Own adoption and success for a portfolio of Fieldguide advisory customers.
Drive deep platform adoption across advisory teams by actively working inside the product.
Translate advisory methodologies, service offerings, and best practices into scalable workflows.
Fieldguide is establishing trust for global commerce and capital markets through automating assurance and audit work. They are a remote-first company backed by top investors; their team is inclusive, driven, humble and supportive.
Own the customer implementation and product adoption plan for the first 60-90 days of engagement with LinkedIn Sales Solutions.
Learn about the business, the team and LinkedIn’s platform, LinkedIn Sales Navigator and associated tools to enable success in your role.
Educate customers on the value they can generate from LinkedIn Sales Navigator and how to create relationship-driven sales programs via thorough program design consultations.
LinkedIn is the world’s largest professional network, built to create economic opportunity for every member of the global workforce. They aspire to create a culture that’s built on trust, care, inclusion, and fun – where everyone can succeed.
Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors, they’re one of the fastest-growing scale-up SaaS companies in the world building category-defining technology with world-class people, processes, and products.
Be a Procurify product expert and the main point of contact for onboarding clients.
Build strong client relationships and project manage the implementation process.
Understand client business requirements and support technical configuration and workflows.
Procurify is an AI-enhanced procurement and AP automation platform for the mid-market, making it easy for organizations to take control of spend and save money. As a remote-first company, they are trusted by hundreds of companies around the world.
Project manage commercial services and implementation.
Lead activities supporting development and launch of solutions applications and platforms.
Provide consulting and technical expertise to structure an effective implementation.
BLEND360 is a forward-thinking Data, Digital Marketing, & AI Solutions Company, dedicated to fueling remarkable outcomes for Fortune 500 clients. They are at the crossroads of cutting-edge analytics, data proficiency, technology, and digital marketing excellence.
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.
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 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.
Develop and maintain strong relationships with key customer stakeholders.
Provide customers with insights on how to leverage our solutions to meet their needs.
Proactively identify and address customer issues, collaborating with internal teams.
AuditBoard is the leading audit, risk, ESG, and InfoSec platform on the market, with more than 50% of the Fortune 500 leveraging their technology. They are one of the 500 fastest-growing tech companies in North America and inspire each other to innovate and assist each other.
Act as a trusted advisor to DataGrail customers, empowering them to maximize the value of their platform through expert guidance and proactive support.
Ensure successful product adoption, drive continuous engagement, and advocate for customer needs to inform product development.
Own the End-to-End Customer Journey – From initial onboarding through ongoing success, ensure a seamless customer experience that delivers long-term value.
DataGrail is the Privacy Control Center modern brands rely on to build customer trust and outsmart business risk. Backed by 2,000+ pre-built integrations, DataGrail automates privacy workflows and supports compliance with regulations like GDPR and CPRA.
Lead customers through successful implementations of the Iterable platform.
Build relationships with key stakeholders by learning and solving their challenges.
Effectively manage and complete on-time multiple projects simultaneously.
Iterable is an AI-powered customer engagement platform that helps brands create individualized experiences. They have nearly 1,200 brands across 50+ countries and foster a culture of innovation, collaboration, and inclusion.
Ensure adoption of their Conga solutions in complex enterprise environments.
Meet both technical and business needs.
Conga accelerates the customer’s journey to becoming a more connected and intelligent business. They bring together Configure, Price, Quote, Contract Lifecycle Management, and Document Automation capabilities on a single open platform and integrate seamlessly with any ERP, CRM, and Cloud.
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.
Lead the programmatic structure for multiple customer implementation projects, from project kickoff to go-live, ensuring each customer achieves a smooth and successful deployment.
Own high-level project planning and execution, managing scope, milestones, and deliverables while keeping all stakeholders informed with clear, timely communication.
Collaborate with internal teams—from Sales to Customer Success to Product—to ensure seamless handoffs and alignment on client outcomes.
Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. They are backed by top-tier investors like Bessemer, KKR, and Revolution, and is one of the fastest-growing scale-up SaaS companies in the world.
Develop trusted advisor relationships with key stakeholders.
Ensure customers leverage the solution to achieve full business value.
Proactively analyze usage, adoption, and value KPIs.
JAGGAER provides an intelligent Source-to-Pay and Supplier Collaboration Platform. They empower organizations to manage and automate complex processes. JAGGAER has 1,300+ global employees and focuses on ensuring customers get full value from their products.
Support Implementation and Onboarding team members in EMEA by providing coaching and guidance to achieve individual and team goals.
Drive overall strategy and execution for the function in EMEA which includes teams like Technical Account Management, Project Management, Customer Training, and Solutions Architecture.
Build and lead teams, including coaching, performance development, and feedback in a post-sale implementation and onboarding environment.
1Password is building the foundation for a safe, productive digital future by innovating the market-leading enterprise password manager and pioneering Extended Access Management. They have surpassed $400M in ARR and have over 180,000 businesses trusting their products.
Lead the onboarding process for new clients, ensuring a smooth implementation.
Collaborate with customers to customize the Numa platform to their needs.
Provide comprehensive training to customers on using Numa's software.
Numa is a fast-growing automotive software company, recognized on the Inc. 5000 list for three years. We transform dealership operations by integrating AI into customer interactions. Numa is backed by Google, Threshold, Costanoa, Mitsui, and Touring Capital, having raised $50M and experiencing rapid scaling, fostering innovation and growth.
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.
Proactively guide customers through their Buildout onboarding process, from project kick-off to successful graduation, ensuring a smooth transition between steps
Define project scope, goals and deliverables to ensure alignment with your customer and manage an efficient and timely setup
Establish ongoing communication with customers during their onboarding to train them how to utilize the product, and have technical discussions on how we can implement their business workflows or data into Buildout
Buildout is the AI deal engine for CRE brokerages, automating every step from first contact to commission. They are trusted by over 50,000 brokers and powers more profitable deals from lead to close, establishing their customer-centric brand as the go-to for commercial real estate brokers.
Establish tailored onboarding and training plans for new enterprise clients in APAC to ensure they learn, adopt, and are successful at the onset with the Traackr product.
Determine critical measures for success for clients’ influencer programs to ensure there are quantitative and qualitative ways to measure progress.
Monitor and address adoption and usage for clients in APAC region.
Traackr is a global SaaS technology company providing a data-driven influencer marketing platform that marketers use to optimize investments, streamline campaigns, and scale programs. They are a remote-first company with offices in San Francisco, New York, Boston, Paris, and London and operate on a culture of mutual respect.