Manage a structured onboarding process and own the initial experience for new customers, serving as their primary point of contact.
Set clear expectations, define success plans, and manage multiple, concurrent implementation projects to ensure they are completed on-time and align with customer goals.
Become a deep expert in the Barti platform, guiding customers through technical setup, system configuration, and data migration.
Barti is a venture-backed startup building groundbreaking software to transform the eye care industry. They aim to craft exceptional user experiences so eye care providers can focus more on patient care and less on administrative tasks.
Lead new customers from contract signing through their first major win.
Provide subject matter expertise on reporting and form configuration, owning post-launch customer engagement workflows.
Guide customers from platform launch to confident, data-driven decision-making.
Casebook PBC's software empowers community well-being through adaptive, research-based technology for human services. They are dedicated to fostering a multicultural workplace where everyone feels included and valued, with every employee respected and empowered.
Lead clients through the entire implementation process.
Ensure a smooth and efficient onboarding experience.
Work closely with clients and internal teams to drive successful outcomes.
Rundoo helps businesses streamline their operations. They are a fast-paced startup focused on building lasting customer relationships and growing quickly.
Serve as the primary point of contact for new customers throughout the onboarding phase, building trust and keeping momentum.
Manage the execution of each customer's implementation plan, coordinating activities across internal and external teams.
Proactively flag risks and blockers, and work cross-functionally to resolve them before they impact timelines.
Airship helps the world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They have a no-code, AI-powered platform designed with non-technical, growth-focused teams in mind. Airship has flexible work options and values diversity and inclusion.
Maintain and update Health Scorecards to support executive engagement.
Coordinate and document internal discussions related to executive sponsor programs and account strategy.
Assist in preparation for Executive Business Reviews (EBRs) including planning and materials preparation.
Rimini Street is a global provider of enterprise software support, managed services, and Agentic AI ERP solutions. They serve Fortune Global 100, Fortune 500, midmarket, public sector and government organizations and are committed to innovation and client success.
Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team
Developing client relationships - building trust through clear communication and strong financial guidance
Building, refining, and scaling onboarding processes to improve speed, quality, and client experience
Breakwater Accounting & Advisory provides outsourced accounting services to small businesses and nonprofits across the U.S. We are a woman-led company, a four-time Top Workplace (Delaware News Journal), and an Inc. 5000 fastest-growing company.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Build trust and maintain engagement cadences with customers from sales handoff to value realization.
Create and manage customer implementation plans, conducting reviews to track progress and adapt where necessary.
Cultivate customer champions and act as their advocate with internal Engineering, Product, and other cross-functional teams.
Fieldguide builds software that automates and streamlines assurance and audit work in cybersecurity, privacy, and financial audit to establish trust in global commerce. The company is a remote-first, VC-backed startup based in San Francisco with a humble and supportive culture that values diversity and deliberate team building.
Accountable for the operational execution of the project plan for new customers or projects.
Partner with client services to meet client expectations and revenue goals.
Define and lead the creation of project implementation plans and identify process improvements.
Cotiviti provides payment accuracy and analytics-driven solutions. They offer a competitive benefits package and promote equal employment opportunities.
Execute end-to-end implementation of software solutions, including client evaluation, integration planning, and data migration.
Collaborate with team leads to consult clients on solutions and provide clear training and user support for software adoption.
Conduct in-depth analysis of client business processes to identify gaps and recommend enhancements that streamline workflows and ensure data integrity.
Breezy is a firm that helps clients with the optimal configuration, integration, and maintenance of financial and operational software systems. It operates within a collaborative environment, offering exposure to a wide variety of industries and international business environments while emphasizing clear career progression and mentorship.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Responsible for the strategic oversight and successful delivery of services for the Arlo post-election audit product.
Act as the primary liaison for Product and Engineering alignment for customer success, managing onboarding, adoption, and risk.
Develop systems, metrics, and playbooks to track customer health, optimize journeys, and manage projects across multiple states.
VotingWorks is a non-partisan non-profit building open-source technology to power trustworthy elections. It operates as a small, flat, and tight-knit team striving to be both confident and humble, with a distributed workforce across nine states.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.
Coordinate the provision of services with client stakeholders regarding relocation policies and benefits.
Act as a liaison between global operational teams, supply chain partners, and client contacts.
Drive customer satisfaction through proactive communication and timely resolution of issues.
CapRelo is a technology-driven company focused on delivering best in class relocation and assignment services on a global platform. We strive to attract the best and the brightest who will bring their unique abilities and help take our company to the next level.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Manage customer-facing project services and coordinate with internal teams to onboard clients.
Initiate, plan, and design project timelines based on client specifics and resource availability.
Communicate project status and milestones to the client in a consistent and effective manner.
FinQuery delivers accounting automation with a focus on contract-driven accounting. Their AI platform streamlines financial contract management for controllers and finance teams. They serve over 8,500 customers worldwide and have been recognized as one of the fastest-growing companies for five years.
Serve as the primary post-sale partner, building trusted, strategic relationships.
Lead onboarding and training, monitor account health, and deliver regular business reviews.
Identify process improvements, strengthen internal workflows, and influence customer success strategy
Mural Health aims to make clinical trials easier for participants and caregivers by removing obstacles. They seem to be a startup, with a culture of collaboration and cross-functional teamwork.
Act as the primary point of contact for assigned customers, building strong relationships and serving as their voice internally to ensure they get lasting value from the platform.
Own customer health, renewal readiness, and expansion opportunities by using data and success plans to drive adoption, quantify ROI, and mitigate churn risk.
Partner cross-functionally with Implementation, Support, and Product teams to ensure smooth customer onboarding, post-launch optimization, and the development of marketing assets from success stories.
Zipline is a SaaS company that transforms how frontline teams work by connecting, aligning, and inspiring employees from headquarters to the front lines for leading brands in retail, healthcare, and logistics. It is a fully remote, rapidly growing, venture-backed company with a high-performing team across the globe that values a collaborative, inclusive, and impactful culture.
Lead end-to-end implementation projects from kickoff through successful transition to Customer Success.
Build trusted client relationships through clear, proactive communication, and influence key stakeholders to remove roadblocks.
Proactively identify, document, and escalate risks using a structured RAID approach; drive resolution paths.
Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. With a combination of training, software, and tools, they put people and safety first while protecting critical operations.