Manage a portfolio of SMB customers, building long-term relationships and driving adoption.
Conduct regular check-ins to assess satisfaction and guide customers through challenges.
Identify upsell and renewal opportunities while acting as the voice of the customer internally.
This partner company provides technology solutions and customer success services to small and medium-sized businesses. They foster a collaborative, people-first culture with autonomy and opportunities for growth.
Manage and grow an existing portfolio of mid-market accounts through upselling and cross-selling.
Build trusted relationships with C-level stakeholders and act as a strategic advisor on technology and business transformation.
Drive pipeline and bookings growth while maintaining accurate sales forecasts and tracking key performance metrics.
A high-growth technology organization offering innovative solutions to mid-market customers. It fosters an inclusive, accessible culture and provides career growth opportunities.
Facilitate weekly in-person client meetings to build strong relationships and facilitate change management.
Identify opportunities to adjust client processes to maximize Ocrolus footprint.
Operate as the central point of contact for assigned customer base.
Ocrolus is an AI workflow and analytics platform for lenders, processing nearly one million credit applications every month. Trusted by over 400 customers, they are a fast-growing, remote-first company focused on AI innovation in fintech.
Manage a portfolio of ~150 SMB customers, hunting for upsell and cross-sell opportunities while ensuring strong renewal outcomes.
Run structured account reviews, spot workflow gaps, and position additional products or plan upgrades.
Collaborate with CSMs, AEs, and Product teams to drive adoption and revenue growth.
Sitemate builds software for the construction, infrastructure, and industrial sectors, helping them digitize workflows. The company has grown from 5 to over 150 employees across 18+ countries and values transparency, high velocity, and diversity.