Source Job

• Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
• Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
• Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.

Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.

• Guide assigned customers through the customer journey, ensuring they meet milestones and business outcomes.
• Monitor customer health, execute predefined plays to mitigate churn, and collaborate cross-functionally to resolve issues.
• Partner with Business Value Consultants to optimize value and drive renewals and expansion opportunities.

Firstup is an intelligent communication platform that improves the employee experience by connecting over 17 million workers daily for 40 Fortune 100 companies. With a focus on workforce communications and technology, it fosters a high-growth, inclusive environment where ideas are rewarded.

• Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
• Partner with customers to develop plans that align with their long-term goals and drive adoption.
• Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.

Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.

• Guide customers through Payroll and Taxes products, serving as their advocate to influence product decisions and roadmap.
• Troubleshoot issues and provide clear, concise guidance on payroll processing and tax support.
• Collaborate across teams to ensure customer success and stay updated on latest product features.

Gusto handles payroll, health insurance, 401(k)s, and HR for small businesses. With teams in Denver, San Francisco, and New York, the company supports more than 500,000 small businesses nationwide and is building a workplace that reflects the people it serves.

• Serve as a trusted advisor to key accounts and support new client onboarding.
• Generate accurate quotes, oversee contract negotiations, and coordinate delivery schedules.
• Collaborate cross-functionally to ensure on-time order delivery and escalate risks as needed.

Myriad360 is a technology solutions provider that challenges employees to achieve great things. They are consistently recognized as a best place to work, with an inclusive culture and engaged leadership.

• Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
• Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
• Evolve customer onboarding strategy and communicate product changes to stakeholders.

ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.

• Drive customer satisfaction, retention, and expansion among Prompt's largest customers by building strong relationships and ensuring exceptional value delivery.
• Collaborate cross-functionally to support account growth, own the enterprise onboarding experience, and act as a trusted advisor to C-suite leaders.
• Monitor adoption trends, provide data-driven insights, and translate product usage into actionable recommendations for client success.

Prompt is revolutionizing healthcare by delivering highly automated software to rehab therapy businesses. It is the fastest growing company in the therapy EMR space with a talented, collaborative team focused on smart work and positive impact.

• Own a full book of business post-sale, managing the customer lifecycle from value-based selling through activation and adoption.
• Drive Net Dollar Retention by identifying growth opportunities, building pipeline, and positioning the right solutions for each customer.
• Maintain organized visibility across the book, forecasting churn and expansion revenue while using AI tools for daily operations.

Gusto is on a mission to grow the small business economy by handling payroll, health insurance, 401(k)s, and HR. With teams in Denver, San Francisco, and New York, the company supports over 500,000 small businesses nationwide and builds a workplace reflecting its diverse customers.

• Build and maintain strong relationships with senior management and C-level executives of strategic accounts.
• Partner with internal teams to ensure smooth onboarding and positive client experience during implementation.
• Identify expansion, upsell, and cross-sell opportunities and drive adoption of new products.

Zerohash is the leading crypto and stablecoin infrastructure platform powering the next generation of financial services. The company has raised over $280 million and is trusted by global financial brands, fostering a culture of independence, collaboration, and transparency.

• Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
• Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
• Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.

This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.

• Build relationships with your customers: manage your own portfolio, understand their businesses, and become a trusted point of contact.
• Reduce customer churn: proactively contact customers at risk, understand their needs, and help bring them back.
• Help customers grow: identify opportunities to increase product adoption and make Finom their primary business account.

Finom is a European tech startup developing an all-in-one financial B2B platform that integrates banking, accounting, and invoicing for entrepreneurs. With over $346 million in total funding and a collaborative, inclusive culture, they empower employees to make a real impact across Europe.

• Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
• Establish strong relationships with customer stakeholders and manage data migrations.
• Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.

• Manage a portfolio of SMB merchants and serve as the primary owner of the post-launch customer experience, driving retention and adoption.
• Proactively identify risks, manage escalations, and coordinate with internal teams to resolve issues and ensure merchant success.
• Help define and build the foundation of the Customer Success function, including playbooks, processes, and account health frameworks.

DoorDash is a technology and logistics company that empowers local economies by enabling door-to-door delivery and now offers a platform for any goods. The company is growing rapidly and values diverse teams, providing comprehensive benefits and a focus on employee well-being.

• Guide users through onboarding and adoption to integrate AlphaSense into their workflows.
• Drive engagement through warm outreach and live sessions to increase platform usage.
• Collaborate with account managers and product teams to improve client experience and share insights.

AlphaSense delivers AI-driven market intelligence and search to empower professionals in decision-making. The company has over 2,000 employees globally, trusted by 6,000+ enterprise customers, and emphasizes a collaborative and innovative culture.

• Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
• Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
• Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.

• Serve as the primary point of contact for mid-market accounts, driving adoption and retention.
• Develop strategic account plans and build strong customer relationships to ensure success.
• Identify upsell opportunities and collaborate with internal teams to resolve issues and enhance product value.

Motus is the leading provider of mobile workforce solutions, simplifying reimbursement and management of vehicle, device, and location costs. They foster a people-first culture focused on WorkLife balance, offering flexible remote work and comprehensive benefits.

• Manage full onboarding of new clients including businesses and tax advisors to ensure rapid value realization.
• Act as primary point of contact for existing clients, nurturing relationships and identifying upsell opportunities.
• Conduct regular health checks and reviews to maximize satisfaction and retention, proactively preventing churn.

Pennylane is a fast-growing fintech that builds a financial operating system for small and medium businesses and tax advisors. With 900 employees across Europe, they foster a remote-friendly culture and have been rated 4.6/5 on Glassdoor.

• Prioritize customer satisfaction and maximize their return on investment while enhancing their overall experience.
• Cultivate trust-based relationships with key decision-makers and serve as the primary point of contact for customers.
• Proactively identify trends, define business objectives, and regularly assess customer progress to ensure success.

DMI is a leading provider of digital services and technology solutions for public sector and commercial clients. Recognized as a Top Workplace, DMI fosters a culture of integrity, ownership, and customer focus.

• Build trusted relationships with investment and wealth management clients to drive product adoption and long-term partnership.
• Guide customers through onboarding and account planning, ensuring alignment with business objectives and rapid time-to-value.
• Leverage AI-enabled tools and data to monitor customer health, identify expansion opportunities, and ensure strong retention.

Ridgeline provides a front-to-back system of record for investment managers, modernizing legacy technology with real-time data and embedded AI. It is a rapidly growing fintech company with offices across the US and Ireland, recognized as a best workplace for innovators.

• Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
• Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
• Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.

Tekmetric is the all-in-one, cloud-based software 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.