Manage end-to-end implementation projects, including planning, resource allocation, and risk assessment.
Train customers directly and configure product builds during the implementation phase.
Collaborate with internal teams and clients to ensure successful onboarding and project delivery.
Surgimate is an enterprise SaaS company in digital health, providing tools for surgical scheduling and coordination. The remote-first team is distributed across the US with R&D centers in Israel and India, offering flexible work and opportunities for meetups and volunteering.
Guide enterprise clients through successful implementation and early stages of their customer journey.
Lead onboarding projects from planning through adoption, keeping timelines and stakeholders aligned.
Coordinate cross-functional internal teams and provide product education to ensure smooth client experience.
Our partner company provides compliance solutions, including KYC, transaction monitoring, and AML services. They operate globally with a remote-first culture, valuing diversity and offering professional development, flexible hours, and team offsites.
Manage onboarding and implementation projects from kickoff to go-live.
Deliver virtual training and resolve client issues via JIRA and Asana.
Partner with internal teams to ensure smooth handoffs and client success.
The partner company provides a software platform for healthcare and human services, supporting DDA/IDD and assisted living programs. They foster a fully remote, collaborative culture with opportunities for professional growth.
Lead multiple customer implementation projects of varying complexity from kickoff to successful production launch.
Manage scope, schedule, milestones, customer expectations, and risks throughout the implementation lifecycle.
Serve as the primary customer contact, translating business objectives into scalable platform configurations and best practices.
Amwell provides a technology-enabled care platform for digital health services, transforming healthcare through innovation and clinical excellence. With nearly two decades of service to major healthcare organizations, the company fosters a collaborative, customer-focused culture that values teamwork and continuous improvement.
Own customer implementations from kickoff to successful launch.
Learn each customer's business and configure Distill around their goals.
Guide customers through onboarding, training, and adoption to drive value.
Distill provides an AI-powered platform that sends personalized outreach on behalf of founders and executives, turning cold emails into conversations. Backed by top-tier VCs, the remote-first team is small but growing, with a culture of autonomy and trust.
Lead the timely and successful onboarding of new customers, ensuring every launch is flawless.
Manage day-to-day communication with customers and internal teams during implementation.
Recommend recycling and savings plans tailored to customer needs and business objectives.
RoadRunner is a technology-driven waste and recycling company dedicated to accelerating the road to Zero Waste and modernizing the waste industry with data-driven strategies. Founded in 2014, the company has a people-first culture, serves thousands of customer locations nationwide, and has been recognized as a Best Place to Work.
Own customer implementations end-to-end, from kickoff through configuration, testing, launch, and handoff.
Blend structured project management with hands-on technical implementation, configuration, and troubleshooting.
Build and standardize the implementation process, collaborating across Support, Product, Engineering, and Solutions Engineering.
Auto Integrate makes leased vehicle maintenance frictionless for millions of customers across the USA and Canada by providing a platform that powers the North American fleet management service industry. The business is managed by a small, global team within Fleetio, combining the resources of a scaled SaaS company with the agility of a niche market leader.
Lead, coach, and develop a team of onboarding professionals to ensure timely and successful client implementation.
Oversee team performance, capacity, and workload, driving key onboarding metrics and identifying risks.
Partner with cross-functional teams to improve processes and deliver a connected customer experience.
Bloomerang is a donor management and fundraising platform for nonprofits, helping them raise more, recruit more, and retain more. They have tens of thousands of customers and foster a mission-driven culture based on core values of Simplify, Care, and Act.
Manage a book of customers as the main point of contact in a shared inbox and handle customer calls.
Own medium to large projects like building in-app onboarding experiences and live webinar series.
Collaborate with customers to solve complex challenges and drive retention best practices.
Ashby provides a hiring platform that helps companies build recruitment excellence. The SMB Customer Success team is a group of fifteen spanning the US, Canada, and EMEA, with a culture of deep expertise and small teams.
Lead the onboarding and implementation process for new customers, ensuring timely and successful deployment of the KnowBe4 platform.
Collaborate with CSMs and Sales to understand customer goals and design onboarding plans tailored to their needs.
Act as the primary point of contact for customers during onboarding, addressing inquiries and resolving issues promptly.
KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security.
Serve as a subject matter expert on Entrata's products and consulting processes, guiding clients through implementation.
Develop effective customer relationships to understand business goals and deliver strategic system configuration guidance.
Facilitate smooth handoffs to post-implementation support teams and resolve client concerns professionally.
Entrata is a global leader in AI-driven property management technology, providing an operating system for intelligent leasing, payment, and communication tools. With over 2,200 employees, the company fosters a culture of radical transparency and entrepreneurial energy, recognized by the Silicon Slopes Hall of Fame and Utah Business Fast 50.
Manage the full onboarding lifecycle from kickoff to go-live, driving client transitions and risk management.
Implement standard Salesforce and Mogli configurations, troubleshoot technical issues, and escalate as needed.
Provide customized training sessions and educate clients on industry regulations to promote product adoption.
Mogli Technologies delivers a Salesforce application for SMS and WhatsApp communications and implementation services to global organizations. We are a small, high-trust team with a focus on accelerating client success, with team members who have won loyalty around the world.
Own and lead the onboarding journey for new clients, creating customized plans and guiding them through milestones.
Train and empower clients with best practices to increase adoption and self-sufficiency.
Drive early adoption and time-to-value by using metrics and proactive risk management.
Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. They have a fun, collaborative, and hard-working team with values of stewardship, collaboration, and continuous development.
Lead a high-performing onboarding team, setting clear expectations and coaching for consistent results.
Own the end-to-end onboarding experience, driving software adoption and payments utilization.
Design and optimize onboarding playbooks, enablement programs, and operational workflows.
Our partner is a fast-growing vertical SaaS company that provides software solutions for customer onboarding and payments. They operate as a remote-first organization with a focus on innovation, growth, and team development.
Own customer onboarding and implementation for the Network Inventory SaaS product.
Lead biweekly customer calls, manage communications, and oversee an offshore team.
Design scalable workflows and collaborate with Sales, Operations, Engineering, and Product.
Lightyear builds software that revolutionizes telecom management for hundreds of enterprises, automating procurement, inventory, and bill payment. Backed by nearly $65M from top investors, they serve clients like Honeywell and Palo Alto Networks, fostering a culture of innovation.
Manage the onboarding experience for new customers, conducting online and in-person training.
Troubleshoot customer issues and ensure successful implementation of Flash hardware and software.
Work closely with customers to understand their operational needs and demonstrate value of Flash solutions.
Flash is a company that creates seamless parking experiences and sustainable solutions for smarter cities. They are a team of innovators shaping the future of parking and charging, with a focus on customer success and technology.
Lead the implementation and configuration of EHR software solutions for LTPAC customers, translating business requirements into effective system setups.
Deliver high-quality training and change management support to ensure user adoption and maximize value from the solution.
Act as the principal liaison between customers and internal teams, managing project communication and resolving configuration issues.
PointClickCare is a healthcare technology company that provides electronic health record (EHR) solutions for long-term and post-acute care providers. It is a large enterprise with a collaborative culture, offering remote work flexibility and a focus on employee development.
Manage multiple customer onboarding and implementation projects from post-sale to go-live.
Lead kickoff meetings, training sessions, and status calls covering SoD rule configuration and access risk analysis.
Partner cross-functionally with Sales, Support, and Engineering to ensure smooth delivery and customer adoption.
Delinea is a pioneer in securing human and machine identities through intelligent, centralized authorization. The company has a global team and is backed by TPG, valuing diversity, innovation, and a culture of respect and fairness.
Serve as the primary customer contact for products and services throughout onboarding, project delivery, and ongoing support.
Manage an assigned book of business through regular checkpoints, resolving issues and escalating complex matters as needed.
Coordinate onboarding projects, train customers on platform workflows, and gather feedback to inform internal teams.
This partner company specializes in managed services and technology solutions for Capital Markets clients. The work environment is fast-paced and collaborative, with a focus on customer success and cross-functional teamwork.