Assist customers in learning and adopting the brightwheel product.
Own a portfolio of 100+ accounts throughout the onboarding process.
Prioritize accounts to take strategic, timely actions and complete implementation.
Brightwheel is the largest and fastest-growing platform in early education. They are trusted by millions of educators and families every day and are backed by top investors.
Address client inquiries and proactively follow up with unresponsive clients.
Oversee client form intake, log data in Salesforce, and track client readiness.
Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.
Xplor provides cloud-based technology solutions for small and medium-sized businesses, enabling them to manage operations and growth. They aim to help business owners focus on their passion by providing tools like Xplor Pay for secure and fast payments. Their team is unified by a purpose of helping people succeed.
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
Promote client success by implementing a dynamic onboarding program and training curriculum.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.
Conduct structured onboarding programs for new clients using the Apollo platform.
Serve as the primary point of contact for clients during onboarding, primarily in the EMEA region.
Explain Apollo’s capabilities, features, and integration options clearly and effectively.
INSIDEA is a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth.
Provide product adoption support to customers implementing Brightwheel.
Support a portfolio of 100+ customer accounts during the onboarding lifecycle.
Diagnose, troubleshoot, and assist with resolving technical challenges.
Brightwheel is the largest and fastest-growing platform in early education, serving millions of educators and families daily. They are backed by top investors and have a passionate, talented, and customer-focused team with remote employees across every US time zone.
Manage the onboarding process for new clients, setting expectations and tracking progress.
Support client education by integrating learning opportunities.
Monitor client health during onboarding, identifying and addressing potential challenges.
INNERGY is transforming the woodworking industry with purpose-built, cloud-based ERP software designed exclusively for custom manufacturers. They are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real-world problems.
Responsible for financial reporting needs of a portfolio of properties and projects.
Ensure accounting, financial reporting, and customer service functions are performed accurately and timely.
Partner with Property and Project Managers regarding financial planning and reporting.
The Coral Company focuses on property management and real estate development. They emphasize teamwork, accuracy, and customer service, aiming to deliver on their promises.
Own onboarding outcomes and use data to improve them.
MoeGo is on a mission to transform the future of pet care businesses, from small-business groomers to franchise doggie hotels. The dedicated entrepreneurs behind these businesses keep our beloved pets happy and healthy, and they deserve comprehensive technology solutions that keep their businesses operating smoothly end-to-end.
Review financial statements and deliver high-quality reports to clients.
Consult with clients regularly and serve as a trusted advisor.
They are a 100% virtual CPA firm with a team located all over the United States. They are a real estate niche-focused firm serving Real Estate Investors, Syndicates, and Fund Managers that combines a strong culture with strong performance, uses best-in-class technology and automation, and invests in ongoing training and development.
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.
Support a large, pooled portfolio of customers and establish healthy usage habits.
Deliver high-impact engagements across onboarding, activation, and value milestones.
Monitor customer health, addressing signals of risk or opportunity.
1Password is building the foundation for a safe, productive digital future. They innovated the enterprise password manager and pioneered Extended Access Management, a new cybersecurity category. At 1Password, they prioritize collaboration, clear and transparent communication, receptiveness to feedback.
Ensure a smooth internal customer account transition from the Sales Rep (SR) and Customer Success Manager (CSM) while delivering on all commitments and timelines
Build strong, consultative, strategic relationships with customers that result in business growth
Foster a team atmosphere - support your teammates and share lessons learned
VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world.
Facilitate the onboarding process for new clinics, ensuring a seamless experience with clear instructions.
Capture customer feedback to improve the onboarding process and overall experience.
Collaborate cross-functionally with internal teams, escalating issues, and updating customer education materials.
Strive Pharmacy offers personalized medicine through compounding, helping patients achieve better results. They focus on providing a better experience for each customer and clinic, aiming to disrupt healthcare positively by prioritizing personalized care and accessibility.
Qualify leads and guide prospects into the sales funnel.
Execute personalized outreach within ABM campaigns.
Support onboarding and peer coaching.
Edmentum is a dynamic educator and student-focused company dedicated to tech-enabled learning solutions. As a fast-moving, Remote First company on a mission to ignite student potential, we empower educators with innovative tools and meaningful support to create flexible, inclusive, and effective learning environments.
Respond to customer inquiries via chat, email, and video calls
Lead new customer onboarding and implementation
Build strong, long term relationships with customers
Perfect Venue offers local restaurants an event management tool to help them compete with big chains, with plans to expand into a broader marketplace. The company values building a winning team and is committed to equal employment opportunities.
Own 15+ concurrent implementation engagements, primarily for growth and commercial customers.
Deliver programmatic, playbook-driven onboarding using established Common Room frameworks, templates, and workflows.
Lead customer milestones like kickoff calls, configuration sessions, and training with clarity and confidence.
Common Room is an AI GTM Platform that empowers teams with AI agents built on buyer intelligence. They unify every signal across the full buyer journey into one view, helping teams target the right individuals with the appropriate message and timing. They are backed by top-tier investors and operators and have raised over $50 million.
Provide internal and external reporting of a portfolio/property’s financial results.
Prepare the monthly financial statement packages for clients.
Support the budgeting process and expense reconciliation preparation review of data at a basic/intermediate level.
Stream Realty Partners is a commercial real estate services organization that completes billions in annual transactions. With millions of square feet of assignments, Stream is one of the fastest-growing companies with a distinct culture: smart, honest, nice, and passionate.
Create digital-first onboarding motions for new Mid-Market customers at scale.
Define and reinforce outcome-oriented success metrics.
Manage a pooled book of business using tech-touch and structured outreach campaigns.
HeyGen's mission is to make visual storytelling accessible to all. They aim to build technology that equips more people with the power to reach, captivate, and inspire audiences.
Provide timely, empathetic responses to inquiries via phone, live chat, web forms, and other channels.
Complete and update all required efforts in CRM (Salesforce) in real time, capturing referral source and payor details.
Collaborate with Clinical, Finance, and Outreach to resolve barriers to admissions and ensure daily shift coverage.
Lightfully Behavioral Health is a growing leader in mental health treatment, providing high-quality, evidence-based treatment and innovative, compassionate care focused on total wellness. They offer a supportive, mission-driven culture that values authenticity, connection, and integrity.