Drive the successful adoption of multiple use cases across the organization.
Form strategic relationships with key stakeholders to understand customer’s objectives.
Anticipate client risks and strategize ways to help mitigate churn.
Seismic is a company that provides sales enablement solutions. They help businesses improve sales performance and drive revenue growth. The company seems to have a fast-paced, client-focused, and collaborative culture.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Lead new customers from contract signing through their first major win.
Provide subject matter expertise on reporting and form configuration, owning post-launch customer engagement workflows.
Guide customers from platform launch to confident, data-driven decision-making.
Casebook PBC's software empowers community well-being through adaptive, research-based technology for human services. They are dedicated to fostering a multicultural workplace where everyone feels included and valued, with every employee respected and empowered.
Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.
Performs customer facing onboarding activities, including customer discovery, desired outcome creation, and platform training.
Executes against key onboarding KPIs, including key milestone achievement, response time, and customer satisfaction.
Works with customers to understand their needs and goals to provide tailored guidance in adoption of Cision platform.
Cision is the global leader in consumer and media intelligence, engagement, and communication solutions. They equip PR and corporate communications, marketing, and social media professionals with the tools they need to excel. Cision has over 75,000 companies as customers.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team
Developing client relationships - building trust through clear communication and strong financial guidance
Building, refining, and scaling onboarding processes to improve speed, quality, and client experience
Breakwater Accounting & Advisory provides outsourced accounting services to small businesses and nonprofits across the U.S. We are a woman-led company, a four-time Top Workplace (Delaware News Journal), and an Inc. 5000 fastest-growing company.
Lead clients through the entire implementation process.
Ensure a smooth and efficient onboarding experience.
Work closely with clients and internal teams to drive successful outcomes.
Rundoo helps businesses streamline their operations. They are a fast-paced startup focused on building lasting customer relationships and growing quickly.
Conduct a review of the onboarding playbook and implement a streamlined, automated version.
Manage, coach, and upskill a team of Onboarding Specialists.
Partner with Sales and Customer Success to ensure seamless handoffs and long-term health.
Steer provides a suite of software tools for automotive repair shops, combining various tools into one platform. They offer a CRM marketing suite with features like text messaging, email automation, and appointment reminders and have acquired AutoOps for scheduling software.
Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number.
Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies.
Maintain visibility into customer issues and requests in partnership with our Customer Care team, ensuring customers are updated regularly.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.
Be the primary point of contact for our customers, attending to day-to-day and 'big picture' problems and opportunities and helping maximize the customer's ROI in Sardine.
Build a thorough understanding of our product, technology, and strategy and be able to message these succinctly to customers.
Translate complex product and technology problems into simple and actionable solutions. Be able to manage the solution process both internally and externally.
Sardine is a leader in fraud prevention and AML compliance. Their platform uses device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens. They have hubs in the Bay Area, NYC, Austin, Toronto and São Paulo, and maintain a remote-first work culture.
Serve as the primary point of contact for new customers throughout the onboarding phase, building trust and keeping momentum.
Manage the execution of each customer's implementation plan, coordinating activities across internal and external teams.
Proactively flag risks and blockers, and work cross-functionally to resolve them before they impact timelines.
Airship helps the world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They have a no-code, AI-powered platform designed with non-technical, growth-focused teams in mind. Airship has flexible work options and values diversity and inclusion.
Define and own the company-wide customer success strategy and vision.
Partner closely with Product leadership to create a robust feedback loop.
Lead, mentor, and inspire a team of Customer Success leaders.
Xapo Bank aims to provide economic freedom and wealth protection. They are a fully distributed team of over 150 employees working remotely from 30+ countries and are committed to changing the way things are done.
Lead customer onboarding and deployment for smooth implementation experiences.
Partner with cross-functional teams to execute plans and solve customer problems efficiently.
Analyze client financial workflows to translate needs into clear, practical solutions.
Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.
Lead and develop a team of Customer Success Managers.
Ensure customers operationalize NodeZero across their environments and workflows.
Engage directly with executive stakeholders to align on goals and long-term value.
Horizon3.ai is a cybersecurity company that enables organizations to proactively find and fix exploitable attack vectors. They are a fusion of former U.S. Special Operations cyber operators, startup engineers, and formerly frustrated cybersecurity practitioners.
Onboard new customers using different communication channels.
Educate customers about Wisetack's benefits for their business.
Communicate merchant needs and feedback to cross-functional partners.
Wisetack builds consumer lending products for service-based businesses. They are a well-funded startup with a healthy company culture, backed by leading VCs and recognized with multiple awards.
Own the onboarding and early success of each customer.
Launch and monitor ads, website, and funnel performance.
Diagnose issues across the full funnel (ads, traffic, conversion, lead quality, customer behavior).
Wonderly is building the first end-to-end AI business platform for service businesses. With backing from YC and Sam Altman, a $500M+ valuation, and hundreds of thousands of users, they're well positioned to lead and are building for the majority of businesses in the economy.
Manage customer-facing project services and coordinate with internal teams to onboard clients.
Initiate, plan, and design project timelines based on client specifics and resource availability.
Communicate project status and milestones to the client in a consistent and effective manner.
FinQuery delivers accounting automation with a focus on contract-driven accounting. Their AI platform streamlines financial contract management for controllers and finance teams. They serve over 8,500 customers worldwide and have been recognized as one of the fastest-growing companies for five years.
Lead end-to-end implementation projects from kickoff through successful transition to Customer Success.
Build trusted client relationships through clear, proactive communication, and influence key stakeholders to remove roadblocks.
Proactively identify, document, and escalate risks using a structured RAID approach; drive resolution paths.
Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. With a combination of training, software, and tools, they put people and safety first while protecting critical operations.