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.
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.
Implement, manage, and grow both new and existing SMB customer base, driving adoption, retention, and expansion.
Serve as a subject matter expert and point of escalation for all SMB customers.
Build and execute plans to accelerate revenue through Omada marketing best practices; ensure enrollment forecasts are met or exceeded.
Omada Health is on a mission to inspire and nurture lifelong health, one day at a time. Omada's virtual care teams help individuals living with chronic conditions achieve long-term health improvements by combining the latest and breakthrough behavioral science. Omada has served more than two million members since launch across 2,000+ employers, health plans, pharmacy benefit managers, and health systems.
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.
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.
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.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Onboard new customers using different communication channels.
Educate customers about Wisetack's benefits for their business.
Communicate merchant needs and feedback to cross-functional partners.
Wisetack builds consumer lending products for service-based businesses. They are a well-funded startup with a healthy company culture, backed by leading VCs and recognized with multiple awards.
Serve as an account owner, product expert and mental health advocate for your assigned Mid-market and SMB customers.
Build rapport with decision makers and main points of contact to influence change in order to drive optimal member utilization of the product.
Own the full customer lifecycle including onboarding, value realization, engagement strategies, expansion and renewal.
Spring Health aims to eliminate every barrier to mental health by delivering the right care at the right time. They partner with over 450 companies and provide care for 10 million people, with a valuation of $3.3 billion.
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 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.
Develop and maintain strong leadership-level relationships with customers.
Leverage customer data to provide clear, informative, and relevant information to drive improvements and solve complex problems.
Communicate consistently and proactively with customers to address their needs; anticipate potential concerns and ensure a great customer experience.
Wellframe helps healthcare organizations support health beyond the four walls of care delivery. They provide care transformation services, a patented engagement platform, clinical programs, and measurement, and seem to value trusted relationships between members and care teams.
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.
Partner with functional leads to improve processes, workflows, and tools for scalable operations.
Develop insightful reporting and data insights for the Client Advisory Services team and leadership.
Help design and improve processes and manage post-sales tools that support scalable operations.
Optro is a leading audit, risk, ESG, and InfoSec platform, having surpassed $300M ARR and continuing to grow. They are one of the 500 fastest-growing tech companies in North America for the seventh year in a row and their customers love them.
Drive the successful adoption of multiple use cases across the organization.
Form strategic relationships with key stakeholders to understand customer’s objectives.
Anticipate client risks and strategize ways to help mitigate churn.
Seismic is a company that provides sales enablement solutions. They help businesses improve sales performance and drive revenue growth. The company seems to have a fast-paced, client-focused, and collaborative culture.
Serve as HubSpot administrator and internal subject matter expert, managing pipeline configuration, automation, permissions, and reporting.
Design scalable workflows that align Sales, Marketing, and Customer Success.
Translate CRM and marketing data into actionable insights for the Chief Growth Officer and leadership team.
Shine Early Learning aims to eliminate the gap between children’s inherent potential and their achievement in school and life. As part of the Strategy & Growth team, you’ll help build the systems and infrastructure that make mission-aligned growth possible.