Facilitate the onboarding process for new clinics, ensuring a seamless experience with clear instructions.
Capture customer feedback to improve the onboarding process and overall experience.
Collaborate cross-functionally with internal teams, escalating issues, and updating customer education materials.
Strive Pharmacy offers personalized medicine through compounding, helping patients achieve better results. They focus on providing a better experience for each customer and clinic, aiming to disrupt healthcare positively by prioritizing personalized care and accessibility.
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.
Take ownership of a book of customers, being the main point of contact and hopping on customer calls per SLAs.
Take ownership of medium and large projects that are core to the team’s operations.
Build in-app onboarding experiences, create webinar series, and build retention best practices.
Ashby offers a highly differentiated product, making it easier to sell. They aim to offer deep expertise whenever interacting with prospects and customers and strongly believe small teams with talented people and the right work environment deliver much better performance than large headcounts.
Support the development, organization, and improvement of digital apps, customer-facing technology, platforms and tools used across the business.
Assist in gathering requirements, defining project tasks, and maintaining project timelines under guidance from senior team members.
Drive the development and implementation of innovative digital solutions that enhance client engagements and optimize app solutions
WSH is the parent company for leading brands operating in the catering and hospitality sectors. They operate in diverse sectors, including public spaces, workspaces, and education, with a central support office providing various services to the group companies, each retaining its own personality across catering and hospitality markets.
Own and manage multiple concurrent customer onboardings ensuring they understand how to use Roofr effectively.
Deliver high-quality customer interactions that drive product adoption and confidence across Roofr’s platform.
Contribute to the design and continuous improvement of a scalable onboarding journey that supports growth.
Roofr is obsessed with its customers and constantly gathers feedback to shape and launch the products they need. They've grown from sales tools to a CRM that connects multiple solutions into a powerful platform and have an amazing culture, strong financials and best-in-class company metrics.
Own and enforce structured onboarding, documentation quality and success planning standards.
Review calls, provide feedback, and hold CSMs accountable to preparation.
Personally manage a small portfolio of high impact accounts.
Whippy is leading the way in AI-powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. As Whippy adoption grows, the quality of onboarding, workflow design, and long-term account ownership directly impacts retention and expansion.
Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors, they’re one of the fastest-growing scale-up SaaS companies in the world building category-defining technology with world-class people, processes, and products.
Act as a trusted advisor to DataGrail customers, empowering them to maximize the value of their platform through expert guidance and proactive support.
Ensure successful product adoption, drive continuous engagement, and advocate for customer needs to inform product development.
Own the End-to-End Customer Journey – From initial onboarding through ongoing success, ensure a seamless customer experience that delivers long-term value.
DataGrail is the Privacy Control Center modern brands rely on to build customer trust and outsmart business risk. Backed by 2,000+ pre-built integrations, DataGrail automates privacy workflows and supports compliance with regulations like GDPR and CPRA.
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.
Support Implementation and Onboarding team members in EMEA by providing coaching and guidance to achieve individual and team goals.
Drive overall strategy and execution for the function in EMEA which includes teams like Technical Account Management, Project Management, Customer Training, and Solutions Architecture.
Build and lead teams, including coaching, performance development, and feedback in a post-sale implementation and onboarding environment.
1Password is building the foundation for a safe, productive digital future by innovating the market-leading enterprise password manager and pioneering Extended Access Management. They have surpassed $400M in ARR and have over 180,000 businesses trusting their products.
Project manage commercial services and implementation.
Lead activities supporting development and launch of solutions applications and platforms.
Provide consulting and technical expertise to structure an effective implementation.
BLEND360 is a forward-thinking Data, Digital Marketing, & AI Solutions Company, dedicated to fueling remarkable outcomes for Fortune 500 clients. They are at the crossroads of cutting-edge analytics, data proficiency, technology, and digital marketing excellence.
Lead clients through the entire implementation process.
Ensure a smooth and efficient onboarding experience.
Collaborate with sales and client success teams for efficient client handoff.
Rundoo helps clients from initial sign-up to steady-state and fully transitioned to general support. It is a fast-paced startup where employees thrive and grow with the company.
Build trust with customers and maintain regular engagement.
Guide growth by creating plans and tracking progress.
Be the link between the customer and Fieldguide’s cross-functional teams.
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners. They are based in San Francisco, CA, but built as a remote-first company and backed by top investors.
Establish tailored onboarding and training plans for new enterprise clients in APAC to ensure they learn, adopt, and are successful at the onset with the Traackr product.
Determine critical measures for success for clients’ influencer programs to ensure there are quantitative and qualitative ways to measure progress.
Monitor and address adoption and usage for clients in APAC region.
Traackr is a global SaaS technology company providing a data-driven influencer marketing platform that marketers use to optimize investments, streamline campaigns, and scale programs. They are a remote-first company with offices in San Francisco, New York, Boston, Paris, and London and operate on a culture of mutual respect.
Own the day-to-day success of assigned clients, focusing on adoption, account health, and retention at scale.
Serve as a trusted partner by sharing relevant best practices and resources to customers.
Develop and maintain a detailed understanding of client use cases and document findings to support continuity and scale.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Be a Procurify product expert and the main point of contact for onboarding clients.
Build strong client relationships and project manage the implementation process.
Understand client business requirements and support technical configuration and workflows.
Procurify is an AI-enhanced procurement and AP automation platform for the mid-market, making it easy for organizations to take control of spend and save money. As a remote-first company, they are trusted by hundreds of companies around the world.
Own the end-to-end clinician onboarding experience, driving >90% clinician satisfaction and >70% activation within 14 days of onboarding
Facilitate high-quality group and individual onboarding sessions that help clinicians feel immediately confident and ready to use Ambience independently
Partner closely with Clinical Success Managers and enterprise leads to align onboarding approaches with real-world clinical workflows and health system-specific needs
Ambience Healthcare is building an AI intelligence platform that aims to restore humanity to healthcare and drive meaningful ROI for health systems. They are backed by Oak HC/FT, Andreessen Horowitz (a16z), OpenAI Startup Fund, and Kleiner Perkins and were selected as a LinkedIn Top Startup in 2024 and 2025.
Address client inquiries and proactively follow up with unresponsive clients.
Oversee client form intake, log data in Salesforce, and track client readiness.
Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.
Xplor provides cloud-based technology solutions for small and medium-sized businesses, enabling them to manage operations and growth. They aim to help business owners focus on their passion by providing tools like Xplor Pay for secure and fast payments. Their team is unified by a purpose of helping people succeed.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.