Lead the full implementation lifecycle for new customers.
Coordinate cross-functionally with Sales, Product, Support, and Customer Success teams.
Build strong customer relationships through active listening, clear communication, and proactive problem-solving.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage end-to-end implementation projects, maintaining project plans and ensuring deliverables are completed on time.
Partner with firm administrators to align priorities, clarify responsibilities, and maintain momentum.
Guide customers on Karbon best practices for workflow setup, helping firms establish efficient processes.
Karbon is the global leader in AI-powered practice management software for accounting firms. They provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day and have a people-first culture.
Manage and execute implementation projects, ensuring milestones are met.
Develop project plans, aligning with internal and external stakeholders.
Guide customers through onboarding, providing hands-on support.
Jobgether is a platform that uses AI to match candidates with jobs. The AI-powered matching process ensures your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Manage CRM and ERP software implementation projects for clients with 5-500 users.
Participate in functional and technical working groups and progress meetings.
Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process.
Momentus provides industry-leading event and venue management software to customers in over 50 countries around the world, serving thousands of customers that power millions of events. Our comprehensive platform offers event professionals leading-edge SaaS technology that provides a 360 view of their business, allowing them to cut costs, save time, and increase revenue.
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.
Own 15+ concurrent implementation engagements, primarily for growth and commercial customers.
Deliver programmatic, playbook-driven onboarding using established Common Room frameworks, templates, and workflows.
Lead customer milestones like kickoff calls, configuration sessions, and training with clarity and confidence.
Common Room is an AI GTM Platform that empowers teams with AI agents built on buyer intelligence. They unify every signal across the full buyer journey into one view, helping teams target the right individuals with the appropriate message and timing. They are backed by top-tier investors and operators and have raised over $50 million.
Drive end-to-end implementations of Flow, managing timelines, migrations, and configurations.
Be the customer's go-to person throughout the implementation journey, delivering a white-glove experience.
Spend significant time on-site with customers, providing hands-on training, guidance, and support.
LiveFlow is building the next-generation accounting and finance platform to enable lean finance teams to run massive enterprises. The company has raised over $21M from top-tier investors and is helping thousands of companies streamline their financial workflows.
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.
Lead end-to-end technical onboarding and implementation for new clients.
Partner with clients to understand business needs and develop tailored implementation plans.
Manage implementation project plans, timelines, and cross-functional coordination.
Lumivero develops data-intelligence software that empowers users to answer their most pressing questions. Their tools help academic and corporate professionals create impactful insights from their complex data.
Lead client projects to implement or enhance Employer Services solutions.
Manage and maintain project plans, documentation and milestones.
Prepare, coach, and guide clients for successful program rollouts.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.
Lead the end-to-end implementation for new customers, acting as the primary technical guide.
Configure product settings, permissions, and workflows, ensuring smooth transitions.
Train customers on product functionality and best practices to achieve desired outcomes.
Northbeam is building a marketing intelligence platform, providing eCommerce brands a unified view of their business data. They are experiencing rapid growth with a team of driven, collaborative, and talented individuals who value personal growth and excellence.
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.
Develop scalable processes to improve client implementation efficiency.
Act as central program manager for the Implementation team.
Own, develop, and maintain project management tooling and process documentation.
SmarterDx helps integrate clients into applications. They are a private company that values high-speed adaptation and collaboration between departments.
Drive and coordinate implementation process improvements across the Services organization.
Work across Lumin departments and partners to identify systemic issues.
Maintain and evolve standard implementation artifacts.
Lumin Digital is a trailblazer in digital banking solutions, driven by a unique approach to technology, service, and people. They empower credit unions and banks by creating cutting-edge digital experiences that continuously serve, engage, and grow their membership base.
Drive life sciences, customers, in the rapid configuration and implementation of Vault Safety.
Act as project manager and/or solution architect in global or complex implementations across all the different phases.
Deliver subject matter expertise on implementation methodology and best practices.
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. They are one of the fastest-growing SaaS companies and made history in 2021 by becoming a public benefit corporation (PBC).
Lead end-to-end implementations for global insurance carriers.
Act as the primary project manager and day-to-day client contact.
Use a consultative approach to identify customer pain points and goals.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. Their system identifies top-fitting candidates for roles and shares this shortlist with hiring companies; final decisions are managed by these internal teams.
Support large, complex customer implementations through the end-to-end implementation process.
Assist with the delivery of the solution, ensuring that each project is executed seamlessly within the scope, timelines, and contractual requirements.
Serve as an additional point of contact for customers and internal stakeholders, managing communications, addressing challenges, and ensuring that milestones are met successfully.
Turquoise Health is making healthcare pricing simpler, more transparent, and lower cost for everyone. They are a Series B startup backed by top VCs a16z, Box Group, Bessemer Venture Partners, Tiger Global, Adams Street, and Yosemite, with an accomplished group of folks with a passion for improving healthcare.
Own the most complex, highest-impact enterprise implementations.
Command executive rooms with confidence and credibility.
Improve delivery systems, not just individual projects.
Common Room is the AI GTM Platform that empowers your teams with AI agents built on complete buyer intelligence. They unify every signal across the full buyer journey into one continuously-updated, person-level view. They've raised over $50 million from top-tier investors and we're backed by 25+ operators from companies like Figma, Stripe, Airtable, Slack, Notion, Loom, and more.
Lead the implementation lifecycle of ShipHero’s warehouse management solution.
Partner with clients to understand their business requirements and challenges.
Deliver engaging training sessions to empower end users.
ShipHero's warehouse management software (WMS) allows customers to run an efficient warehouse and fulfill customer orders quickly and accurately. Their fulfillment division operates their own warehouses providing fulfillment services for brands across the US and Canada. They value diversity and inclusion.
Conduct client training in preparation for Go-Live events, following Nextech’s standard implementation methodology.
Investigate and resolve client issues during implementation and go-live.
Partner with internal teams to ensure successful implementation and alignment with client needs.
Nextech is a leader in specialty healthcare technology solutions. They are committed to hiring and retaining talent, which is why they invest in their employees.