Source Job

• 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.

• 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.

• Lead end-to-end implementation projects from kickoff through successful transition to Customer Success.
• Build trusted client relationships through clear, proactive communication, and influence key stakeholders to remove roadblocks.
• Proactively identify, document, and escalate risks using a structured RAID approach; drive resolution paths.

Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. With a combination of training, software, and tools, they put people and safety first while protecting critical operations.

• 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.

• 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.

• 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 End-to-End Implementations, drive customer adoption & change management.
• Build the implementation function, collaborate cross-functionally with Product, Engineering, and Customer Success.
• Ensure successful customer launches and translate customer needs into actionable internal requests.

Multitude Insights builds modern tools for public safety agencies. They are backed by top-tier investors and expanding nationwide, with customers from Boston to Seattle to Orange County.

• 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.

• Responsible for understanding the relationships and desired outcomes established during the sales process.
• Building a launch plan for success, and helping customers get the most out of 1Password's suite of products.
• Shape how technical implementation and deployment scales, ensure consistency and quality across teams, and directly influence retention, expansion readiness, and customer trust.

1Password is a leader in providing secure, user-friendly password management and identity protection solutions, trusted by millions of users worldwide. At 1Password, they believe in creating a culture that values diversity, innovation, and personal growth, offering a collaborative environment where every team member can thrive.

• Build trust and maintain engagement cadences with customers from sales handoff to value realization.
• Create and manage customer implementation plans, conducting reviews to track progress and adapt where necessary.
• Cultivate customer champions and act as their advocate with internal Engineering, Product, and other cross-functional teams.

Fieldguide builds software that automates and streamlines assurance and audit work in cybersecurity, privacy, and financial audit to establish trust in global commerce. The company is a remote-first, VC-backed startup based in San Francisco with a humble and supportive culture that values diversity and deliberate team building.

• Lead and manage the end-to-end implementation of mid-market to enterprise sized clients.
• Create and maintain project plans, ensuring all tasks are completed within the defined timelines.
• Cultivate and maintain strong relationships with key client stakeholders, acting as their primary contact throughout the implementation process.

Garner transforms the healthcare economy by delivering affordable, high-quality care. They partner with employers to redesign healthcare benefits using clear incentives and data-driven insights, and are one of the fastest-growing healthcare technology companies in the country.

• Accountable for the operational execution of the project plan for new customers or projects.
• Partner with client services to meet client expectations and revenue goals.
• Define and lead the creation of project implementation plans and identify process improvements.

Cotiviti provides payment accuracy and analytics-driven solutions. They offer a competitive benefits package and promote equal employment opportunities.

• 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.

• 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 customer onboarding and deployment for smooth implementation experiences.
• Partner with cross-functional teams to execute plans and solve customer problems efficiently.
• Analyze client financial workflows to translate needs into clear, practical solutions.

Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.

• Drive implementation from end to end, both internally and externally with client teams
• Partner with health plan and risk bearing provider clients to successfully launch Cohere Health products within their organization
• Act as the key liaison between client implementation team and cross functional teams at Cohere to drive day to day implementation activities

Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. The company works with over 660,000 providers and handles over 12 million prior authorization requests annually, and is backed by leading investors such as Deerfield Management. The Coherenauts who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles.

• Conduct client training in preparation for Go-Live events, following Nextech’s standard implementation methodology.
• Investigate and resolve client issues during implementation and go-live.
• Partner with internal teams to ensure successful implementation and alignment with client needs.

Nextech is a leader in specialty healthcare technology solutions. They are committed to hiring and retaining talent, which is why they invest in their employees through competitive pay, a generous bonus structure, great healthcare, and a comprehensive wellness program.

• Delivery Management: Orchestrate end-to-end technical and operational delivery of the BetterUp platform, ensuring client requirements are understood and scoped effectively while contributing to strategic planning for enhanced client outcomes.
• Client Relationship Management: Establish and maintain strong post-sale relationships with executive and operational client leadership, acting as the primary point of contact for service delivery needs to ensure superior client experience.
• Governance and Risk Management: Design mechanisms to monitor delivery efficacy and value realization, develop continuous improvement strategies, and manage issue escalation and risk practices with client stakeholders.

BetterUp is a company focused on human transformation and professional coaching, providing a platform for personal and organizational development. It fosters a fun, inventive, and soulful culture with a team that values collaboration and employee support through personal coaching.

• Manage end-to-end implementations, driving structured cadences and ensuring projects stay on track.- Partner with product and engineering to gather requirements and shepherd issues through the development lifecycle.- Represent customer needs to cross-functional teams and guide state and local partners through program onboarding.

Ready is composed of creative problem solvers bringing a new point of view to a legacy industry. We are shaping our program and seek input on which benefits matter to you. We are humble but ambitious, knowledgeable but curious, persistent but not obnoxious, working remotely as one team.

• Define and execute implementation playbooks that ensure repeatable, high-quality client launches across all clients.
• Build a scalable, automation-first implementation model that enables growth without linear headcount increases.
• Lead the handoff process between Sales (pre-contract) and Client Services (post-launch), ensuring continuity and alignment with multiple internal teams.

Galileo is a team-based medical practice working to improve the quality and affordability of health care for all. Operating across 50 states, Galileo offers high-touch, data-driven, multi-specialty, longitudinal care to diverse and complex patients. Founded by Dr. Tom X. Lee, Galileo is a team of leading innovators from healthcare, technology, and human-centered design.