Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors, they’re one of the fastest-growing scale-up SaaS companies in the world building category-defining technology with world-class people, processes, and products.
Manage client and broker/consultant relationships throughout the client lifecycle.
Communicate clearly and concisely in both verbal and written formats.
Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.
Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.
Provide strategic direction to clients on maximizing value through Alkami’s platform.
Establish and maintain strong relationships at all levels of seniority within client organizations.
Understand clients’ business challenges, goals, and industry trends, offering strategic consultation.
Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States. They help clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami has an awesome diverse and inclusive environment and continue to be recognized for its intentional culture and tremendous growth.
Support clinic staff in adopting web-based electronic medical records.
Ensure successful implementation tailored to each clinic's unique needs.
Contribute to the onboarding team to enhance clinical processes.
MEDFAR Clinical Solutions, founded in 2010, focuses on improving healthcare through technology. They offer a unique healthcare management solution, MYLE, for clinics, replacing outdated processes with technological alternatives and are committed to excellence in healthcare worldwide.
Oversee a portfolio of customers to help them achieve business outcomes.
Bring ServiceNow's best practices, innovations, and capabilities to help customers achieve their goals.
ServiceNow, founded in 2004, provides AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Their cloud-based platform connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Act as a trusted advisor to DataGrail customers, empowering them to maximize the value of their platform through expert guidance and proactive support.
Ensure successful product adoption, drive continuous engagement, and advocate for customer needs to inform product development.
Own the End-to-End Customer Journey – From initial onboarding through ongoing success, ensure a seamless customer experience that delivers long-term value.
DataGrail is the Privacy Control Center modern brands rely on to build customer trust and outsmart business risk. Backed by 2,000+ pre-built integrations, DataGrail automates privacy workflows and supports compliance with regulations like GDPR and CPRA.
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.
Own the success of a student caseload across consumer and/or B2B programs, driving engagement, retention, satisfaction, and completion.
Coach students through onboarding, study planning, habit formation, time management, motivation, and accountability.
Analyze student- and cohort-level data to identify trends, risks, and opportunities, translating insights into actionable recommendations.
Springboard is an education and workforce development company on a mission to bridge critical skills gaps by enabling individuals to access high-quality, job-aligned training. They offer flexible, mentor-led programs in high-growth fields and partners with employers, healthcare systems, and workforce organizations to deliver programs that build durable talent pipelines, producing measurable business and workforce outcomes.
Lead client projects to implement or enhance Employer Services solutions.
Manage and maintain project plans, documentation and milestones.
Prepare, coach, and guide clients for successful program rollouts.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland.
Support large, complex customer implementations through the end-to-end implementation process.
Assist with the delivery of the solution, ensuring that each project is executed seamlessly within the scope, timelines, and contractual requirements.
Serve as an additional point of contact for customers and internal stakeholders, managing communications, addressing challenges, and ensuring that milestones are met successfully.
Turquoise Health is making healthcare pricing simpler, more transparent, and lower cost for everyone. They are a Series B startup backed by top VCs a16z, Box Group, Bessemer Venture Partners, Tiger Global, Adams Street, and Yosemite, with an accomplished group of folks with a passion for improving healthcare.