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.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
Conduct a review of the onboarding playbook and implement a streamlined, automated version.
Manage, coach, and upskill a team of Onboarding Specialists.
Partner with Sales and Customer Success to ensure seamless handoffs and long-term health.
Steer provides a suite of software tools for automotive repair shops, combining various tools into one platform. They offer a CRM marketing suite with features like text messaging, email automation, and appointment reminders and have acquired AutoOps for scheduling software.
Manage software implementation projects from kickoff to go-live, coordinating cross-functionally.
Proactively identify project risks and propose alternative solutions to keep timelines on track
Configure client applications using a no-code flow builder, conduct quality assurance testing.
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, they surpassed $3B in revenue in their last fiscal year with extensive growth potential ahead. They are a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.
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.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Anchor customer conversations around business impact, including cost structure reduction and scalable output.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen aims to democratize visual storytelling through accessible technology. They're building technology to empower individuals to connect with and inspire audiences by making video content creation scalable and cost-effective.
Lead customers through onboarding, implementation, and go-live phases.
Conduct configuration workshops to understand customer workflows and business needs.
Translate operational requirements into scalable and stable system configurations.
Sport Alliance helps fitness and wellness businesses scale through digital solutions. They are a market-leading company in a dynamic, fast-growing industry with an international team and a diverse and inclusive environment.
Facilitate deliveries of Lumin Digital's online banking platform and ancillary products and services, creating and managing multi-phase project schedules with varying complexity.
Consult with clients to understand requests and turn them into actionable items, coordinating with other project managers, partners, and vendors to ensure successful implementation.
Educate stakeholders on issues, risks, and remediation plans, assembling and leading status meetings for key stakeholders to drive project goals.
Lumin Digital is a trailblazer in digital banking solutions, driven by a unique approach to technology, service, and people, empowering credit unions and banks by creating cutting-edge digital experiences to continuously serve, engage, and grow their membership base. The company is 100% cloud-native and fosters a culture of trust, respect, and boldness, encouraging continuous improvement, collaboration, and innovation.
Manage a portfolio of customer engagements, maintaining visibility across both active projects and broader account objectives.
Develop, update, and track detailed project plans including milestones, timelines, and responsibilities.
Facilitate regular engagement cadences with customers to ensure alignment, maintain momentum, and monitor progress.
Astronomer empowers data teams to bring mission-critical software, analytics, and AI to life. Astronomer has over 800 of the world's leading enterprises, which lets businesses do more with their data. Diversity is valued and they are an equal opportunity employer.
Manage end-to-end implementations, driving structured cadences and ensuring projects stay on track.- Partner with product and engineering to gather requirements and shepherd issues through the development lifecycle.- Represent customer needs to cross-functional teams and guide state and local partners through program onboarding.
Ready is composed of creative problem solvers bringing a new point of view to a legacy industry. We are shaping our program and seek input on which benefits matter to you. We are humble but ambitious, knowledgeable but curious, persistent but not obnoxious, working remotely as one team.
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.
Drive implementation from end to end, both internally and externally with client teams
Partner with health plan and risk bearing provider clients to successfully launch Cohere Health products within their organization
Act as the key liaison between client implementation team and cross functional teams at Cohere to drive day to day implementation activities
Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. The company works with over 660,000 providers and handles over 12 million prior authorization requests annually, and is backed by leading investors such as Deerfield Management. The Coherenauts who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles.
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.
Manage inbound client communications and ensure a consistent, high-quality customer experience.
Conduct consultative conversations to understand client needs, goals, and concerns.
Collaborate with internal teams to improve onboarding, retention, and overall customer success processes.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Lead the successful implementation of Coconut Software solutions for large enterprise customers and the delivery of complex expansion, migration, or phased rollout projects for existing customers.
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.
Own the end-to-end implementation lifecycle for customer deployments.
Coordinate across internal teams and customer stakeholder groups.
Identify, document, and escalate implementation risks proactively.
Teramind provides insider risk management and data loss prevention solutions. They have been fully remote since 2014 with diverse, global teams and value new ideas and talent incubation.
Lead Talkdesk’s Strategic HLS Healthcare & Life Sciences (HLS) customer implementation projects from kick-off to completion.
Manage multiple customer projects simultaneously; work with customers, partners, & internal solutions consultants to drive positive progress.
Proactively identify risks pertaining to time, scope, & budget and develop comprehensive mitigation strategies with clear communication plan.
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Its global team of innovators is customer-obsessed and building AI-first solutions that put empathy, trust, and transparency at the center of every interaction.
Performs customer facing onboarding activities, including customer discovery, desired outcome creation, and platform training.
Executes against key onboarding KPIs, including key milestone achievement, response time, and customer satisfaction.
Works with customers to understand their needs and goals to provide tailored guidance in adoption of Cision platform.
Cision is the global leader in consumer and media intelligence, engagement, and communication solutions. They equip PR and corporate communications, marketing, and social media professionals with the tools they need to excel. Cision has over 75,000 companies as customers.
Lead and manage the end-to-end implementation of mid-market to enterprise sized clients.
Create and maintain project plans, ensuring all tasks are completed within the defined timelines.
Cultivate and maintain strong relationships with key client stakeholders, acting as their primary contact throughout the implementation process.
Garner transforms the healthcare economy by delivering affordable, high-quality care. They partner with employers to redesign healthcare benefits using clear incentives and data-driven insights, and are one of the fastest-growing healthcare technology companies in the country.
Own the end-to-end new hire onboarding experience - from offer accept through 90 days.
Develop a training plan for new and existing managers - covering hiring, performance management, feedback, and career development.
Own the recurring internal communications that keep the company informed (primarily written updates).
Tremendous is a global platform that allows businesses to send payouts to anyone, anywhere, for free. They are a profitable and growing company with a fully remote, high-documentation, low-meeting culture and are trusted by 20,000 organizations.