Manage a structured onboarding process and own the initial experience for new customers, serving as their primary point of contact.
Set clear expectations, define success plans, and manage multiple, concurrent implementation projects to ensure they are completed on-time and align with customer goals.
Become a deep expert in the Barti platform, guiding customers through technical setup, system configuration, and data migration.
Barti is a venture-backed startup building groundbreaking software to transform the eye care industry. They aim to craft exceptional user experiences so eye care providers can focus more on patient care and less on administrative tasks.
Lead new customers from contract signing through their first major win.
Provide subject matter expertise on reporting and form configuration, owning post-launch customer engagement workflows.
Guide customers from platform launch to confident, data-driven decision-making.
Casebook PBC's software empowers community well-being through adaptive, research-based technology for human services. They are dedicated to fostering a multicultural workplace where everyone feels included and valued, with every employee respected and empowered.
Lead customers through onboarding, implementation, and go-live phases.
Conduct configuration workshops to understand customer workflows and business needs.
Translate operational requirements into scalable and stable system configurations.
Sport Alliance helps fitness and wellness businesses scale through digital solutions. They are a market-leading company in a dynamic, fast-growing industry with an international team and a diverse and inclusive environment.
Onboard new customers using different communication channels.
Educate customers about Wisetack's benefits for their business.
Communicate merchant needs and feedback to cross-functional partners.
Wisetack builds consumer lending products for service-based businesses. They are a well-funded startup with a healthy company culture, backed by leading VCs and recognized with multiple awards.
Lead clients through the entire implementation process.
Ensure a smooth and efficient onboarding experience.
Work closely with clients and internal teams to drive successful outcomes.
Rundoo helps businesses streamline their operations. They are a fast-paced startup focused on building lasting customer relationships and growing quickly.
Introduce newcomers to our platform and help them set it up for optimum performance.
Take care of our most valuable assets, our customers by assisting them in solving both simple and complex issues.
Help clients within our applications to navigate their way to success as quickly as possible by training them and their teams.
Datasite facilitates economic value creation for companies across the globe, offering data rooms and AI deal sourcing. It is comprised of tech pioneers like Datasite, Blueflame AI, Grata, and Sherpany, defining the future for business growth.
Serve as the primary point of contact for new customers throughout the onboarding phase, building trust and keeping momentum.
Manage the execution of each customer's implementation plan, coordinating activities across internal and external teams.
Proactively flag risks and blockers, and work cross-functionally to resolve them before they impact timelines.
Airship helps the world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They have a no-code, AI-powered platform designed with non-technical, growth-focused teams in mind. Airship has flexible work options and values diversity and inclusion.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Lead end-to-end implementation projects from kickoff through successful transition to Customer Success.
Build trusted client relationships through clear, proactive communication, and influence key stakeholders to remove roadblocks.
Proactively identify, document, and escalate risks using a structured RAID approach; drive resolution paths.
Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. With a combination of training, software, and tools, they put people and safety first while protecting critical operations.
Conduct a review of the onboarding playbook and implement a streamlined, automated version.
Manage, coach, and upskill a team of Onboarding Specialists.
Partner with Sales and Customer Success to ensure seamless handoffs and long-term health.
Steer provides a suite of software tools for automotive repair shops, combining various tools into one platform. They offer a CRM marketing suite with features like text messaging, email automation, and appointment reminders and have acquired AutoOps for scheduling software.
Lead and manage the end-to-end implementation of mid-market to enterprise sized clients.
Create and maintain project plans, ensuring all tasks are completed within the defined timelines.
Cultivate and maintain strong relationships with key client stakeholders, acting as their primary contact throughout the implementation process.
Garner transforms the healthcare economy by delivering affordable, high-quality care. They partner with employers to redesign healthcare benefits using clear incentives and data-driven insights, and are one of the fastest-growing healthcare technology companies in the country.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Lead End-to-End Implementations, drive customer adoption & change management.
Build the implementation function, collaborate cross-functionally with Product, Engineering, and Customer Success.
Ensure successful customer launches and translate customer needs into actionable internal requests.
Multitude Insights builds modern tools for public safety agencies. They are backed by top-tier investors and expanding nationwide, with customers from Boston to Seattle to Orange County.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Anchor customer conversations around business impact, including cost structure reduction and scalable output.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen aims to democratize visual storytelling through accessible technology. They're building technology to empower individuals to connect with and inspire audiences by making video content creation scalable and cost-effective.
Act as an advocate for our customers to help them achieve business outcomes.
Foster greater adoption and usage of ServiceNow products through prescriptive guidance.
Bring ServiceNow's best practices, innovations, and capabilities to help customers achieve their goals.
ServiceNow is an AI control tower for business reinvention. Our AI platform brings together AI, data, and workflow, helping 85% of the Fortune 500 work smarter and faster. We're building an AI-native culture where technology and talent are unstoppable together.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
Conduct client training in preparation for Go-Live events, following Nextech’s standard implementation methodology.
Investigate and resolve client issues during implementation and go-live.
Partner with internal teams to ensure successful implementation and alignment with client needs.
Nextech is a leader in specialty healthcare technology solutions. They are committed to hiring and retaining talent, which is why they invest in their employees through competitive pay, a generous bonus structure, great healthcare, and a comprehensive wellness program.
Maintain and update Health Scorecards to support executive engagement.
Coordinate and document internal discussions related to executive sponsor programs and account strategy.
Assist in preparation for Executive Business Reviews (EBRs) including planning and materials preparation.
Rimini Street is a global provider of enterprise software support, managed services, and Agentic AI ERP solutions. They serve Fortune Global 100, Fortune 500, midmarket, public sector and government organizations and are committed to innovation and client success.
Manage customer-facing project services and coordinate with internal teams to onboard clients.
Initiate, plan, and design project timelines based on client specifics and resource availability.
Communicate project status and milestones to the client in a consistent and effective manner.
FinQuery delivers accounting automation with a focus on contract-driven accounting. Their AI platform streamlines financial contract management for controllers and finance teams. They serve over 8,500 customers worldwide and have been recognized as one of the fastest-growing companies for five years.
Architect and drive Change Management Strategy for complex enterprise implementations.
Serve as the trusted advisor to C-level and senior leadership.
Lead the entire implementation lifecycle from discovery and design to rollout.
Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system. Gong has more than 5,000 companies around the world and is built on ambitious goals, and passionate people.