Assist customers in transitioning operational workflows into Applied Epic.
Support clients with configuration decisions related to operational workflows.
Work with customers to gather requirements and provide guidance on best practices.
Applied Systems is transforming the insurance industry by delivering innovative software and services that make them indispensable to their customers. They have 40+ years of experience in the Insurtech industry and value each team member's unique experiences and backgrounds.
Own the customer implementation and product adoption plan for the first 60-90 days of engagement with LinkedIn Sales Solutions.
Learn about the business, the team and LinkedIn’s platform, LinkedIn Sales Navigator and associated tools to enable success in your role.
Educate customers on the value they can generate from LinkedIn Sales Navigator and how to create relationship-driven sales programs via thorough program design consultations.
LinkedIn is the world’s largest professional network, built to create economic opportunity for every member of the global workforce. They aspire to create a culture that’s built on trust, care, inclusion, and fun – where everyone can succeed.
Be a Procurify product expert and the main point of contact for onboarding clients.
Build strong client relationships and project manage the implementation process.
Understand client business requirements and support technical configuration and workflows.
Procurify is an AI-enhanced procurement and AP automation platform for the mid-market, making it easy for organizations to take control of spend and save money. As a remote-first company, they are trusted by hundreds of companies around the world.
Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors, they’re one of the fastest-growing scale-up SaaS companies in the world building category-defining technology with world-class people, processes, and products.
Build trust with customers and maintain regular engagement.
Guide growth by creating plans and tracking progress.
Be the link between the customer and Fieldguide’s cross-functional teams.
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners. They are based in San Francisco, CA, but built as a remote-first company and backed by top investors.
Serve as the primary point of contact for clients after onboarding
Develop and maintain strong relationships with key-stakeholders
Schedule, coordinate, and conduct agent training sessions
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.
Provide project management for enterprise customers, focusing on on-time delivery with high quality outcomes.
Establish relationships at all levels of the customer organization.
Triage customer escalations, diagnose issues, and develop contingency plans.
Tonkean is the world’s first totally customizable process experience platform, creating intelligent, personalized automations. They are focused on employee experience and democratizing access to innovative technologies.
Develop relationships with multiple C-suite personas across all product sales.
Oversee client relationship mapping to the account team to orchestrate an account strategy.
Be a trusted advisor to customers by understanding their business and advising them on ServiceNow.
ServiceNow, founded in 2004, is a global market leader providing AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Their cloud-based platform connects people, systems, and processes to empower organizations to find smarter ways to work.
Provides executive oversight and strategic engagement with client stakeholders.
Helps shape client executive thinking into the services / applications being delivered.
Ensures the quality of documentation from the functional and technical architects.
Iron Mountain is a global leader in storage and information management services, trusted by over 225,000 organizations in 60 countries. They safeguard billions of their customers’ assets and help them lower cost and risk and enable digital and sustainable solutions.
Accountable for on time, on budget delivery of the defined solution scope.
Leads the delivery team throughout the engagement, often in collaboration with a services partner.
Manages the engagement governance, timeline, scope, risk, change management, resourcing, reporting and financials.
ServiceNow started in San Diego, California in 2004. They provide AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®, with their intelligent cloud-based platform that connects people, systems, and processes.
Spearhead the client implementation process, including kick-off, workshops, configurations, integrations, adoption, and training.
Maintain consistent communication with leadership, project teams, and clients.
Lead the implementation lifecycle, fostering robust relationships with key HR Acuity clients and ensuring their organizational needs are met with excellence.
HR Acuity is the leading provider of employee relations case management and investigation software. They help organizations standardize how workplace issues are reported, documented, and investigated, building trusted, inclusive cultures where employees feel safe.
Deliver multiple concurrent enterprise Airtable implementations on time and within scope.
Design scalable, reusable solution patterns and implementation playbooks.
Lead customer onboarding and accelerate time-to-value.
Airtable is a no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.
Lead end‑to‑end implementation cycles, including discovery, data readiness, configuration, integration, UAT, go‑live, and post‑launch transition.
Develop and maintain project plans, timelines, milestones, RAID logs, risk mitigation plans, and status reports.
Facilitate internal and external project meetings, including kickoffs, milestone reviews, and working sessions.
Machinify is a leading healthcare intelligence company delivering value, transparency, and efficiency to health plan clients. They bring together an AI-powered platform with best-in-class expertise, serving over 85 health plans and 270 million lives.
Strengthen Included Health’s relationships with the broker and consulting community and increasing market preference.
Developing and expanding relationships with influential consultants across national and regional firms in the territory.
Partners closely with Sales and Client Success to support pipeline development, active sales opportunities, and strategic renewals.
Included Health is a healthcare company delivering integrated virtual care and navigation. They aim to raise the standard of healthcare for everyone by breaking down barriers to provide high-quality care for every person in every community.
Translates government requirements into compelling ServiceNow solutions.
Builds trust with public sector teams and stakeholders.
Develops product-specific solutions to achieve sales goals.
ServiceNow, founded in 2004, provides AI-enhanced technology. They are a global market leader with over 8,100 customers and 85% of the Fortune 500® using their cloud-based platform to connect people, systems, and processes.
Lead customers through successful implementations of the Iterable platform.
Build relationships with key stakeholders by learning and solving their challenges.
Effectively manage and complete on-time multiple projects simultaneously.
Iterable is an AI-powered customer engagement platform that helps brands create individualized experiences. They have nearly 1,200 brands across 50+ countries and foster a culture of innovation, collaboration, and inclusion.
Lead registration and configuration of end users and partners on DrFirst products.
Enhance customer experience and satisfaction through client surveys.
Independently manage multiple priorities, including customer setups and registrations.
DrFirst empowers providers and patients to achieve better health through intelligent medication management. They improve healthcare workflows and help patients start and stay on therapy with end-to-end solutions, serving over 420,000 prescribers, 71,000 pharmacies, and 2,000 hospitals.
Act now to help fix a company with a bias for action.
Work collaboratively and calmly with the team, instilling confidence.
Quickly develop strategic changes, and implement them, moving from advisor to principal.
Teamshares buys small businesses from retiring owners and transitions them into enduring, employee-owned businesses through their software, education, and community products. They are a mission-driven startup that helps small businesses, which make up 98% of firms in the US economy, to become employee-owned.
Lead engagements from initiation through delivery, ensuring client satisfaction.
Build trust with clients by acting as a strategic partner.
Facilitate workshops and translate outcomes into structured action plans.
AZX accelerates positive impact in critical industries through AI transformation. They are growing quickly and work with category-leaders in real estate, energy, logistics, and utilities. They aim to create the ultimate place to work for those passionate about AI and making a positive impact.