Build trusted relationships with investment and wealth management clients to drive product adoption and long-term partnership.
Guide customers through onboarding and account planning, ensuring alignment with business objectives and rapid time-to-value.
Leverage AI-enabled tools and data to monitor customer health, identify expansion opportunities, and ensure strong retention.
Ridgeline provides a front-to-back system of record for investment managers, modernizing legacy technology with real-time data and embedded AI. It is a rapidly growing fintech company with offices across the US and Ireland, recognized as a best workplace for innovators.
Develop strong client relationships and act as a trusted advisor, coaching customers on compliance best practices.
Build strategic account plans to drive customer satisfaction, retention, and growth.
Collaborate cross-functionally to solve customer problems with creativity and empathy.
Hummingbird helps financial institutions and tech companies fight financial crime through AI-powered compliance tools. They are a remote-first, fully distributed team that values customer obsession, inclusivity, and supporting each other to do their best work.
Serve as the primary point of contact for new clients during their first 30-90 days, building relationships and guiding them through onboarding.
Conduct virtual one-on-one training sessions to educate clients on using the platform effectively for their business needs.
Identify client needs, track progress, and proactively address roadblocks to ensure long-term success and reduce churn.
Granum is a leading software company serving landscapers and arborists across North America with intuitive, industry-specific solutions. The company fosters a highly collaborative and supportive culture, with recognition as a top workplace for small and medium-sized companies.
Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.
Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution.
Own the client's first 60 days end-to-end, from Sales handoff to a fully live, confident client.
Collaborate with Implementation, Accounting, and Revenue teams to drive activation and billing setup.
Manage a clean handoff to Strategic Account Managers and Revenue Optimization Managers for ongoing account management.
OCRA is an AI-powered Revenue Management System and Global Distribution System for hotel parking assets. They partner with over 50 operators and 25 hotel groups across 600+ locations in North America, and have raised $10M in funding, fostering a culture of broad exposure and impact.
Proactively own the end-to-end post-sale lifecycle, from onboarding to expansion, ensuring zero missed kickoff calls and driving customer growth.
Conduct deep investigative check-ins to uncover hidden pain points, resolve issues with urgency, and mitigate churn risks.
Act as the internal source of truth, bridging customer feedback across Product, Sales, and Operations teams to drive product improvements and retention.
Panoptyc uses visual AI and human-in-the-loop reviewers to help retailers detect theft in over 25,000 stores, saving customers millions annually. As a fully remote, globally distributed team, they work with Fortune 500 retailers and fast-growing brands, executing at scale.
Deliver an 11-star onboarding experience and own the client relationship from handoff onward.
Keep every relationship warm and churn risk low through regular check-ins and proactive value-add.
Run weekly account-health reports and be the voice of the customer to the product team.
They are a tech-enabled, ISO 17025-accredited testing lab that verifies product claims for consumer brands, turning results around in ~3 days. They are a fast-growing startup backed by top-tier VCs, with a culture of high performance and transparency.
Own the requirements for each onboarding, tracking every open item to completion.
Coordinate across internal teams to ensure deliverables are on time and escalate risks proactively.
Manage multiple concurrent onboardings and support customer communication, growing into direct ownership.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. Backed by Insight Partners and Andreessen Horowitz, we have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Build trusted relationships with customers to understand their workflows and goals.
Guide new customers through implementation, onboarding, and training.
Support existing customers with questions, feature highlights, and Quarterly Business Reviews.
Process Street is an AI software and compliance operations platform startup from San Francisco, helping customers build, document, automate, and track recurring workflows. They service over 3,000 customers globally and are VC-backed by Accel, Salesforce, and Atlassian, with a collaborative remote culture valuing flexibility and ownership.
Own and lead the onboarding journey for new clients, creating customized plans and guiding them through milestones.
Train and empower clients with best practices to increase adoption and self-sufficiency.
Drive early adoption and time-to-value by using metrics and proactive risk management.
Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. They have a fun, collaborative, and hard-working team with values of stewardship, collaboration, and continuous development.
Own a portfolio of enterprise accounts, driving retention and expansion through strategic partnerships.
Manage the end-to-end post-sale journey, including onboarding, adoption, and renewals.
Analyze customer data to provide proactive insights and lead executive business reviews.
Firework is revolutionizing connected commerce with an AI-powered video commerce platform trusted by global brands and retailers. The company has raised over $235 million and operates at a global scale, fostering a high-growth, team-centric environment.
Independently manage strategic customer relationships to ensure long-term value realization across mid-market and enterprise accounts.
Lead success planning, drive adoption, and mitigate risk while collaborating cross-functionally with Product, Engineering, Sales, and Support.
Monitor account health using data-driven insights, proactively identify risks, and lead coordinated mitigation efforts.
Abnormal Security protects the humans behind the world's most critical organizations from AI-powered cybercrime. Over 4,500 enterprises trust their behavioral AI platform, and the company is dedicated to an inclusive, diverse culture.
Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
Establish strong relationships with customer stakeholders and manage data migrations.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.
Onboard new customers and work with sales to close pilots as a subject matter expert.
Develop and maintain a portfolio of customers through account management and quarterly calls.
Provide first-line support and product feedback to the product team from customer interactions.
SlideHub is a fast-growing SaaS scale-up founded in 2016 by a team of Danish professionals. It provides an AI-enabled Asset Management Platform that helps companies create compliant material faster, with a team of 45 people spanning over 10 nationalities.
Lead a global team of Onboarding Success Managers for the Teamwork Collection, driving early customer outcomes through change management and technical guidance.
Build executive relationships with strategic customers, leveraging predictive signals and standardized frameworks to ensure product adoption and mitigate churn risks.
Scale onboarding programs, maintain operational excellence with tools like Gainsight and Salesforce, and champion customer advocacy to influence product improvements.
Atlassian's software products help teams all over the planet collaborate and unlock their potential. The company is committed to diversity and equity, with a global workforce that can work from any country where they have a legal entity, and offers competitive pay zones within the US.
Serve as strategic advisor for 20 high-impact financial institution customers, driving retention and growth.
Develop and execute tailored success plans to maximize product adoption and value.
Identify expansion opportunities and collaborate with Sales to close upsells.
Eltropy is on a mission to disrupt financial services access by providing a digital communications platform for community banks and credit unions. They are a startup with a team-oriented culture, valuing transparency and customer focus.
Manage a portfolio of live banking clients as their trusted partner after go-live.
Conduct regular check-ins and maintain strong relationships with stakeholders.
Handle support escalations and troubleshoot platform issues.
Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.
Manage relationships with a portfolio of B2B customers and become a trusted point of contact throughout their journey
Guide new customers through onboarding, configuration, and initial product adoption
Monitor customer engagement and proactively identify adoption risks or opportunities
CerebriOS builds B2B SaaS products that help businesses make better decisions and get more value from their data. They offer a remote-first culture with professional development opportunities and a supportive benefits package.
Own large-scale customer programs involving multiple business units and executive stakeholders.
Lead cross-functional initiatives by establishing governance and driving accountability.
Operate as the strategic point of contact for complex customer engagements, aligning competing priorities.
H1 is a healthcare data and AI company that provides a platform to inform doctor interactions globally. H1 offers a flexible, inclusive culture with opportunities to work with leading biotech and life sciences companies.
Lead all post-sales activities for mid-market customers through onboarding, implementation, product expertise, renewal, and upsell opportunities.
Partner with Account Managers to drive renewal and expansion within your book of business.
Act as the voice of the customer within Vanta, influencing strategy and product priorities to drive adoption and retention.
Vanta provides a Trust Management Platform that helps businesses automate security monitoring and compliance for standards like SOC 2, HIPAA, and ISO 27001. Founded in 2018, Vanta has a kind and talented team and has experienced exponential growth.