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.
Conduct structured onboarding programs for new clients using the Apollo platform.
Serve as the primary point of contact for clients during onboarding, primarily in the EMEA region.
Explain Apollo’s capabilities, features, and integration options clearly and effectively.
INSIDEA is a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth.
Utilize Salesforce to track and adjust project schedules.
Coordinate internal and external meetings and assign resources needed to achieve project goals.
Proactively manage changes to scope, cost, and schedule of project work.
A-LIGN is a leading provider of cybersecurity compliance programs. They combine experienced auditors and audit management technology and are a top issuer of SOC 2 and HITRUST.
Serve as the project or program point of contact and strategic advisor for key client relationships.
Own the success of engagements by aligning client goals with solution delivery outcomes.
Drive long-term client value and satisfaction across Salesforce initiatives.
Orion Global Solutions is a Salesforce Summit Partner that brings innovation, speed, and genuine collaboration to every client interaction. They foster an environment where curiosity is encouraged, growth is inevitable, and every voice is heard.
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.
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.
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.
Monitor and manage project financials, scope, and schedule.
Drive implementations of high-quality AI and digital service solutions.
Act as primary point of contact for the client.
NeuraFlash, Part of Accenture, redefines business through AI and technologies like Agentforce. They craft intelligent solutions, integrating Salesforce Einstein, Service Cloud Voice, Amazon Connect, and Agentforce, and are Salesforce’s #1 partner for Agentforce.
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.
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.
Project manage commercial services and implementation.
Lead activities supporting development and launch of solutions applications and platforms.
Provide consulting and technical expertise to structure an effective implementation.
BLEND360 is a forward-thinking Data, Digital Marketing, & AI Solutions Company, dedicated to fueling remarkable outcomes for Fortune 500 clients. They are at the crossroads of cutting-edge analytics, data proficiency, technology, and digital marketing excellence.
Facilitate the onboarding process for new clinics, ensuring a seamless experience with clear instructions.
Capture customer feedback to improve the onboarding process and overall experience.
Collaborate cross-functionally with internal teams, escalating issues, and updating customer education materials.
Strive Pharmacy offers personalized medicine through compounding, helping patients achieve better results. They focus on providing a better experience for each customer and clinic, aiming to disrupt healthcare positively by prioritizing personalized care and accessibility.
Uncover customers’ business, functional, and technological requirements.
Create clear user stories and solution design documentation.
Design innovative Salesforce solutions involving configuration and automation.
FormativGroup operates within the critical middle layer of business technology, connecting applications and systems to business processes. They help the middle market take full advantage of their technology investments with deep, industry-centric expertise.
Manage and maintain connections across the GTM tech stack.
Build and optimize Salesforce Flows and automation.
Headspace provides on-demand access to behavioral health coaching, video therapy, video psychiatry and self-guided content. Their B2B business supports 4,000+ enterprises and 50+ million covered lives, and they foster a collaborative, inclusive, and human-centered culture.