Facilitate client onboarding, training, and ongoing support via video, phone, and email.
Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
Empower clients to become self-sufficient during onboarding and beyond.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.
Lead HubSpot portal setup, customization, and data migration for new clients.
Streamline sales and marketing workflows using HubSpot’s CRM and automation tools.
Create and manage landing pages, forms, email campaigns, and effective calls-to-action.
INSIDEA is a fully remote organization that hires top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. They provide a holistic approach to transform your digital experience and maximize performance.
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.
Manage the onboarding process for mid-market customers.
Develop and manage customized rollout plans.
Build strong relationships with key stakeholders.
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. From running a shop, to securing payments to engaging customers, our platform simplifies operations so shop owners can focus on what really matters. The company was officially founded in Houston in 2017, and it has grown from a single shop’s vision to the industry’s leading solution.
Lead the onboarding process and design journeys that create fast, repeatable wins
Monitor customer health scores and proactively address churn risks
Create and maintain help docs, templates, and internal resources that scale customer education
Revio is a high-growth, AI-powered sales CRM that turns social followers into paying customers. Its platform combines an AI copilot, AI sales coaching, and a secure CRM for DMs, processing over 300,000 messages monthly and expanding to new platforms.
Lead churches through onboarding and early adoption of Tithe.ly.
Host webinars, conduct 1:1 video calls, and support customers via email and chat.
Empower churches to fully adopt the platform, driving meaningful outcomes and building strong relationships.
Tithely is a fully remote tech company that puts the Church first, serving over 50,000 churches around the world. They deliver world-class, cost-effective technology tools to make the business of the church just a bit easier.
Own the operational rhythm of customer success and design systems to move accounts toward positive health indicators.
Design and execute partner implementation and member onboarding at scale using HubSpot, Zapier, and Slack.
Continuously optimize processes, identify bottlenecks, and run experiments to improve speed, accuracy, and scalability across CX operations.
Mento is a human and AI coaching company with the mission to help people perform their best at work. They are empowering employees at fast-growing companies and have experienced 5x user growth and 3x revenue growth in the past year.
Serve as the primary point of contact for strategic customers, partnering closely to help them launch, grow, and scale successful communities.
Guide customers through onboarding and rollout, ensuring strong product adoption across both web and mobile.
Proactively help customers unlock ongoing value from Circle over time, shaping how Customer Success at Circle scales in the years ahead.
Circle is building the world’s leading all-in-one platform for online communities. They are a fully remote company of around 200 team members from 30+ countries around the world and seek exceptional individuals to create a meaningful impact.
Manage end-to-end onboarding for newly acquired clients.
Use internal tools to design client’ websites.
Conduct live training sessions to help clients become familiar with the platform.
Machinio operates Machinio.com and Machinio System, transforming a traditional $400 billion industry through technology. They have growing teams across North America, Europe, and Asia and offer a casual, collaborative, fast-paced work environment and a fun team.
Leading the implementation process for Kojo’s customers quickly and with a high degree of responsiveness and service.
Effectively supporting ~20 concurrent implementation projects, ensuring all new Kojo customers receive a personalized and hands-on experience.
Conducting meetings and consultations with stakeholders to identify project requirements and define scope, deliverables, and timelines.
Kojo is transforming the way commercial construction companies buy their materials, making buildings cheaper and easier to build. Founded in 2018, Kojo is now one of the fastest-growing construction technology companies in the world, valuing diverse perspectives and committed to building an inclusive workplace.
Drive measurable success for clients through the delivery of tailored solutions and support.
Traackr is a global SaaS technology company providing a data-driven influencer marketing platform that marketers use to optimize investments, streamline campaigns, and scale programs. They are a remote-first company with a team of kind, driven, and respectful humans from around the world that operate on a culture of mutual respect.
Act as the first line of communication for customer inquiries, providing timely, accurate, and friendly support.
Build strong working relationships with educators, administrators, and program leaders.
Conduct routine customer outreach to support adoption, usage, and engagement.
Age of Learning is a leading developer of Pre-K through 5th grade learning resources. They help children build a strong foundation for academic success and a lifelong love of learning and have served over 50 million children worldwide.
Execute end-to-end onboarding for new clients and properties.
Perform detailed, manual implementation work, including data setup.
Work within Asana to manage tasks, workflows, and deadlines.
OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.
Own the customer onboarding journey, ensuring clear success criteria, timelines, and risk mitigation checkpoints.
Drive adoption and operationalization by orchestrating integrations, delivering enablement sessions, and accelerating time-to-first-value.
Lead customer programs strategically, including adoption cadences, executive reporting, risk registers, and milestone-based planning.
Apiiro is a fast-growing startup at the forefront of application security. Their cutting-edge platform is designed to help development teams build secure software quickly, enabling them to move faster while managing risks.
Lead new Partners through the end-to-end onboarding process.
Coach Partners in configuring and customizing the product to meet their specific needs.
Provide initial technical guidance and troubleshooting to Partners.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Lead all post-sales activities for Vanta’s upmarket customers through onboarding, implementation, product expertise, renewal and identify upsell opportunities.
Partner with Account Managers to drive renewal and expansion opportunities within your book of business.
Serve as the point of contact for your customers and drive them to specific business outcomes on their timelines.
Vanta helps businesses earn and prove trust by enabling companies to practice better security and prove it with ease. They have a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it.
Manage day-to-day client success KPIs within assigned client base.
Participate in client onboarding, portal training, and general education.
Monitor performance metrics, identify trends, and provide actionable insights.
Jobgether helps candidates get their applications reviewed quickly, objectively, and fairly against the role's core requirements using an AI-powered matching process. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company, where the final decision and next steps (interviews, assessments) are managed by their internal team.
Managing inbound leads and qualifying prospects for fit and readiness
Leveraging exceptional prospecting skills to build pipeline
Guiding prospects through our sales cycle while documenting all customer interactions in HubSpot
Prelude helps businesses verify users with less friction, higher security, and better economics, turning authentication from a cost center into a growth lever. Founded in 2022 and backed by leading venture capital firms, Prelude has quickly reached strong product market fit and serves fast growing companies across Europe and expanding into the US market.
Lead end-to-end HubSpot projects, including onboarding, migrations, integrations, and custom implementations.
Configure and optimize HubSpot Marketing, Sales, and Service Hubs; build automations, workflows, lifecycle stages, lead scoring, and reporting dashboards.
Guide clients through strategic planning, technical solutioning, and RevOps best practices; manage client relationships and project timelines.
Process Pro Consulting is a one-stop shop for HubSpot ops, partnering closely with B2B clients to drive meaningful change. They help businesses run smarter by building customized HubSpot solutions that enable revenue teams to maximize the platform’s full potential.
Own and optimize HubSpot Marketing & RevOps infrastructure.
Design, manage, and continuously improve digital execution.
Build and maintain core funnel and BDR reporting.
Compliancy Group helps healthcare organizations simplify compliance through intuitive software and expert guidance. Their platform enables covered entities and business associates to manage HIPAA, OSHA, and other compliance obligations in one place, helping them protect patients, avoid fines, and build trust.