Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
Translate complex advisory processes into streamlined Wealthbox configurations to help customers work smarter.
Facilitate professional live training sessions for diverse audience sizes, tailoring onboarding to client objectives.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.
Own the end-to-end onboarding journey for new restaurant partners, guiding them from kickoff to go-live.
Set up, configure, and test each account to capture the restaurant's unique voice, menu, hours, and policies.
Chat warmly and clearly with restaurant owners and staff via email, phone, and text to ensure they feel supported.
HKR.TEAM is a start-up dedicated to simplifying global HR. They have a transparent, tech-savvy culture with a young, meritocratic team that values ownership and getting things done.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Own end-to-end onboarding for new OnBoard customers, configuring the platform to meet defined requirements.
Deliver admin and end-user training to ensure confidence and product adoption at launch.
Manage onboarding project plans, timelines, and stakeholder coordination across multiple concurrent engagements.
OnBoard provides board management software that helps boards function at a higher level for organizations worldwide. Serving over 5,000 organizations and 12,000 boards across 60 countries, the company fosters a fun, philanthropic, and inclusive 'Pathfinder' culture.
Drive awareness and schedule onboarding demos with prospective employer groups via high-volume outbound calling.
Coordinate with implementation, account management, and customer success teams to ensure seamless client setup and portal administration.
Maintain accurate tracking in Salesforce and support existing customers with technical integrations and bulk uploads.
Mitratech builds world-class software that simplifies operations in Legal, Risk, Compliance, and HR functions. With 20,000 client companies including 30% of the Fortune 500, the company values a diverse, inclusive culture and entrepreneurial spirit.
Develop deep expertise in Tekmetric Marketing and the auto repair industry to guide customers through onboarding.
Host group onboarding calls, ensure customers are on track for launch, and clearly communicate setup requirements.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric builds cloud-based software that helps auto repair shops run smarter, grow faster, and serve customers better. Founded in Houston in 2017, the company is an industry-leading solution known for transparency, integrity, innovation, and a service-first mindset.
Lead education-driven onboarding for new customers, including kickoff calls and platform walkthroughs.
Consult with clients to translate workflows into efficient processes by configuring templates, workflows, and custom fields.
Design and deliver live and recorded education sessions, plus develop guides and webinars.
Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.
Guide new customers through onboarding to a live setup that works for their business.
Help customers configure channels, AI agents, and automations to handle leads effectively.
Act as the main point of contact, ensuring timely resolution of issues and high satisfaction.
Respond.io is an AI-powered business messaging platform helping companies manage customer conversations across chat, calls, and email in one place. They are a globally distributed team with employees worldwide, fostering a diverse and inclusive culture.
Own the onboarding lifecycle for multifamily real estate partners, from sales handoff through first 90 days post-launch.
Coordinate technical setup, data migration, and integrations with property management systems like Yardi and AppFolio.
Align Sales, Client Success, Field Operations, and Product to ensure fast time-to-value and strong adoption.
Fetch is a PropTech company that provides a platform for multifamily real estate partners to improve property operations, resident retention, and portfolio performance. The company is a growing, remote-friendly team that values customer-centric leadership, process improvement, and a flexible work culture.
Lead, coach, and develop a team of four onboarding specialists, balancing portfolios and driving performance.
Own onboarding timelines and portfolio health, managing escalations and stepping in on complex implementations.
Build and refine the onboarding playbook, standardize handoffs, and partner cross-functionally to improve the customer journey.
12twenty is an enterprise talent acquisition platform connecting employers with students and alumni from top universities. It is a fast-growing, collaborative company focused on continuous improvement and supporting each other.
Lead and grow the onboarding team, coaching Team Leads and building a culture of ownership and accuracy.
Own the onboarding pipeline from agreement to live plan, keeping timelines, quality, and SLAs on track.
Partner with Product and cross-functional teams to build training, improve tools, and drive KPIs.
We help small and growing businesses make retirement benefits easier, simplifying 401(k)s with straightforward solutions and great service. For more than 25 years, we've built a culture of service and a mission to help more people build a secure financial future.
Own the full onboarding lifecycle from requirements gathering to post-launch review.
Manage data imports, integrations, and configurations to align systems with customer needs.
Collaborate with product, engineering, and support teams to troubleshoot and optimize implementation processes.
Cordance accelerates growth of B2B SaaS companies through acquisition and long-term tactical and financial guidance. Its Campus Kaizen unit provides case management software for K-12 and higher education institutions.
Manage the complete technical setup and implementation of new gyms and fitness studios across the SMB and LATAM segments.
Configure platform modules and integrations, coordinate data migrations, and ensure implementations are delivered within SLAs.
Monitor onboarding KPIs, maintain documentation, and collaborate with internal teams to improve the onboarding experience.
Jobgether is an AI-powered recruitment platform that connects job seekers with opportunities through an automated matching process. The company fosters a collaborative, inclusive, and purpose-driven culture focused on innovation, personal growth, and employee wellbeing.
Own customer relationships from onboarding through expansion, building playbooks and processes in a high-ambiguity startup.
Lead onboarding and activation, driving milestones and adoption within the first 30-60 days.
Serve as the voice of the customer, translating feedback into product insights and tracking health metrics.
Sapience AI is a collective intelligence platform that helps professional communities access and share expertise scattered across CRMs, AMS platforms, and knowledge bases. It is an early-stage startup with a culture centered on trust, purpose-driven deployment, and the belief that technology should elevate people.
Own the full onboarding journey for net-new customers, from setup to live handoff with Customer Success.
Manage multiple concurrent onboardings in a high-volume environment with 1:1 and group training.
Drive customers to adoption and self-sufficiency, collaborating cross-functionally to improve the onboarding playbook.
Roofr provides a CRM platform for roofing businesses, integrating sales tools, payments, and material ordering. They are a successful startup with a strong culture and financials, offering growth opportunities.
Respond to client inquiries via email, phone, and chat with professionalism and empathy.
Document interactions in CRM and collaborate with HR, Operations, and Technical Support to resolve concerns.
Identify opportunities to improve processes and client satisfaction.
Sutherland Breezy is a fully remote, people-first organization that combines client support with remote work. They build exceptional teams in a culture of trust, inclusion, and professional growth.
Own the first 45 days of every new customer, delivering a repeatable launch process from signature to adoption.
Configure accounts, run kickoff and hands-on training, and drive crews to first completed workflow.
Chase blockers with CS and Product, then hand off to the CSM with every exit criterion closed.
Bobyard uses computer vision and NLP to automate construction takeoffs and estimates, so contractors bid faster and win more. The company has raised a $35M Series A led by 8VC and is growing fast.
Master ClearGov's software and provide first-line support across phone, email, chat, and remote sessions.
Investigate, diagnose, and resolve client issues while escalating to Tier 2 when needed.
Partner cross-functionally and create Support Center content to improve the customer experience.
ClearGov builds a financial operating layer for the public sector, helping local governments and school districts manage finances. Over 2,000 public sector organizations use the platform; the culture values transparency, empathy, collaboration, and connection.
Own the end-to-end provider onboarding experience, from first day through first weeks seeing patients.
Lead orientation and training sessions on clinical systems and workflows, including EHR, scheduling, and provider portal.
Identify bottlenecks and drive process improvements to scale onboarding, partnering cross-functionally.
Handspring is a virtual mental health clinic for children, teens, and young adults, working to rebuild the mental healthcare system from the ground up. It is an early-stage, mission-driven organization building a diverse team dedicated to making quality mental healthcare accessible to all young people and their families.
Lead technical implementation and coordination of customer onboarding in a fast-growing SaaS environment.
Combine hands-on engineering expertise with project management to ensure seamless integrations and successful customer launches.
Collaborate with onboarding, customer success, and engineering teams to resolve technical challenges and improve processes.
A fast-growing SaaS company leveraging AI-driven innovation in partnership management. It is a high-growth, profitable business with a collaborative culture and experienced teams.