Own end-to-end onboarding for new OnBoard customers, configuring the platform to meet defined requirements.
Deliver admin and end-user training to ensure confidence and product adoption at launch.
Manage onboarding project plans, timelines, and stakeholder coordination across multiple concurrent engagements.
OnBoard provides board management software that helps boards function at a higher level for organizations worldwide. Serving over 5,000 organizations and 12,000 boards across 60 countries, the company fosters a fun, philanthropic, and inclusive 'Pathfinder' culture.
Own the full onboarding lifecycle from requirements gathering to post-launch review.
Manage data imports, integrations, and configurations to align systems with customer needs.
Collaborate with product, engineering, and support teams to troubleshoot and optimize implementation processes.
Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. Its Campus Kaizen unit provides case management software for K-12 and higher education institutions.
Lead, coach, and develop a team of four onboarding specialists, balancing portfolios and driving performance.
Own onboarding timelines and portfolio health, managing escalations and stepping in on complex implementations.
Build and refine the onboarding playbook, standardize handoffs, and partner cross-functionally to improve the customer journey.
12twenty is an enterprise talent acquisition platform connecting employers with students and alumni from top universities. It is a fast-growing, collaborative company focused on continuous improvement and supporting each other.
Own the onboarding lifecycle for multifamily real estate partners, from sales handoff through first 90 days post-launch.
Coordinate technical setup, data migration, and integrations with property management systems like Yardi and AppFolio.
Align Sales, Client Success, Field Operations, and Product to ensure fast time-to-value and strong adoption.
Fetch is a PropTech company that provides a platform for multifamily real estate partners to improve property operations, resident retention, and portfolio performance. The company is a growing, remote-friendly team that values customer-centric leadership, process improvement, and a flexible work culture.
Lead customers through their Ping Identity onboarding journey, ensuring successful deployment and value realization.
Plan, organize, and manage all phases of the deployment lifecycle to deliver on schedule and drive business outcomes.
Collaborate cross-functionally with sales, product, support, and customer stakeholders to exceed expectations and manage project risks.
Ping Identity provides an intelligent cloud identity platform that enables secure and seamless digital experiences for users worldwide. The company is headquartered in Denver, serves more than half of the Fortune 100, and fosters an inclusive culture that champions individuality and digital freedom.
Own the technical setup of onboarding: API integrations, data mapping, CRM configuration.
Coordinate with the Onboarding Manager and cross-functional teams from kickoff to go-live.
Troubleshoot technical blockers, build runbooks, and track onboarding success metrics.
Euler is an AI-native PRM that modernizes partnership management, replacing spreadsheets and CRMs with automation and measurable ROI. The company grew 600% YoY in 2025, serves industry leaders, and values fast, intentional innovation.
Guide new and existing clients through onboarding via email, phone, and video support.
Manage multiple onboarding projects while providing training and troubleshooting support.
Collaborate with internal teams to drive client outcomes and improve onboarding processes.
ButterflyMX empowers people to automate property access, operations, and security from a single platform. With products in 20,000+ properties, the company is a distributed, primarily remote workforce that values collaboration and innovation.
Own customer relationships from onboarding through expansion, building playbooks and processes in a high-ambiguity startup.
Lead onboarding and activation, driving milestones and adoption within the first 30-60 days.
Serve as the voice of the customer, translating feedback into product insights and tracking health metrics.
Sapience AI is a collective intelligence platform that helps professional communities access and share expertise scattered across CRMs, AMS platforms, and knowledge bases. It is an early-stage startup with a culture centered on trust, purpose-driven deployment, and the belief that technology should elevate people.
Own customer onboarding, adoption, and success by creating success plans and guiding implementation.
Proactively identify churn risk, build mitigation strategies, and coordinate account teams to drive outcomes.
Act as a trusted advisor and champion builder, uncover expansion opportunities, and own renewals.
LaunchDarkly provides a feature management platform that lets developers release and control software features safely and efficiently. The company values teamwork, transparency, and customer obsession, fostering an open and collaborative culture.
Act as the main onboarding contact for new business hosts, explaining requirements and guiding them from first hello to approved account.
Collect and review KYC documents, ownership details, and other onboarding materials with high attention to detail.
Track cases, follow up on missing items, and partner with Compliance, Sales, and Operations teams to keep onboarding on schedule.
Veta Virtual is a virtual staffing company that hires for high-growth clients in fintech and cryptocurrency. They foster a collaborative, high-trust remote culture where performance is celebrated and growth is taken seriously.
Own the first 45 days of every new customer, delivering a repeatable launch process from signature to adoption.
Configure accounts, run kickoff and hands-on training, and drive crews to first completed workflow.
Chase blockers with CS and Product, then hand off to the CSM with every exit criterion closed.
Bobyard uses computer vision and NLP to automate construction takeoffs and estimates, so contractors bid faster and win more. The company has raised a $35M Series A led by 8VC and is growing fast.
Lead enterprise onboarding engagements end to end, from kickoff to go-live and hypercare.
Manage complex digital menu and POS integrations, ensuring successful customer launches.
Mentor team members and help scale the onboarding function through process improvements.
PAR Technology Corporation has been a leader in restaurant technology for over four decades, empowering brands worldwide with innovative software and hardware. With over 100,000 restaurants in more than 110 countries, we offer Unified Customer Experience solutions and embrace a 'Better Together' culture.
Own the end-to-end onboarding journey for new restaurant partners, guiding them from kickoff to go-live.
Set up, configure, and test each account to capture the restaurant's unique voice, menu, hours, and policies.
Chat warmly and clearly with restaurant owners and staff via email, phone, and text to ensure they feel supported.
HKR.TEAM is a start-up dedicated to simplifying global HR. They have a transparent, tech-savvy culture with a young, meritocratic team that values ownership and getting things done.
Own conversion and activation for Vanta's agentic self-serve front door, building an onboarding experience where the Vanta agent sets up and runs each customer's security program.
Drive the self-serve onboarding journey for startups and downmarket customers from signup to value across the full platform, partnering with Sales, Marketing, Customer Success, and Account Management.
Establish the strategy, roadmap, and operating model for product activation and onboarding, working with Engineering, Design, Data, and GTM teams to improve activation and time-to-value.
Vanta provides a trust management platform that automates security monitoring and compliance, helping businesses build, maintain, and demonstrate trust. Founded in 2018, Vanta has a kind and talented team and is trusted by thousands of companies, with many employees succeeding without prior security experience.
Launch enterprise strategic employers through kick-off calls, product set-up, and implementation checklists to drive adoption in the first 60-90 days.
Build trusted relationships with senior stakeholders to translate business goals into clear success metrics and implementation plans.
Use data to refine implementation strategies and create SOPs that scale onboarding across the team.
Handshake powers 25 million job seekers and connects them with employers and educational institutions, including a growing AI data business. It has grown to a ~$1B run rate and works with top AI labs and Fortune 500 partners, fostering a fast-paced, collaborative culture.
Manage customer onboarding to the eHealth Exchange, from initial inquiry through testing and activation.
Coordinate with federal agencies, prepare status reports, and develop technical onboarding plans.
Facilitate customer adoption of new services and ensure adherence to testing and policy requirements.
The Sequoia Project is a non-profit that supports the eHealth Exchange, a health IT network of networks enabling nationwide health information exchange. The organization is small and collaborative, focused on advancing interoperable healthcare data sharing.
Run onboarding projects end to end, keeping every site's status current and visible.
Work daily with site contacts and operations leads on curtailment plans, documentation, and installation.
Support customers through dispatch events and improve handoffs across teams.
Voltus helps commercial and industrial customers earn cash through demand response programs by maximizing their operational flexibility in energy markets. The company hires bright, gritty, and good people who care about a cleaner energy future and thrive in a fast-paced, entrepreneurial environment.
Own enterprise launches from kickoff to go-live, turning brand goals into tailored launch plans across Reviews, Loyalty, Referrals, Quizzes, and Surveys.
Advise brands on setup, data migration, theme customization, and integrations with Shopify, Klaviyo, TikTok Shop, Google, Meta, and Attentive.
Partner with Sales, Solutions Engineering, Support, and Customer Success to ensure smooth handoffs and flag growth opportunities.
Okendo is a customer marketing platform that helps Shopify brands grow faster by cultivating brand advocacy and maximizing lifetime value. Trusted by 19,000+ Shopify brands, our unified suite of Reviews, Referrals, Quizzes, Loyalty, and Surveys turns one-time shoppers into revenue-driving Superfans.
Partner with initial customers to drive product value and build trusted advisor relationships with executive sponsors.
Evolve the customer onboarding strategy and collaborate cross-functionally to translate business needs into solutions.
Drive adoption, engagement, and growth by helping customers achieve transformational goals in partnership with Moveworks.
ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow to help 85% of the Fortune 500 work smarter. The company fosters an AI-native culture where technology and talent are unstoppable together.
Lead technical implementation and coordination of customer onboarding in a fast-growing SaaS environment.
Combine hands-on engineering expertise with project management to ensure seamless integrations and successful customer launches.
Collaborate with onboarding, customer success, and engineering teams to resolve technical challenges and improve processes.
A fast-growing SaaS company leveraging AI-driven innovation in partnership management. It is a high-growth, profitable business with a collaborative culture and experienced teams.