Own customer relationships from onboarding through expansion, building playbooks and processes in a high-ambiguity startup.
Lead onboarding and activation, driving milestones and adoption within the first 30-60 days.
Serve as the voice of the customer, translating feedback into product insights and tracking health metrics.
Sapience AI is a collective intelligence platform that helps professional communities access and share expertise scattered across CRMs, AMS platforms, and knowledge bases. It is an early-stage startup with a culture centered on trust, purpose-driven deployment, and the belief that technology should elevate people.
Build and own onboarding and ramp programs for every customer/GTM org role, from first day to full productivity.
Define metrics, ramp goals, and reporting to track progress and deliver insights to managers.
Partner with RevOps, Marketing, People, and managers to close skill gaps and improve the program as the team scales.
Scribe's platform captures how teams work and turns it into a living asset for people and AI agents. Over 94% of the Fortune 500 use Scribe; it's a $1B+ LinkedIn Top Startup with 7M users and a high-growth, low-ego culture.
Own the onboarding lifecycle for multifamily real estate partners, from sales handoff through first 90 days post-launch.
Coordinate technical setup, data migration, and integrations with property management systems like Yardi and AppFolio.
Align Sales, Client Success, Field Operations, and Product to ensure fast time-to-value and strong adoption.
Fetch is a PropTech company that provides a platform for multifamily real estate partners to improve property operations, resident retention, and portfolio performance. The company is a growing, remote-friendly team that values customer-centric leadership, process improvement, and a flexible work culture.
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.
Own the first 45 days of every new customer, delivering a repeatable launch process from signature to adoption.
Configure accounts, run kickoff and hands-on training, and drive crews to first completed workflow.
Chase blockers with CS and Product, then hand off to the CSM with every exit criterion closed.
Bobyard uses computer vision and NLP to automate construction takeoffs and estimates, so contractors bid faster and win more. The company has raised a $35M Series A led by 8VC and is growing fast.
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.
Run onboarding projects end to end, keeping every site's status current and visible.
Work daily with site contacts and operations leads on curtailment plans, documentation, and installation.
Support customers through dispatch events and improve handoffs across teams.
Voltus helps commercial and industrial customers earn cash through demand response programs by maximizing their operational flexibility in energy markets. The company hires bright, gritty, and good people who care about a cleaner energy future and thrive in a fast-paced, entrepreneurial environment.
Own conversion and activation for Vanta's agentic self-serve front door, building an onboarding experience where the Vanta agent sets up and runs each customer's security program.
Drive the self-serve onboarding journey for startups and downmarket customers from signup to value across the full platform, partnering with Sales, Marketing, Customer Success, and Account Management.
Establish the strategy, roadmap, and operating model for product activation and onboarding, working with Engineering, Design, Data, and GTM teams to improve activation and time-to-value.
Vanta provides a trust management platform that automates security monitoring and compliance, helping businesses build, maintain, and demonstrate trust. Founded in 2018, Vanta has a kind and talented team and is trusted by thousands of companies, with many employees succeeding without prior security experience.
Own the full onboarding journey for net-new customers, from setup to live handoff with Customer Success.
Manage multiple concurrent onboardings in a high-volume environment with 1:1 and group training.
Drive customers to adoption and self-sufficiency, collaborating cross-functionally to improve the onboarding playbook.
Roofr provides a CRM platform for roofing businesses, integrating sales tools, payments, and material ordering. They are a successful startup with a strong culture and financials, offering growth opportunities.
Own the onboarding and rollout program for large enterprise clients, from pre-sale handoff through the first 90 days of adoption.
Serve as the main point of contact for rollout, leading status meetings and aligning resources across Sales, Marketing, Product, and Customer Success.
Track adoption signals, analyze trends, and build scalable processes for smoother onboarding across future clients.
AlphaSense provides AI-driven market intelligence and search, trusted by over 6,000 enterprise customers including a majority of the S&P 500. Founded in 2011, the company is headquartered in New York City with more than 2,000 employees across the globe.
Own the technical setup of onboarding: API integrations, data mapping, CRM configuration.
Coordinate with the Onboarding Manager and cross-functional teams from kickoff to go-live.
Troubleshoot technical blockers, build runbooks, and track onboarding success metrics.
Euler is an AI-native PRM that modernizes partnership management, replacing spreadsheets and CRMs with automation and measurable ROI. The company grew 600% YoY in 2025, serves industry leaders, and values fast, intentional innovation.
Manage priority enablement programs from planning through execution and measurement.
Own seller onboarding and ramp, coordinating schedules, facilitators, and learning activities.
Operationalize GTM launches, sales plays, and Sales Kickoff while tracking program metrics.
WorkWave provides innovative software solutions that help field service businesses thrive. It is a global, remote-first company with a startup feel, recognized for its collaborative culture and award-winning workplace.
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.
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.
Design and run structured onboarding programs covering product, tools, policies, and tone.
Partner with team leads and QA data to build targeted learning modules for skill gaps.
Deliver workshops and own the knowledge base, including playbooks, FAQs, and decision trees.
Resilia's customer support team owns training and enablement to deliver excellent service. The company is a global, async-first remote team that values continuous learning and inclusion.
Lead and grow the onboarding team, coaching Team Leads and building a culture of ownership and accuracy.
Own the onboarding pipeline from agreement to live plan, keeping timelines, quality, and SLAs on track.
Partner with Product and cross-functional teams to build training, improve tools, and drive KPIs.
We help small and growing businesses make retirement benefits easier, simplifying 401(k)s with straightforward solutions and great service. For more than 25 years, we've built a culture of service and a mission to help more people build a secure financial future.
Develop deep expertise in Tekmetric Marketing and the auto repair industry to guide customers through onboarding.
Host group onboarding calls, ensure customers are on track for launch, and clearly communicate setup requirements.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric builds cloud-based software that helps auto repair shops run smarter, grow faster, and serve customers better. Founded in Houston in 2017, the company is an industry-leading solution known for transparency, integrity, innovation, and a service-first mindset.
Own enterprise launches from kickoff to go-live, turning brand goals into tailored launch plans across Reviews, Loyalty, Referrals, Quizzes, and Surveys.
Advise brands on setup, data migration, theme customization, and integrations with Shopify, Klaviyo, TikTok Shop, Google, Meta, and Attentive.
Partner with Sales, Solutions Engineering, Support, and Customer Success to ensure smooth handoffs and flag growth opportunities.
Okendo is a customer marketing platform that helps Shopify brands grow faster by cultivating brand advocacy and maximizing lifetime value. Trusted by 19,000+ Shopify brands, our unified suite of Reviews, Referrals, Quizzes, Loyalty, and Surveys turns one-time shoppers into revenue-driving Superfans.
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.
Own customer onboarding, adoption, and success by creating success plans and guiding implementation.
Proactively identify churn risk, build mitigation strategies, and coordinate account teams to drive outcomes.
Act as a trusted advisor and champion builder, uncover expansion opportunities, and own renewals.
LaunchDarkly provides a feature management platform that lets developers release and control software features safely and efficiently. The company values teamwork, transparency, and customer obsession, fostering an open and collaborative culture.