Red Rock Pharmacy: Provides specialized pharmacy services to long-term care facilities.
Conduct onboarding calls with providers and clinic staff, educate clinics on pharmacy workflows, answer onboarding questions, maintain accurate onboarding documentation; pharmacy technician background and Microsoft Excel experience preferred.
Texas or New York or South Carolina or North Carolina or Colorado or Florida or Utah or Georgia
$70k-$90k/yrRemoteFull Time
Connecteam: All-in-one management platform for the deskless workforce.
2+ YOE2+ years in SaaS onboarding or implementation, SMB experience preferred; strong presentation, training, organizational and technical aptitude; ability to manage multiple onboarding projects.
Plano or Alabama or Arizona or California or Colorado or District of Columbia or Delaware or Florida or Georgia or Idaho or Illinois or Louisiana or Michigan or Massachusetts or Missouri or North Carolina or New Hampshire or New Jersey or Nevada or New York or Pennsylvania or Oregon or Ohio or Rhode Island or South Carolina or Texas or Utah or Virginia or Washington or Wisconsin
HybridFull Time
Tapcheck: Access earned wages early through a digital mobile platform.
3+ YOE3+ years onboarding/implementation or client-facing technical experience; familiarity with payroll/timekeeping/HRIS integrations; high proficiency in Salesforce, Confluence, Lucidchart, and Excel; strong troubleshooting, communication, and process-design skills.
Salesforce, Confluence, Lucidchart, Microsoft Excel, OnRamp
Pearl: A developing AI-powered software to improve dental care efficiency, accuracy, and consistency for clinicians and organizations.
4+ YOE2+ Mgmt4+ years in customer onboarding/implementation or technical project management in SaaS/healthcare tech; 2+ years direct people management; data-driven, process and change management experience; proficiency with HubSpot, Salesforce, Gainsight, Zendesk, Jira.
Seattle or Alaska or Arkansas or Colorado or Delaware or Florida or Maine or Massachusetts or Michigan or Minnesota or Montana or New York or Ohio or Oklahoma or Pennsylvania or South Carolina or Texas or Utah or Virginia or Vermont or Washington
RemoteFull Time
ThinkReservations: Property management software for hotels and lodging businesses.
1+ YOECustomer-facing onboarding experience (1+ years preferred), strong communication and training skills, ability to multitask, familiarity with curriculum/training design, and willingness to travel occasionally.
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial: Provides funding and retirement solutions for entrepreneurs and franchises.
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
United States or San Jose or Draper or California or New York City or Seattle or Los Angeles County or Massachusetts or Austin or Utah or Dallas or Houston or Florida or North Carolina or Illinois or Colorado or Arizona or Georgia or Oregon or Pennsylvania
$79k-$112k/yrHybridFull Time
BILLNYSE: BILL: Automated financial operations software for small and midsize businesses.
2+ YOERequires 2+ years in software implementation, onboarding, or customer success; bachelor's degree; accounting software experience; AP workflow knowledge; strong communication, organization, and technical configuration skills.
Barcelona or New York City or Beijing or Salt Lake City
HybridFull Time
Red Points: AI platform for automated brand protection and IP enforcement.
2+ YOERequires at least 2 years in customer onboarding, customer success, customer support, or similar roles; proficient Spanish and English; video encoding and transcription software knowledge; communication, organizational, analytical, and problem-solving skills.
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial: Provides small business and franchise financing solutions.
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Pune or New York City or Salt Lake City or London or Edinburgh or Dubai or Geneva or Sao Paulo
HybridFull Time
Addepar: Provides a data platform for wealth management and portfolio reporting.
4+ YOE4+ years in technology or finance, prior mentoring/leadership, domain knowledge in portfolio/wealth data, proficiency in Python, Databricks and Claude, experience with ETL and client delivery across global teams.
Alabama or Arkansas or Arizona or Colorado or Florida or Georgia or Idaho or Iowa or Indiana or Kansas or Kentucky or Missouri or Michigan or Minnesota or North Carolina or New Mexico or Oklahoma or Ohio or Oregon or South Carolina or South Dakota or Tennessee or Texas or Utah or Virginia or Washington or Wyoming
$50k-$55k/yrRemoteFull Time
Subsplash: Software platform providing engagement and giving tools for churches.
2+ YOE2 years customer service experience; strong written and verbal communication; experience with Zendesk, JIRA, Asana, Google Apps; technical aptitude and teaching skills.
Veras: Workforce management platform for senior care facilities.
1+ YOERequires 1+ year in onboarding, support, or customer-facing roles; strong written, verbal, and live-training communication; proactive, empathetic, detail-oriented, and comfortable learning new technology.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOE2+ years in stock plan benefits/financial services, client engagement with Fortune 500, project management skills, bachelor’s preferred, PMP and Certified Equity Professional preferred, ability to travel up to 10%.
Shareworks, Equity Edge Online, Salesforce, Jira, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
Arizona or California or Colorado or Florida or Georgia or Oregon or Texas or Utah or Tennessee or Washington
$80k-$85k/yrRemoteFull Time
Kyo Autism Therapy: Provider of Applied Behavior Analysis therapy for autism.
4+ YOE2+ MgmtBachelor's or equivalent and 4+ years in client services/healthcare operations; 2+ years people management; experience with operational processes, AI/automation, analytics, CRM and enterprise software.
Arizona or California or Colorado or Florida or Georgia or Oregon or Texas or Utah or Tennessee or Washington
$80k-$85k/yrRemoteFull Time
Kyo: Provides individualized behavioral therapy for children with autism.
4+ YOE2+ MgmtBachelor's degree or equivalent and 4+ years in client services/healthcare operations; 2+ years people management; experience with Salesforce/Zendesk, AI/automation, analytics; strong communication and judgment.
Omaha or Lehi or Philadelphia or Cincinnati or Kentucky
$31-$46/hrHybridFull Time
Orion Advisor Solutions: Provides integrated software and investment solutions for financial advisors.
6+ YOEBachelor's degree and 6+ years in onboarding, platform integration, or technical operations. Requires API, data integration, workflow optimization, project management, client escalation, and team leadership expertise.
GC AI: AI-powered legal platform for in-house legal teams.
3+ YOE3+ years in B2B SaaS customer success owning onboarding, adoption, renewals, and expansion; strong presentation, stakeholder management, data-driven renewal skills, and comfort with technical products in startup settings.
3+ YOEBachelor’s degree in finance, economics, business analytics, industrial engineering, or related field plus 3 years of experience in client due diligence, KYC/AML, compliance, reporting, and analytics tools.
World-Check, LexisNexis, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Tableau, Alteryx, SQL