Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
Drive key KPIs around member engagement with the product, through phone and email interaction.
Deliver on a number of customer success responsibilities, including but not limited to proactive member outreach to drive improved platform usage.
Axial is an online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. They have built a digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors.
Drive customer outcomes, deep technical adoption, and long-term success across segments.
Shape how technical post-sale engagement scales, ensure consistency and quality across teams, and directly influence retention.
1Password is building the foundation for a safe, productive digital future. They ensure every identity is authentic, every application sign-in is secure, and every device is trusted. They are one of the most loved brands in cybersecurity with over 180,000 businesses trusting them.
Serve as the primary post-sales relationship owner for a portfolio of enterprise-level customers.
Act as a strategic partner to your customers, understanding their business goals and proactively driving outcomes.
Collaborate closely with Account Executives to build strategic account plans, support expansion opportunities.
Energy Exemplar's mission lies in 'Empowering Transformative Energy Decisions'. Their award-winning software portfolio encompassing the modeling and simulation platform PLEXOS®, Aurora, and Adapt2, is trusted by innovative organizations across the globe. They are a fast-growing global team that values ownership, integrity, and innovation.
Manage a portfolio of client accounts to ensure high customer satisfaction and drive account growth.
Serve as the primary liaison between customers and internal teams, cultivating strong relationships.
Focus on nurturing, retaining, and expanding current client relationships, with no hunting or outbound prospecting.
AireSpring, founded in 2001, is a family-owned provider of cloud communications, managed connectivity, and managed security. They have over 22,000 enterprise locations and have received over 100 industry awards.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.
Empower VSB customers to onboard and realize value from 1Password.
Deliver timely assistance to drive successful deployment and activation.
Act as a coach and strategic advisor, directing customers toward self-serve resources.
1Password provides secure, user-friendly password management and identity protection solutions. They have surpassed $400M in ARR and have been recognized on the Forbes Cloud 100 for four years, fostering a culture that values diversity, innovation, and personal growth.
Lead and manage trusted client relationships, acting as a primary point of contact for customer inquiries and escalations.
Oversee the customer lifecycle, from strategic onboarding through retention, providing technical support, addressing inquiries and resolving issues.
Pioneer and execute strategies to maximize customer satisfaction and retention, actively identifying opportunities for upselling and cross-selling.
Fuze Health puts patients first and tirelessly addresses the most pressing needs in healthcare. They empower millions to digitally connect with care providers, essential health resources and needed treatments. Fuze Health’s foundation is built upon the strategic combination of several proven, technology-powered innovators in the digital health, diagnostics, and pharmacy sectors. Bringing together the capabilities of industry leaders including LetsGetChecked, Truepill, and Alto Pharmacy, to create a distinctive, unified force in healthcare.
Manage strategic customer accounts, ensuring value retention and driving growth.
Foster trusted customer relationships, lead business reviews, and identify upsell opportunities.
Enhance customer satisfaction and drive adoption of innovative technology solutions.
Jobgether uses an AI-powered matching process to ensure your application is reviewed. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Act as primary customer success contact for assigned customer portfolio
Drive adoption of newly released features and analytics tools
Forecast renewals and expansion revenue accurately
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships.
Develop and execute tailored success plans to support customers in achieving their goals.
Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services.
Eltropy aims to revolutionize financial service access by enabling secure and compliant digital engagement for financial institutions. Their platform enhances operations, engagement, and productivity for Community Financial Institutions through integrated communication technologies.