Guide new partners through one-on-one onboarding calls to train on peer systems and processes.
Set expectations for partner success and maintain knowledge of the scaling program.
Assist the Program Management team and travel quarterly to network with partners.
Kaseya provides AI-powered IT management and cybersecurity software for MSPs and internal IT teams worldwide. Backed by Insight Partners, the company operates in over 20 countries, manages 15 million endpoints, and fosters a builder culture focused on creating and solving hard problems.
Guide new customers through product implementation, conducting onboarding meetings and training sessions.
Monitor customer adoption, identify challenges, and contribute to retention strategies.
Provide technical guidance on basic integrations and APIs, collaborating with internal teams.
Jobgether is a platform that uses AI-powered matching to connect candidates with hiring companies. It is a recognized workplace for management, innovation, and employee experience, offering remote opportunities and professional development.
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.
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.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Assess client needs and educate them on available options.
Manage administrative tasks including documentation, scheduling, and CRM updates.
Maintain ongoing client relationships after initial meetings to ensure satisfaction.
Global Elite Empire Consultants is a consulting firm focused on client onboarding and relationship management. They operate with a remote-first culture, emphasizing long-term client partnerships and performance-based growth.
Own the AI Receptionist partner enablement strategy, roadmap, and success metrics.
Deliver scalable partner readiness through live workshops, certifications, and self-service learning.
Collaborate with Product and Engineering to translate technical capabilities into enablement assets.
Founded from Stanford AI Lab, Cresta builds a unified AI platform for customer experience using conversational AI. With $270M raised from top investors, Cresta offers a people-first culture and is led by AI pioneers.
Guide new customers through onboarding to a live setup that works for their business.
Help customers configure channels, AI agents, and automations to handle leads effectively.
Act as the main point of contact, ensuring timely resolution of issues and high satisfaction.
Respond.io is an AI-powered business messaging platform helping companies manage customer conversations across chat, calls, and email in one place. They are a globally distributed team with employees worldwide, fostering a diverse and inclusive culture.
Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
Translate complex advisory processes into streamlined Wealthbox configurations to help customers work smarter.
Facilitate professional live training sessions for diverse audience sizes, tailoring onboarding to client objectives.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.
Support the design, execution, and evolution of partner enablement programs across Channel, MSP, and MSSP audiences.
Maintain and organize enablement materials like playbooks, messaging decks, and certification tracks.
Track and report on enablement program participation and impact metrics, such as onboarding progress and training completions.
Keeper Security is a fast-growing cybersecurity software company trusted by thousands of organizations and millions of people in over 150 countries. It is a pioneer of zero-knowledge and zero-trust security built for any IT environment, with its core offering being the AI-enabled, cloud-native KeeperPAM® platform.
Take handoff from GTM and own the full onboarding journey to production.
Map customer-side approval paths and drive timely decisions.
Coordinate internal experts to resolve blockers and improve processes.
Tessera Labs is a high-growth startup backed by Foundation Capital that redefines enterprise modernization using governed, multi-agent AI. Built by leaders in AI and enterprise transformation, it compresses ERP modernization from years to weeks.
Lead education-driven onboarding for new customers, including kickoff calls and platform walkthroughs.
Consult with clients to translate workflows into efficient processes by configuring templates, workflows, and custom fields.
Design and deliver live and recorded education sessions, plus develop guides and webinars.
Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.
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.
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.
Serve as the primary contact for customers during onboarding and implementation, ensuring timely go-live and AI agent adoption.
Drive platform and agent adoption, manage project timelines, and secure customer sign-off while documenting handoffs seamlessly.
Collaborate with cross-functional teams including Sales, Product, and Engineering to capture feedback and refine Professional Services methodologies.
Outreach, founded in 2014, provides the only complete agentic AI platform for revenue teams, automating workflows to help sellers focus on strategic conversations. It is a world-leading enterprise company with clients like Databricks and SAP, and fosters a culture of innovation and inclusion through diverse employee resource groups.
Assess client needs and provide tailored solutions.
Manage administrative tasks including notes, appointments, and CRM updates.
Work remotely with a focus on performance-based growth.
Global Elite Empire Consultants provides virtual client relations and consulting services, focusing on assessing client needs and maintaining long-term relationships. The company offers a remote work environment with performance-based advancement and full training.
Lead the implementation process for new customers by gathering requirements, configuring software, and ensuring a smooth onboarding experience.
Conduct comprehensive training sessions to educate customers on using software features effectively and act as a trusted advisor.
Manage an onboarding pipeline of 30-40 customers, resolve technical issues, and collaborate with internal teams for customer satisfaction.
PetDesk provides client communication software for veterinary clinics to communicate with pet owners. It is a leading company with a focus on user-friendly engagement tools and is committed to fair pay and transparent hiring.
Build and maintain strong relationships with BPM customers to drive long-term success
Educate customers on best practices and resources to simplify adoption and align expectations
Collaborate with internal teams to improve the customer experience and drive retention
ConstructConnect provides construction information and software solutions, including the MasterSpec product. The Customer Success division emphasizes technical support, training, and teamwork to ensure consistent high levels of customer satisfaction.
Assess client needs and teach options in a virtual setting.
Manage administrative tasks such as notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides virtual consulting services to assess client needs and offer insurance and financial product options. They are a remote-first company that values driven and trainable individuals.