Act as escalation point for complex Salesforce issues and lead customer onboarding from initial call to go-live.
Develop repeatable onboarding processes, deliver training sessions, and create scalable educational resources.
Analyze usage patterns, mentor team members, and improve support workflows to enhance retention and adoption.
The company is a partner organization that provides customer success and support services, operating fully remotely. It is focused on Salesforce administration and customer onboarding, with a team that values continuous improvement and scalability.
Own and lead the onboarding journey for new clients, creating customized plans and guiding them through milestones.
Train and empower clients with best practices to increase adoption and self-sufficiency.
Drive early adoption and time-to-value by using metrics and proactive risk management.
Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. They have a fun, collaborative, and hard-working team with values of stewardship, collaboration, and continuous development.
Serve as the primary point of contact for new clients during their first 30-90 days, building relationships and guiding them through onboarding.
Conduct virtual one-on-one training sessions to educate clients on using the platform effectively for their business needs.
Identify client needs, track progress, and proactively address roadblocks to ensure long-term success and reduce churn.
Granum is a leading software company serving landscapers and arborists across North America with intuitive, industry-specific solutions. The company fosters a highly collaborative and supportive culture, with recognition as a top workplace for small and medium-sized companies.
Partner with clients to deploy Salesforce solutions by configuring, testing, and supporting go-live activities.
Gather business requirements through discovery sessions and create project documentation and training materials.
Collaborate with internal teams and clients to ensure successful project delivery and post-implementation support.
ListEngage delivers digital transformation through Salesforce solutions, serving over 3,000 customers globally with Summit status. The company has a small team of about 150 Engagers and emphasizes a collaborative culture that values talent and teamwork.
Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
Establish strong relationships with customer stakeholders and manage data migrations.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.
Lead the onboarding of new clients, ensuring a smooth transition onto our platform and solutions.
Serve as the primary point of contact, coordinating with cross-functional teams and establishing strong client rapport.
Continuously improve the onboarding process to enhance the overall client journey.
Cisive provides technology-first background screening and continuous monitoring solutions to help organizations hire with confidence. As a global leader with offices worldwide, the company values integrity, innovation, and teamwork.
Manage a portfolio of mission-driven clients, guiding them from onboarding to long-term success on the UpMetrics platform.
Build genuine relationships with client teams and serve as a trusted advisor on impact measurement and data best practices.
Drive revenue through renewals, expansions, and referrals while leading success planning and quarterly business reviews.
We provide an impact reporting platform combined with expert services to help mission-driven organizations collect, analyze, and learn from their data. We are a remote-first team with a culture of collaboration, integrity, and continuous improvement.
Lead a high-performing onboarding team, setting clear expectations and coaching for consistent results.
Own the end-to-end onboarding experience, driving software adoption and payments utilization.
Design and optimize onboarding playbooks, enablement programs, and operational workflows.
Our partner is a fast-growing vertical SaaS company that provides software solutions for customer onboarding and payments. They operate as a remote-first organization with a focus on innovation, growth, and team development.
Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform.
Collaborate with CSMs and Sales to understand customer goals and design onboarding plans tailored to their needs.
Act as the primary point of contact for customers during onboarding, addressing inquiries and resolving issues promptly.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security.
Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
Evolve customer onboarding strategy and communicate product changes to stakeholders.
ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.
Lead the customer implementation process from contract signature through full adoption and handoff to Customer Success.
Manage 30–40 concurrent implementation projects, each involving multiple stakeholders and varying timelines.
Conduct live training sessions, working sessions, and executive-level updates via video conference.
12twenty is a leading talent acquisition platform connecting employers with elite early career professionals from top institutions. The company is fast-growing and fosters a collaborative, customer-first culture.
Provide concierge-level technical and client support across Mercer Advisors' technology ecosystem.
Manage support requests through ticketing systems, configure user access, and resolve system issues.
Collaborate with product, engineering, and operations teams to enhance systems and document processes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 42,800 families across the U.S., with a culture that values flexibility, diversity, and exceptional talent.
Act as a trusted advisor and primary contact for assigned client relationships, driving adoption and value realization.
Own the client lifecycle from onboarding to renewal, collaborating cross-functionally to ensure satisfaction and growth.
Monitor client health, identify risks, and coordinate resources to mitigate issues and foster long-term success.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is an equal opportunity employer focused on client success and inclusivity.
Guide customers through the onboarding process and ensure smooth transitions between teams.
Collaborate with Customer Success, Sales, Operations, and Support to refine workflows.
Maintain key success metrics and drive automations for efficient onboarding.
Docker provides developer tools and services for building, sharing, and running applications, trusted by over 20 million monthly users. It is a globally distributed, remote-first company focused on innovation and developer experience.
Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.
Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.
Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion.
Conduct regular meetings with key stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect platform capabilities to customer outcomes.
Own GRR and NRR outcomes, proactively identify risk signals, and develop upsell and cross-sell opportunities.
Cleo provides an integration platform that helps businesses optimize supply chain and logistics processes. With over 4,000 clients and a 99% retention rate, the company fosters a culture of support and life-work balance.
Guide new customers through their initial journey, delivering personalized and customer-centric solutions while maintaining efficient and scalable processes.
Own day-to-day onboarding and provisioning activities, ensuring rapid execution and minimal friction.
Develop and improve workflows, automation, tools, and operational strategies to make customer onboarding more efficient and scalable.
This company provides a leading SaaS and container technology platform for customer onboarding. They operate as a remote-first organization with offices in Seattle and Paris, with a globally distributed team focused on customer success.
Own the full customer lifecycle for SME clients, including onboarding, engagement, expansion, and renewal.
Build rapport with decision-makers and drive adoption of best practices to maximize member utilization.
Present data-driven business reviews to senior HR executives and collaborate cross-functionally to enhance the patient experience.
Spring Health is a global mental health company providing an AI-native platform for personalized care across coaching, therapy, and medication management. Reaching over 170 million people, it leverages technology to expand access and quality of mental healthcare.
Sell Dun & Bradstreet's products and services to new and existing clients in the insurance vertical.
Manage renewals, win-backs, cross-sells, and up-sells to maintain and grow revenue.
Build strong client relationships and serve as a trusted advisor on D&B solutions.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. They have a diverse, global team that values creativity, collaboration, and bold ideas.
Serve as a trusted advisor to key accounts and support new client onboarding.
Generate accurate quotes, oversee contract negotiations, and coordinate delivery schedules.
Collaborate cross-functionally to ensure on-time order delivery and escalate risks as needed.
Myriad360 is a technology solutions provider that challenges employees to achieve great things. They are consistently recognized as a best place to work, with an inclusive culture and engaged leadership.