Source Job

• 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.

• 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.

• 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.

• 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.

• Lead live onboarding and training sessions with customers via video calls, configuring the system in real time based on their workflows.
• Work behind the scenes to configure accounts accurately and completely before customers log in, including setting up schedules, rules, forms, and permissions.
• Coordinate with Customer Success and other teams to ensure smooth handoffs and that accounts are fully ready for daily operations immediately.

Connecteam is a SaaS platform that helps non-technical, frontline businesses manage their workforce in one place. SD Solutions is a staffing company operating globally, and this role involves delivering customer onboarding and configuration support for Connecteam.

• Performs customer facing onboarding activities, including customer discovery, desired outcome creation, and platform training.
• Executes against key onboarding KPIs, including key milestone achievement, response time, and customer satisfaction.
• Works with customers to understand their needs and goals to provide tailored guidance in adoption of Cision platform.

Cision is the global leader in consumer and media intelligence, engagement, and communication solutions. They equip PR and corporate communications, marketing, and social media professionals with the tools they need to excel. Cision has over 75,000 companies as customers.

• 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.

• 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.

• 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.

• Lead life science customers in the configuration and implementation of Veeva’s Regulatory suite.
• Manage software implementation projects and customers through the full implementation lifecycle.
• Conduct configuration requirements workshops then design, prototype, configure and document content solutions.

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, they surpassed $3B in revenue and are legally bound to balancing the interests of customers, employees, society, and investors.

• Manage customer onboarding projects from kickoff through activation, coordinating plans and milestones.
• Serve as the primary customer contact during onboarding, maintaining momentum and accountability.
• Identify risks and blockers, escalate issues, and partner cross-functionally to ensure successful activation.

Boulevard provides the first client experience platform for appointment-based self-care businesses. The company values diversity and experimentation, and has a fully remote team focused on the broader self-care industry including salons and spas.

• Manage the end-to-end implementation process for new clients, ensuring smooth onboarding and integration with existing systems.
• Collaborate with cross-functional teams including sales, product, and engineering to tailor solutions to client needs.
• Provide ongoing support and training to clients post-implementation to ensure satisfaction and retention.

Google is a multinational technology company specializing in internet-related services and products. It is one of the largest tech companies in the world, known for its innovative culture and large global workforce.

• Own new customer onboarding and implementation, including pre-sales technical discovery and carrier integrations.
• Build scalable onboarding processes and tooling to manage 20+ concurrent implementations.
• Partner with Sales to ensure tight handoffs and drive faster time-to-launch and higher activation rates.

ShipScience is transforming the world of shipping intelligence with a platform that empowers ecommerce businesses through automated carrier claims filing, analytics, and carrier optimization. As a profitable logistics-tech company, they are a remote-first team looking for passionate members to shape the future of shipping.

• Onboard new customers across EU markets, guiding them through setup and training.
• Support customers via email, chat, video, and in person, especially where language or local context matters.
• Build long-term relationships by proactively engaging with assigned accounts and monitoring account health.

Stora is a self storage software platform that empowers operators to manage their businesses, automate processes, and drive revenue growth. In just over 4 years, they've helped hundreds of operators worldwide process tens of millions in automated payments, and they are a fast-growing team focused on innovation.

• Own the end-to-end implementation lifecycle for partner programs from requirements gathering through launch.
• Work closely with Engineering, Product, Design, and Customer Success Managers to coordinate delivery.
• Serve as the primary day-to-day partner contact during implementation projects and track project health proactively.

Sure provides innovative insurance programs that real customers interact with every day. The company is a growing SaaS platform environment working with top brands and carriers.

• 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.

• Serve as the primary implementation lead and operational owner for assigned customer accounts following contract execution.
• Coordinate cross-functional teams across Sales, Product, Engineering, Support, and Delivery to ensure successful customer outcomes.
• Lead customer onboarding, implementation governance, and operational reviews to drive adoption and retention.

Smile Digital Health provides a FHIR-based data liberation platform that makes it easy for healthcare stakeholders to collect and exchange data. The company ranked #19 on Deloitte's Technology Fast 50 Ranking for 2024 and values respect, inclusion, diversity, and belonging.

• Lead the successful implementation of Coconut Software solutions for large enterprise customers and the delivery of complex expansion, migration, or phased rollout projects for existing customers.

Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.

• 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.

• Lead end-to-end implementation projects for new and existing customers, ensuring successful deployment and adoption of Swiftly's SaaS solutions.
• Provide technical guidance on data migration, system integrations, and data quality validation, including working with GTFS, AVL, and GPS feeds.
• Collaborate with cross-functional teams to drive platform adoption and deliver exceptional customer experiences.

Swiftly is a transit data platform that helps cities improve public transit efficiency. With over 200 agency clients, the company has a mission-driven culture focused on real-world impact.