Source Job

• Build and maintain strong relationships with partners to accelerate business value and ROI from ConnectWise investments.
• Monitor partner usage data, health indicators, and growth opportunities to develop strategies for success.
• Conduct Quarterly Business Reviews (QBRs) and collaborate with cross-functional teams to ensure adoption and successful renewals.

ConnectWise is a community-driven software company that helps technology solution providers manage their businesses and deliver customer experiences. With over 3,000 colleagues in North America, EMEA, and APAC, the company serves over 45,000 partners and fosters an inclusive, positive culture.

• Serve as the primary point of contact for clients, building long-term relationships and driving product adoption.
• Analyze client workflows and provide best-practice recommendations to optimize product usage and ROI.
• Collaborate with internal teams to share client insights and support broader business objectives.

Rechat provides an all-in-one software platform for real estate professionals, integrating the buying and selling process to boost efficiency and brand consistency. The company fosters a diverse, inclusive, and collaborative culture, operating as a growing startup with a remote team.

• Lead, coach, and develop Customer Success Managers and Analysts to maximize retention and team performance.
• Own gross dollar retention by managing customer health, success plans, and interventions across the entire book.
• Partner with Sales on expansion opportunities and act as the voice of the customer within the company.

Amperon is where energy data meets AI, providing forecasting for the energy transition. With offices in Texas and a remote-first culture, the company has a compact team of smart, genuinely nice individuals passionate about data science and energy.

• Prospect for new customer leads and find decision-makers using phone and technology tools.
• Lead engaging product demos to register small and medium medical practices and get them excited to use Cherry.
• Keep data clean in Salesforce by logging all interactions and continuously improve sales approach.

Cherry is a FinTech that provides a Buy Now, Pay Later solution for medical practices like dentists and veterinarians. Founded in 2019 by Stanford entrepreneurs, it is a fast-growing company backed by investors like Kleiner Perkins and DCM.

• Deliver best in class training to customers and ensure efficient implementation.
• Leverage various softwares to conduct meaningful onboarding experiences.
• Provide critical feedback to internal teams to maximize customer usage.

Cherry is a fast-growing FinTech that provides a Buy Now, Pay Later solution for medical practices like dentists and veterinarians. The company is led by Stanford entrepreneurs, backed by investors such as Kleiner Perkins and DCM, and has a startup culture focused on inclusivity and growth.

• Manage day-to-day client relationships, ensuring alignment, collaboration, and accountability to drive loyalty and retention.
• Deliver business results and impact through regular meetings and business reviews, enabling client success and expansion opportunities.
• Proactively identify growth opportunities within your client base and advocate for client needs across cross-functional teams.

Force Therapeutics provides an intelligent, evidence-driven remote therapeutic care platform that empowers clinicians to extend their reach and engage patients throughout their care journey. As a high-growth company partnering with leading health systems, it fosters a mission-driven, inclusive culture focused on innovation and team well-being.

• Develop and maintain long-term business relationships with clients by understanding their priorities and ensuring they get value from the software.
• Onboard and train customers on new features, monitor utilization, and identify upsell and expansion opportunities.
• Adapt quickly to changes, possess strong relationship building skills, and provide reports to management on client development.

Surglogs is an award-winning software solution that digitizes and streamlines regulatory compliance for ambulatory surgery centers and healthcare facilities across the US. They are a quickly growing team looking for ambitious and passionate individuals to join their movement.

• Manage enterprise client accounts to drive customer satisfaction, retention, and growth.
• Collaborate cross-functionally with sales, product, and leadership teams to deliver customer value.
• Ensure seamless experiences across all stages of the customer journey.

Yoodli is an AI roleplay simulator that helps individuals and teams master communication through private, judgment-free coaching. With $40M in Series B funding and a team doubling in 2026, we are headquartered in Seattle and building a fun, inclusive culture.

• Serve as primary relationship owner for Strategic employer customers, driving engagement and retention.
• Partner with marketing to develop engaging campaigns and workshops for customers.
• Collaborate internally with product, clinical, and data science teams to resolve customer issues.

Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has delivered more than 15 million sessions of care and is known for a transformative, AI-powered platform.

• Engage with customers through regular calls, business reviews, and daily needs to build long-term strategic partnerships.
• Monitor adoption metrics, create success plans, and manage escalations to ensure customers utilize the full Axon platform.
• Develop deep product knowledge and share industry best practices to help customers achieve operational goals.

Axon is a technology company focused on public safety, providing devices and cloud software to protect life. They aim to be a force for good with a fast-paced and meaningful work culture.

• Lead and mentor a team of Customer Success Associates to deliver exceptional client support and drive retention.
• Develop and execute strategic account plans for health system partners and executive stakeholders.
• Collaborate cross-functionally with Product, Clinical, and Data Science teams to advocate for customer needs.

Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has delivered more than 15 million sessions of care and is transforming access through its AI-powered platform.

• Manage the complete customer lifecycle from onboarding to long-term partnership, ensuring consistent value and support.
• Drive customer retention by monitoring account health, identifying risks, and developing success strategies.
• Identify expansion opportunities through upselling and cross-selling while maintaining strong customer relationships.

This company operates in a global, remote-first environment, focusing on customer success and support. The culture emphasizes collaboration, autonomy, and continuous improvement, with a team that values technology and automation.

• Lead, mentor, and develop a team of Customer Success Professionals, providing coaching and performance feedback.
• Develop and implement customer success strategies to improve satisfaction, retention, and expansion (NRR).
• Analyze customer health trends and data to proactively mitigate churn risks and identify improvement opportunities.

Propelus simplifies workforce compliance management across healthcare with innovative technology and strategic partnerships. A trusted leader for over 20 years, they deliver seamless compliance solutions to millions, with a focus on bringing more good into the lives of people serving healthcare.

• Manage a portfolio of mid to large-sized B2B SaaS customers, owning renewal, expansion, and price increase strategy execution.
• Drive Gross Revenue Retention and Net Revenue Retention by ensuring customers realize measurable value and adoption milestones.
• Lead Executive Business Reviews, build trusted relationships with key decision-makers, and collaborate cross-functionally to identify growth opportunities.

Cordance accelerates the growth of vertically focused B2B SaaS companies through acquisition and long-term tactical and financial guidance. We are experienced operators with a passion for software and building businesses, partnering with founders to scale and realize their full potential.

• Serve as key support contact for providers, resolving inquiries and maintaining positive relationships.
• Manage provider listings, procedure additions/deletions, and customer requests following established processes.
• Monitor customer activity, identify improvement opportunities, and provide guidance on Marketplace tools.

Tendo is a mission-driven company building software to improve the care journey for patients, clinicians, and caregivers. It is a fast-growing company with a diverse team and hubs in several US cities, fostering a culture of innovation and collaboration.

• Manage a portfolio of public-sector customer accounts, driving adoption and measurable outcomes.
• Serve as the primary point of contact and trusted advisor to customer stakeholders.
• Lead business reviews focused on engagement, ROI, and long-term value.

Virta Health is on a mission to reverse metabolic disease in one billion people. They have raised over $350 million from top-tier investors and partner with large health plans, employers, and government organizations.

• Manage a portfolio of 100+ customer accounts with strategic guidance and support.
• Drive customer adoption, engagement, retention, and overall account health.
• Partner with Product and Engineering teams to improve customer experience and influence product development.

Our client is a fast-growing SaaS company building products for the Shopify ecosystem. With a customer-first mindset and a collaborative startup culture, the team is focused on helping Shopify merchants grow through innovative technology and exceptional customer experiences.

• Manage and oversee a team of Client Success Managers to ensure successful customer outreach and business reviews.
• Collaborate with internal departments to achieve customer success and maintain productive software use.
• Mentor staff, delegate responsibilities, and ensure accountability in meeting score card metrics.

Nextech is a leader in specialty healthcare technology solutions. The company invests in its employees with competitive pay, bonuses, and comprehensive benefits, fostering a culture of diversity and inclusion.

• Build scalable onboarding experiences including email sequences, in-app guides, and webinars.
• Monitor customer health at scale using adoption signals and engagement data.
• Collaborate cross-functionally with Marketing, Product, and High Touch CS.

Solink transforms video security into real-time operational insights by integrating with existing cameras and systems. Trusted by over 30,000 locations across 32+ countries, they are rapidly growing and recognized as one of Ottawa's Best Places to Work.

• Develop and execute customer success strategy to maximize retention, satisfaction, growth, and advocacy across a team of Customer Success Managers.
• Establish scalable engagement programs, monitor KPIs like CSAT, NPS, and retention rates, and drive revenue growth through account expansion.
• Partner cross-functionally with Operations, Sales, Marketing, and Product teams to ensure a world-class customer experience and serve as the voice of the customer.

Stratus is a market leader in brand implementation and maintenance, helping global brands show up consistently through exterior signage, interior branding, site refreshes, digital signage, and ongoing repair. The company fosters a supportive, collaborative culture with career growth opportunities, regular coaching, and mentorship.