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.
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.
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.
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.
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.
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.
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.
Be the project manager for program launch tasks and manage multifaceted programs with device partners, clients and internal teams.
Prepare recurring client reports, analyze and present key results, facilitate meetings, and deliver nuanced technical and data driven messages to clients.
Foster a deep understanding of the product, service offerings and functionality to effectively communicate capabilities to clients and contribute to shaping program design.
EnergyHub empowers utilities and their customers to create a clean, distributed energy future. They have a casual environment, the flexibility to set your own schedule, and offer opportunity for growth and development within the role.
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.
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.
Design and implement a comprehensive onboarding program that can scale from 200 to 7,500 users in 90 days while maintaining 80%+ activation rates.
Develop training materials, job aids, video tutorials, and support documentation that meet Section 508 accessibility compliance standards
Partner with VA leadership, ILEAD (Institute for Learning, Education and Development), and VA Training Management System (TMS) teams to integrate Knowtex training into VA's ecosystem
Knowtex is building the future of voice AI operating systems for clinicians, transforming how healthcare documentation happens at the point of care. Founded by Stanford AI scientists with deep clinical experience, we're experiencing explosive growth across both commercial health systems and federal healthcare, with our ambient documentation platform scaling rapidly to thousands of clinicians across hundreds of specialties.
Develop a strong understanding of the company’s software to educate clients and provide best practice recommendations.
Partner with clients to develop and implement initiatives that support their goals and objectives.
Collect business requirements and implement changes within the company’s Consumer, Opening, and Portal systems.
They deliver implementation and ongoing managed services, training, and other professional offerings to new and existing customers. They configure products on behalf of clients, advise on best practices, and build strong business relationships.
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.
Onboard new clients to the Puzzle Financial platform.
Provide training and support to new users.
Help clients understand and utilize the platform's features.
Puzzle Financial's platform helps startups and accounting firms build better businesses by modernizing accounting for the digital age. They are a remote-first company.
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.
Own onboarding for new customers (non-technical), in close partnership with Solutions
Lead success planning per account, aligned to customer goals and use cases
Serve as the primary conduit for customer feedback into Product
GGWP builds AI-powered systems that help games and online communities stay safe, healthy, and scalable. Our platform supports real-time moderation, sentiment and behavior analysis, and operational tooling used by leading studios and platforms worldwide.
Own end-to-end onboarding and rollout experience for customers and their crews.
Support seafarers through mobile app setup, wallet activation, and KYC.
Document and standardize onboarding processes as the platform and customer base grow.
Kadmos is on a mission to revolutionize salary payments to migrant workers by bringing fintech, low margins, and transparent FX to industries. Founded in 2021 and backed by renowned VCs Addition and Atlantic Labs, Kadmos has raised more than $39 million since 2021.
Own day-to-day client relationships, serving as the primary point of contact.
Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.