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.
Develop understanding of customer needs to design and improve the end-to-end customer experience.
Support CX change readiness for new features by mapping requirements and managing timelines.
Analyze customer feedback and drive cross-functional improvements to enhance satisfaction metrics.
Headway is building a new mental healthcare system focused on improving insurance access for therapy, serving over 70,000 providers and 1 million patients. The Series D company has raised $325M+ and is backed by prominent investors, fostering a diverse and inclusive team culture dedicated to meaningful work.
Manage the project lifecycle for financial institution partners, from initial implementation to product enhancements, ensuring exceptional experiences.
Proactively handle the partner support ticketing queue and collaborate with marketing and product teams on support requests, content changes, and sales collateral.
Assist partners with data analysis, CRM maintenance, and marketing campaign execution to drive adoption and measure success metrics and KPIs.
SavvyMoney is a leading fintech company that provides integrated credit score and personal finance solutions to over 1,600 bank and credit union partners nationwide. It is a recognized top workplace in the San Francisco Bay Area with a fast-growing, team-oriented culture that values creativity and practical solutions.
Lead the end-to-end delivery of lending and deposit product implementations for financial institution partners, managing the project lifecycle from post-sale kickoff through go-live.
Serve as the primary client-facing point of accountability, managing partner relationships, communicating progress and risks, and coordinating integrations across complex banking technology ecosystems.
Drive cross-functional collaboration, own project handoffs, contribute to process improvements, and apply technical skills related to APIs and banking system integrations.
SavvyMoney is a fintech company that provides integrated credit score and personal finance solutions to over 1,600 bank and credit union partners across the US. It is a fast-growing, award-winning company recognized as a top Bay Area workplace with a culture focused on creative people and practical solutions.
Manage the onboarding of members into credit and verification programs by coordinating training and establishing accounts.
Serve as the primary point of contact for credit and verification technology, coordinating with stakeholders and distributing communications.
Monitor customer service level agreements to identify performance deviations and collaborate on corrective actions.
Altisource Portfolio Solutions S.A. (NASDAQ: ASPS) is an integrated service provider and marketplace for the real estate and mortgage industries, combining operational excellence with innovative products and technologies to solve market demands. The company manages the Lenders One Cooperative, a national network of over 240 members, and fosters an inclusive culture celebrating diverse voices to drive innovation.
Work alongside a Coach to implement Strategic Roadmaps and ensure excellent execution of client priorities.
Manage client relationships by leading conversations, facilitating sessions, and adapting in real time to maximize impact.
Use your attention to detail to maintain momentum, ensure no tasks are missed, and keep all project and client data accurate.
Petra Coach works with leadership teams to make businesses run independently from the owner and helps leaders unlock their untapped potential. It is a collaborative team focused on driving real progress through clear roadmaps and execution.
Serve as primary point of contact for assigned accounts, ensuring customer satisfaction and retention.
Facilitate service delivery by coordinating instructor assignments and managing training materials.
Identify upsell opportunities through account engagement and partner with sales to expand relationships.
ISC2 is a nonprofit member organization for cybersecurity professionals, dedicated to advocating for a safe and secure cyber world through globally recognized certifications. The organization promotes an inclusive and equitable environment with values of integrity, advocacy, commitment, diversity, equity & inclusion, and excellence.
Plan and execute end-to-end event plans, including conferences and client meetings, to drive growth.
Collaborate with Sales and Partnership teams to align events with strategic goals and manage vendor contracts.
Analyze post-event data to measure ROI and document AI-supported workflows and best practices.
Thumbtack is a home care platform offering personalized guidance, AI tools, and a hiring experience to help people manage repairs and improvements. The company has a growing community of 300,000 service businesses and fosters a collaborative, impact-driven culture.
Lead client onboarding, managing all activities from kick-off to launch to help clients achieve value quickly.
Manage multiple implementation projects simultaneously, ensuring they stay on schedule and meet customer goals.
Collaborate with venue stakeholders to understand their goals and customize the SevenRooms platform to meet their needs.
DoorDash is a technology and logistics company focused on empowering local economies, starting with door-to-door delivery and expanding to all goods. It is a fast-growing company that values unique perspectives, impactful decisions, and employee well-being, offering comprehensive benefits.
Own end-to-end onboarding experience for new customers through milestone calls over a 60-day period.
Deliver world-class customer service by providing timely communication and hands-on training to ensure product adoption.
Collaborate internally to leverage resources and ensure customer success while documenting all interactions and milestones.
Tebra provides an all-in-one EHR+ platform designed specifically for independent healthcare practices to streamline operations, increase revenue, and reduce clinician burnout. The company serves over 42,000 private practices and emphasizes collaborative, entrepreneurial values to help healthcare providers rediscover their purpose.