Monitor and assist with client email communications using provided templates and information.
Prepare and organize invoice documentation and track payment status in Google Sheets.
Track client matters through established workflows and update HubSpot records.
20four7VA is a staffing agency that connects virtual assistants with clients worldwide. The company supports a vibrant community and offers free training and upskilling opportunities.
Develop client communication standards and partner with Sales, Marketing, and CX leadership.
Build client health, satisfaction, and churn models using Salesforce and Pardot.
Create executive dashboards and drive operational efficiency improvements.
Doxim helps organizations transform critical communications through innovative technology and secure omnichannel solutions. With over 1,500 clients and a culture that encourages growth and meaningful challenges, they empower employees to shape the future of customer communications.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Prepare audit work papers and adjust trial balances.
Manage client confirmations and maintain Caseware templates.
Collaborate with clients and co-workers in a fast-paced environment.
Aprio is a top 20 CPA and advisory firm serving fast-growing industries with proven expertise and strategic foresight. With over 3,200 team members across 40+ U.S. and international offices, Aprio fosters a progressive culture and offers vast growth opportunities.
Manage, track, and update internal revenue and invoicing trackers, including month-end responsibilities and reporting.
Explore solutions and new techniques for business improvement, including process flows, design, and documentation.
Gather and prepare data from internal systems, databases, Excel, and flat files to support analytics.
PrimeVigilance is a global pharmacovigilance specialist that helps clients navigate regulations while keeping patient safety at the center of every decision. With a global presence, its culture is built on kindness, flexibility, growth, and belonging.
Manage a book of global, complex customers to drive adoption and growth.
Perform adoption analysis and lead joint planning to increase product value.
Drive customer advocacy by aligning cross-functional teams to resolve issues.
Conga unifies commercial operations by aligning pricing, quoting, contracting, rebates, and communications so companies run as connected, smarter businesses. With more than 10,000 customers worldwide and a collaborative, celebratory culture, Conga empowers colleagues to thrive.
Own the full renewal lifecycle for strategic K-12 accounts and drive retention.
Lead onboarding, product adoption, and training to maximize platform value.
Use data and customer feedback to advocate for improvements across teams.
Incident IQ is the leading workflow management platform built exclusively for K-12 districts, connecting technology and operations for schools. Trusted by over 2,000 districts and 12 million students, the company offers an energetic, collaborative culture with a focus on work/life balance.
Own day-to-day relationships for a book of 120+ accounts, driving engagement and renewals.
Use data and dashboards to track health signals and forecast renewal outcomes.
Identify expansion opportunities and collaborate with Sales to grow customer value.
Netlify is the most popular platform for building, deploying, and scaling modern web applications, serving millions of developers and organizations. It is a Series D company with over $200M in funding, fully distributed, and focused on creating a collaborative and inclusive culture.
Serve as the operational partner behind a Lead Customer Success Rep managing a large book of 120+ staffer accounts.
Monitor account health, maintain reporting, track follow-ups, and support onboarding to ensure scalable customer success.
Identify risks early, keep account data accurate, and enable the Rep to focus on strategic client relationships.
Cloud Accountant Staffing is a staffing company that matches customer success professionals with growing books of accounts. They emphasize long-term careers, ownership, and continuous improvement in a remote-first culture.
Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.
Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.
Own retention, adoption, and growth for a portfolio of dedicated mid-market accounts.
Build trusted relationships and lead strategic business reviews demonstrating ROI.
Leverage AI to spot risks, uncover opportunities, and drive renewals and expansions.
OfficeSpace Software provides an AI operating system for the built world, helping teams plan, connect, and perform in the workplace. As a PE-backed, performance-driven company, they operate globally with a culture of trust, respect, growth, and impact.
Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.
Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.
Own the post-implementation success relationship for a portfolio of strategic customers, serving as a trusted advisor.
Drive product adoption and usage by identifying adoption gaps, risks, and opportunities using customer insights and product data.
Partner with Account Management to identify opportunities for customers to deepen their use of Caseware through additional capabilities and services.
Caseware is a Canadian fintech company that provides audit and accounting software to over 500,000 users across 130 countries. They foster a collaborative and inclusive culture with a focus on innovation and work-life balance.
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.
Support program planning, tracking, and reporting for VA clinical informatics programs, keeping schedules, metrics, risks, and deliverables organized.
Maintain integrated schedules, track deliverables against due dates, and prepare biweekly sprint reports and status updates in Jira.
Manage risk and issue logs, support EHR issue management, patient safety monitoring, and informatics workforce program tracking.
Aptive is a professional services firm supporting federal health care programs, including the Department of Veterans Affairs' Office of Clinical Informatics. The company works within Scaled Agile Framework to help delivery teams stay focused and keep program operations running smoothly.
Own a portfolio of enterprise clients, building consultative relationships and driving adoption and value realization.
Lead client health monitoring, renewals, and identify growth opportunities across assigned accounts.
Work cross-functionally with Sales, Product, Support, and other teams to align client priorities with Rithum’s capabilities.
Rithum is the world’s most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business across hundreds of channels, representing over $50 billion in annual GMV.
Manage client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
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.
Manages and maintains CRM (Salesforce) database, ensuring data hygiene, field updates, and pipeline tracking.
Supports sales teams in CRM usage and provides system support for contract management and commercial flow.
Analyzes sales funnel and conversion rates, extracting reports via Excel/Google Sheets to identify improvement opportunities.
Zup Innovation creates technologies that challenge the best in the world and change the game for clients. The company fosters a collaborative culture driven by curiosity, excellence, and innovation.
Onboard new customers and guide them through the product to drive early adoption and success.
Manage ongoing customer relationships across email, phone, and chat, resolving issues and coordinating internally.
Track customer health metrics, identify upsell opportunities, and maintain CRM records to surface insights.
The company is an early-stage AI recruiting platform that helps hiring teams manage and optimize their recruiting processes. It is a small, customer-focused startup that values long-term partnerships and proactive customer success.