Ensure customers realize ongoing value from Depositions by Filevine through adoption and retention.
Monitor customer health metrics and assist in forecasting retention and growth.
Partner with cross-functional teams to support go-to-market initiatives and customer education.
Filevine is a Legal AI company delivering Legal Operating Intelligence for legal work. They are a rapidly growing technology company with a team of exceptional collaborators, recognized by Deloitte and Inc.
Develop trusted advisor relationships with executive sponsors and align activities with customer business goals.
Drive adoption, training, and best practices to maximize customer value and ROI.
Identify growth opportunities and collaborate with sales to ensure retention and renewals.
Specright provides a purpose-built platform for Specification Management, helping companies digitize and act on supply chain data. It is an energetic, 100% remote company with an entrepreneurial, informal, and fast-paced culture.
Manage and grow client relationships to ensure optimal use of PointClickCare solutions.
Act as a trusted advisor to executive leadership, driving business alignment and value.
Provide early warning and churn mitigation strategies to maintain customer health.
PointClickCare offers cloud-based software solutions for acute and long-term post-acute care markets, helping providers care for vulnerable populations. The company is a leading healthcare technology firm with a strong focus on customer success and partnership.
Coach real estate agents and teams on lead conversion, CRM adoption, and sales best practices to drive growth.
Conduct data-driven business reviews and optimize Follow Up Boss workflows for peak performance.
Build scalable customer success processes and collaborate cross-functionally to shape product direction.
Partner company provides real estate CRM and growth solutions to help agents and teams improve sales performance. It is a growing, remote-first organization with an entrepreneurial and dynamic culture.
Manage customer health and retention, developing strategies to save at-risk accounts and ensure satisfaction.
Lead customer expansion and margin opportunities by coordinating internal teams for smooth, on-time transitions.
Perform retention risk and off-boarding activities while acting as a bridge between customers and operations.
RoadRunner accelerates the road to Zero Waste by using technology and data to modernize waste and recycling operations. Since 2014, we've helped thousands of locations save 10-20% on waste bills, and our people-first culture is recognized by awards and positive employee reviews.
Build and nurture leadership-level partner relationships to drive transformation.
Use internal tools to analyze usage data and identify growth opportunities.
Lead Quarterly Business Reviews to strengthen alignment and drive adoption.
ConnectWise is a global software company that provides a suite of solutions to help technology solution providers manage their businesses and deliver amazing customer experiences. With over 3,000 colleagues across North America, EMEA, and APAC, the company fosters an inclusive, positive culture where every colleague is valued for their unique contributions.
Manage, coach, and develop a team of Customer Success Managers, providing clear expectations and operational guidance.
Monitor team performance across KPIs tied to retention, adoption, engagement, and customer satisfaction.
Partner with sales, implementation, support, and product teams to ensure a smooth, cohesive customer experience.
SOCi is the leader in AI-powered marketing solutions for multi-location businesses, using its Genius AI to automate local marketing. Founded in 2012, it is trusted by nearly 1,000 top brands and has a fast-paced, collaborative culture.
Lead post-sales activities for strategic mid-market customers, owning renewals, account health, and platform maintenance.
Analyze data to derive insights, identify risks, and collaborate with internal teams to drive adoption, retention, and ROI.
Serve as the voice of the customer, facilitating collaboration with Product, Engineering, Sales, and Professional Services.
LineLeader provides a childcare management platform that helps centers grow enrollment, boost parent engagement, and simplify operations. They are a fast-growing SaaS company valuing teamwork and a customer-centric, entrepreneurial culture.
Build trusted advisor partnerships with clients, aligning platform value to their business goals.
Create tailored Success Plans, conduct Business Reviews, and identify expansion opportunities.
Maintain accurate client records in Salesforce and collaborate with internal teams.
Submittable is a software platform that helps mission-driven organizations manage programs, applications, and funding distribution. In 2024, it supported 30,000 programs and facilitated over $10 billion in funding, with a collaborative culture focused on social impact.
Manage multiple customer accounts to ensure satisfaction and retention.
Coordinate with internal teams to deliver projects and exceptional customer experiences.
Consult on product and industry topics and drive sales of added functionality.
Streamline Healthcare Solutions builds innovative web-based software for behavioral health organizations. The company is a high-growth technology firm founded in 2003, known for a collaborative and flexible work environment.
Build trusted partnerships with customer stakeholders and help them realize ongoing value from 3E solutions.
Guide customers through product capabilities, deliver training, and drive adoption of new features.
Collaborate with Account Managers to strengthen relationships, identify growth opportunities, and proactively address challenges to ensure retention.
3E is a mission-driven company dedicated to creating a safer and more sustainable world through regulatory intelligence and AI solutions. With over 35 years of experience and a global presence, the company combines startup agility with the stability of an industry leader.
Help customers stay engaged by monitoring account activity and providing relevant guidance.
Make customer education easy to access through communications, webinars, and automated programs.
Support retention and growth by recognizing risk signals and connecting customers with internal partners.
Medely is a high-growth series-C technology start-up reimagining healthcare work with an on-demand marketplace and workforce management tools. As a fully remote team of sharp, collaborative individuals, they are dedicated to redefining how healthcare workers and facilities provide patient care.
Respond to inbound customer calls and resolve service problems promptly.
Analyze contracts, invoices, and billing issues to address client needs and process adjustments.
Partner with internal teams and track activity in Salesforce to ensure client needs are met.
Smarsh provides digital communications compliance and intelligence solutions to regulated organizations. With over 6,500 customers and consistent growth, it has been recognized as a fastest-growing American company and a best place to work.
Own the customer journey post-implementation, building strong relationships and ensuring product adoption and stability.
Drive retention and growth by designing Success Plans and Save Plans that mitigate churn and protect ARR.
Serve as the customer's advocate, partnering with internal teams to manage escalations and influence the product roadmap.
Hyland is the pioneer of the Content Innovation Cloud, delivering enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation. With nearly 4,000 employees, Hyland has an employee-centric culture that values diversity, inclusion, and community impact.
Serve as the point of contact for a portfolio of customers, building long-term relationships with key language access stakeholders.
Monitor customer health and utilization data, deliver training, support QBRs, and own the contract renewal process with risk mitigation.
Act as the internal voice of the customer and partner cross-functionally with Sales, Marketing, Product, Support, Operations, and Finance.
GLOBO provides language access solutions that help people communicate when it matters most, serving healthcare and other organizations. The company fosters a customer-centric, remote-first culture focused on health equity, collaboration, and proactive customer outcomes.
Own client relationships post-implementation, driving renewals and expansion.
Monitor customer health metrics and adoption trends to reduce churn and increase value.
Act as the voice of the customer, collaborating with cross-functional teams and supporting events.
Granum is a software company providing industry-specific solutions for landscapers and arborists across North America. Its collaborative and supportive culture has earned multiple awards, including being named a 2024 Best Place to Work.
Serves as strategic advisor for complex accounts, owning customer outcomes, retention, and growth.
Drives adoption and value through product expertise, data, and change management.
Leads strategic communication, renewals, and cross-functional execution.
Unite Us provides a national network and software that connects community-based organizations, government agencies, and healthcare organizations to improve whole-person health. The company fosters an inclusive, remote-friendly culture with employee resource groups and a mission-driven environment.
Partner with initial customers to drive product value and build trusted advisor relationships with executive sponsors.
Evolve the customer onboarding strategy and collaborate cross-functionally to translate business needs into solutions.
Drive adoption, engagement, and growth by helping customers achieve transformational goals in partnership with Moveworks.
ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow to help 85% of the Fortune 500 work smarter. The company fosters an AI-native culture where technology and talent are unstoppable together.
Manage a mid-market and enterprise portfolio, overseeing the full customer lifecycle from onboarding to renewal while identifying churn risks and growth opportunities.
Own and close renewals, consistently delivering on retention and net revenue targets with strong negotiation skills.
Serve as a trusted advisor, driving product adoption, retention, and growth initiatives to maximize customer lifetime value.
Nearmap provides aerial imagery, AI-driven analytics, and geospatial tools that help people plan, build, insure, and govern the built environment. The company moves fast, cares about craft, and fosters an inclusive, supportive culture where employees feel a sense of belonging.
Recruit and lead an Americas Customer Success team to improve customer experience and grow customer value.
Create scalable engagement models and develop CSM playbooks for the customer journey.
Analyze customer data and collaborate with sales, support, and product teams to drive success and reduce churn.
Sophos is a cybersecurity company that protects businesses from cyber threats. It is a remote-first company committed to building a diverse and inclusive workplace.