Manage CRM and ERP software implementation projects for clients with 5-500 users.
Participate in functional and technical working groups and progress meetings.
Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process.
Momentus provides industry-leading event and venue management software to customers in over 50 countries around the world, serving thousands of customers that power millions of events. Our comprehensive platform offers event professionals leading-edge SaaS technology that provides a 360 view of their business, allowing them to cut costs, save time, and increase revenue.
You’ll own end-to-end ERP implementations and long-term customer relationships
You’ll deliver best-in-class onboarding, go-live execution, and ongoing CX excellence
You’ll challenge the status quo of what world-class ERP customer success looks like
DualEntry, founded in 2024, is a fast-growing AI startup that is building the future of finance. They have raised $100,000,000+ from world-class investors and are building a team from leading tech and accounting companies.
Manage end-to-end implementation projects, maintaining project plans and ensuring deliverables are completed on time.
Partner with firm administrators to align priorities, clarify responsibilities, and maintain momentum.
Guide customers on Karbon best practices for workflow setup, helping firms establish efficient processes.
Karbon is the global leader in AI-powered practice management software for accounting firms. They provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day and have a people-first culture.
Lead the full implementation lifecycle for new customers.
Coordinate cross-functionally with Sales, Product, Support, and Customer Success teams.
Build strong customer relationships through active listening, clear communication, and proactive problem-solving.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
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.
Manage complex solution implementation projects from planning through execution.
Build strong relationships with clients and communicate effectively.
Assist clients with product-related configuration decisions and troubleshoot technical issues.
Applied Systems is transforming the insurance industry with innovative software and services. They have 40+ years of experience and foster a culture built on strong values, making them indispensable to both customers and employees.
Manage and execute implementation projects, ensuring milestones are met.
Develop project plans, aligning with internal and external stakeholders.
Guide customers through onboarding, providing hands-on support.
Jobgether is a platform that uses AI to match candidates with jobs. The AI-powered matching process ensures your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Lead client projects to implement or enhance Employer Services solutions.
Manage and maintain project plans, documentation and milestones.
Prepare, coach, and guide clients for successful program rollouts.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.
Lead end-to-end technical onboarding and implementation for new clients.
Partner with clients to understand business needs and develop tailored implementation plans.
Manage implementation project plans, timelines, and cross-functional coordination.
Lumivero develops data-intelligence software that empowers users to answer their most pressing questions. Their tools help academic and corporate professionals create impactful insights from their complex data.
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.
Manage CRM and ERP software implementation projects for clients with 5-500 users.
Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks.
Design and deliver key stakeholder training on system configuration as well as end user training.
Momentus provides event and venue management software to customers in over 50 countries, serving thousands of customers that power millions of events. They offer a comprehensive platform with leading-edge SaaS technology, providing a 360 view of the business to cut costs, save time, and increase revenue.
Serve as the main point of contact during a customer’s implementation process
Deliver top tier customer service and support across all product areas
Assist in training customers to ensure the successful beginning of a new customer journey
Shopmonkey is the leading auto-repair shop software company; it is a cloud-based solution that helps auto-repair shops consolidate tools, save time, and streamline their entire operation onto a simple, easy-to-use platform. Headquartered in Silicon Valley and trusted by more than 3,500+ auto shops across the U.S. and Canada, Shopmonkey aims to change the status quo of the car repair market.
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.
Proactively guide customers through their Buildout onboarding process, from project kick-off to successful graduation, ensuring a smooth transition between steps
Define project scope, goals and deliverables to ensure alignment with your customer and manage an efficient and timely setup
Establish ongoing communication with customers during their onboarding to train them how to utilize the product, and have technical discussions on how we can implement their business workflows or data into Buildout
Buildout is the AI deal engine for CRE brokerages, automating every step from first contact to commission. They are trusted by over 50,000 brokers and powers more profitable deals from lead to close, establishing their customer-centric brand as the go-to for commercial real estate brokers.
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.
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.
Support large, complex customer implementations through the end-to-end implementation process.
Assist with the delivery of the solution, ensuring that each project is executed seamlessly within the scope, timelines, and contractual requirements.
Serve as an additional point of contact for customers and internal stakeholders, managing communications, addressing challenges, and ensuring that milestones are met successfully.
Turquoise Health is making healthcare pricing simpler, more transparent, and lower cost for everyone. They are a Series B startup backed by top VCs a16z, Box Group, Bessemer Venture Partners, Tiger Global, Adams Street, and Yosemite, with an accomplished group of folks with a passion for improving healthcare.
Work closely with clients and project managers on project discovery, implementation, change management, and overall knowledge transfer.
Ensure the best possible customer experience for clients by providing product best practices, system training, and business process expertise.
Conduct remote and in-person training sessions for client super users and adopters of our enterprise software suite of products.
Flywire is a global payments enablement and software company that aims to deliver complex payments. They have over 1,200 global FlyMates, representing more than 40 nationalities, and are in 12 offices worldwide.
Provide implementation services related to the installation, configuration, testing, training and support of our ERP software.
Meet with new and existing clients to analyze their business processes and consult on optimization of our software and their business needs.
Become an expert of our ERP software and contribute to knowledge base updates and methodology improvements.
Datacor is the leading provider of software solutions, including ERP, CRM, Asset Tracking, Simulation and Formulation, to the process manufacturing space. They are on a mission to better equip the industry with software solutions and move it forward by building thoughtful, intuitive products that solve our customers’ most difficult problems.
Develop scalable processes to improve client implementation efficiency.
Act as central program manager for the Implementation team.
Own, develop, and maintain project management tooling and process documentation.
SmarterDx helps integrate clients into applications. They are a private company that values high-speed adaptation and collaboration between departments.