Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.
Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.
Manage a portfolio of live banking clients as their trusted partner after go-live.
Conduct regular check-ins and maintain strong relationships with stakeholders.
Handle support escalations and troubleshoot platform issues.
Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.
Coordinate service activities for national accounts, managing work orders from request through completion.
Handle quoting, order management, invoicing, and vendor relationships in a fast-paced environment.
Maintain accurate records, communicate with customers and vendors, and ensure high customer satisfaction.
Jobgether uses AI-powered matching to connect candidates with hiring companies. They are a platform that processes applications and shares top fits with employers, operating in a tech-driven recruitment space.
Manage a book of existing customers, driving retention and expansion revenue through strategic account planning and executive relationships.
Identify whitespace opportunities and generate pipeline within assigned accounts to grow net-new revenue.
Collaborate with Customer Success and cross-functional teams to ensure customer adoption and deliver value-driven Executive Business Reviews.
Firstup provides a digital employee experience platform that connects organizations with their employees. The company fosters a culture of customer success and innovation, with a focus on driving measurable business outcomes.
Drive customer retention and annual renewals through relationship building and value realization with enterprise accounts.
Achieve adoption, expansion, and upsell targets by helping customers maximize use of the Pushpay platform.
Manage a high volume of sales activities, including calls, emails, and full-cycle renewal processes from prospect to close.
Pushpay helps organizations and communities come together and stay connected through a suite of mobile apps, management software, and giving technology. The company has 550 teammates, supports over 10,000 customers, and has processed over $15 billion in charitable giving, with a culture that values diversity and inclusion.
Lead a team of Business Development Managers and own strategic growth for a portfolio of agency partners.
Develop and drive strategic growth plans, build relationships with agency leadership, and design incentive programs.
Oversee contract creation, negotiate renewals, ensure compliance, and represent Nirvana at industry conferences.
Nirvana is an AI-driven commercial insurance company that uses predictive models built on real-time IoT data to revolutionize the industry. With $270M+ raised and backing from top venture firms, the company serves thousands of fleets and has more than doubled written premiums year over year, fostering an innovative and fast-paced startup culture.
Own and grow a focused portfolio of Pivotal's largest health system accounts, focusing on retention, expansion, and long-term partnership success.
Serve as a trusted strategic advisor to revenue cycle leaders, translating complex billing and reimbursement workflows into measurable outcomes.
Lead strategic account planning, develop playbooks, and act as the voice of the client to inform Product and Engineering.
Pivotal Health is a leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape. It is an early-stage, scaling company with a collaborative, low-ego team culture.
Act as a trusted customer advisor for strategic cloud security initiatives, driving adoption and revenue growth.
Collaborate with cross-functional teams to ensure robust cloud security practices and customer success.
Evangelize the value of Wiz to influence customers to adopt secure solutions at the right time.
Wiz is a cloud security company that secures cloud and AI applications by connecting code, cloud, and runtime. Trusted by over 65% of the Fortune 100, the company is a fast-growing startup now powered by Google, with a culture that values world-class talent and creative freedom.
Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion.
Conduct regular meetings with key stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect platform capabilities to customer outcomes.
Own GRR and NRR outcomes, proactively identify risk signals, and develop upsell and cross-sell opportunities.
Cleo provides an integration platform that helps businesses optimize supply chain and logistics processes. With over 4,000 clients and a 99% retention rate, the company fosters a culture of support and life-work balance.
Own a territory growth strategy and manage commercial growth across an assigned portfolio of existing customers.
Drive customer growth through consultative discovery conversations focused on ministry objectives.
Partner across the customer lifecycle to identify expansion opportunities and build executive relationships.
Pushpay helps organizations and communities come together and stay connected through mobile apps, management software, and giving technology. With 550 teammates supporting over 10,000 customers, they have processed over $15 billion in charitable giving and are growing rapidly.