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 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.
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.
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.
Being curious about customers’ unique space scheduling scenarios
Collecting and reporting feedback to assist with product development decisions
Collaborating with the broader team on support strategy, product strategy, and customer relationship management
Skedda is a leading global workplace management platform, serving over 7,000 customers including Toyota, Siemens, Mercedes-Benz, MIT, and Harvard University. The company is a key player in shaping the future of the modern workplace experience. Our team has doubled in size in the last year and continues to grow quickly.
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.
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.
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.
Own onboarding outcomes and use data to improve them.
MoeGo is on a mission to transform the future of pet care businesses, from small-business groomers to franchise doggie hotels. The dedicated entrepreneurs behind these businesses keep our beloved pets happy and healthy, and they deserve comprehensive technology solutions that keep their businesses operating smoothly end-to-end.
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.
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.
Facilitate client onboarding, training, and ongoing support via video, phone, and email.
Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
Partner with Sales to define success, demonstrate ROI, and drive retention.
Cloudbeds is transforming hospitality with an intelligently designed platform that powers properties across 150 countries. They are a fully remote team of 650+ employees across 40+ countries, bringing together engineers, designers, and hospitality veterans.
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.
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.
Lead Customer Success Managers and set expectations for account ownership.
Coach CSMs on identifying churn risk and help them improve how they guide customers.
Ensure success plans and documentation are created and maintained while acting as escalation and support on key accounts.
Whippy is leading the way in AI powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI agents and automation directly into their ATS and CRM systems.
Provide professional technical support via WhatsApp, Email, and other channels.
Investigate, reproduce, and resolve product-related issues.
Partner with customers to ensure they successfully onboard and fully utilize new features.
Kegmil is revolutionizing the way mission-critical facilities and assets are repaired and maintained via complex systems of people and processes. They are on a mission to empower millions of deskless field service professionals in Southeast Asia with technology and data to supercharge their operational efficiency and service performance.
Provide exceptional and timely inbound customer support via phone and email
Consult and educate our customers to provide value, resolve their business needs, and retain their business
Become an expert in the Yelp Restaurant SaaS product suite and adapt product recommendations quickly to suit client needs
They connect people with great local businesses, and that starts with people. Yelp Restaurants division is growing, and they value diversity and are an equal opportunity employer.
Design and implement a zero-touch renewal process for the Digital segment.
Shift support-heavy tasks out of manual CSM workflows.
Launch automated adoption sequences that drives a 15% increase in product adoption.
MagicSchool is the premier generative AI platform for teachers. They are just over 2 years old, and more than 7 million teachers from all over the world have joined their platform. We're working towards real social impact, with a unique culture built on relationships, trust, communication, and collaboration with our team.
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.