Partner with Customer Success leadership to define enablement priorities aligned to retention, adoption, and expansion goals
Design and deliver role-based onboarding for Customer Success roles, reducing time-to-productivity
Build, maintain, and operationalize Customer Success playbooks across the full customer lifecycle
Solink provides businesses with tools to know sooner and act faster by transforming video security into real-time operational insights. Trusted by over 30,000 locations across 32+ countries, they're growing rapidly and have been recognized by Deloitte’s Fast 50™ and Fast 500™.
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.
Define and drive the vision for Vanta’s upmarket onboarding experience.
Prioritize scalable solutions that deliver clarity and confidence throughout onboarding.
Integrate AI into the core onboarding experience, making it proactive, intelligent, and scalable.
Vanta helps businesses earn and prove trust by empowering companies to practice better security. It is a kind and talented team, and while some have prior security experience, many have been successful without it. Vanta was inspired by a vision to restore trust in internet businesses and enable companies to improve and prove their security.
Analyse conversation data to identify improvement areas
Implement optimizations to enhance bot performance and user experience
Conduct A/B testing and monitor AI health metrics
Eltropy enables financial institutions to digitally engage in a secure and compliant way. They are disrupting the way people access financial services, helping community financial institutions improve operations, engagement, and productivity through their digital communications platform.
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.
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.
Onboard new clients to the Puzzle Financial platform.
Provide training and support to new users.
Help clients understand and utilize the platform's features.
Puzzle Financial's platform helps startups and accounting firms build better businesses by modernizing accounting for the digital age. They are a remote-first company.
Respond to customer, partner, and internal sales team requests related to training services.
Develop and improve processes for the smooth implementation of training programmes.
Solve logistical and training class delivery issues with minimum impact to participants.
ServiceNow began in San Diego, California, in 2004 and has become a global market leader. They bring innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®, connecting people, systems, and processes to empower organizations.
Facilitate client onboarding, training, and ongoing support via video, phone, and email.
Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
Partner with Sales to define success, demonstrate ROI, and drive retention.
Cloudbeds is transforming hospitality with an intelligently designed platform that powers properties across 150 countries. They are a fully remote team of 650+ employees across 40+ countries, bringing together engineers, designers, and hospitality veterans.
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.
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.
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.
Master the Whippy platform, including AI agents, automations, integrations, and analytics.
Act as the primary point of contact and trusted advisor for your accounts.
Translate business requirements into scalable system and workflow designs.
Whippy is leading the way in AI powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. They work closely with enterprise staffing and workforce organizations, embedding AI agents and automation directly into their ATS and CRM systems.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Define and reinforce outcome-oriented success metrics.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen's mission is to make visual storytelling accessible to all. They aim to build technology that equips more people with the power to reach, captivate, and inspire audiences.
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.
Clearly communicate Level AI’s infrastructure and technology to prospects, customers, and internal teams, tailoring the level of detail to the audience’s technical expertise.
Spearhead technical discussions with customers in partnership with the delivery team, supporting both pre- and post-sales activities.
Develop tactical solutions for strategic customers to optimize their setup and workflows within Level AI.
Level AI, founded in 2019, is a Series C startup headquartered in Mountain View, California, that transforms contact centers into strategic assets with its AI-native platform, leveraging advanced technologies such as Large Language Models. Level AI is consistently updated with the latest AI innovations to enhance customer experience and drive growth.
Oversee a portfolio of customers to help them achieve business outcomes and foster greater adoption and usage of the ServiceNow products.
Bring ServiceNow's best practices, innovations, and capabilities to help customers achieve their goals.
ServiceNow is a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
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.
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.
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.