Lead onboarding sessions that demonstrate how to set up, configure, and manage AI agents.
Educate customers on best practices and recommended configurations for building effective AI agents.
Help customers translate their business goals into clear agent structures, prompts, workflows, and inputs.
SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, capable of delivering personalized sales calls, demos, and follow-ups in real time and in multiple languages. The company's platform enables businesses to automate and scale their sales operations. The company has a global workforce of multi-cultural and talented colleagues with amazing growth opportunities for personal development.
Guide new customers through the full onboarding lifecycle.
Serve as the primary point of contact during onboarding.
Partner with customers to define goals.
Our client is a fast-growing SaaS company that helps businesses simplify and automate sales tax compliance. As part of the Customer Success organization, they aim to deliver an effortless and accurate solution that enables customers to stay compliant while focusing on growing their business.
Act as the single point of contact for company clients.
Serve as liaison between clients and the delivery team.
Identify client needs, maintain a good understanding of client products and their business strategies
T.A. Monroe is a B2B agency that prizes science-based frameworks, proof-driven solutions, and doing what works. They grow as a team, love to learn, and believe personal growth is as important as professional success.
Execute end-to-end onboarding for new clients and properties.
Perform detailed, manual implementation work, including data setup.
Work within Asana to manage tasks, workflows, and deadlines.
OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.
Manage a portfolio of accounts, leading recurring calls and business reviews.
Translate sponsor goals into cross-functional delivery plans.
Collaborate with Clinical Operations to improve sponsor experience.
Jobgether is a platform that uses AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Deliver tailored virtual demonstrations to prospects based on their specific needs and priorities.
Generate new business opportunities including prospecting, qualifying, solution selling, negotiating and closing.
Develop relationships with new people through phone, email, professional networking and social media.
Xplor provides cloud-based technology solutions that enable small and medium-sized businesses to manage and grow. They aim to help people make the most of each day by giving business owners the tools they need, and Xplor Pay helps businesses get paid quickly and securely. When you become part of their team, you also become part of the personal connection that strengthens relationships with Xplor products.
Manage the onboarding process for mid-market customers.
Develop and manage customized rollout plans.
Build strong relationships with key stakeholders.
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. From running a shop, to securing payments to engaging customers, our platform simplifies operations so shop owners can focus on what really matters. The company was officially founded in Houston in 2017, and it has grown from a single shop’s vision to the industry’s leading solution.
Serve as the primary point of contact between customers and internal teams.
Own the full customer lifecycle, developing and executing strategies to drive retention and growth.
Evaluate customer needs and recommend upgrades or additional services that add value.
Jobgether helps candidates by using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They use an AI system that identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Design and manage webinars, automated email campaigns, and in-app messaging for merchant success.
Facilitate smooth onboarding to ensure merchants quickly achieve their 'aha!' moment.
Collaborate with Marketing and Product teams to create educational resources.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates to fill positions at partner companies.
Own the onboarding process from client sign-up through completion.
Serve as the primary point of contact for clients during onboarding.
Analyze large and often complex transaction datasets using Excel.
TaxValet is a fractional sales tax department that handles everything for clients, from nexus analysis to permit registrations and audit support. They are a fast-growing, fully remote, financially stable, and profitable business with a team of around 100 teammates.
Lead new Partners through the end-to-end onboarding process.
Coach Partners in configuring and customizing the product to meet their specific needs.
Provide initial technical guidance and troubleshooting to Partners.
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.
Develop and execute personalized onboarding and training plans.
Establish critical success metrics for clients' influencer programs.
Continuously track and address product adoption and client goals.
They connect candidates with companies using an AI-powered matching process. They ensure fair and objective application reviews, identifying top candidates for the hiring company, and operate with data privacy and AI transparency.
Facilitate client onboarding, training, and ongoing support via video, phone, and email.
Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
Empower clients to become self-sufficient during onboarding and beyond.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.
Proactively manage customer health through targeted engagement.
Accelerate product adoption and communicate clear ROI.
Cultivate and grow customer relationships through strategic advice.
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.
Elevate client relationships, overseeing onboarding, training, and attaining customer satisfaction.
Cultivate a strategic advisor relationship with clients, delivering value and optimizing their product utilization.
Maintain awareness of industry trends, track developments, and inform customer success strategies.
Finalis is a fast-paced startup that enables employees to develop skills quickly and work in an entrepreneurial culture. Finalis has finalists from different countries and cultures, encouraging team members to develop their soft skills and adapt to different backgrounds.
Be the primary contact who helps managed service providers deliver strong security awareness outcomes for their client portfolio.
Own the full partner journey—from initial onboarding and training through renewals and growth.
Ensure every MSP partner has the knowledge, tools, and support needed to maximize value across all their customer deployments.
KnowBe4 is an AI-driven Human Risk Management platform empowering organizations to strengthen their security culture. They are an industry standard with high customer retention rates, valuing radical transparency, extreme ownership, and continuous professional development in a welcoming workplace.
Align with internal teams on customers' business priorities and strategies.
Utilize a data-driven approach to adapt customer success plans and timelines.
Drive resolution of blockers while accelerating solution implementation.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage CRM and ERP software implementation projects for clients with 5-500 users.
Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks.
Design and deliver key stakeholder training on system configuration as well as end user training.
Momentus provides event and venue management software to customers in over 50 countries, serving thousands of customers that power millions of events. They offer a comprehensive platform with leading-edge SaaS technology, providing a 360 view of the business to cut costs, save time, and increase revenue.
Lead, manage, and scale the global team of Onboarding Consultants.
Define, implement, and monitor operational KPIs and performance metrics.
Partner with stakeholders to ensure cross-functional alignment.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams; their team works tirelessly on ambitious problems, asynchronously, around the world.