Follow through on issued quotes to secure signed contracts
Conduct Discovery Calls to understand the client’s organizational structure
Conduct guided walkthroughs and training sessions for customers
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Lead the end-to-end implementation for new customers, acting as the primary technical guide.
Configure product settings, permissions, and workflows, ensuring smooth transitions.
Train customers on product functionality and best practices to achieve desired outcomes.
Northbeam is building a marketing intelligence platform, providing eCommerce brands a unified view of their business data. They are experiencing rapid growth with a team of driven, collaborative, and talented individuals who value personal growth and excellence.
Lead the full implementation lifecycle for new customers.
Coordinate cross-functionally with Sales, Product, Support, and Customer Success teams.
Build strong customer relationships through active listening, clear communication, and proactive problem-solving.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Spearhead and manage end-to-end UCaaS and CCaaS implementation projects for clients.
Consult and uplevel Professional Services team through knowledge sharing and mentorship.
Maintain focus on customer success and satisfaction, ensuring solutions meet client objectives.
Eltropy is on a mission to disrupt the way people access financial services by enabling financial institutions to digitally engage in a secure and compliant way. They empower community financial institutions to improve operations, engagement and productivity.
Own 15+ concurrent implementation engagements, primarily for growth and commercial customers.
Deliver programmatic, playbook-driven onboarding using established Common Room frameworks, templates, and workflows.
Lead customer milestones like kickoff calls, configuration sessions, and training with clarity and confidence.
Common Room is an AI GTM Platform that empowers teams with AI agents built on buyer intelligence. They unify every signal across the full buyer journey into one view, helping teams target the right individuals with the appropriate message and timing. They are backed by top-tier investors and operators and have raised over $50 million.
Own end-to-end customer onboarding with a hands-on implementation mindset.
Lead customer implementations that may span weeks or months, depending on complexity.
Act as a trusted consultant, challenging assumptions and reframing requests when needed.
Infiterra simplifies subscription service delivery through its B2B SaaS platform, helping IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, they are recongnized for innovation and global impact - they foster a collaborative and growth-oriented culture.
Own and manage multiple concurrent customer onboardings ensuring they understand how to use Roofr effectively.
Deliver high-quality customer interactions that drive product adoption and confidence across Roofr’s platform.
Contribute to the design and continuous improvement of a scalable onboarding journey that supports growth.
Roofr is obsessed with its customers and constantly gathers feedback to shape and launch the products they need. They've grown from sales tools to a CRM that connects multiple solutions into a powerful platform and have an amazing culture, strong financials and best-in-class company metrics.
Lead end-to-end technical onboarding and implementation for new clients.
Partner with clients to understand business needs and develop tailored implementation plans.
Manage implementation project plans, timelines, and cross-functional coordination.
Lumivero develops data-intelligence software that empowers users to answer their most pressing questions. Their tools help academic and corporate professionals create impactful insights from their complex data.
Manage and execute implementation projects, ensuring milestones are met.
Develop project plans, aligning with internal and external stakeholders.
Guide customers through onboarding, providing hands-on support.
Jobgether is a platform that uses AI to match candidates with jobs. The AI-powered matching process ensures your application is reviewed quickly, objectively, and fairly against the role's core requirements.
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.
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
Promote client success by implementing a dynamic onboarding program and training curriculum.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.
Project manage commercial services and implementation.
Lead activities supporting development and launch of solutions applications and platforms.
Provide consulting and technical expertise to structure an effective implementation.
BLEND360 is a forward-thinking Data, Digital Marketing, & AI Solutions Company, dedicated to fueling remarkable outcomes for Fortune 500 clients. They are at the crossroads of cutting-edge analytics, data proficiency, technology, and digital marketing excellence.
Manage the onboarding and training of businesses launching on the Dutchie platform.
Strategize with clients to understand how our software can improve their business and workflows.
Communicate with our Cross Functional Teams - Sales, Support, and CSM to properly triage issues.
Dutchie offers a technology platform powering dispensary operations, providing consumers cannabis access. They empower local communities and have over $600M in funding, supporting thousands of dispensaries across the US and Canada.
Conduct client training in preparation for Go-Live events, following Nextech’s standard implementation methodology.
Investigate and resolve client issues during implementation and go-live.
Partner with internal teams to ensure successful implementation and alignment with client needs.
Nextech is a leader in specialty healthcare technology solutions. They are committed to hiring and retaining talent, which is why they invest in their employees.
Support Implementation and Onboarding team members in EMEA by providing coaching and guidance to achieve individual and team goals.
Drive overall strategy and execution for the function in EMEA which includes teams like Technical Account Management, Project Management, Customer Training, and Solutions Architecture.
Build and lead teams, including coaching, performance development, and feedback in a post-sale implementation and onboarding environment.
1Password is building the foundation for a safe, productive digital future by innovating the market-leading enterprise password manager and pioneering Extended Access Management. They have surpassed $400M in ARR and have over 180,000 businesses trusting their products.
Manage CRM and ERP software implementation projects for clients with 5-500 users.
Participate in functional and technical working groups and progress meetings.
Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process.
Momentus provides industry-leading event and venue management software to customers in over 50 countries around the world, serving thousands of customers that power millions of events. Our comprehensive platform offers event professionals leading-edge SaaS technology that provides a 360 view of their business, allowing them to cut costs, save time, and increase revenue.
Assist with onboarding new customers onto the Eltropy platform.
Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials.
Help identify and communicate product or process improvements based on real-world use cases.
Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using their world-class digital communications platform, community financial institutions can improve operations, engagement and productivity.
Own onboarding outcomes and use data to improve them.
MoeGo is on a mission to transform the future of pet care businesses, from small-business groomers to franchise doggie hotels. The dedicated entrepreneurs behind these businesses keep our beloved pets happy and healthy, and they deserve comprehensive technology solutions that keep their businesses operating smoothly end-to-end.
Conduct structured onboarding programs for new clients using the Apollo platform.
Serve as the primary point of contact for clients during onboarding, primarily in the EMEA region.
Explain Apollo’s capabilities, features, and integration options clearly and effectively.
INSIDEA is a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth.
Proactively guide customers through their Buildout onboarding process, from project kick-off to successful graduation, ensuring a smooth transition between steps
Define project scope, goals and deliverables to ensure alignment with your customer and manage an efficient and timely setup
Establish ongoing communication with customers during their onboarding to train them how to utilize the product, and have technical discussions on how we can implement their business workflows or data into Buildout
Buildout is the AI deal engine for CRE brokerages, automating every step from first contact to commission. They are trusted by over 50,000 brokers and powers more profitable deals from lead to close, establishing their customer-centric brand as the go-to for commercial real estate brokers.