Act as the forward-deployed implementation expert, configuring Loancrate around customer workflows and business rules.
Translate a lender's current system setup into a Loancrate configuration, recommending improvements.
Own testing support during UAT, troubleshooting configuration issues and clearing blockers in Jira.
Loancrate builds AI-native tooling to automate mortgage workflows, aiming to reduce origination costs for lenders. Since 2020, our remote team has powered over $85 billion in home loans, emphasizing collaboration and open communication.
Own the Jira-based delivery schedule, scope, technical build details and timeline for each client implementation.
Use agile methodology to deliver on 2–3 concurrent implementations; coordinate day-to-day activities across engineers, solution architects, FDEs, QA, and analysts.
Run daily standups to surface blockers, dependencies, and timeline risks; define and manage a system for tracking risks, assumptions, issues, and dependencies.
Cohere Health’s clinical intelligence platform and agentic AI-powered solutions connect health plans’ strategic goals and providers’ needs, optimizing the speed, cost, and quality of care. The company has been recognized on the Inc. 5000 list and values empathetic, diverse, and inclusive teams.
Lead and develop a remote team of Loan Assistants, providing coaching, training, and performance management.
Own the bridge loan pipeline from setup through post-closing, ensuring SLAs and KPIs are met.
Collaborate with Sales, Underwriting, and Closing to improve processes and deliver timely, accurate service.
Knock is a real estate technology company offering a bridge loan product that enables homebuyers to buy before they sell. They are a remote-first company with a people-first culture and have been recognized as one of Inc.'s Best Workplaces.
Lead multi-workstream services delivery for strategic customers, ensuring clarity and accountability across projects.
Build strong relationships with stakeholders including executives and technical teams to facilitate adoption.
Develop delivery methodology using agile and PM best practices, communicating plans and aligning teams on milestones.
GitLab is the intelligent orchestration platform for DevSecOps, enabling organizations to deliver better software faster. Trusted by over 50% of the Fortune 100 and with more than 50 million users, GitLab maintains a high-performance culture driven by values and knowledge exchange.
Own end-to-end client onboarding projects from close of sale through launch, managing timelines and deliverables.
Lead client-facing meetings and drive accountability across internal and external stakeholders.
Coordinate technical integrations (SFTP/API) and maintain project records in Salesforce and SharePoint.
Drips is the pioneer of Conversational Outreach, providing human-like two-way texting and voicemail solutions that help enterprise organizations reach, qualify, and convert consumers at scale. They serve healthcare, insurance, education, financial services, and consumer brands with a remote-first, low-ego culture and a small, high-trust implementations team.
Own every deployment from signature to go-live, ensuring timelines, milestones, and risks are managed with nothing falling through cracks.
Design and own the end-to-end implementation process, building tooling, capacity models, and a single source of truth for site status.
Lead enablement and change management across teams, turning processes into usable documentation, training, and playbooks that stick.
Teton builds a foundational data layer for point-of-care using real-time, multimodal AI to create digital twins of patients and care environments. As a fast-growing startup, we offer a steep learning curve and a hands-on environment where ownership and constant growth are expected.
Own implementation projects end to end, managing stakeholders and phase gates from handoff to go-live.
Map current-state workflows on site and translate findings into agent configuration and routing rules.
Run kickoff, UAT, training, and post-go-live reviews with honest expectations and data.
Basata builds AI-powered tools that automate repetitive administrative tasks for healthcare practices, helping staff spend more time with patients. We are a small, fast-moving team focused on building smart systems and simple, intuitive experiences.
Coordinate and lead end-to-end software implementation projects from planning to closure, ensuring timely delivery and customer satisfaction.
Serve as key contact for customers and cross-functional teams, managing expectations and resolving challenges proactively.
Utilize project management tools like TaskRay and Microsoft Project to track progress and prioritize tasks in a fast-paced SaaS environment.
Jobgether is a job platform that uses AI-powered matching to connect candidates with hiring employers. It is a partner company that manages applications and next steps, offering a distributed team across multiple countries.
Lead multiple concurrent Smartsheet implementations across client industries, ensuring customers gain maximum value from the platform.
Collaborate with customer stakeholders to manage timelines, scope, and change requests while designing and building Smartsheet solutions.
Serve as an advisor on best practices and platform capabilities, identifying expansion opportunities and meeting KPI targets.
Smartsheet is a platform that helps teams manage work and scale solutions, now combining human teams with AI agents to automate tasks and uncover insights. The company fosters an environment where ideas are heard, contributions have real impact, and diverse perspectives are welcomed.
Develop and maintain integrated project plans for priority Medication Contracting initiatives, tracking milestones, owners, and risks.
Drive portfolio management improvements and CRM enhancements to streamline workflows and reporting.
Lead coordination across cross-functional teams, weekly stand-ups, and executive governance materials.
Evio is a pharmacy solutions company founded by health plans to transform specialty and high-cost medication management. With six health plan owners serving over 20 million members, Evio fosters a values-driven culture focused on people, collaboration, and innovation.
Drive medium- to high-complexity technology projects from initiation through implementation, with clear ownership of commitments and measurable success criteria.
Enable technical delivery and business readiness by coordinating stakeholders, vendors, and cross-functional dependencies.
Use approved AI tools and automation to improve PMO effectiveness, reduce manual effort, and simplify project administration.
Own the two-way connection between product development and customer-facing teams through designed processes.
Build AI-powered workflows for launch readiness, release notes, and feedback synthesis.
Run cross-team processes end to end, from intake to closed-loop feedback.
Vesta rebuilds the mortgage loan origination system from the ground up, using AI to automate the loan manufacturing process. The company has raised $55M from top-tier investors and values humility, empathy, self-awareness, and an action-oriented culture.
Act as a central hub for PMO governance, orchestrating deliverables, deadlines, and priorities across AI solution development, process design, training, and quality in pre-contract operations.
Manage project schedules using sprints, monitor Jira boards, conduct weekly check-ins, and apply quality tools like 5W2H and Ishikawa to calibrate outputs.
Map stakeholder demands, align requirements, and present final deliverables to ensure solutions meet operational expectations.
Grupo QuintoAndar is the largest real estate ecosystem in Latin America, helping people love where they live through technology and solutions for renting, buying, and selling. With over 3,100 employees and valued at US$5.1 billion, we are a diverse team driven by innovation and impact.
Own the end-to-end Lead-to-Cash roadmap, from demand capture to recognized revenue, across all teams.
Lead CPQ selection, implementation, and cross-functional alignment across Marketing, Sales, Finance, Legal, and Ops.
Drive KPIs, change management, and AI-agent-ready process design for a scalable revenue operation.
Juniper Square unifies technology, data, and fund administration for private markets, trusted by 2,300+ GPs. Founder-led since 2014, the company has 1,000+ employees and a culture of ownership, urgency, transparency, and collaboration.
Independently lead medium-complexity operational programs and transformation initiatives spanning multiple functional teams in a SaaS space.
Manage defined workstreams, coordinate stakeholders, and ensure programs progress according to plan.
Drive structured decision-making across business units to resolve execution challenges and maintain program momentum.
Bluebeam empowers those who build our world. Part of the Nemetschek Group and trusted by over 4 million users globally, we provide desktop, web, and mobile solutions for paperless workflows.
Own the client request intake process end-to-end, triaging and routing requests to the right owners.
Keep the backlog organized and current, ensuring tickets are tagged, prioritized, and groomed for engineering.
Communicate work outcomes through clear release notes and status updates for CS, Support, and clients.
PeopleGrove builds software that helps higher education institutions support students and graduates across their journey, from experiential learning to career outcomes. The company is a small, senior, fully remote team with a collaborative, low-ego culture.
Own every school's implementation from signed contract to go-live, coordinating with business offices and IT teams.
Configure Meadow for each school, train their team, and keep projects moving by clearing blockers and managing status.
Land launches that earn strong CSAT scores and hand schools to Customer Success set up for growth.
Meadow is a modern payments platform for higher education that simplifies the entire student financial experience. They are a highly ambitious, talented team transforming the $600 billion higher education payments industry in the United States.
Lead daily operations of the SPOC department, ensuring compliant, efficient, and customer-focused loss mitigation and borrower assistance.
Manage, coach, and develop supervisors and staff, driving performance, workforce planning, and process improvement.
Partner with Compliance, Legal, Quality, Training, and Operations to implement regulatory changes and mitigate risk.
LoanCare is a full-service mortgage loan subservicer that helps banks, credit unions, and homeowners with loan servicing and loss mitigation. Backed by Fidelity National Financial, a Fortune 500 company, it fosters a culture of integrity, innovation, and collaboration.
Lead projects end-to-end, coordinating cross-departmental efforts to deliver goals within scope, timeline, and budget.
Analyze workflows and business processes, identifying optimization opportunities and translating them into actionable requirements.
Collaborate with stakeholders and cross-functional teams to clarify needs, drive implementation, and ensure smooth adoption.
INFUSE is a demand generation company providing solutions to B2B organizations, helping clients deliver audience, buyers, and account engagement that meets their goals. With a global team operating across more than 60 countries, the company has been recognized on the Inc. 5000 list and received over 60 industry awards, including Inc. Best Workplaces.