Manage the complete technical setup and implementation of new gyms and fitness studios across the SMB and LATAM segments.
Configure platform modules and integrations, coordinate data migrations, and ensure implementations are delivered within SLAs.
Monitor onboarding KPIs, maintain documentation, and collaborate with internal teams to improve the onboarding experience.
Jobgether is an AI-powered recruitment platform that connects job seekers with opportunities through an automated matching process. The company fosters a collaborative, inclusive, and purpose-driven culture focused on innovation, personal growth, and employee wellbeing.
Lead the implementation process for new customers by gathering requirements, configuring software, and ensuring a smooth onboarding experience.
Conduct comprehensive training sessions to educate customers on using software features effectively and act as a trusted advisor.
Manage an onboarding pipeline of 30-40 customers, resolve technical issues, and collaborate with internal teams for customer satisfaction.
PetDesk provides client communication software for veterinary clinics to communicate with pet owners. It is a leading company with a focus on user-friendly engagement tools and is committed to fair pay and transparent hiring.
Own the full onboarding lifecycle from requirements gathering to post-launch review.
Manage data imports, integrations, and configurations to align systems with customer needs.
Collaborate with product, engineering, and support teams to troubleshoot and optimize implementation processes.
Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. Its Campus Kaizen unit provides case management software for K-12 and higher education institutions.
Guide new and existing clients through onboarding via email, phone, and video support.
Manage multiple onboarding projects while providing training and troubleshooting support.
Collaborate with internal teams to drive client outcomes and improve onboarding processes.
ButterflyMX empowers people to automate property access, operations, and security from a single platform. With products in 20,000+ properties, the company is a distributed, primarily remote workforce that values collaboration and innovation.
Encourage partners to engage with MSP Enablement programs after sale and set milestones.
Run integration meetings, train partners, and track post-onboarding success.
Provide feedback for process improvements and assist with event production as needed.
Kaseya is a leading provider of AI-powered IT management and cybersecurity software, serving MSPs and IT organizations worldwide. Backed by Insight Partners, we have experienced sustained double-digit growth and manage over 15 million endpoints.
Manage the onboarding and implementation of Catholic customers, ensuring successful adoption of the Pushpay product suite.
Coordinate with product, service delivery, and customer success teams to execute implementations and build account strategies.
Analyze account metrics, demonstrate ROI, and recommend process changes to optimize customer retention and satisfaction.
Pushpay helps organizations and communities come together and stay connected through a suite of mobile apps, management software, and giving technology. With 550 teammates supporting over 10,000 customers and processing over $15 billion in charitable giving, they are a fast-growing company recognized as a best place to work.
Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
Translate complex advisory processes into streamlined Wealthbox configurations to help customers work smarter.
Facilitate professional live training sessions for diverse audience sizes, tailoring onboarding to client objectives.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.
Guide new customers through onboarding to a live setup that works for their business.
Help customers configure channels, AI agents, and automations to handle leads effectively.
Act as the main point of contact, ensuring timely resolution of issues and high satisfaction.
Respond.io is an AI-powered business messaging platform helping companies manage customer conversations across chat, calls, and email in one place. They are a globally distributed team with employees worldwide, fostering a diverse and inclusive culture.
Drive successful client onboarding and adoption of Softdocs's Etrieve platform.
Partner with project managers and technical consultants to align system configuration and client deliverables.
Analyze client business processes and deliver documentation and training to ensure desired outcomes.
Softdocs provides a cloud-based platform for document management, electronic forms, workflow automation, and e-signatures, helping public-sector organizations modernize operations. With over 1,000 education and government clients, the company emphasizes a people-first culture, authenticity, and long employee retention.
Act as the main onboarding contact for new business hosts, explaining requirements and guiding them from first hello to approved account.
Collect and review KYC documents, ownership details, and other onboarding materials with high attention to detail.
Track cases, follow up on missing items, and partner with Compliance, Sales, and Operations teams to keep onboarding on schedule.
Veta Virtual is a virtual staffing company that hires for high-growth clients in fintech and cryptocurrency. They foster a collaborative, high-trust remote culture where performance is celebrated and growth is taken seriously.
Own the end-to-end onboarding journey for new restaurant partners, guiding them from kickoff to go-live.
Set up, configure, and test each account to capture the restaurant's unique voice, menu, hours, and policies.
Chat warmly and clearly with restaurant owners and staff via email, phone, and text to ensure they feel supported.
HKR.TEAM is a start-up dedicated to simplifying global HR. They have a transparent, tech-savvy culture with a young, meritocratic team that values ownership and getting things done.
Assess client needs and educate them on available options.
Manage administrative tasks including documentation, scheduling, and CRM updates.
Maintain ongoing client relationships after initial meetings to ensure satisfaction.
Global Elite Empire Consultants is a consulting firm focused on client onboarding and relationship management. They operate with a remote-first culture, emphasizing long-term client partnerships and performance-based growth.
Lead education-driven onboarding for new customers, including kickoff calls and platform walkthroughs.
Consult with clients to translate workflows into efficient processes by configuring templates, workflows, and custom fields.
Design and deliver live and recorded education sessions, plus develop guides and webinars.
Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.
Serve as a key point of contact for customers, helping them navigate software products, resolve technical issues, and maximize account value.
Troubleshoot reported software issues by reproducing errors, reviewing system logs, and collaborating with development teams to resolve bugs.
Guide new customers through software setup and customization sessions, and train system administrators and end users to ensure effective software use.
Jobgether is an AI-powered job matching platform that helps candidates get reviewed quickly and fairly. They are a growing company with a supportive culture that values employee collaboration and professional development.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Lead, coach, and develop a team of four onboarding specialists, balancing portfolios and driving performance.
Own onboarding timelines and portfolio health, managing escalations and stepping in on complex implementations.
Build and refine the onboarding playbook, standardize handoffs, and partner cross-functionally to improve the customer journey.
12twenty is an enterprise talent acquisition platform connecting employers with students and alumni from top universities. It is a fast-growing, collaborative company focused on continuous improvement and supporting each other.
Lead end-to-end software implementations from kickoff to launch, owning execution and client-facing calls.
Configure and optimize Brilliant's software, automations, and integrations while testing and troubleshooting setups.
Coordinate with Sales, Account Management, Product, Engineering, and Design for on-time, high-quality launches.
Brilliant is a branded products and corporate gifting company that curates, produces, and distributes custom merchandise for brands. The company blends creativity, technology, and in-house fulfillment to serve clients in 180+ countries.
Lead customer implementations end-to-end from kickoff through activation, coordinating internal and customer resources against one plan.
Serve as the primary customer point of contact, tracking milestones, dependencies, risks, and ensuring on-time go-live.
Build repeatable implementation processes and support the automation-first operating model as it scales.
Constructor is an AI-powered ecommerce search and discovery platform built with in-house transformers and LLMs. Since 2019, its large engineering team powers 1B+ daily queries for major retailers and values empathy, openness, and continuous improvement.
Lead technical implementation and coordination of customer onboarding in a fast-growing SaaS environment.
Combine hands-on engineering expertise with project management to ensure seamless integrations and successful customer launches.
Collaborate with onboarding, customer success, and engineering teams to resolve technical challenges and improve processes.
A fast-growing SaaS company leveraging AI-driven innovation in partnership management. It is a high-growth, profitable business with a collaborative culture and experienced teams.
Assess client needs and teach options in a virtual setting.
Manage administrative tasks including notes, appointments, and CRM maintenance.
Work remotely with a qualified-interest pipeline and performance-based advancement.
Global Elite Empire Consultants is a company that provides virtual consulting services, focusing on assessing client needs and teaching options. The company size and culture are not specified, but it emphasizes a driven, trainable, and dependable team environment.