Help build, define and scale our Customer Success and Onboarding enablement strategy
Ensure our Customer Success onboarding program provides an incredible first experience and sets up new hires for success
Coach and mentor Customer Success new hires as they ramp in their role
They provide software and data analytics to the real estate industry. They are focused on innovation and customer success with a fast growing Success team.
Build and maintain strong relationships with clients by understanding their needs.
Act as the main point of contact for client inquiries, concerns, and escalations.
Facilitate the onboarding process for new clients, ensuring a smooth transition.
Asset Living is a third-party management firm fostering thriving communities nationwide. Founded in 1986, they have grown organically into a trusted real estate ally with a diverse team that drives innovation.
Support the development, organization, and improvement of digital apps, customer-facing technology, platforms and tools used across the business.
Assist in gathering requirements, defining project tasks, and maintaining project timelines under guidance from senior team members.
Drive the development and implementation of innovative digital solutions that enhance client engagements and optimize app solutions
WSH is the parent company for leading brands operating in the catering and hospitality sectors. They operate in diverse sectors, including public spaces, workspaces, and education, with a central support office providing various services to the group companies, each retaining its own personality across catering and hospitality markets.
Take ownership of a book of customers, being the main point of contact and hopping on customer calls per SLAs.
Take ownership of medium and large projects that are core to the team’s operations.
Build in-app onboarding experiences, create webinar series, and build retention best practices.
Ashby offers a highly differentiated product, making it easier to sell. They aim to offer deep expertise whenever interacting with prospects and customers and strongly believe small teams with talented people and the right work environment deliver much better performance than large headcounts.
Redefine the first 90 days of the customer journey.
Slash Time-to-Value and boost team morale.
Build a department that serves as the bedrock for long-term customer retention.
Steer offers a suite of software tools for today's automotive repair shop, combining software tools needed to run a highly profitable shop into one platform. They have launched a complete Customer Relationship Management (CRM) marketing suite and acquired AutoOps in August 2024.
Provide onboarding and product adoption support to customers implementing the brightwheel product suite.
Support a rolling portfolio of approximately 100+ customer accounts over the typical 4–12 week onboarding lifecycle.
Diagnose, troubleshoot, and assist with resolving technical or configuration challenges customers encounter during system setup and early usage.
Brightwheel is the largest, fastest growing, and most loved platform in early education. They are a three-time Cloud 100 company, backed by top investors including Addition, Bessemer, Emerson Collective, Lowercase Capital, Notable Capital, and Mark Cuban.
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.
Own the day-to-day success of assigned clients, focusing on adoption, account health, and retention at scale.
Serve as a trusted partner by sharing relevant best practices and resources to customers.
Develop and maintain a detailed understanding of client use cases and document findings to support continuity and scale.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Lead engagements from initiation through delivery, ensuring client satisfaction.
Build trust with clients by acting as a strategic partner.
Facilitate workshops and translate outcomes into structured action plans.
AZX accelerates positive impact in critical industries through AI transformation. They are growing quickly and work with category-leaders in real estate, energy, logistics, and utilities. They aim to create the ultimate place to work for those passionate about AI and making a positive impact.
Handle admin requests in a meaningful, delightful, and timely manner.
Lead comprehensive onboarding workshops and provide hands-on training for HR and Payroll administrators on Alan's dashboard.
Collaborate with various teams such as Key Account Managers, Customer Success Managers, Ops, Sales, Care, Pre-Sales, and Engineering.
Alan is a vertically integrated health partner that unites insurance and smart healthcare delivery into one seamless system, aiming to make prevention the new norm of care. They partner with tens of thousands of companies across France, Spain, Belgium, and Canada, serving over a million members.
Guide clients through template completion, providing clear guidance and support.
Manage LOA generation and signing, ensuring timely completion.
Drive asset manager outreach to facilitate data connectivity and resolve onboarding queries.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets, fostering a culture of innovation and collaboration.
Guide clients through onboarding, ensuring a positive experience.
Establish strong relationships with key stakeholders and understand their needs.
Identify opportunities to upsell and cross-sell additional products.
UPS is the world’s largest package delivery service, operating in more than 220 countries and territories. They have more than 500,000 employees globally and are committed to moving our world forward by delivering what matters.
Own the onboarding program end-to-end, managing the full lifecycle from content creation to measurement.
Deliver cohort-based onboarding experiences through interactive workshops and role plays.
Measure and continuously improve onboarding effectiveness using leading and lagging indicators.
Temporal is an open-source programming model that simplifies code and enhances application reliability. They aim to be the reliable foundation of every developer’s toolbox. They value curiosity, drive, collaboration, and genuineness, fostering a culture of innovation and impact.
Collaborate with international teams and provider acquisition to move providers efficiently.
Partner with the team to pilot performance improvement projects and other projects as directed.
Call, text and email with Providers to encourage their activation and growth.
BetterHelp's mission is to remove the traditional barriers to therapy and make mental health care more accessible. Founded in 2013, they are the world’s largest online therapy service, providing affordable and convenient therapy across the globe.
Design, implement, and continuously improve onboarding.
Collaborate across Talent Acquisition, HR, and other departments.
Develop onboarding materials, welcome resources, and manager toolkits.
Wilson Elser is a leading defense litigation law firm in the US. They have more than 1400 attorneys in 46 offices and is committed to attracting and retaining professionals.
Act as the primary day-to-day contact for clients, ensuring effective communication and understanding of client needs.
Translate client requirements into actionable plans and provide timely responses with clearly outlined next steps for clients and internal teams.
Manage scope of work to ensure proper tracking and delivery of all project deliverables.
HelloKindred specializes in staffing marketing, creative, and technology roles, offering talent solutions that can be delivered on-site, remotely, or hybrid. They aim to make work accessible and improve lives by connecting talent to flexible opportunities with trusted brands.
Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.
Serve as part of a shared team, supporting a portfolio of low-touch/tech-touch clients.
Own the resolution of client-reported satisfaction issues from identification to closure.
Tracking client usage metrics, health scores, and feature adoption with dashboards.
TTEC Digital coaches clients to ensure their employees feel valued and fully supported, because they believe an amazing customer experience is an employee first process. Their vision is to create a place where employees know they can thrive.
Lead clients through the entire implementation process.
Ensure a smooth and efficient onboarding experience.
Collaborate with sales and client success teams for efficient client handoff.
Rundoo helps clients from initial sign-up to steady-state and fully transitioned to general support. It is a fast-paced startup where employees thrive and grow with the company.