Own a portfolio of roughly 20 concurrent implementations for Kojo's largest customers, scoping requirements and timelines with stakeholders.
Sequence product training by persona and travel in person across North America when needed.
Use AI-assisted analysis to catch customer signals and emerging themes before they become risks.
Kojo is a construction technology company making buildings cheaper and easier to build by transforming how commercial construction companies buy materials. Founded in 2018, we are one of the fastest-growing construction tech companies with 600+ contractors purchasing over $5B in materials annually on our platform.
Manage a portfolio of onboarding projects, ensuring timely delivery and quality.
Partner with customers to understand business requirements and design solutions.
Educate customers on Qualio products and best practices, coordinating with internal teams.
Qualio is a unified quality and compliance management platform for regulated organizations. The team is all-remote, distributed across North America, Europe, and Australia, with a focus on security and quality.
Independently own end-to-end onboarding for largest strategic customers, transforming investment data for the platform.
Review, analyze, and interpret complex financial datasets for import into Juniper Square.
Build scalable AI workflows and mentor junior team members to drive process innovation.
Juniper Square provides a unified platform for private markets operations, serving over 2,300 GPs with technology, data, and fund administration services. With 1,000+ employees and $350M+ in funding, the company fosters a culture of transparency, collaboration, and high standards.
Lead and develop a high-performing onboarding operations team through coaching, performance management, and structured feedback.
Make sound, timely decisions on complex onboarding scenarios and maintain department SLAs.
Partner cross-functionally with internal teams to improve workflows, tooling, and onboarding effectiveness.
Twilio is a communications platform that delivers innovative solutions to hundreds of thousands of businesses and empowers millions of developers worldwide. They are a remote-first company with a strong culture of connection and global inclusion.
Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.
Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution.
Act as the primary point of contact for onboarding, ensuring compliant and seamless global onboarding for enterprise clients.
Manage onboarding processes, handle escalations, and collaborate with cross-functional teams to deliver exceptional client outcomes.
Drive process improvements and leverage automation to scale onboarding operations and enhance service quality.
Remote helps businesses of all sizes recruit, pay, and manage international teams compliantly. With a fully remote and async culture, Remoters work from six continents and embrace innovation, automation, and AI.
Own the global onboarding strategy, playbook, and quality standards.
Lead and develop onboarding teams across multiple regions.
Drive key metrics like go-live speed and capacity, and serve as escalation point.
Sport Alliance builds technology for fitness and wellness businesses worldwide, including management platforms, payment solutions, and member apps. They are a global company with teams across Australia, USA, Germany, and Poland, and they value ownership and expertise.
Partner with sales teams to ensure successful customer setups and address potential pain points proactively.
Manage multiple client onboarding projects simultaneously, taking full ownership of each project.
Conduct training sessions and migrate client data to ensure smooth transitions to the WeTravel platform.
WeTravel is a travel technology company that provides a one-stop platform for multi-day trip organizers to manage reservations, payments, and more. The company is scaling its services and values a collaborative, cross-functional culture with a focus on customer success.
Own post-go-live success for a portfolio of enterprise and midmarket Omni partners, driving partner health and GBV growth from first booking through sustained performance.
Coordinate onboarding and activation, defining milestones and building multi-threaded relationships across partner teams from contract signature to go-live.
Manage a tiered portfolio to identify expansion opportunities, surface pipeline for upsell, and feed partner insights back into product and engineering.
Engine transforms business travel into a personalized, rewarding, and simple experience through a platform combining corporate travel, a charge card, and spend management. Over 30,000 companies use Engine, supporting 1 million travelers, and it is recognized as one of the fastest-growing travel and fintech platforms in North America with a culture that values inclusion and innovation.
Guide customers through the adoption of Mangomint by managing their onboarding journey, providing product training, and configuring accounts.
Leverage beauty/wellness industry knowledge to build credibility and connect features to customer pain points.
Collaborate with cross-functional teams to improve the onboarding experience and address customer feedback.
Mangomint is a fast-growing SaaS company on a mission to make every salon and spa more profitable. They are a primarily remote, ambitious, and collaborative team with thousands of customers, seeking to become the #1 market leader.
Own the full onboarding experience for migrating studios, from kickoff to go-live.
Train studio owners and staff on Arketa to ensure they are confident using the platform.
Coordinate data migrations and manage partner relationships throughout the process.
Arketa builds the operating system for modern fitness and wellness, empowering studios to manage and scale hybrid businesses. They have raised $15M in Series A funding and are growing quickly with a collaborative, feedback-driven culture.
Own the business relationship with strategic customers, driving growth, renewals, and executive relationships.
Identify expansion opportunities and collaborate with cross-functional teams to maximize customer value.
Build and lead the Business Account Management organization, establishing processes and mentoring a team.
SoundStack is an audio-as-a-service (AaaS) company providing tools for podcasters, digital broadcasters, and advertisers. They are a growing company focused on making audio creation, delivery, monetization, and analysis simple and effective for everyone.
Independently manage 5-6 Shopify brands doing over $5M/year, including the most complex accounts.
Own the retention roadmap across your portfolio, including calendars, timing, and revenue targets.
Mentor junior retention managers to improve client-facing skills and strategic thinking.
We're one of the fastest-growing Shopify Retention Agencies in the space. Our team is small, sharp, and obsessed with turning one-time buyers into loyal customers.
Manage a team of up to 5 CSMs while carrying your own portfolio of complex, high-value accounts.
Serve as a mentor and escalation resource, providing coaching on account strategy, renewals, and customer conversations.
Partner with the VP to develop playbooks, improve processes, and ensure team-wide consistency in customer success practices.
Parachute Health is the leading digital ordering platform for medical equipment and supplies, connecting major health systems and suppliers to help patients get life-saving products at home. The company has connected 300,000+ clinicians and 3,000+ supplier locations across all 50 states, helping 15M+ patients, and operates as a remote-first organization.
Support onboarding for new partners, ensuring smooth implementation and adoption.
Manage a portfolio of small-to-mid-sized accounts and respond to partner inquiries.
Monitor account health metrics and collaborate with product and engineering teams.
The company is a growing SaaS organization focused on client onboarding and account management. It values customer-centricity, collaboration, and a fast-paced, growth-oriented culture.
Define and launch a unified merchant experience platform, owning vision and architecture.
Cut merchant onboarding effort by shifting high-touch work into self-service experiences.
Ship AI-powered agents and workflows that measurably improve merchant productivity.
Narvar simplifies the post-purchase experience for consumers, working with retailers like GameStop, Sonos, and Nike. With hubs in San Francisco, London, and Bangalore, they serve over 125 million consumers globally.
Own a portfolio of complex, high-value accounts and act as the central point of accountability for escalations.
Manage post-sales onboarding projects from kickoff through go-live with hands-on configuration.
Conduct regular cadence calls, maintain account health, and support strategic accounts through QBRs.
Infiterra enables IT distributors, Managed Service Providers (MSPs), and telcos to succeed in the subscription economy by automating subscription workflows. Recognized as a global leader, Infiterra combines innovation and expertise to help partners transform and grow.
Drive end-to-end implementation projects for credit union onboarding, owning project plans, risk mitigation, and stakeholder communication.
Operate with a consultative approach, diagnosing customer needs and prescribing solutions beyond standard playbooks.
Build structure and process from scratch, holding cross-functional teams accountable to milestones and quality standards.
Clutch is a vertical SaaS company backed by Andreessen Horowitz, focused on helping credit unions provide affordable lending solutions through innovative software. The company fosters a builder's culture with high autonomy, a small to mid-sized team, and a mission to revolutionize credit union member engagement.
Build strong relationships with customers and drive product adoption to ensure satisfaction and retention.
Develop mutual value plans and identify expansion opportunities with Account Management partners.
Proactively identify account risks and collaborate with internal teams to optimize implementations.
Highspot is pioneering the category that is fundamentally changing the way companies increase sales productivity. We are committed to building breakthrough software with a spark of magic, and we have put intentional focus on creating equitable workspaces for each of our employees.
Own the end-to-end product lifecycle for merchant and partner onboarding, defining vision and roadmap.
Collaborate with cross-functional teams to deliver scalable, customer-centric solutions.
Monitor product performance with KPIs and drive continuous improvement.
The company is a fast-growing payments ecosystem focused on optimizing the onboarding journey for merchants and partners. It offers a remote-first work environment with a collaborative culture and Employee Belonging Groups.