Conduct daily outbound outreach (calls, emails, follow-ups) to assigned accounts.
Handle objections professionally and work toward mutually beneficial outcomes.
Deliver personalized, positive support aligned with the company brand.
HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. They are a global, remote-first organization with over 2,000 team members across 10+ countries built for speed and ownership.
Own the retention, renewal, and growth of an assigned portfolio of clients.
Build trusted advisor relationships with executive sponsors, decision-makers, and operational stakeholders.
Proactively identify and mitigate churn risk through strategic client engagement and remediation planning.
Softdocs is a leading remote enterprise Software as a Service (SaaS) company specializing in serving Higher Education and K12 institutions, as well as State and Local Government. With a remarkable 25-year history, Softdocs is committed to promoting educational and governmental equity by eliminating inefficiencies.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Own and execute sub-$2,500 renewal opportunities in your region.
Work the Foundation renewal playbook: outreach, quote delivery, follow-up, and close.
Maintain Salesforce hygiene daily (update stages, close dates, and next steps).
GoGuardian helps build a future where all learners are ready and inspired to solve the world’s greatest challenges. They are an outcomes-focused learning company with a steadfast focus on improving learning environments. They are a remote team of diverse, committed, mission-driven employees.
Lead and build relationships: Own a portfolio of customers and guide them with tailored strategies that increase adoption, satisfaction, and long-term retention.
Spot opportunities & drive growth: Identify upsell and cross-sell opportunities by understanding customer needs and uncovering additional value.
Be the voice of the customer: Advocate for your customers internally and help influence product and service improvements through their feedback.
Eye Security provides cybersecurity and embedded cyber insurance solutions for organizations across Europe. They've grown to over 170 employees and continue to expand internationally, uniting professionals from intelligence, military, tech, and consulting backgrounds.
Manage inbound client communications and ensure a consistent, high-quality customer experience.
Conduct consultative conversations to understand client needs, goals, and concerns.
Collaborate with internal teams to improve onboarding, retention, and overall customer success processes.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage a high-volume portfolio of digital customer accounts, driving revenue retention and identifying expansion opportunities.
Own the end-to-end commercial relationship, including renewals, contract execution, and customer engagement strategy.
Monitor account health, identify churn risks, and partner cross-functionally to mitigate issues and protect revenue.
Employ transforms how hiring gets done by providing three ATS solutions and AI Companions. They are a fast-moving, remote-first team of builders and innovators with a people-first philosophy, serving over 23,000 global customers.
Manage annual pipeline by contacting customers before support expiration to assess experience.
Cold call customers with lapsed support to reactivate it.
Assist customers with licensing transfers and support ticket assistance.
Veeam specializes in helping organizations ensure their data and AI are fully understood, secured, and resilient to enable the acceleration of safe AI at scale. Headquartered in Seattle with offices in more than 30 countries, Veeam protects over 550,000 customers worldwide.
Resolve customer concerns effectively and efficiently
Build sustainable relationships and trust with customer accounts through open and interactive communication
Wing is redefining the future of work for companies worldwide. They aim to be a one-stop shop for companies looking to build world-class teams & place their operations on autopilot.
Manage and grow relationships with a portfolio of customers, ensuring strong engagement, satisfaction, and long-term retention across the customer lifecycle.
Monitor customer health, proactively address risks, and resolve issues or escalations in collaboration with internal teams.
Lead onboarding, product demos, enablement sessions, and success planning to drive product adoption and value realization.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The final decision and next steps (interviews, assessments) are managed by their internal team.
Lead, coach, and develop a team of Customer Success Advisors and Technical Leads.
Drive customer adoption, value realization, renewal readiness, and overall account health.
Serve as the Customer Success product SME for aligned PerfectServe solutions.
PerfectServe provides clinical communication and physician scheduling solutions in the health IT space. They have 400+ employees, 30,000+ customers, and $100 million+ in annual revenue. They foster a collaborative team with decades of experience, striving to delight customers every day.
Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number.
Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies.
Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Oversee the relationship and strategic management of significant mid-market accounts.
Drive customer retention and growth within accounts, applying a consultative approach.
Guide clients in leveraging the CX platform for maximum impact, ensuring long-term satisfaction.
SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. The global team is united by a shared commitment to impact, ownership, and continuous growth, creating an environment where thoughtful ideas move quickly.
Own the end-to-end customer lifecycle, leading and driving the renewal process.
Become an expert in Sayari’s platform and data, capitalizing on an Analyst’s mindset.
Partner with Account Managers and Executives to identify and qualify expansion opportunities.
Sayari is the leader in Agentic Systems of Work for economic security and risk. They are powered by the Sayari Commercial World Model, a digital twin of global commerce resolving 10.6B+ primary-source records from 250+ jurisdictions. Their company culture is defined by a dedication to using open data to prevent illicit commercial and financial activity.
Serve as an account owner, product expert and mental health advocate for your assigned Mid-market and SMB customers.
Build rapport with decision makers and main points of contact to influence change in order to drive optimal member utilization of the product.
Own the full customer lifecycle including onboarding, value realization, engagement strategies, expansion and renewal.
Spring Health aims to eliminate every barrier to mental health by delivering the right care at the right time. They partner with over 450 companies and provide care for 10 million people, with a valuation of $3.3 billion.
Make 100% outbound calls from our CRM leads (300 dials/day or 3 qualified sets).
Re-engage abandoned carts and failed payments to move leads toward enrollment.
Support monthly virtual summits and help move leads along the sales funnel.
Circle of Greatness is looking for Sales Setters to drive outbound calls, engage leads, and book appointments for our coaching programs. They are a growing, international sales team.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Assist with resolving escalated customer inquiries related to a customer’s subscription and ultimately retain their business.
Be autonomous to present appropriate save offers while defending the value of Houzz Pro.
Thoughtfully defend the program when concerns arise and collect payment for accounts assigned to you that are actively in payment decline.
Houzz is the leading platform for home remodeling and design, providing an all-in-one software solution for industry professionals and tools for homeowners to update their homes from start to finish. Houzz is a community-centric, innovative tech company that continues to disrupt the home renovation and design industry.