Lead and develop a team of Retirement Onboarding Specialists, managing caseloads and serving as escalation point.
Oversee the full retirement plan onboarding process, ensuring milestone accuracy and compliance.
Build scalable processes, maintain SOPs, and coordinate with recordkeepers, advisors, and internal teams.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest growing private companies, it is certified as a Great Place to Work and values service, innovation, and expertise.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.
Ubiquity Retirement and Savings provides retirement plan services including 401(k) administration and client onboarding. The company fosters a fully remote, flexible work culture with a focus on team collaboration and client satisfaction.
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.
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.
Develop deep expertise in Tekmetric Marketing and the auto repair industry to guide customers through onboarding.
Host group onboarding calls, ensure customers are on track for launch, and clearly communicate setup requirements.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric builds cloud-based software that helps auto repair shops run smarter, grow faster, and serve customers better. Founded in Houston in 2017, the company is an industry-leading solution known for transparency, integrity, innovation, and a service-first mindset.
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.
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 customer onboarding from kickoff to implementation completion, guiding setup requirements and timelines.
Configure customer accounts, workflows, and user access while performing quality assurance testing.
Manage multiple implementation projects, communicate status updates, and collaborate with internal teams.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. We are a globally dispersed team serving 20,000 clients, including 30% of the Fortune 500, with a diverse and inclusive culture.
Manage customer onboarding projects including configuration, testing, and training for SaaS and AI solutions.
Collaborate with technical teams to troubleshoot issues and ensure timely go-lives.
Create and deliver customer training using AI-generated videos and virtual sessions.
Eltropy provides a digital communications platform that helps community financial institutions engage with consumers securely and compliantly. It is a fast-growing fintech company with a team-oriented culture and a mission to disrupt financial services.
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 client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
Take ownership of the customer journey and design thoughtful onboarding experiences that help users achieve their desired outcomes and get the most out of Ashby.
Drive product-led growth by working closely with the Customer Success team, owning transactional email triggered by product signals, and defining Product Qualified Leads with RevOps.
Define and track key adoption metrics to assess onboarding effectiveness, partnering with the data team but leading analysis yourself to ensure customers realize value sooner.
Ashby provides a platform that helps organizations recruit, manage, and retain top talent. The company is growing 100% year over year with notable customers like Notion and OpenAI, backed by top investors, and fosters a culture of deep product thinking and engineering autonomy.
Own the design and delivery of Engineering onboarding, creating a welcoming and technically credible experience for new engineers across North America and EMEA.
Lead hands-on learning experiences at the San Francisco office, complemented by virtual and regional programming to build relationships, context, and practical fluency.
Partner with Engineering leaders and subject-matter experts to build and maintain useful technical onboarding content, including AI-first practices.
Affirm provides a clear, predictable way to pay over time with no hidden fees. It is a remote-first company that prioritizes care, transparency, and flexibility, covering 100% of health premiums for employees and dependents.
Design, build, and continuously optimize onboarding programs for new sales hires to accelerate ramp time.
Define ramp architecture, role-track design, graduation milestones, and readiness criteria to drive business outcomes.
Partner with Product, Revenue Operations, and Sales leadership to ensure programs reflect real field conditions and leverage AI-enabled tools.
Vultr provides high-performance cloud infrastructure including Cloud Compute, GPU, Bare Metal, and Storage solutions globally. It is the world's largest privately-held cloud infrastructure company, valued at $3.5 billion, with a self-funded history and a culture of innovation and growth.