Provide product adoption support to customers implementing Brightwheel.
Support a portfolio of 100+ customer accounts during the onboarding lifecycle.
Diagnose, troubleshoot, and assist with resolving technical challenges.
Brightwheel is the largest and fastest-growing platform in early education, serving millions of educators and families daily. They are backed by top investors and have a passionate, talented, and customer-focused team with remote employees across every US time zone.
Own onboarding outcomes and use data to improve them.
MoeGo is on a mission to transform the future of pet care businesses, from small-business groomers to franchise doggie hotels. The dedicated entrepreneurs behind these businesses keep our beloved pets happy and healthy, and they deserve comprehensive technology solutions that keep their businesses operating smoothly end-to-end.
Proactively guide customers through their Buildout onboarding process, from project kick-off to successful graduation, ensuring a smooth transition between steps
Define project scope, goals and deliverables to ensure alignment with your customer and manage an efficient and timely setup
Establish ongoing communication with customers during their onboarding to train them how to utilize the product, and have technical discussions on how we can implement their business workflows or data into Buildout
Buildout is the AI deal engine for CRE brokerages, automating every step from first contact to commission. They are trusted by over 50,000 brokers and powers more profitable deals from lead to close, establishing their customer-centric brand as the go-to for commercial real estate brokers.
Own 15+ concurrent implementation engagements, primarily for growth and commercial customers.
Deliver programmatic, playbook-driven onboarding using established Common Room frameworks, templates, and workflows.
Lead customer milestones like kickoff calls, configuration sessions, and training with clarity and confidence.
Common Room is an AI GTM Platform that empowers teams with AI agents built on buyer intelligence. They unify every signal across the full buyer journey into one view, helping teams target the right individuals with the appropriate message and timing. They are backed by top-tier investors and operators and have raised over $50 million.
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.
Lead the end-to-end implementation for new customers, acting as the primary technical guide.
Configure product settings, permissions, and workflows, ensuring smooth transitions.
Train customers on product functionality and best practices to achieve desired outcomes.
Northbeam is building a marketing intelligence platform, providing eCommerce brands a unified view of their business data. They are experiencing rapid growth with a team of driven, collaborative, and talented individuals who value personal growth and excellence.
Manage end-to-end implementation projects, maintaining project plans and ensuring deliverables are completed on time.
Partner with firm administrators to align priorities, clarify responsibilities, and maintain momentum.
Guide customers on Karbon best practices for workflow setup, helping firms establish efficient processes.
Karbon is the global leader in AI-powered practice management software for accounting firms. They provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day and have a people-first culture.
Lead the full implementation lifecycle for new customers.
Coordinate cross-functionally with Sales, Product, Support, and Customer Success teams.
Build strong customer relationships through active listening, clear communication, and proactive problem-solving.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage the full product life cycle from discovery to delivery.
Define and analyze key performance metrics.
Speak with customers to gain insight on their specific needs.
Roofr is obsessed with its customers, gathering feedback to shape and launch the products they need, creating a CRM that connects solutions. Roofr has a strong financial standing and an amazing culture.
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
Promote client success by implementing a dynamic onboarding program and training curriculum.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.
Own a portfolio of strategic customers across onboarding, adoption, retention and more
Lead structured onboarding programs to drive time-to-value and long-term success
Run regular business reviews and executive presentations that clearly communicate ROI and roadmap alignment
Didero is building the autonomous supply chain, starting with agentic supplier management, to automate time-intensive workflows with AI agents. They are backed by some of the world’s best venture funds and leading figures across AI, supply chain, and enterprise software.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Define and reinforce outcome-oriented success metrics.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen's mission is to make visual storytelling accessible to all. They aim to build technology that equips more people with the power to reach, captivate, and inspire audiences.
Drive end-to-end implementations of Flow, managing timelines, migrations, and configurations.
Be the customer's go-to person throughout the implementation journey, delivering a white-glove experience.
Spend significant time on-site with customers, providing hands-on training, guidance, and support.
LiveFlow is building the next-generation accounting and finance platform to enable lean finance teams to run massive enterprises. The company has raised over $21M from top-tier investors and is helping thousands of companies streamline their financial workflows.
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.
Respond to customer inquiries via chat, email, and video calls
Lead new customer onboarding and implementation
Build strong, long term relationships with customers
Perfect Venue offers local restaurants an event management tool to help them compete with big chains, with plans to expand into a broader marketplace. The company values building a winning team and is committed to equal employment opportunities.
Manage the onboarding and training of businesses launching on the Dutchie platform.
Strategize with clients to understand how our software can improve their business and workflows.
Communicate with our Cross Functional Teams - Sales, Support, and CSM to properly triage issues.
Dutchie offers a technology platform powering dispensary operations, providing consumers cannabis access. They empower local communities and have over $600M in funding, supporting thousands of dispensaries across the US and Canada.
Conduct structured onboarding programs for new clients using the Apollo platform.
Serve as the primary point of contact for clients during onboarding, primarily in the EMEA region.
Explain Apollo’s capabilities, features, and integration options clearly and effectively.
INSIDEA is a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth.
Lead end-to-end technical onboarding and implementation for new clients.
Partner with clients to understand business needs and develop tailored implementation plans.
Manage implementation project plans, timelines, and cross-functional coordination.
Lumivero develops data-intelligence software that empowers users to answer their most pressing questions. Their tools help academic and corporate professionals create impactful insights from their complex data.
Manage the onboarding process for new clients, setting expectations and tracking progress.
Support client education by integrating learning opportunities.
Monitor client health during onboarding, identifying and addressing potential challenges.
INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software designed exclusively for custom manufacturers. They are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real-world problems.
Own renewals end-to-end for your book of Aplos customers, including planning, outreach, renewal execution, and retention outcomes.
Drive product adoption and value realization by guiding customers through best practices and helping them successfully use Aplos.
Own expansion outcomes within your customer base by identifying opportunities, running discovery and partnering across teams to progress opportunities.
Velora was formed when Aplos, Raisely, and Keela combined to help nonprofit organizations thrive. They offer a suite of tools spanning fundraising, donor management, financial tracking, and communications, aiming to reduce complexity for nonprofits. Velora has merged teams and teams dedicated to specific product.