satisfaction for our scaled customer base.
Identify gaps, design scalable solutions, and execute programs that drive customer success at scale.
Ensure on-time renewals and accurate renewal forecasting across assigned accounts.
Nearmap is an Australian-founded, global tech pioneer innovating in location intelligence. They provide high-resolution imagery and insights, helping customers create meaningful change and propel industries forward.
Move beyond reporting to provide deep-dive analysis on customer health, churn drivers, and product adoption.
Partner with CS leadership to define and track forecasting of retention as well as key performance indicators (KPIs).
Translate complex technical findings into clear, concise, and compelling narratives for non-technical stakeholders and executive leadership.
Restaurant365 is a SaaS company disrupting the restaurant industry by providing a unique, centralized cloud-based solution for accounting and back-office operations. They focus on empowering team members to produce top-notch results while elevating their skills, with a culture of constant evolution and improvement.
Serve as part of a shared team, supporting a portfolio of low-touch/tech-touch clients.
Own the resolution of client-reported satisfaction issues from identification to closure.
Tracking client usage metrics, health scores, and feature adoption with dashboards.
TTEC Digital coaches clients to ensure their employees feel valued and fully supported, because they believe an amazing customer experience is an employee first process. Their vision is to create a place where employees know they can thrive.
Own executive-level relationships for top-tier healthcare accounts (TCV $200k+).
Co-create Joint Business Plans and lead Executive Business Reviews (EBRs) focused on ROI and compliance risk mitigation.
Act as the Voice of the Customer (VoC) by synthesizing user needs into actionable insights for the Product team.
Propelus simplifies workforce compliance management across healthcare. With innovative technology and strategic partnerships, Propelus empowers millions of professionals, employers, and regulators to create a connected and efficient healthcare ecosystem.