Manage customer onboarding projects from kickoff through activation, coordinating plans, timelines, and milestones.
Serve as the primary customer contact, maintaining consistent communication and driving project momentum.
Track onboarding progress, identify risks early, and partner cross-functionally with Sales, Product, and Customer Success.
Boulevard provides a client experience platform for appointment-based self-care businesses, helping them manage salons, spas, medspa, and barbershops. They have a diverse team that values experimentation and equal opportunity, though specific employee count is not mentioned.
Serve as the primary point of contact for new customers throughout the onboarding phase, building trust and keeping momentum.
Manage the execution of each customer's implementation plan, coordinating activities across internal and external teams.
Proactively flag risks and blockers, and work cross-functionally to resolve them before they impact timelines.
Airship helps the world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They have a no-code, AI-powered platform designed with non-technical, growth-focused teams in mind. Airship has flexible work options and values diversity and inclusion.
Conduct a review of the onboarding playbook and implement a streamlined, automated version.
Manage, coach, and upskill a team of Onboarding Specialists.
Partner with Sales and Customer Success to ensure seamless handoffs and long-term health.
Steer provides a suite of software tools for automotive repair shops, combining various tools into one platform. They offer a CRM marketing suite with features like text messaging, email automation, and appointment reminders and have acquired AutoOps for scheduling software.
Manage a structured onboarding process and own the initial experience for new customers, serving as their primary point of contact.
Set clear expectations, define success plans, and manage multiple, concurrent implementation projects to ensure they are completed on-time and align with customer goals.
Become a deep expert in the Barti platform, guiding customers through technical setup, system configuration, and data migration.
Barti is a venture-backed startup building groundbreaking software to transform the eye care industry. They aim to craft exceptional user experiences so eye care providers can focus more on patient care and less on administrative tasks.
Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Lead new customers from contract signing through their first major win.
Provide subject matter expertise on reporting and form configuration, owning post-launch customer engagement workflows.
Guide customers from platform launch to confident, data-driven decision-making.
Casebook PBC's software empowers community well-being through adaptive, research-based technology for human services. They are dedicated to fostering a multicultural workplace where everyone feels included and valued, with every employee respected and empowered.
Manage software implementation projects from kickoff to go-live, coordinating cross-functionally.
Proactively identify project risks and propose alternative solutions to keep timelines on track
Configure client applications using a no-code flow builder, conduct quality assurance testing.
Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, they surpassed $3B in revenue in their last fiscal year with extensive growth potential ahead. They are a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.
Own the end-to-end post-sales lifecycle for a portfolio of mid-to-high complexity accounts.
Lead onboarding by aligning on business objectives, defining success metrics, and establishing KPIs.
Deliver value reviews to both operational stakeholders and emerging executive sponsors.
Airship helps world’s leading brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences. They empower growth-focused teams to create, test, and orchestrate hyper-personalized experiences across all channels.
Lead customers through onboarding, implementation, and go-live phases.
Conduct configuration workshops to understand customer workflows and business needs.
Translate operational requirements into scalable and stable system configurations.
Sport Alliance helps fitness and wellness businesses scale through digital solutions. They are a market-leading company in a dynamic, fast-growing industry with an international team and a diverse and inclusive environment.
Manage, coach, and develop a team of Customer Success Managers responsible for post-sales customer relationships.
Drive adoption and utilization of Onit products and services across the target customer base.
Serve as an escalation point for customer risks, challenges, and complex engagements.
Onit is redefining the future of legal operations through the power of AI by streamlining enterprise legal management, matter management, spend management and contract lifecycle processes. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic and are looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.
Own the end-to-end software implementation process for new clients via phone, email, or virtual meetings.
Gather requirements, confirm project scope, and develop achievable timelines and goals with clients.
Provide in-depth LMS training, manage multiple projects, and collaborate cross-departmentally.
Absorb Software is a leading global AI-driven learning platform provider that helps organizations unlock workforce potential through its Strategic Learning Systems approach. Trusted by over 3,300 organizations and 34 million users, the company fosters a supportive, collaborative culture focused on continuous learning and career growth.
Lead Talkdesk’s Strategic HLS Healthcare & Life Sciences (HLS) customer implementation projects from kick-off to completion.
Manage multiple customer projects simultaneously; work with customers, partners, & internal solutions consultants to drive positive progress.
Proactively identify risks pertaining to time, scope, & budget and develop comprehensive mitigation strategies with clear communication plan.
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Its global team of innovators is customer-obsessed and building AI-first solutions that put empathy, trust, and transparency at the center of every interaction.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Lead clients through the entire implementation process.
Ensure a smooth and efficient onboarding experience.
Work closely with clients and internal teams to drive successful outcomes.
Rundoo helps businesses streamline their operations. They are a fast-paced startup focused on building lasting customer relationships and growing quickly.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Anchor customer conversations around business impact, including cost structure reduction and scalable output.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen aims to democratize visual storytelling through accessible technology. They're building technology to empower individuals to connect with and inspire audiences by making video content creation scalable and cost-effective.