Top Tech Jobs & Startup Jobs in Milwaukee, WI

Leads customer retention strategy for DentalPlans.com, owning renewal revenue, CRM segmentation, lifecycle communications, retention analytics, forecasting, and multichannel campaigns. Partners with Product, Contact Center, and Business Insights teams to improve engagement, renewal rates, lifetime value, and reduce churn. Manages retention marketers and translates customer, cohort, and health-scoring data into actionable recommendations.

Leads the full enterprise sales cycle from prospecting through deal closure, builds C-suite relationships, develops account plans, consults on business planning solutions, negotiates agreements, and maintains Salesforce records. The role partners with customer success and technical teams, supports post-sale customer loyalty, identifies business transformation use cases, and experiments with sales growth tactics. It targets scale-ups and enterprise organizations, primarily across the North American market.

Own ARR, revenue, bookings, and workforce forecasts; support sales compensation calculations, budgeting, KPI reporting, and Board reporting. Analyze actuals against budget, explain variances, and translate financial data into actionable insights for finance and non-finance leaders. Partner closely with Finance and Sales on commercial performance and high-priority business initiatives.

Generates accurate customer invoices, resolves billing disputes, maintains accounting records, posts general ledger entries, reconciles accounts, supports monthly close and financial reporting, documents controls, and assists with audits, tax support, acquisitions, and financial analysis. The role also collaborates across departments to ensure compliance with accounting policies and procedures.

Build and scale the Account Management function for an insurance lead distribution platform. Own buyer retention, spending growth, account planning, outreach, KPI development, escalations, and feedback loops. Create the account management playbook, establish team processes, and develop the business case and staffing plan for a future team. The role initially operates as an individual contributor before expanding into team leadership.

Own strategic law firm and legal department relationships, advising clients on legal AI adoption and transformation. Drive renewals, expansion, and net revenue retention while developing tailored AI roadmaps, leading executive business reviews, measuring ROI, and addressing account risks. Collaborate with Sales, Product, Engineering, and Forward Deployed Engineers to improve adoption and product outcomes. Represent NetDocuments at industry events and contribute to customer success best practices.

Provide FP&A support for Global Enabling Functions by tracking OPEX, CAPEX, and headcount; manage PO approvals; support monthly close, accruals, and forecasting; prepare management reports and variance analysis; perform ad-hoc modeling to inform leadership decisions and improve spend transparency.

Own post-sale relationships for a portfolio of B2B SaaS accounts from onboarding through renewal and expansion. Develop tailored adoption plans, monitor usage and support patterns, identify renewal risks, and lead customer conversations. Partner with sales on handoffs and collaborate with support and product to resolve issues. Support technically sophisticated customers running self-hosted or open-source Plane deployments, including those in regulated and enterprise environments.

Own mid-enterprise account expansion through upsell and cross-sell motions. Develop territory strategies, prospect actively, build pipeline, conduct discovery, align multiple stakeholders, and collaborate with core account executives, sales engineering, business development, RevOps, legal, and customer teams. The role requires exceeding sales and prospecting quotas while managing complex sales cycles and building strong customer relationships.

The Senior Financial Analyst owns planning, budgeting, forecasting, financial modeling, reporting, and variance analysis for assigned business areas. The role provides actionable insights, evaluates business cases and investments, identifies risks and opportunities, partners with Finance and Accounting, and advises business leaders. Responsibilities include improving finance processes and tools, automating reporting and models, maintaining data accuracy, ensuring financial governance, and mentoring junior staff.