Serve as the primary point of contact for quoting and renewal support, troubleshooting issues in Salesforce and quoting tools.
Build and maintain lifecycle processes, playbooks, and automation rules to support customer outcomes and business growth.
Create and coordinate key reporting for leadership, translating data into executive dashboards on customer adoption, renewals, and churn.
Affinity provides a Relationship Intelligence platform that helps dealmakers find, manage, and close more deals using data from trillions of interactions. With over 3,000 customers and $120M in funding, the company has a collaborative, inclusive culture and has been recognized as a Best Workplace.
Act as a trusted advisor to Sales, Marketing, and Operations leaders within enterprise customers.
Manage a $5M+ book of business, ensuring high customer retention, expansion, and advocacy.
Own the customer lifecycle from onboarding to adoption, renewals, and growth.
Backstory is an AI answers platform for sales teams that trains AI on billions of sales interactions to help sales leaders get trusted answers and drive revenue. Backed by top investors like Andreessen Horowitz and ICONIQ Capital, the company is listed in the Inc. 5000 and recognized by Gartner and Forrester, fostering a data-driven and collaborative culture.
Own core operational cadences for CS organization, including pipeline and renewal reviews and customer health reporting.
Translate ambiguous business questions into clear problem statements and drive to resolution through process and systems changes.
Build cross-functional alignment with Sales, Finance, and Revenue Strategy teams to operationalize go-to-market changes.
GitLab is an intelligent orchestration platform for DevSecOps that enables organizations to increase developer productivity and accelerate digital transformation. With over 50 million users and more than 50% of the Fortune 100 as customers, the company fosters a high-performance, all-remote culture driven by values and continuous knowledge exchange.
Act as founding Sales Planning CSM, owning end-to-end post-sales lifecycle for CIQ Planning, from implementation to ongoing adoption.
Work cross-functionally with Sales, Product, and CX teams to define methodology and turn customer results into revenue impact.
Drive customer health, expansion, and referenceability through structured journeys and proactive risk mitigation.
CaptivateIQ is a provider of sales planning and incentive compensation solutions. The company operates as a mid-sized, growth-stage SaaS organization with a culture focused on cross-functional collaboration and customer success.