Own and lead the onboarding journey for new clients, creating customized plans and guiding them through milestones.
Train and empower clients with best practices to increase adoption and self-sufficiency.
Drive early adoption and time-to-value by using metrics and proactive risk management.
Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. They have a fun, collaborative, and hard-working team with values of stewardship, collaboration, and continuous development.
Manage end-to-end implementation projects, including planning, resource allocation, and risk assessment.
Train customers directly and configure product builds during the implementation phase.
Collaborate with internal teams and clients to ensure successful onboarding and project delivery.
Surgimate is an enterprise SaaS company in digital health, providing tools for surgical scheduling and coordination. The remote-first team is distributed across the US with R&D centers in Israel and India, offering flexible work and opportunities for meetups and volunteering.
Own end-to-end onboarding for Postscript's largest, most complex customers, guiding them through list growth, campaigns, and automations to achieve strong ROI within 60-90 days.
Act as an escalation point and consistently exceed onboarding health targets, contributing to the ongoing iteration of the customer journey.
Develop deep expertise in the product, marketing technology, and cross-channel strategies, while mentoring team members and collaborating with sales and product to create a seamless onboarding experience.
Postscript is an AI messaging platform trusted by 20,000+ Shopify brands, offering SMS marketing and revenue-driving AI features. The company is fully remote since 2018, backed by Greylock and Y Combinator, and values a fun, passionate, and high-growth startup culture.
Lead, coach, and develop a team of onboarding professionals to ensure timely and successful client implementation.
Oversee team performance, capacity, and workload, driving key onboarding metrics and identifying risks.
Partner with cross-functional teams to improve processes and deliver a connected customer experience.
Bloomerang is a donor management and fundraising platform for nonprofits, helping them raise more, recruit more, and retain more. They have tens of thousands of customers and foster a mission-driven culture based on core values of Simplify, Care, and Act.
Manage the full onboarding lifecycle from kickoff to go-live, driving client transitions and risk management.
Implement standard Salesforce and Mogli configurations, troubleshoot technical issues, and escalate as needed.
Provide customized training sessions and educate clients on industry regulations to promote product adoption.
Mogli Technologies delivers a Salesforce application for SMS and WhatsApp communications and implementation services to global organizations. We are a small, high-trust team with a focus on accelerating client success, with team members who have won loyalty around the world.
Build and maintain trusted relationships with senior client stakeholders.
Identify and pursue account-growth opportunities, including SOWs and renewals.
Monitor account-level financial performance and lead governance meetings.
The partner company is a technology consulting firm specializing in Cloud, DevOps, AI, and custom software. They operate in a remote-first environment and focus on strategic client engagements.
Lead a high-performing onboarding team, setting clear expectations and coaching for consistent results.
Own the end-to-end onboarding experience, driving software adoption and payments utilization.
Design and optimize onboarding playbooks, enablement programs, and operational workflows.
Our partner is a fast-growing vertical SaaS company that provides software solutions for customer onboarding and payments. They operate as a remote-first organization with a focus on innovation, growth, and team development.
Lead enterprise client onboarding and technical integration for WhatsApp Business API.
Manage cross-functional coordination with Product, Engineering, and Sales teams.
Drive project timelines, KPIs, and process improvements to ensure successful customer launches.
The hiring company is a fast-growing global business messaging provider. They foster a dynamic, remote-friendly culture with opportunities for professional growth and independent thinking.
Own customer onboarding and implementation for the Network Inventory SaaS product.
Lead biweekly customer calls, manage communications, and oversee an offshore team.
Design scalable workflows and collaborate with Sales, Operations, Engineering, and Product.
Lightyear builds software that revolutionizes telecom management for hundreds of enterprises, automating procurement, inventory, and bill payment. Backed by nearly $65M from top investors, they serve clients like Honeywell and Palo Alto Networks, fostering a culture of innovation.
Lead seamless implementations and coordinate cross-functional go-lives.
Drive high-impact onboarding through launch strategies and engagement campaigns.
Own ongoing employer relationships as the strategic account owner.
We are building the leading virtual care clinic for women navigating perimenopause, menopause, and other midlife health challenges. We onboard 1,000 new patients daily, conduct 30,000 virtual visits per week, and are backed by top-tier investors including Google Ventures, Semper Virens, and Emerson Collective.
Guide new clients through the onboarding process and communicate required next steps.
Collect, review, and maintain accurate client and account information.
Establish and update client records within company systems and respond professionally to questions.
Total Fire Protection is a full service fire and life safety provider serving commercial and industrial customers. Since 1991, our team has delivered fire protection solutions including sprinkler systems, fire alarms, inspections, testing, maintenance, special hazard systems, and related services.
Own customer implementations from kickoff to successful launch.
Learn each customer's business and configure Distill around their goals.
Guide customers through onboarding, training, and adoption to drive value.
Distill provides an AI-powered platform that sends personalized outreach on behalf of founders and executives, turning cold emails into conversations. Backed by top-tier VCs, the remote-first team is small but growing, with a culture of autonomy and trust.
Own key client relationships and lead end-to-end project execution across creative services.
Manage and develop account teams through coaching, delegation, and performance accountability.
Drive proposals, pricing, and commercial decisions while coordinating talent and ensuring delivery quality.
A creative services company partnering with leading brands to deliver design, video, and content projects. It offers a high-trust, remote-first environment with a collaborative team focused on quality and execution.
Manage project scope, schedules, budgets, issues, and risks for SaaS implementations.
Collaborate with cross-functional teams and customers to define project requirements.
Track project KPIs and report on portfolio performance, ensuring successful delivery.
Simpplr is an AI-powered intranet platform that unifies the digital workplace, bringing people, knowledge, and apps together. Trusted by over 1,000 organizations, it offers a supportive, growth-oriented culture with a flexible work model.
Serve as the primary customer contact for products and services throughout onboarding, project delivery, and ongoing support.
Manage an assigned book of business through regular checkpoints, resolving issues and escalating complex matters as needed.
Coordinate onboarding projects, train customers on platform workflows, and gather feedback to inform internal teams.
This partner company specializes in managed services and technology solutions for Capital Markets clients. The work environment is fast-paced and collaborative, with a focus on customer success and cross-functional teamwork.
Manage multiple customer onboarding and implementation projects from post-sale to go-live.
Lead kickoff meetings, training sessions, and status calls covering SoD rule configuration and access risk analysis.
Partner cross-functionally with Sales, Support, and Engineering to ensure smooth delivery and customer adoption.
Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization. The company has a global team and is backed by TPG, valuing diversity, innovation, and a culture of respect and fairness.
Lead multiple customer implementation projects of varying complexity from kickoff to successful production launch.
Manage scope, schedule, milestones, customer expectations, and risks throughout the implementation lifecycle.
Serve as the primary customer contact, translating business objectives into scalable platform configurations and best practices.
Amwell provides a technology-enabled care platform for digital health services, transforming healthcare through innovation and clinical excellence. With nearly two decades of service to major healthcare organizations, the company fosters a collaborative, customer-focused culture that values teamwork and continuous improvement.
Manage client relationships and act as a sponsor for multiple projects concurrently.
Monitor project scope, cost, and deliverables to ensure alignment with contractual obligations.
Resolve client escalations and manage program-wide issues to keep projects on schedule.
Quantum Work Advisory, a subsidiary of Allegis Group, specializes in workforce technology and workforce transformation advisory services. Supported by Allegis Group's 40-year legacy and $15 billion in revenues, we are committed to transforming workforce strategies and enhancing organizational performance.
Managing a portfolio of foundational clients, building strong relationships and driving patient and client impact.
Coordinating implementation projects and owning the process for new client launches.
Delivering reporting, leading renewals, and resolving client issues as they arise.
CancerNavigator is a healthcare startup that provides white-glove, end-to-end cancer support services for patients and their families. The company serves approximately 1 million covered lives across 65 clients and values putting patients first, respect for responsibility, and kindness.