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
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
Manage the onboarding and training of businesses launching on the Dutchie platform.
Strategize with clients to understand how our software can improve their business and workflows.
Communicate with our Cross Functional Teams - Sales, Support, and CSM to properly triage issues.
Dutchie offers a technology platform powering dispensary operations, providing consumers cannabis access. They empower local communities and have over $600M in funding, supporting thousands of dispensaries across the US and Canada.
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.
Serve as the main point of contact during a customer’s implementation process
Deliver top tier customer service and support across all product areas
Assist in training customers to ensure the successful beginning of a new customer journey
Shopmonkey is the leading auto-repair shop software company; it is a cloud-based solution that helps auto-repair shops consolidate tools, save time, and streamline their entire operation onto a simple, easy-to-use platform. Headquartered in Silicon Valley and trusted by more than 3,500+ auto shops across the U.S. and Canada, Shopmonkey aims to change the status quo of the car repair market.
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.
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.
Manage end-to-end onboarding for newly acquired clients.
Use internal tools to design client’ websites.
Conduct live training sessions to help clients become familiar with the platform.
Machinio operates Machinio.com and Machinio System, transforming a traditional $400 billion industry through technology. They have growing teams across North America, Europe, and Asia and offer a casual, collaborative, fast-paced work environment and a fun team.
Partner with customers to ensure effective onboarding and set strategies.
Train clients on maximizing the product suite and collaborate with support teams.
Identify upsell opportunities and ensure value is understood at an executive level.
Immersive Labs is the leader in people-centric cyber resilience. Their cyber resilience SaaS platform is an agile, hands-on solution that helps teams continuously assess, build, and prove cyber capabilities through real-life simulations. Founded in 2017, Immersive Labs has secured over $180 million of funding.
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
Promote client success by implementing a dynamic onboarding program and training curriculum.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.
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.