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.
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.
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.
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.
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.
Performs customer facing onboarding activities, including customer discovery, desired outcome creation, and platform training.
Executes against key onboarding KPIs, including key milestone achievement, response time, and customer satisfaction.
Works with customers to understand their needs and goals to provide tailored guidance in adoption of Cision platform.
Cision is the global leader in consumer and media intelligence, engagement, and communication solutions. They equip PR and corporate communications, marketing, and social media professionals with the tools they need to excel. Cision has over 75,000 companies as customers.
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.
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.
Manage software implementation projects from kickoff to go-live, coordinating cross-functionally.
Proactively identify project risks and propose alternative solutions to keep timelines on track
Configure client applications using a no-code flow builder, conduct quality assurance testing.
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, they surpassed $3B in revenue in their last fiscal year with extensive growth potential ahead. They are a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.
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.
Own the end-to-end implementation lifecycle for customer deployments.
Coordinate across internal teams and customer stakeholder groups.
Identify, document, and escalate implementation risks proactively.
Teramind provides insider risk management and data loss prevention solutions. They have been fully remote since 2014 with diverse, global teams and value new ideas and talent incubation.
Lead end-to-end implementations for clients, owning the project plan and stakeholder communication.
Manage multiple concurrent implementations across mid-market and enterprise segments; build trusted client relationships.
Proactively identify implementation risks and drive resolution, escalating early when needed.
Maven Clinic is the world's largest virtual clinic for women and families, aiming to make healthcare work for everyone. They have over 2,000 employers and health plans as clients and have received awards for their culture and innovation.
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.
Manage end-to-end implementations, driving structured cadences and ensuring projects stay on track.- Partner with product and engineering to gather requirements and shepherd issues through the development lifecycle.- Represent customer needs to cross-functional teams and guide state and local partners through program onboarding.
Ready is composed of creative problem solvers bringing a new point of view to a legacy industry. We are shaping our program and seek input on which benefits matter to you. We are humble but ambitious, knowledgeable but curious, persistent but not obnoxious, working remotely as one team.
Lead the successful implementation of Coconut Software solutions for large enterprise customers and the delivery of complex expansion, migration, or phased rollout projects for existing customers.
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.
Drive implementation from end to end, both internally and externally with client teams
Partner with health plan and risk bearing provider clients to successfully launch Cohere Health products within their organization
Act as the key liaison between client implementation team and cross functional teams at Cohere to drive day to day implementation activities
Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. The company works with over 660,000 providers and handles over 12 million prior authorization requests annually, and is backed by leading investors such as Deerfield Management. The Coherenauts who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles.
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.
Own Frontline Support: respond to inbound client questions across live messaging, tickets, and screen-share / video calls with speed, clarity, and precision
Troubleshoot & Resolve: diagnose bugs, replicate issues, and partner with Engineering to drive fast resolutions
Drive Product Adoption: guide customers on workflows, best practices, and how to get maximum value from the product
Rebar is building the next-generation operating system for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Fresh off a $14M Series A, they're entering their next phase of growth and are building out their Client Success team.
Lead customer onboarding and deployment for smooth implementation experiences.
Partner with cross-functional teams to execute plans and solve customer problems efficiently.
Analyze client financial workflows to translate needs into clear, practical solutions.
Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.
Accountable for the operational execution of the project plan for new customers or projects.
Partner with client services to meet client expectations and revenue goals.
Define and lead the creation of project implementation plans and identify process improvements.
Cotiviti provides payment accuracy and analytics-driven solutions. They offer a competitive benefits package and promote equal employment opportunities.
Leading the implementation of the Salesforce Service Cloud tool, a global initiative.
Driving the discovery process and validating requirements with business teams for 2026.
Managing projects with global teams and external vendors, ensuring alignment with executive teams.
CI&T is a tech transformation specialist, uniting human expertise with AI to create scalable tech solutions. With over 8,000 employees around the world, they have built partnerships with more than 1,000 clients during our 30 years of history. They embrace artificial intelligence.