Facilitate client onboarding, training, and ongoing support via video, phone, and email.
Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
Empower clients to become self-sufficient during onboarding and beyond.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.
Lead onboarding for new customers, creating personalized plans for fast adoption and value.
Serve as the primary point of contact and trusted advisor, understanding client goals.
Train clients on product features and best practices through live sessions and documentation.
Jobgether leverages AI-powered matching to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements, identifying top-fitting candidates for hiring companies. They streamline the hiring process, sharing shortlists with employers who then manage final decisions and next steps.
Manage end-to-end onboarding for newly acquired clients.
Use internal tools to design client’ websites.
Conduct live training sessions to help clients become familiar with the platform.
Machinio operates Machinio.com and Machinio System, transforming a traditional $400 billion industry through technology. They have growing teams across North America, Europe, and Asia and offer a casual, collaborative, fast-paced work environment and a fun team.
Own end-to-end customer onboarding with a hands-on implementation mindset.
Lead customer implementations that may span weeks or months, depending on complexity.
Act as a trusted consultant, challenging assumptions and reframing requests when needed.
Infiterra simplifies subscription service delivery through its B2B SaaS platform, helping IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, they are recongnized for innovation and global impact - they foster a collaborative and growth-oriented culture.
Assist customers in learning and adopting the brightwheel product.
Own a portfolio of 100+ accounts throughout the onboarding process.
Prioritize accounts to take strategic, timely actions and complete implementation.
Brightwheel is the largest and fastest-growing platform in early education. They are trusted by millions of educators and families every day and are backed by top investors.
Manage day-to-day client success KPIs within assigned client base.
Participate in client onboarding, portal training, and general education.
Monitor performance metrics, identify trends, and provide actionable insights.
Jobgether helps candidates get their applications reviewed quickly, objectively, and fairly against the role's core requirements using an AI-powered matching process. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company, where the final decision and next steps (interviews, assessments) are managed by their internal team.
Guide new customers through the full onboarding lifecycle.
Serve as the primary point of contact during onboarding.
Partner with customers to define goals.
Our client is a fast-growing SaaS company that helps businesses simplify and automate sales tax compliance. As part of the Customer Success organization, they aim to deliver an effortless and accurate solution that enables customers to stay compliant while focusing on growing their business.
Manage the onboarding process for mid-market customers.
Develop and manage customized rollout plans.
Build strong relationships with key stakeholders.
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. From running a shop, to securing payments to engaging customers, our platform simplifies operations so shop owners can focus on what really matters. The company was officially founded in Houston in 2017, and it has grown from a single shop’s vision to the industry’s leading solution.
Guide customers through onboarding, ensuring they have the resources to succeed.
Develop strong customer relationships, acting as their primary point of contact.
Monitor customer performance metrics and provide insights for improvement.
ApprovalMax is redefining how finance teams manage the Money Out cycle — from purchase orders and supplier bills to employee expense management. Trusted by 18,000+ businesses worldwide, their platform empowers companies to automate financial controls, ensure compliance, and scale efficiently.
Conduct QBRs and strategic reviews, aligning product usage with customer objectives and KPIs.
Proactively identify and address retention risks.
Infiterra's B2B SaaS platform helps IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, it's recognized for innovation and global impact. They foster a collaborative and growth-oriented culture.
Prepare before calls to ensure Cherry implementation is efficient and practical
Deliver engaging narratives based on past customer successes to build initial momentum and excitement for Cherry
Cherry is a fast-growing FinTech company established in 2019 that offers a Buy Now, Pay Later solution for medical practices. They are backed by investors such as Kleiner Perkins and DCM, and led by Stanford entrepreneurs with a previous successful exit.
Provide day-to-day customer support and case triage.
Muvr is a fast-growing, mission-driven company building products that help customers solve real problems. They move quickly, collaborate across teams, and put customer outcomes at the center of how they build and scale.
Assist in identifying non-registered producers subject to EPR obligations.
Coordinate with internal teams for onboarding and account setup of new producers.
Serve as the primary day-to-day contact for assigned producers.
Jobgether is a platform that connects job seekers with companies. They focus on using AI to streamline the hiring process and ensure fair candidate reviews.
Drive merchant onboarding & implementation with clear communication.
Deliver strong presentations and handle merchant frustrations.
Train merchants on DoorDash’s Online Ordering product.
DoorDash's mission is to empower local economies. They are a technology and logistics company that aims to be the go-to for all goods, growing rapidly and changing constantly to allow team members to share perspectives and solve challenges.
Leading the implementation process for Kojo’s customers quickly and with a high degree of responsiveness and service.
Effectively supporting ~20 concurrent implementation projects, ensuring all new Kojo customers receive a personalized and hands-on experience.
Conducting meetings and consultations with stakeholders to identify project requirements and define scope, deliverables, and timelines.
Kojo is transforming the way commercial construction companies buy their materials, making buildings cheaper and easier to build. Founded in 2018, Kojo is now one of the fastest-growing construction technology companies in the world, valuing diverse perspectives and committed to building an inclusive workplace.
Own the onboarding process from client sign-up through completion.
Serve as the primary point of contact for clients during onboarding.
Analyze large and often complex transaction datasets using Excel.
TaxValet is a fractional sales tax department that handles everything for clients, from nexus analysis to permit registrations and audit support. They are a fast-growing, fully remote, financially stable, and profitable business with a team of around 100 teammates.
Drive Ontic Platform adoption, focusing on helping your clients achieve their business objectives.
Own client communication to ensure a streamlined client experience.
Identify growth potential for clients as it relates to additional Ontic Platform functionality or Service opportunities.
Ontic provides software that helps corporate and government security teams identify threats, assess risk, and respond faster to keep people and organizations safe. Fortune 500 companies and federal agencies rely on Ontic to support security programs such as executive protection, threat intelligence, and corporate investigations.
Independently deliver live customer training sessions, webinars, and onboarding workshops.
Create, update, and maintain enablement content such as training decks, guides, videos, and self-service documentation.
Execute standardized onboarding programs for new customers, ensuring training milestones are completed on time.
SewerAI is transforming underground infrastructure management through AI-powered inspection and risk analysis. They are entering an exciting phase of accelerated growth after doubling their customer base over the past year; SewerAI is an Equal Opportunity Employer committed to providing a workplace free from discrimination.