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.
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.
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.
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.
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 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.
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.
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.
Drive merchant onboarding & implementation with clear communication.
Deliver strong presentations and handle merchant frustrations.
Train merchants on DoorDash’s Online Ordering product.
DoorDash's mission is to empower local economies. They are a technology and logistics company that aims to be the go-to for all goods, growing rapidly and changing constantly to allow team members to share perspectives and solve challenges.
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 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.
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.
Independently deliver live customer training sessions, webinars, and onboarding workshops.
Create, update, and maintain enablement content such as training decks, guides, videos, and self-service documentation.
Execute standardized onboarding programs for new customers, ensuring training milestones are completed on time.
SewerAI is transforming underground infrastructure management through AI-powered inspection and risk analysis. They are entering an exciting phase of accelerated growth after doubling their customer base over the past year; SewerAI is an Equal Opportunity Employer committed to providing a workplace free from discrimination.
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 the onboarding process for new clients, setting expectations and tracking progress.
Support client education by integrating learning opportunities.
Monitor client health during onboarding, identifying and addressing potential challenges.
INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software designed exclusively for custom manufacturers. They are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real-world problems.
Serve as the primary post-sale partner, building trusted, strategic relationships.
Lead onboarding and training, monitor account health, and deliver regular business reviews.
Identify process improvements, strengthen internal workflows, and influence customer success strategy.
Mural Health's mission is to make clinical trials easier for participants and caregivers by eliminating barriers to participation. They are proud to provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
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.
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.
Successfully lead customer project teams through a multi-phase implementation project plan
Use effective training techniques and methodology to communicate complex ideas to drive product adoption
Maintain an expert level understanding of the GoodTime Hire product and recruiting industry
GoodTime is the leader in complex interview scheduling automation for enterprise talent teams. Our platform handles the complexity others can’t — automating every type of interview, from multi-day panels across time zones to high-volume hiring events, with unmatched speed and precision. Our Culture of Entrepreneurship is built on three pillars; autonomy, accountability, and collaboration.