Customer Success Associate at Brellium | New York City

About BrelliumBrellium is on a transformative mission to elevate the standard of care within the U.S. healthcare system. We have developed state-of-the-art AI technology designed to empower healthcare providers to deliver safer, higher-quality care. Our innovative platform is the first real-time medical review solution that aims to identify and rectify clinical and compliance risks before they affect patients.In the U.S., 1 in 20 individuals encounters a medical diagnostic or compliance-related error each year. Many providers lack the necessary time, staffing, and resources to address these challenges, leading to unnoticed issues that compromise care quality and heighten clinical and financial risks.Brellium is dedicated to building an AI-driven platform that enables healthcare providers to deliver safer and more consistent care by proactively mitigating risks and aligning patient visits with clinical best practices. Our vision is to equip every provider in the U.S. with the tools to provide clinically excellent, data-informed care at scale.Since our inception in 2021, Brellium has rapidly expanded, now serving over 250,000 providers across all 50 states, helping them enhance patient care and ensure compliance through data-driven solutions. We are a Series A company backed by over $30 million in funding from First Round Capital, Left Lane Capital, and Menlo Ventures.Your Role:We are seeking a dynamic Account Executive to manage the complete sales cycle and play a crucial role in driving Brellium’s next growth phase. You will engage in creative prospecting to establish connections with new accounts, oversee deals from initiation to closure, and foster long-term partnerships with clinics. Given the vast untapped Total Addressable Market (TAM), this position provides immediate opportunities alongside significant long-term growth potential. The ideal candidate thrives in a high-velocity environment and collaborates effectively within a team to troubleshoot, share insights, and celebrate victories together.Key Responsibilities:Guide the entire sales cycle from prospecting to closing, driving new business sales for mid-market clients.Deliver an outstanding customer experience, establishing Brellium as an essential partner for clinics.Collaborate with Business Development Representatives (BDRs) for outbound support, while also proactively sourcing opportunities across mid-market and enterprise accounts.Effectively communicate our value proposition, generate excitement among prospects, and convert pilot programs into lasting partnerships.Work closely with the VP of Sales, who will actively mentor and facilitate your professional growth.Act as the voice of the customer, gathering feedback to drive ongoing enhancements across all areas, including product development.

Join Brellium as a Senior Accountant, where you will play a pivotal role in managing financial records, ensuring compliance, and delivering insightful financial analysis. You will collaborate closely with cross-functional teams to enhance our financial strategies and drive organizational growth.

About BrelliumAt Brellium, we are driven by a significant mission: to enhance the standard of care within the U.S. healthcare system. Our innovative AI-powered technology empowers healthcare providers to deliver safer, higher-quality care, initiating with the first real-time medical review platform aimed at addressing clinical and compliance risks before they affect patients.In the U.S., 1 in 20 individuals encounters a medical diagnostic or compliance-related error annually. Many providers lack the necessary time, staffing, and tools to address these issues, resulting in unnoticed discrepancies that compromise care quality and escalate clinical and financial risks.Brellium is committed to developing an AI-driven platform that assists providers in delivering safer and more consistent care by proactively mitigating risks and aligning patient visits with clinical best practices. Our aspiration is to equip every provider in the U.S. with the tools to offer clinically excellent, data-driven care at scale.Founded in 2021, Brellium has expanded to serve over 250,000 providers across all 50 states, utilizing our platform to enhance patient care while ensuring data-driven compliance. We are a Series A company with over $30 million in funding from distinguished investors including First Round Capital, Left Lane Capital, and Menlo Ventures.We are on the lookout for an Implementation Manager to assist our clients in behavioral health, ABA (autism care), hospice, home health, and nutrition in deploying our AI solutions. You will engage directly with C-suite executives from enterprise companies to maximize the utilization of Brellium’s offerings.This role might be for you ifYou are a dedicated professional eager to contribute to pioneering technology and flourish in a collaborative team environment. Working in the energetic atmosphere of Flatiron, New York City excites you. You have a keen interest in the convergence of AI and health tech and desire to be part of a progressive organization. As a creative problem solver with excellent communication skills, you thrive in a dynamic, in-person work setting, enjoy collaborating with both customers and engineering teams, and are motivated to impact lives positively.Your ResponsibilitiesIn the capacity of Implementation Manager, you will oversee a strategic portfolio of healthcare clients with an annual recurring revenue exceeding $0.5 million. The role demands robust enterprise relationship management abilities, the capacity to manage technical projects comprehensively, and proficiency in navigating complex organizational structures at the executive level. Your key responsibilities will include:Project Management:Create project plans to implement Brellium’s core offerings with our new clients...

About BrelliumAt Brellium, we are on a mission to transform the healthcare landscape in the United States by enhancing the standard of care through innovative AI-driven technology. Our pioneering platform is designed to empower healthcare providers to deliver safer, high-quality care by proactively addressing clinical and compliance risks before they affect patients.In the U.S., 1 in 20 individuals encounters a medical diagnostic or compliance-related error each year. Many healthcare providers struggle with the necessary resources to mitigate these challenges, resulting in detrimental impacts on care quality and increased clinical and financial risk.Brellium's AI-powered platform is engineered to help providers deliver consistent and safer care by identifying risks early and aligning patient visits with clinical best practices. Our goal is to equip every healthcare provider in the U.S. with the tools necessary to provide clinically excellent, data-driven care at scale.Founded in 2021, Brellium has rapidly expanded to serve over 250,000 providers across all 50 states, enabling them to enhance patient care and ensure compliant, data-driven practices. We are a Series A company backed by over $30 million in funding from esteemed investors including First Round Capital, Left Lane Capital, and Menlo Ventures.About the Role:We are seeking a dedicated Backend or Fullstack Developer to join our team and contribute to the development and scaling of the core systems that power Brellium’s platform. This role requires prior experience in deploying or integrating AI models into practical applications. You will play a vital role in shaping the technology that underpins our AI-driven medical review platform, directly enhancing patient care across the United States.What You’ll Do at BrelliumCollaborate closely with the Product team to integrate cutting-edge LLMs into practical applicationsDesign and develop systems from end-to-end, encompassing everything from data pipelines to user interfacesCreate AI-centric systems end-to-end, optimized for both performance and reliabilityEstablish evaluation pipelines and define metrics to gauge the performance of AI agents and workflows, ensuring resilience and continuous improvementDeliver high-quality features promptly through effective execution, collaboration, and adaptabilityContribute to a dynamic and collaborative environment where your ideas directly influence care deliveryYou’ll Be Great for This Role If You:

Brellium is seeking a highly skilled Senior Technical Recruiter to join our dynamic team in New York City. In this pivotal role, you will leverage your expertise in sourcing and engaging top-tier technical talent to contribute to our innovative projects. As a Senior Technical Recruiter, you will collaborate closely with hiring managers to understand their recruitment needs and drive the full-cycle recruiting process.

About BrelliumAt Brellium, we are on a mission to revolutionize the standard of care in the U.S. healthcare system. Our cutting-edge, AI-driven technology empowers healthcare providers to deliver safer, high-quality care. We have developed the first real-time medical review platform designed to identify and rectify clinical and compliance risks before they affect patients.In the U.S., 1 in 20 individuals face a medical diagnostic or compliance error each year, largely due to a lack of adequate time, staffing, and tools among providers to address these issues. Brellium aims to fill this gap by building an AI-driven platform that enables healthcare providers to deliver safe, consistent care by proactively mitigating risks and ensuring alignment with clinical best practices. Our vision is to equip every provider in the country with the tools necessary to deliver exceptional, data-driven care at scale.Founded in 2021, Brellium has rapidly expanded and now supports over 250,000 providers nationwide. We are proud to have secured Series A funding of over $30 million from esteemed investors including First Round Capital, Left Lane Capital, and Menlo Ventures.We are currently seeking a dynamic Product Manager to help shape the future of our product offerings.As a Product Manager at Brellium, you will collaborate with engineering, design, sales, and customer success teams to enhance our product's speed, reliability, and usability. You may focus on various aspects such as onboarding, implementation, or scaling features across different medical specialties. Your contributions will directly influence how providers engage with Brellium and the speed at which they derive value from our solutions.Key ResponsibilitiesOversee product development from discovery through launch.Ensure Brellium is fast, robust, and user-friendly for healthcare providers.Collaborate with go-to-market teams to accelerate customer onboarding and deliver immediate value.Facilitate clear communication between technical and non-technical teams, transforming complex needs into straightforward product decisions.Maintain a strong focus on user challenges, deeply understanding provider and customer needs.

About BrelliumAt Brellium, we are on a mission to elevate the standard of care in the U.S. healthcare system. Our innovative AI-driven technology empowers healthcare providers to deliver safer and higher-quality care. We have developed the first real-time medical review platform designed to address clinical and compliance risks proactively, ensuring that these issues are identified before they affect patients.In the U.S., 1 in 20 individuals faces a medical diagnostic or compliance-related error each year. Many healthcare providers struggle with limited time, staffing, and resources to address these challenges effectively, leading to unnoticed risks that compromise care quality and escalate clinical and financial liabilities.Brellium is revolutionizing healthcare by offering an AI-powered platform that enables providers to deliver safer, more consistent care by mitigating risks early and aligning patient interactions with clinical best practices. Our vision is to equip every healthcare provider in the U.S. with the tools necessary to provide clinically excellent, data-driven care at scale.Founded in 2021, Brellium has rapidly expanded to support over 250,000 providers across all 50 states, enhancing patient care through reliable, compliant, and data-informed practices. We are backed by leading investors, having secured over $30 million in funding from First Round Capital, Left Lane Capital, and Menlo Ventures.About the Role:We are seeking a motivated Backend or Full Stack Developer to join our team and play a crucial role in developing and scaling the core systems that power Brellium's platform. Your contributions will directly influence the technology behind our AI-driven medical review system, positively impacting patient care across the nation.What You’ll Do at BrelliumCollaborate with the Product team to integrate cutting-edge LLMs into practical applicationsDesign and develop comprehensive systems, encompassing everything from data pipelines to user interfacesRapidly deliver high-quality features through effective execution, teamwork, and adaptabilityEngage in a dynamic, collaborative environment where your ideas will significantly shape care deliveryYou’ll Be Great for This Role If You:Possess 0-6 years of experience as a Software Engineer (a master's degree is a plus)Demonstrate proficiency in Python and TypeScriptExhibit strong problem-solving skills and a proactive approach to addressing ambiguous challengesHave experience with SQL and relational databases

About BrelliumBrellium is on a transformative mission to enhance the standard of care within the U.S. healthcare system. Our AI-driven technology empowers healthcare providers to offer safer, higher-quality care, launching with the first real-time medical review platform designed to address clinical and compliance risks before they affect patients.Every year, 1 in 20 individuals in the U.S. suffers from a medical diagnostic or compliance-related error. Many healthcare providers lack the necessary time, staffing, and tools to prevent these issues, leading to decreased care quality and heightened clinical and financial risks.At Brellium, we are developing an AI-equipped platform that enables healthcare providers to deliver safer, more consistent care by proactively mitigating risks and aligning patient interactions with clinical best practices. Our vision is to equip every healthcare provider in the U.S. with the tools required for delivering clinically excellent, data-driven care at scale.Founded in 2021, Brellium has rapidly grown to support over 250,000 providers nationwide, assisting them in enhancing patient care and ensuring compliance with data-driven practices. We are a Series A startup with over $30MM in funding from esteemed investors such as First Round Capital, Left Lane Capital, and Menlo Ventures.As a Business Development Representative, you will be instrumental in driving Brellium’s growth by prospecting and creating new business opportunities. You will have access to advanced tech sales tools, including Orum, ZoomInfo, Clay, and Hubspot, among others. This is a unique opportunity to develop a sales pipeline from the ground up, collaborating closely with our founding sales team, marketing team, and CEO. If you are someone who is eager to learn, expand your skill set, and make a significant impact at a rapidly growing health-tech startup, this role is for you!This position is ideal for you if you can…Identify and qualify leads through proactive outreach via email, phone, and social media to build a robust sales pipeline for our closing team.Conduct thorough research to identify target accounts and engage decision-makers, including C-suite executives.Work in tandem with the Account Executive team to arrange meetings, demonstrations, and follow-up conversations.Cultivate and maintain strong relationships with prospective clients.Utilize CRM tools to meticulously track outreach efforts and sales activities.Stay updated on market trends, maintaining awareness of industry movements and competitor activities to identify new opportunities and refine outreach strategies.Achieve or surpass key performance metrics consistently, including outreach and qualification targets.

Tempo is a cutting-edge layer-1 blockchain designed specifically for stablecoins and real-world payment solutions. It draws on the extensive experience of Stripe in global payments and the advanced crypto technology expertise of Paradigm.Our payment-first architecture ensures a scalable, cost-effective, and predictable platform that caters to high-volume payment applications. We aim to facilitate money transfers reliably, affordably, and at scale, prioritizing simplicity for users ranging from fintech firms and traditional banks to merchants and platforms eager to modernize their payment systems.We collaborate with leading global partners in AI, e-commerce, and financial services, including Anthropic, Coupang, Deutsche Bank, DoorDash, Mercury, Nubank, OpenAI, Revolut, Shopify, Standard Chartered, Visa, and several others.Our mission is to establish the infrastructure necessary to integrate significant economic transactions on-chain. Our team primarily works in-person at our San Francisco and New York City offices. We value agility and innovation—join us in this exciting venture!The RoleAs the Customer Success Lead, you will be pivotal in shaping the future of enterprise payments on-chain. You will be responsible for managing the entire customer journey, from the initial partner engagement to their successful scaling on our network. You will serve as the liaison between Tempo's product, engineering, and partnership teams and the enterprises, ecosystem partners, validators, and integrators that build upon our platform.This is a foundational role where you will define exceptional customer success standards for Tempo—developing playbooks, forging relationships, and establishing feedback mechanisms that transform early design partners into long-term pillars of our ecosystem.What You'll DoPre-Sales & Solution DesignCollaborate closely with the Partnerships team to facilitate enterprise and ecosystem deal cycles, offering technical and operational insights throughout the evaluation and onboarding process.Act as a consultative design partner during pre-sales, thoroughly understanding partner use cases and aligning them with Tempo's architecture and capabilities.Assist in structuring integration scopes, defining success criteria, and establishing launch timelines with prospective customers prior to contract finalization.Post-Sales & Partner SuccessOwn the complete success trajectory for customers post-sale, ensuring they derive maximum value from our platform and foster ongoing relationships.

At Profound, we are dedicated to empowering businesses to comprehend and manage their AI presence effectively. As an Engagement Associate, you will work closely with the Engagement Management team to meet customer needs, stimulate adoption, and promote impactful results through specialized support and initiatives. Your role will involve guiding customers through the evolving landscape of search, sharing best practices and actionable strategies to enhance their AI visibility using the Profound platform.Key ResponsibilitiesAssist the Engagement Management team by organizing daily customer meetings, preparing necessary materials, tracking action items, and supporting strategic initiatives.Conduct regular strategic AEO audits that provide essential insights, performance metrics, and tailored recommendations for clients ranging from startups to enterprises.Acquire a thorough understanding of customer goals and their wider marketing landscape.Manage multiple customer engagements effectively to minimize risks associated with stakeholder changes, and oversee customer Slack channels to ensure prompt responses to all inquiries.Collaborate cross-functionally with Sales, Product, and Engineering teams to enhance customer implementation processes and resolve any technical issues.Who We SeekA self-motivated individual with a strong drive to achieve ambitious goals.A strategic thinker who excels at solving complex problems.A dedicated professional ready to engage in hard work.A resilient individual comfortable with high-volume interactions in fast-paced environments.An enthusiastic learner who is open to feedback and committed to continuous improvement.Bonus: Experience or aspirations towards becoming an Engagement Manager.Work EnvironmentThis position is on-site at our Union Square office in NYC, tailored for innovators who thrive on speed, iteration, and significant impact.The expected base salary for this role is $80,000 prior to commission, with an on-target earnings estimate of $115,000. Profound's comprehensive compensation package is designed to be competitive, including base salary, equity, and a full suite of benefits and perks. Final compensation will be determined based on your skills, experience, qualifications, and location during the interview process. Our recruiting team will provide further details regarding the complete compensation package.

As a Customer Success Manager at plot, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will be the voice of the customer, working closely with them to understand their needs, address their concerns, and drive product adoption. Your proactive approach will help foster long-lasting relationships and contribute to our clients' success.

Your Impact The Senior Customer Success Manager at DISCO plays a pivotal role in ensuring a seamless onboarding experience for clients. This position provides strategic insights to help clients effectively leverage DISCO’s products and services in alignment with their unique objectives, while acting as their primary point of contact. You will collaborate intensively with our sales, services, and product teams to boost product utilization within designated accounts, pinpoint upselling opportunities, and collect user feedback to guide product enhancements. A profound understanding of all DISCO offerings and the EDRM framework, coupled with an innate problem-solving ability, is essential for addressing client challenges. Your expertise will significantly contribute to improving customer retention, nurturing loyalty, and fostering DISCO’s overall growth. What You'll Do Account Management: Serve as the primary liaison for assigned strategic accounts, cultivating executive-level relationships and ensuring internal team alignment to meet client needs. Client Success: Drive successful adoption of solutions, ensuring ROI and client satisfaction while identifying potential areas for expansion. Customer Advocacy: Represent client interests within DISCO, providing valuable feedback to drive product and service innovations. Sales Acumen: Clearly communicate the value of DISCO’s offerings, uncover upsell and cross-sell opportunities, and foster long-term client relationships to enhance revenue growth. Meeting & Event Management: Plan and execute educational and networking events that motivate and engage clients. Who You Are 4+ years of experience in post-sales, customer success, account management, or related roles. Strategic thinker with a proven track record in developing account plans and managing SaaS client relationships. Exceptional interpersonal and communication skills. Proficient in identifying and capitalizing on upselling and cross-selling opportunities. Demonstrated leadership skills with the ability to own, drive, and deliver on client initiatives. Experience in planning and executing both internal and external meetings. Customer-centric with a proactive approach to account management and problem-solving.

About UsAt Pave, we are revolutionizing the compensation landscape with the industry's premier platform, merging the largest real-time compensation dataset with cutting-edge AI and machine learning expertise. Our solution empowers over 8,500 companies to make informed compensation decisions with confidence.Renowned organizations such as OpenAI, McDonald’s, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo leverage Pave to convert every pay decision into a strategic advantage. Managing over $190 billion in compensation expenditures, 70% of the Forbes AI 50 utilize Pave for compensation benchmarking.The future of compensation is real-time and predictive, and we are leading the charge. With $160M raised from top-tier investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures, we are on the path to transforming the industry.Join the CSE Team @ Pave:As a Customer Success Engineer, you will become an expert in Pave’s product and compensation solutions, managing approximately 30-40 customer accounts. Your role will ensure that clients swiftly implement and derive value from our offerings, fostering long-term partnerships with Pave.Collaboration with the Account Management, Sales, Product, and Engineering teams will be pivotal to ensuring our customers' success.Your Responsibilities:Lead successful implementation projects of Pave's compensation software, working closely with HR and Finance leaders to enhance their compensation strategies, ensuring robust adoption and impactful business results.Oversee entire project management for customer implementations, developing detailed project plans, proactively identifying risks, and maintaining clear communication among stakeholders to ensure timely delivery of solutions.Act as a trusted compensation advisor, guiding clients to utilize Pave’s platform to overcome complex compensation challenges and develop scalable processes.Collaborate with Product, Engineering, and Customer Success teams to identify customer needs, highlight opportunities for platform enhancements, and contribute to Pave's product development in a dynamic startup environment.Establish strong relationships with clients, ensuring their long-term satisfaction and success with Pave.

About UsAt Sweep, we are redefining the way enterprise systems operate. We provide an intuitive layer that empowers teams and metadata agents to plan, modify, and govern systems with unparalleled agility and confidence.Your RoleAs a Customer Success Manager, you will play a pivotal role in nurturing relationships with Sweep’s most significant and intricate enterprise clients. You will serve as both a strategic advisor and a technical expert, ensuring a smooth integration of our solutions into each client's Salesforce ecosystem, while driving their long-term business success.Key ResponsibilitiesCultivate trusted partnerships with executive sponsors and RevOps leaders within key accounts.Lead the onboarding process, technical configuration, and development of strategic enablement plans for enterprises.Gain a deep understanding of each client's Salesforce infrastructure, data flow, and go-to-market strategy.Act as the technical liaison between client teams and Sweep’s Product, Engineering, and Support divisions.Proactively monitor account health, usage trends, and adoption metrics to enhance retention and drive expansion.Conduct quarterly business reviews, identify growth opportunities, and advocate for customer needs internally.Manage and facilitate annual customer contract renewals to sustain long-term relationships.Create scalable best practices and playbooks for enterprise success and growth.

At Coast, we are revolutionizing the U.S. B2B card payments landscape, targeting the vast network of 500,000 commercial fleets, 40 million commercial vehicles, and countless drivers across the nation. As traditional technologies fall short of modern demands, we are committed to providing innovative digital experiences and transparent financial services. Our mission is to empower our clients with the Coast Fleet and Fuel Card, a state-of-the-art spend management platform designed for transformative growth. About the Role We are seeking a dynamic and empathetic Manager of Customer Success to spearhead our frontline Customer Success Managers (CSMs) while also managing a dedicated portfolio of accounts. This player-coach approach is essential to fostering trust, empathy, and excellence throughout the customer journey. You will be responsible for mentoring, hiring, and developing a team that ensures outstanding onboarding, activation, and retention for all customer segments. What Success Looks Like Consistently deliver exceptional customer value throughout the customer lifecycle. Achieve excellent Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) through proactive health monitoring and effective retention and expansion strategies. Accelerate the onboarding process and fleet activation to ensure customers realize value quickly and consistently. Be an engaged player-coach, managing accounts and demonstrating product knowledge and customer service fluency to elevate team performance through structured coaching. Enhance the expansion pipeline by identifying and nurturing Customer Success Qualified Opportunities (CSQOs) into viable expansion avenues. What You’ll Do Lead & Coach: Oversee and mentor a team of high-performing CSMs, prioritizing call coaching, onboarding execution, fleet activation, and account health. Own Accounts: Maintain a personal portfolio to remain close to the customer experience and exemplify best practices in onboarding, retention, and account expansion. Drive Activation: Ensure your team expedites onboarding processes and enhances customer engagement. Create Value: Guide CSMs in demonstrating customer value throughout the lifecycle, developing account-specific strategies linked to clear use cases. Maximize Expansion: Assist CSMs in generating CSQOs and establishing a proactive expansion pipeline. Upskill the Team: Implement a systematic 1:1 coaching and enablement framework to elevate onboarding, account health, and overall team performance. Build Systems Excellence: Promote operational rigor and data proficiency across Salesforce, Sigma, Outreach, and other tools.

At Anaplan, we are a dynamic team of innovators dedicated to enhancing business decision-making through our advanced AI-powered scenario planning and analysis platform. Our mission is to empower customers to stay ahead of their competition and the market.What brings Anaplanners together across various teams and locations is our shared commitment to our customers’ success and our Winning Culture.Our clientele includes esteemed names from the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our unparalleled platform.Our Winning Culture fuels our teams of innovators. We celebrate diversity in thought and ideas, act as leaders regardless of titles, strive to meet ambitious goals, and take joy in celebrating our achievements—both big and small.Guided by our principles of being strategy-led, values-driven, and disciplined in execution, you will find inspiration, connection, development, and rewards here. We welcome everything that makes you unique; join us and let’s build the future together!Your ImpactStrategic objectives:Manage a portfolio of Enterprise Customers with an ARR of approximately $5.0M, focusing on enhancing customer value and ROI with Anaplan, securing contract renewals, and identifying growth opportunities.Serve as the primary point of contact and trusted advisor for customers throughout their lifecycle.Collaborate with the account team and leverage internal resources to implement the account strategy effectively.Identify opportunities within existing customers to deliver added value and expand the Anaplan footprint.Connect customers with various Anaplan resources, including Product, Support, and Community as necessary.

About Moonshot AI Moonshot AI is building a digital future where websites adjust on their own to drive sales and improve conversion. The team blends generative AI, large-scale data systems, and ongoing experimentation to create a self-improving online platform. Based in New York City, Moonshot AI is an early-stage, well-funded startup with ambitious goals. Joining now means helping to shape both the technical and cultural backbone of the company. Employees work with real autonomy, supported by top-tier investors. Role Overview: Customer Success Manager The Customer Success Manager will work closely with leading eCommerce brands. The focus: build strong relationships, help clients turn AI-driven insights into practical strategies, and support their growth through Moonshot AI’s platform. What You Will Do Guide new customers through onboarding and help them see value quickly. Serve as a trusted advisor, surfacing opportunities, sharing insights, and keeping clients updated on strategies and upcoming initiatives. Work with the technical team to design, launch, and track conversion experiments. Prepare and deliver reports that clearly show ROI and business impact. Troubleshoot client issues and coordinate with product and engineering teams to resolve them efficiently. Gather client feedback and turn it into actionable ideas to influence the product roadmap. Build and refine scalable customer success processes as the company grows, including playbooks and reporting tools. What We’re Looking For At least 3 years in Customer Success, Account Management, or CRO roles within SaaS or eCommerce (not large enterprise CS organizations). Ability to quickly spot revenue leaks in a sales funnel. Comfortable with data: able to pull your own metrics and build reports independently. Experience holding strategic conversations with VPs and other senior leaders. This role is based in New York City.

Join Rogo's MissionAt Rogo, we are revolutionizing the landscape of financial analysis with the power of artificial intelligence. Our goal is to equip finance professionals from leading investment banks, private equity funds, and investment firms with AI that provides exceptional speed, precision, and insights. We are not merely enhancing financial workflows; we are completely redefining them.This role presents a unique chance to join a transformative company at a pivotal moment. With a rapidly expanding clientele, proven product-market fit, and support from top-tier investors, we are quickly scaling and creating a new category of enterprise AI.Our team is composed of driven, intelligent individuals who are deeply passionate about our mission. We work with intensity, take ownership of complex challenges, and maintain a sharp focus on our users. If you excel in a dynamic environment, strive for excellence, and wish to contribute to the future of finance, we encourage you to apply.Your ResponsibilitiesAs a Customer Success Manager at Rogo, you will be a highly driven professional with a demonstrated history of delivering client success. You will manage a portfolio of accounts from start to finish, ensuring initial adoption, value realization, retention, and growth. You will act as the main point of contact for both everyday users and executive stakeholders, guaranteeing that our customers achieve measurable ROI from Rogo, ultimately driving revenue growth.Your Key ResponsibilitiesClient Relationship Management: Be the primary liaison for clients using a consultative and prescriptive approach.QBRs & Executive Alignment: Organize and conduct Quarterly Business Reviews (QBRs) to synchronize client objectives, roadmap, and future actions.Renewal Management: Oversee the renewal process from beginning to end, including timeline forecasting, stakeholder coordination, and churn risk mitigation.Customer Health & Retention: Track adoption and health indicators, manage escalations, and proactively engage to prevent churn.Account Strategy: Create success and account plans for each client, including stakeholder mapping, KPIs, adoption milestones, and mutual action plans.Grow Bottom-Line Revenue: Leverage customer performance metrics to identify and act on upsell opportunities.Advocacy and Engagement: Empower users and stakeholders to become advocates for Rogo within their organizations.

About CasapCasap is an innovative Series A startup headquartered in San Francisco, having successfully secured over $30 million in funding from top investors such as Emergence, Lightspeed, and Primary Ventures. Founded by seasoned product leaders from renowned companies like Robinhood and Chime, we are dedicated to transforming the banking landscape through our automated solutions for disputes and fraud prevention. Our platform has garnered appreciation from a diverse range of users, including both everyday consumers and major financial institutions.We are seeking a Customer Success Manager to become an integral part of our expanding team. In this pivotal role, you will act as a trusted advisor to our customers, managing relationships with banks, credit unions, and fintechs. Your mission will be to ensure a smooth post-onboarding experience, enhance product adoption, and help clients fully realize the value of Casap's offerings. This position requires close collaboration with our Implementation, Product, Engineering, and Sales teams to advocate for customer needs and influence the future development of our platform.