Companies that use Vitally

Source: Analysis of 100 job postings that mention Vitally

My analysis shows that Vitally is primarily purchased by Customer Success leadership, with Directors of Customer Success (16%), Heads of Customer Success (9%), and VPs of Customer Success (7%) making up 32% of roles mentioning the platform. Revenue Operations Managers (9%) also play a significant buying role, particularly when implementing CS tech stacks. These leaders are focused on driving retention, expansion, and net revenue retention while building scalable post-sales operations. They're hiring to grow teams that can manage increasing customer volumes efficiently.

Day-to-day users are predominantly Customer Success Managers and Specialists (17%), who rely on Vitally for customer health tracking, lifecycle management, and engagement workflows. The platform supports onboarding, adoption monitoring, renewal management, and expansion activities. Revenue Operations teams use it alongside Salesforce, HubSpot, and other tools to maintain data integrity, build dashboards, and create automated playbooks that enable CS teams to work at scale.

The postings reveal companies struggling with three core challenges: driving predictable retention and growth, managing customers efficiently across segments, and maintaining visibility into customer health. Phrases like "implement customer health scoring," "develop scalable playbooks and processes," and "optimize the GTM tech stack for scale and efficiency" appear repeatedly. Organizations want to transform reactive CS functions into proactive, data-driven operations that can "drive retention and expansion across our customer base" while ensuring teams "deliver exceptional customer experiences at scale."

Source: Analysis of tech stacks from 410 companies that use Vitally

I noticed that companies using Vitally are clearly B2B SaaS businesses with sophisticated revenue operations. The presence of tools like Maxio for subscription billing, Quotapath for commission management, and Partnerstack for partner programs tells me these are companies selling recurring software with complex go-to-market strategies involving multiple channels and significant team coordination.

The pairing of Vitally with Chili Piper and Qualified is particularly revealing. These are both tools designed to accelerate the sales process by routing and qualifying inbound leads instantly. When combined with Vitally's customer success platform, it suggests a company that's generating strong inbound demand and needs to orchestrate handoffs between sales and customer success teams smoothly. The Rocketlane correlation adds another layer, since it's used for customer onboarding. Together, these tools paint a picture of companies obsessed with the entire customer journey from first touch through implementation.

My analysis shows these are sales-led growth companies, likely in the growth stage with annual recurring revenue between $10M and $100M. They're past the startup phase where founders handle everything manually, but they're investing heavily in the infrastructure needed to scale. The Quotapath presence confirms they have sales teams large enough to need automated commission tracking. The Maxio billing platform suggests they've moved beyond simple Stripe implementations to handle more complex pricing models, usage-based billing, or multiple product lines.

Source: Analysis of Linkedin bios of 410 companies that use Vitally

I noticed that Vitally's customers are predominantly B2B software companies selling complex technical products that require ongoing customer relationships. These aren't simple transactional businesses. They're platforms for FP&A automation, employee scheduling systems, AI-powered contract review tools, identity verification services, and developer platforms. Many operate in highly regulated spaces like healthcare, financial services, and cybersecurity where customer success directly impacts compliance and retention.

These are overwhelmingly growth-stage companies. About 60% have raised Series A through Series C funding, with deal sizes typically between $8M and $60M. Employee counts cluster heavily in the 51-200 range, with a significant number in the 11-50 bracket. Very few are pre-seed or truly enterprise-scale. They're past product-market fit but still scaling aggressively, which means they're at the exact inflection point where customer success operations become critical infrastructure rather than a nice-to-have.