Collaborate with Project Management and customers to understand business needs, user roles, and workflows.
Propose, tailor, and secure customer buy-in for customized training plans that support deployment and adoption.
Deliver dynamic and engaging virtual training sessions using a variety of instructional methods, including demonstrations, hands-on practice, and scenario-based learning.
Deliver many live and virtual customer training covering CreatorIQ platform fundamentals, features, and best practices across global audiences.
Support webinars, office hours, and recurring enablement programs, adapting content for varying customer roles and experience levels.
Execute training aligned to standardized curriculum and learning paths, ensuring consistent, high-quality delivery at scale.
CreatorIQ is the operating system for creator-led growth trusted by more than 1,300 global brands and agencies. They are on a mission to make businesses more human, and humans more impactful. CreatorIQ has earned the title of best companies to work for in multiple programs, including BuiltIn LA and NY.
Support a large, pooled portfolio of customers and establish healthy usage habits.
Deliver high-impact engagements across onboarding, activation, and value milestones.
Monitor customer health, addressing signals of risk or opportunity.
1Password is building the foundation for a safe, productive digital future. They innovated the enterprise password manager and pioneered Extended Access Management, a new cybersecurity category. At 1Password, they prioritize collaboration, clear and transparent communication, receptiveness to feedback.
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.
Leading and guiding group learning sessions, transferring knowledge and skills to participants
Hosting 1:1 virtual sessions with shops to help them deliver on their success metrics
Becoming a subject matter expert on the product and its functionality
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. They value transparency, integrity, innovation, and a service-first mindset and are building a culture where winning matters.
Help set the strategy for the onboarding and training of the salesforce and customer facing teams that will scale with our business
Create and execute on a powerful training curriculum that ranges from onboarding programs to continuous education and topic-based instruction
Create and maintain the content our GTM teams will use to support the entire life cycle of our customers
EvenUp is dedicated to closing the justice gap using technology and AI, empowering personal injury lawyers and victims. It is a rapidly growing vertical SaaS company backed by top VCs, seeking driven and collaborative individuals to join their team.
Serve as the primary technical advisor for SMB sales opportunities within the Go-to-market team.
Partner with Account Executives to deliver scalable, impactful, technical support throughout the sales cycle.
Recommend and position tailored product solutions that align with SMB customer needs, goals, and common use cases.
1Password is building the foundation for a safe, productive digital future. They have over 180,000 businesses as customers and take a human-centric approach in everything from product strategy to user experience.
Act as the first line of communication for customer inquiries, providing timely, accurate, and friendly support.
Build strong working relationships with educators, administrators, and program leaders.
Conduct routine customer outreach to support adoption, usage, and engagement.
Age of Learning is a leading developer of Pre-K through 5th grade learning resources. They help children build a strong foundation for academic success and a lifelong love of learning and have served over 50 million children worldwide.
Provide day-to-day customer support and case triage.
Muvr is a fast-growing, mission-driven company building products that help customers solve real problems. They move quickly, collaborate across teams, and put customer outcomes at the center of how they build and scale.
Promote and sell KnowBe4’s range of products and services.
Build and maintain pipeline of potential customers by developing and managing relationships with prospects.
Identify key decision makers while developing and qualifying new business opportunities within the targeted markets through cold calling, networking and high-level prospecting.
KnowBe4 is a cybersecurity company that puts security first. Their AI-driven Human Risk Management platform empowers over 70,000 organizations worldwide. They value radical transparency, extreme ownership, and continuous professional development in a welcoming environment.
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 and execute a global training and enablement strategy.
Design and deliver training programs for customer onboarding and retention.
Create and manage training content across multiple formats.
Brightfield helps organizations manage their workforce with its AI-powered platform, TDX (Talent Data Exchange). They are a fully remote team of data-driven innovators, problem solvers, and industry experts who value flexibility, ownership, and continuous learning.
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.
Lead all post-sales activities for Vanta’s upmarket customers through onboarding, implementation, product expertise, renewal and identify upsell opportunities.
Partner with Account Managers to drive renewal and expansion opportunities within your book of business.
Serve as the point of contact for your customers and drive them to specific business outcomes on their timelines.
Vanta helps businesses earn and prove trust by enabling companies to practice better security and prove it with ease. They have a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it.
Develop engaging content (videos, checklists, tutorials) that aligns with our brand and helps customers optimize their use of Handshake via Handshake Academy.
Create content in response to common customer questions, concerns, and objections to provide a self-service learning experience.
Design, develop, and edit videos for customer access and use.
Handshake is building the career network for the AI economy and is backed by the largest and most trusted job network on the internet; Handshake connects 18 million knowledge workers, 1,500 educational institutions, and 1 million employers. Founded in 2014, Handshake has become the most trusted platform for early talent and powers nearly every career center.
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.
Contact potential customers and showcase how Patriot’s software can benefit their business.
Provide personalized customer service via phone, live online chat, or email, guiding new customers through the initial setup process.
Constantly learn and expand on software knowledge, including new features, and accounting and payroll skills to help solve customer problems.
Patriot Software is a remote-first, product-led tech company committed to making accounting and payroll fast, simple, and affordable for millions of American businesses. With over 175 team members across the U.S. and a collaborative office hub in Canton, Ohio, they foster connection, growth, and high trust.
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.
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.
Execute foundational customer success strategies to ensure customer satisfaction and drive product adoption.
Build and nurture strong customer relationships, providing proactive support.
Drive measurable outcomes such as improved customer health, retention, and satisfaction.
Tenable is an Exposure Management company helping organizations understand and reduce cyber risk. They support 65 percent of the Fortune 500, 45 percent of the Global 2000, and large government agencies with a culture of belonging, respect, and excellence.
Partner with sales and implementation to support onboarding and adoption.
Form deep relationships with customers and serve as a trusted advisor.
Identify upsell opportunities by understanding customer goals.
Verifiable is a credentialing and network monitoring platform that helps healthcare organizations optimize operations with fast verifications and stay compliant. They are a fast-moving, early-stage team of almost 150 employees that values impact, ownership, and follow-through.