Lead the onboarding of new clients, ensuring a smooth transition onto our platform and solutions.
Serve as the primary point of contact, coordinating with cross-functional teams and establishing strong client rapport.
Continuously improve the onboarding process to enhance the overall client journey.
Cisive provides technology-first background screening and continuous monitoring solutions to help organizations hire with confidence. As a global leader with offices worldwide, the company values integrity, innovation, and teamwork.
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.
Act as a trusted advisor and primary contact for assigned client relationships, driving adoption and value realization.
Own the client lifecycle from onboarding to renewal, collaborating cross-functionally to ensure satisfaction and growth.
Monitor client health, identify risks, and coordinate resources to mitigate issues and foster long-term success.
Origami Risk delivers single-platform SaaS solutions that help organizations navigate risk, insurance, compliance, and safety management. Founded by industry veterans, the company is an equal opportunity employer focused on client success and inclusivity.
Serve as a primary point of contact for clients, ensuring a positive experience through phone, email, and other channels.
Coordinate new client onboarding activities and support account management, including maintaining accurate databases and assisting with billing reconciliation.
Manage multiple priorities across clients, vendors, and internal teams while maintaining strong communication and problem-solving skills.
Savvital provides offshore staffing solutions and high-performing Virtual Professionals (VPs) to help modern businesses scale efficiently. They are a growing company focused on building capacity and eliminating operational bottlenecks, with a fast-paced, entrepreneurial culture.
Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform.
Collaborate with CSMs and Sales to understand customer goals and design onboarding plans tailored to their needs.
Act as the primary point of contact for customers during onboarding, addressing inquiries and resolving issues promptly.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security.
Provide excellent client/advisor experience during the implementation phase of retirement plans
Act as a liaison between clients, advisors, and platform providers to manage plan timelines
Audit plan data, review adoption agreements, and configure internal software for accurate record keeping
Nova 401(k) Associates is a national third-party administration firm specializing in 401(k) plan services for clients and advisors. They have a nationally recognized sales team and a collaborative culture that offers growth opportunities for professionals.
Guide customers through the onboarding process and ensure smooth transitions between teams.
Collaborate with Customer Success, Sales, Operations, and Support to refine workflows.
Maintain key success metrics and drive automations for efficient onboarding.
Docker provides developer tools and services for building, sharing, and running applications, trusted by over 20 million monthly users. It is a globally distributed, remote-first company focused on innovation and developer experience.
Serve as the primary financial contact for caregivers during onboarding, explaining insurance benefits and estimated costs.
Collaborate with care coordination and clinical teams to ensure a seamless onboarding experience.
Maintain accurate documentation of all caregiver interactions while upholding HIPAA and privacy standards.
Lyra Health is a leading provider of evidence-based mental health care, serving over 20 million people globally. The company has a collaborative culture focused on delivering transformative care through technology.
Manage all aspects of client personal insurance needs, from information gathering to policy administration.
Explain coverages, suggest enhancements, and resolve customer inquiries.
Maintain client relationships, handle account records, and process renewals and endorsements.
Hilb Group is a Top 25 middle-market independent insurance broker offering property & casualty, employee benefits, HR consulting, and retirement services. The company provides the resources of a big broker with personal service, and values trust, passion, integrity, and growth.
Coordinate end-to-end onboarding for field service technicians across the US, ensuring they are operational from day one.
Manage logistics, equipment, system access, and training coordination for new hires.
Serve as central point of contact between field teams, leadership, IT, and external partners.
The partner company coordinates field service onboarding and operations for technicians across the United States. It operates remotely with a focus on efficiency and cross-functional collaboration.
Conduct property inspections to identify potential damage covered by insurance.
Review and interpret insurance policies to help homeowners understand their coverage.
Provide top-quality service and communication to clients throughout the claims process.
Metro Public Adjustment is a public adjusting firm that helps policyholders maximize their insurance claim settlements. The company has been operating for over 30 years and is currently expanding its team, offering a flexible and supportive culture.
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.
Provide administrative and client support for assigned accounts and client service teams.
Communicate with clients via email, video, and phone to address inquiries and coordinate projects.
Maintain accurate account records, prepare materials, and track follow-up items to ensure timely completion.
Disruptive Advertising helps businesses improve marketing performance through data-driven digital advertising and strategy. The team values collaboration, accountability, continuous improvement, and thoughtful communication.
Serve as primary point of contact for new clients, providing a welcoming onboarding experience.
Respond to client questions via email, phone, and text with empathy and professionalism.
Support retention initiatives and identify opportunities for continued engagement.
This role is listed on behalf of a partner company that manages a fitness and wellness platform. The environment is high-energy and fully remote, with a focus on client success.
Guide engaged users through the insurance purchasing process with no cold-calling.
Simplify the process by comparing 55+ insurance companies to find the best fit.
Close deals by helping customers finalize their new policy.
Jerry is the #1 rated app for car owners, helping over 5 million people save money on insurance, repairs, and loans. Since 2019, they have become one of the fastest-growing tech companies in the U.S., with a profitable, fully remote team of over 5 million customers.
Provide customer service and consultative support to clients remotely via Zoom and phone.
Identify client needs, explain insurance options, and guide them through enrollment.
Participate in training, coaching, and leadership development activities to advance your career.
The company provides customer success and insurance benefits solutions to clients. It operates remotely with a performance-driven culture focused on leadership development and team growth.
Manage customer onboarding and support to ensure success with our software.
Respond to support tickets, resolve ambiguities, and deliver optimal solutions.
Identify opportunities for additional modules and inform customers of new features.
EHS Insight provides environmental, health, and safety software used in over 120 countries. We are a fast-growing, engineering-led company with a remote-first culture, trusted by hundreds of thousands of employees.
Build relationships with key Sales and Marketing stakeholders to understand priorities and develop gifting strategies that drive client goals.
Consistently meet or exceed quarterly spending and usage targets across a portfolio of new clients.
Learn the Reachdesk platform, support onboarding, and quickly progress into a Client Success Manager role based on performance.
Reachdesk is a global SaaS gifting and swag platform that helps B2B companies build meaningful connections with prospects, customers, and employees while driving measurable ROI. They are a growing, world-class team with offices in New York, London, and Lisbon, trusted by many leading technology and SaaS brands.
Provide timely, professional assistance to clients and maintain accurate records of interactions.
Coordinate follow-up activities and resolve service requests efficiently across internal teams.
Manage multiple priorities in a remote environment while ensuring a positive customer experience.
Envisio is a strategy and performance management software company that helps public sector organizations turn strategic plans into measurable results. They support a distributed team with remote work opportunities across Canada and foster a collaborative and supportive work environment.
Develop and maintain relationships with prospective and existing clients to identify insurance needs.
Educate clients on insurance products, coverage options, and benefits through virtual consultations.
Generate business through networking, referrals, and outreach while maintaining compliance with regulations.
ASSIST Business Solutions turns challenges into structured, actionable systems that drive growth, clarify vision, and create purposeful pathways. They seek talented go-getters committed to excellence and uncompromising quality, serving organizations across diverse sectors.