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.
Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
Establish strong relationships with customer stakeholders and manage data migrations.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.
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.
Serve as the primary point of contact for new clients during their first 30-90 days, building relationships and guiding them through onboarding.
Conduct virtual one-on-one training sessions to educate clients on using the platform effectively for their business needs.
Identify client needs, track progress, and proactively address roadblocks to ensure long-term success and reduce churn.
Granum is a leading software company serving landscapers and arborists across North America with intuitive, industry-specific solutions. The company fosters a highly collaborative and supportive culture, with recognition as a top workplace for small and medium-sized companies.
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 a portfolio of mission-driven clients, guiding them from onboarding to long-term success on the UpMetrics platform.
Build genuine relationships with client teams and serve as a trusted advisor on impact measurement and data best practices.
Drive revenue through renewals, expansions, and referrals while leading success planning and quarterly business reviews.
We provide an impact reporting platform combined with expert services to help mission-driven organizations collect, analyze, and learn from their data. We are a remote-first team with a culture of collaboration, integrity, and continuous improvement.
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.
Lead, coach, and develop a team of 5+ Onboarding Specialists, driving accountability and client delivery.
Own the overall implementation strategy and lifecycle from planning to go-live execution.
Serve as escalation point and key liaison between clinics and internal teams, ensuring seamless onboarding.
Vetcove modernizes the veterinary software and pet healthcare experience with a procurement marketplace, ecommerce, and practice management system. More than 25,000 hospitals rely on Vetcove, backed by Y Combinator and top venture investors, creating a fast-growing, mission-driven culture.
Act as an advocate for customers, overseeing a portfolio to help achieve business outcomes and drive product adoption.
Build trusted advisor relationships with executive sponsors and translate business needs into solutions.
Evolve customer onboarding strategy and communicate product changes to stakeholders.
ServiceNow provides an AI platform for business reinvention, helping 85% of the Fortune 500 work smarter and faster. It fosters an AI-native culture with a global team and a focus on technology and talent collaboration.
Own the requirements for each onboarding, tracking every open item to completion.
Coordinate across internal teams to ensure deliverables are on time and escalate risks proactively.
Manage multiple concurrent onboardings and support customer communication, growing into direct ownership.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. Backed by Insight Partners and Andreessen Horowitz, we have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
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.
Manage a team of Customer Success Managers across the Americas region.
Oversee the entire customer lifecycle including onboarding, adoption, expansion, and renewals.
Serve as the primary liaison for clientele, ensuring satisfaction and value realization.
Cyberint is a market leader in External Risk Management, helping organizations accelerate detection, response, and remediation of external threats. The company was recently acquired by Check Point, which has been recognized as one of the World's Best Companies and Best Places to Work for five consecutive years.
Own the full post-sale lifecycle for a set of customers, from onboarding through renewal, guiding them to fast time-to-value and long-term success.
Drive user activation and adoption across key product features, monitor engagement signals, and run scheduled check-ins to reinforce value.
Manage renewal preparation, forecasting, and execution while collaborating cross-functionally with Sales, Product, and RevOps.
Zocks is the #1 AI assistant for financial advisors, helping them automate operational work and grow their business. With 5,000+ firms using the platform, Zocks is a venture-backed startup with a collaborative, low-ego culture.
Lead, coach, and manage the Client Support team to meet KPIs and service levels.
Own day-to-day team operations including queues, scheduling, and CRM data.
Act as escalation point for client issues and drive process improvements.
Campminder builds software that supports summer camps in their digital transformation, creating value for an industry that enables meaningful experiences for kids. With over 100 employees, the company is stable, profitable, and known for a values-led culture emphasizing work/life balance, flexibility, and emerging technology.
Lead and develop a high-performing Customer Success team to drive retention and expansion.
Own team-level GRR, NRR, and expansion targets with real-time visibility into pipelines.
Coach CSMs on account strategy, risk mitigation, and consistent execution of playbooks.
Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators who foster a culture of partnership and growth.
Guide customers through the onboarding process and ensure smooth transitions between teams.
Collaborate with Customer Success, Sales, Operations, and Support to refine workflows.
Maintain key success metrics and drive automations for efficient onboarding.
Docker provides developer tools and services for building, sharing, and running applications, trusted by over 20 million monthly users. It is a globally distributed, remote-first company focused on innovation and developer experience.
Partner with sales and customers to migrate content and deliver hands-on platform training.
Own multiple onboarding projects, spot risks early, and keep stakeholders aligned across time zones.
Support clients through setup, ensuring they launch confidently and get ongoing value from WeTravel.
WeTravel is a travel technology platform that helps tour operators and travel businesses manage bookings, payments, and client experiences. With an international, travel-loving team, they prioritize innovation, collaboration, and empowering customers to grow.
Guide new customers through their initial journey, delivering personalized and customer-centric solutions while maintaining efficient and scalable processes.
Own day-to-day onboarding and provisioning activities, ensuring rapid execution and minimal friction.
Develop and improve workflows, automation, tools, and operational strategies to make customer onboarding more efficient and scalable.
This company provides a leading SaaS and container technology platform for customer onboarding. They operate as a remote-first organization with offices in Seattle and Paris, with a globally distributed team focused on customer success.
Serve as the primary post-sale point of contact for employers, building strong relationships and ensuring they achieve hiring goals.
Own client retention and minimize churn by helping employers realize the value of 12twenty's platform.
Identify and manage expansion opportunities within existing accounts and collaborate on strategic growth initiatives.
12twenty is a talent acquisition platform that connects employers with students and alumni from top business schools and universities. The company is fast-growing and values continuous improvement, collaboration, and a passionate team culture.
Manage multiple customer onboarding journeys from point of sale to training handover.
Lead onboarding consultations, build relationships, and act as the primary contact for schools.
Collaborate with internal teams, maintain CRM records, and work towards KPIs for successful onboarding.
Renaissance is a global leader in education technology, providing assessments, practice and intervention solutions, and data analytics for schools. We support over 18 million students in over 100 countries and are committed to diversity, equity, and inclusion.