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.
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.
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.
Onboard high-value programs: You’ll provide onboarding sessions, manage timelines, remove blockers, and follow up with customers to ensure our new sales wins come to fruition.
Account management: You'll manage a portfolio of key customers to ensure they are successful. You'll hold recurring meetings, handle client requests, and monitor account health.
Expansion: You’ll strategically expand relationships with our existing customers. This consists of retaining spend, signing long-term agreements, and uncovering new programs.
Tremendous is a fast, free, flexible way to send bulk payouts to people in over 230 countries and regions. The company has 20,000+ companies as customers ranging from mom-and-pops to Google, MIT, and United Way and is fully remote.
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.
Serve as the primary point of contact for SMB customers, developing strong relationships and becoming a trusted advisor
Guide new SMB customers through onboarding, ensuring they are set up for success and realize value as quickly as possible
Drive product adoption and utilization by understanding customer goals, sharing best practices, and aligning product capabilities with business objectives
Teramind is the leading platform for user behavior analytics, serving multiple use cases from insider risk mitigation to business process optimization. Trusted by Fortune 500 companies and businesses of all sizes across industries, Teramind platform helps organizations protect sensitive data, maximize workforce performance, and create safer, more efficient digital workplaces.
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.
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.
Develop and execute tailored onboarding plans to ensure customer success and long-term adoption.
Serve as a trusted advisor, helping customers improve operational efficiency and demonstrating clear ROI.
Drive customer retention, expansions, and net revenue growth through proactive engagement.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They use AI tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Leading the implementation process for Kojo’s customers quickly and with a high degree of responsiveness and service.
Effectively supporting ~20 concurrent implementation projects, ensuring all new Kojo customers receive a personalized and hands-on experience.
Conducting meetings and consultations with stakeholders to identify project requirements and define scope, deliverables, and timelines.
Kojo is transforming the way commercial construction companies buy their materials, making buildings cheaper and easier to build. Founded in 2018, Kojo is now one of the fastest-growing construction technology companies in the world, valuing diverse perspectives and committed to building an inclusive workplace.
Manage the onboarding process for mid-market customers.
Develop and manage customized rollout plans.
Build strong relationships with key stakeholders.
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. From running a shop, to securing payments to engaging customers, our platform simplifies operations so shop owners can focus on what really matters. The company was officially founded in Houston in 2017, and it has grown from a single shop’s vision to the industry’s leading solution.
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.
Serve as the operational point of contact for partner accounts.
Partner cross-functionally with coaching operations, product/engineering, sales, and leadership teams.
Build and maintain partner-facing documentation and internal operations manuals.
Mento is a human and AI coaching company with the mission to help people perform their best at work. They’re empowering employees at the fastest-growing companies and are backed by leading VCs including Slow Ventures, M13, and Twelve Below. They foster a workplace built around trust, respect, collaboration, and having fun.
Drive Ontic Platform adoption, focusing on helping your clients achieve their business objectives.
Own client communication to ensure a streamlined client experience.
Identify growth potential for clients as it relates to additional Ontic Platform functionality or Service opportunities.
Ontic provides software that helps corporate and government security teams identify threats, assess risk, and respond faster to keep people and organizations safe. Fortune 500 companies and federal agencies rely on Ontic to support security programs such as executive protection, threat intelligence, and corporate investigations.
Manage a portfolio of customers, ensuring they achieve value.
Drive adoption, customer satisfaction, and retention through engagement.
Partner with internal teams to support onboarding and day-to-day success.
CrashPlan provides cyber-ready data resilience and governance in a single platform for organizations whose ideas power their revenue. Their solutions are trusted by entrepreneurs, professionals, and businesses of all sizes worldwide.
Manage a portfolio of small to mid-sized accounts to ensure successful adoption, engagement, and renewal.
Monitor customer health metrics to identify renewal risks early and take corrective action.
Identify and qualify potential expansion opportunities within assigned accounts.
Cordance accelerates the growth of vertically focused B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators and subject-matter experts with a passion for software and building businesses.
Lead the onboarding process and design journeys that create fast, repeatable wins
Monitor customer health scores and proactively address churn risks
Create and maintain help docs, templates, and internal resources that scale customer education
Revio is a high-growth, AI-powered sales CRM that turns social followers into paying customers. Its platform combines an AI copilot, AI sales coaching, and a secure CRM for DMs, processing over 300,000 messages monthly and expanding to new platforms.
Use discovery questions and active listening to convey how brightwheel can deliver value
Actively manage your pipeline and collaborate with your manager to improve your sales process
Brightwheel's vision is high-quality early education for every child. They support teachers, engage parents, and enable small businesses in the early education industry and are trusted by tens of thousands of providers and millions of educators and families. Brightwheel's team is passionate, talented, and customer-focused.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.