Manage full onboarding of new clients including businesses and tax advisors to ensure rapid value realization.
Act as primary point of contact for existing clients, nurturing relationships and identifying upsell opportunities.
Conduct regular health checks and reviews to maximize satisfaction and retention, proactively preventing churn.
Pennylane is a fast-growing fintech that builds a financial operating system for small and medium businesses and tax advisors. With 900 employees across Europe, they foster a remote-friendly culture and have been rated 4.6/5 on Glassdoor.
Act as the primary point of contact for B2B customers, consulting on complex plan inquiries via email and phone.
Proactively identify at-risk customers and implement tailored save strategies to drive retention.
Collaborate cross-functionally with Sales, Product, Engineering, and Operations to advocate for customers.
Gusto provides payroll, health insurance, 401(k)s, and HR services for small businesses. With over 500,000 customers and offices in Denver, San Francisco, and New York, they focus on building an inclusive workplace.
Manage and retain a book of customers under $20-30k ARR, driving adoption through playbooks and proactive outreach.
Build strong relationships with stakeholders, identify risks using health analytics, and deliver personalized recommendations.
Meet or exceed quarterly ARR retention and expansion quota targets, documenting progress and managing escalations.
Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Work directly with customers to provide cost intelligence observations and advise on their cost intelligence and AI ROI journey.
Mentor and train fellow TAMs while leading strategic customer segment onboarding and implementation initiatives.
Build and monitor customer adoption metrics, conduct executive business reviews, and champion the customer voice within product and engineering teams.
Ubiminds is a GPTW-certified, people-first company that partners with American software product companies to scale their development footprint. They custom-curate Brazilian top 5% talent for their LATAM strategy, offering a unique combo of staff augmentation and employer-of-record services.
Build strategic relationships with executives and key stakeholders to drive usage and value realization of YourCause solutions.
Monitor customer health and proactively manage wellness plans to protect recurring revenue.
Identify expansion opportunities and foster customer loyalty through reference programs and advocacy.
Blackbaud is the world's leading cloud software company powering social good through purpose-driven technology and responsible AI. With over three decades of experience, the company is headquartered in Charleston, South Carolina and has operations in the United States, Australia, Canada, and the United Kingdom, fostering a diverse and inclusive culture.
Lead and mentor a team of Customer Care Advisors, providing expert guidance on complex inquiries.
Resolve escalated customer and agent issues while driving performance through coaching and process improvements.
Analyze team performance, conduct quality reviews, and lead department projects to enhance efficiency.
Bestow is a vertical technology platform modernizing life insurance distribution for carriers through AI and automation. Backed by investors like Goldman Sachs and NEA, the company serves major insurers with a team that emphasizes precision, purpose, and heart.
Serve as the primary point of contact for customers, guiding them from inquiry to project completion.
Conduct consultative conversations to recommend appropriate laboratory testing and labeling services.
Collaborate with internal teams to ensure project timelines and customer commitments are met.
They provide laboratory testing and labeling solutions for regulated industries, helping clients achieve compliance. The company culture is collaborative and customer-focused, with a modern technology stack, though specific employee count is not provided.
Manage and grow customer relationships, serving as their primary point of contact and advocate.
Conduct regular business reviews to ensure alignment between customer objectives and Insurity's products.
Monitor customer satisfaction and KPIs to identify issues and opportunities for upselling or cross-selling.
Insurity provides configurable cloud-native insurance software for the property and casualty market. As the largest cloud-based provider in this space, we employ a team that delivers deep industry expertise and exceptional value, fostering a culture of innovation and continuous learning.