Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
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.
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.
Manage and retain clients while driving revenue growth through upsell and renewal opportunities.
Act as client liaison with internal teams like ClientCare, Billing, Product, and Technical Support.
Provide product training and consultative discovery to identify needs and new opportunities.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries.
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.
Build relationships with targeted clients and strategically consult to strengthen retention and recurring revenue.
Educate clients on new products, features, and industry knowledge to maximize their Subsplash investment.
Develop innovative solutions tailored to client needs and help them succeed in platform utilization.
Subsplash is an engagement platform for churches, Christian ministries, non-profits, and businesses, serving 14,000+ clients. The company is a team of 290+ mission-driven people committed to humility, innovation, and excellence.
Build and sustain strong relationships with 20-50 small to mid-sized clients, acting as their primary point of contact.
Translate client goals into success plans that drive satisfaction, retention, product adoption, and expansion.
Identify retention risks, coordinate cross-functional delivery, and support renewals, upsells, and business reviews.
Safeguard Global helps organizations recruit, hire, manage, and pay employees in nearly 190 countries. With 1,500+ customers, it offers a human-centered, flexible culture and opportunities to collaborate across the globe.
Own a book of 80–100 accounts end-to-end, driving adoption, renewals, and retention.
Build multi-threaded relationships with executives and decision makers to align on business outcomes.
Spot risk early, lead executive business reviews, and partner with expansion teams to grow accounts.
Help Scout provides customer support software that helps over 10,000 businesses build better customer relationships, now with AI-powered tools to improve customer experience. They are a fully remote team of 120+ people worldwide, with a culture that values ownership, curiosity, and craft.
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.
Manage a portfolio of high-value clients, ensuring satisfaction, retention, and growth.
Drive product adoption and identify upsell and expansion opportunities.
Act as the voice of the customer internally, resolving issues and conducting business reviews.
Xsolla is a global video game commerce company providing payment solutions and business tools for game developers. It operates with a dynamic, collaborative team culture that values innovation and initiative.
Guide CSMs in driving adoption, value realization, retention, and long-term success across strategic accounts.
Oversee renewal planning and execution across the team's portfolio and partner with Sales for expansion.
Lead, coach, and develop CSMs while fostering a high-performing team focused on client value.
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, representing over $50 billion in annual GMV, and they offer a remote-first culture with comprehensive benefits.
Own the end-to-end contract renewal lifecycle for a portfolio of ~45 high-value accounts, ensuring high retention and minimizing churn.
Serve as the primary trusted advisor, conducting QBRs to measure satisfaction and demonstrate ROI.
Identify, qualify, and cultivate expansion and upsell opportunities within existing accounts to drive growth.
Quantum Sky engineers the advantage across cyber, networks, software, and quantum for mission-critical operations. The company fosters a collaborative, innovative, and mission-driven environment where every team member plays a critical role in shaping the future of technology.
Manage and grow a portfolio of client accounts in the steel fabrication industry, ensuring adoption, retention, and renewals.
Act as the main point of contact for clients, leading check-ins, business reviews, and identifying upsell opportunities.
Collaborate with sales, product, and support teams to drive client success and gather feedback for product improvement.
Eterio Realities builds augmented reality tools for industrial manufacturing, including FabStation, an AR-enabled manufacturing execution system used by 250+ fabrication shops worldwide. The company has a team of 30+ people across Canada and India, with a fully remote, collaborative culture focused on innovation.
Own the full customer lifecycle, acting as a trusted advisor to help clients maximize value from Symplicity and Orbis solutions.
Facilitate discovery workshops and translate business requirements into actionable recommendations for internal and external teams.
Proactively identify at-risk clients, drive adoption, and uncover upsell opportunities while supporting billing and community initiatives.
Symplicity & Orbis Communications creates innovative technology solutions for post-secondary institutions, helping universities improve student experiences and strengthen connections. The company fosters a collaborative and supportive culture focused on employee wellbeing, professional development, and team engagement.
Own a book of 50–70 SMB accounts from kickoff through renewal, driving adoption and retention.
Serve as first responder for all inbound customer questions via Slack and ticketing system, triaging and resolving issues.
Contribute to knowledge management by creating documentation, playbooks, and help center content.
Suger helps revenue teams sell more effectively by simplifying cloud marketplace workflows. They have a flat, fast-moving culture with ~70 employees across SF and Vancouver, backed by leading VCs.
Serve as the primary relationship owner for Curated clients across legal, AI, medtech, CRO, and other non-pharma industries, guiding programs from intake to delivery.
Partner with internal operations and Impiricus client services teams to coordinate physician recruitment, scheduling, and execution while managing multiple concurrent engagements.
Help build the client services function from the ground up, creating playbooks, templates, and processes as the business scales.
Impiricus is the Agentic Commercialization Platform for Healthcare, helping life sciences teams understand physician intent and enable real-time action. Founded by a practicing physician and a senior pharma executive, it is trusted by more than one million opted-in HCPs.
Manage a portfolio of large, complex inVESTED PRO clients as their primary point of contact.
Hold regular business reviews with client leadership and translate business needs into prioritized action plans.
Lead escalations and coordinate with delivery, support, and account teams to keep client work on schedule.
The Vested Group is an award-winning Oracle NetSuite Solution Provider that partners with growing businesses for ERP implementations, support, and custom solutions. They focus on long-term client value and are backed by Pine Services Group.
Own a portfolio of client accounts post-sale as their primary point of contact.
Drive product adoption and engagement across large user bases using usage analytics.
Run performance reviews, lead QBRs, and identify expansion opportunities.
Aveni is an award-winning AI technology company that builds agentic systems using NLP and LLMs to automate and innovate for the financial services industry. It is a high-growth scale-up with a remote-first, collaborative culture focused on shared success.
Understand and document client goals, KPIs, and business outcomes in collaboration with sales.
Create and maintain success plans to track progress against client goals and provide strategic guidance.
Partner with Campaign Operations to ensure client campaigns are run successfully, accurately, and on time.
Madison Logic uses data-driven insights to help B2B marketers align decision-makers and accelerate growth. The global team values accountability, teamwork, respect, integrity, and innovation.
Own a book of tree service clients from onboarding to growth, managing relationships by phone, text, and email.
Upsell clients onto larger plans and collaborate with Marketing Strategists to boost ROI.
Use Slack, ClickUp, GoHighLevel, and the Tree Traction app to run campaigns and flag issues.
Tree Traction helps tree service companies get predictable, exclusive, high-value leads through hyper-targeted direct mail. It has served 220+ companies and reached $6M ARR in 3 years without outside capital, with a culture of proactive ownership and transparency.