Director of Customer Success & Onboarding (B2SMB)

About RebarAt Rebar, we are pioneering a revolutionary operating system tailored for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Our innovative quoting product has achieved remarkable growth, completing thousands of quotes weekly, and doubling our revenue just six weeks into 2026. With the backing of a $14M Series A from top const…

About the RoleWe are seeking an enthusiastic Implementation Manager to lead our customers through the onboarding process and help them achieve initial value swiftly. As the primary customer liaison, you will manage onboarding for a diverse range of clients from small to medium businesses (SMB) to enterprises. You will collaborate closely with our Customer Success, Operations, and Product teams to craft tailored onboarding plans, remove obstacles, and keep each implementation on track. This position is perfect for individuals with a background in consulting, services, or operations who are comfortable engaging in technical discussions, excel in customer-facing roles, and thrive in a dynamic software startup setting.Key ResponsibilitiesManage Customer Onboarding: Oversee the entire onboarding process from kickoff to go-live, ensuring a rapid time-to-first-value.Act as the Customer Advocate: Build strong relationships with stakeholders, conduct status calls, set clear expectations, and communicate effectively about trade-offs.Resolve Blockers: Proactively identify and troubleshoot issues to ensure a smooth onboarding experience.Translate Customer Needs: Convert complex customer workflows into straightforward, actionable requirements for both technical and non-technical teams.Project Management: Effectively manage timelines, risks, dependencies, and stakeholder alignment across multiple accounts simultaneously.Technical and Operational Insight: Understand data flows, integrations, and workflows to diagnose and resolve issues efficiently.Drive Continuous Improvement: Enhance onboarding templates, checklists, and processes; identify patterns to inform product and process innovations.Collaborate with Internal Teams: Work closely with Customer Success, Product, Engineering, and Operations for seamless delivery and handoff post-launch.

As the Director of Implementations at arch.co, you will play a pivotal role in ensuring the successful deployment of our innovative solutions. This strategic leadership position requires a blend of technical expertise and project management skills to guide our teams in delivering exceptional service to our clients. You will be responsible for overseeing the implementation process from inception to completion, ensuring adherence to timelines and quality standards.Your leadership will foster collaboration across departments and enhance our capabilities in delivering seamless integrations and solutions that meet client needs. Join us in shaping the future of technology implementations and driving client success.

dualentry is hiring a Director of ERP Implementations in New York City. This leadership position manages the full lifecycle of ERP projects for clients, with a focus on operational efficiency and aligning technology with business needs. Key Responsibilities Guide a team of ERP specialists through each stage of implementation, from planning to rollout. Coordinate with cross-functional departments to allocate resources and keep projects on track. Collaborate directly with clients to understand their goals and adapt ERP solutions to their workflows. Use strategic thinking to spot areas for process improvement and introduce new approaches within client organizations. Prioritize delivering clear value and strong results for customers. Who Thrives Here This role suits leaders with experience in ERP project management who enjoy working closely with both internal teams and clients. Success comes from strong communication, a focus on outcomes, and the ability to adapt solutions to varied business needs.

Location: Our offices are located in New York City (mid-town) and Atlanta, with potential for remote work.About Us:At ClarityPay, we are transforming the point-of-sale credit landscape to enhance merchant value. Our fintech firm, situated in the bustling cities of NYC and Atlanta, specializes in delivering customizable credit solutions to large merchants. We tackle intricate credit challenges with agility, precision, and insightful strategies—leveraging our extensive expertise alongside cutting-edge technology to achieve superior results consistently.Our partners depend on us to elevate their customer service, foster growth, and cultivate loyalty. Our core values shape our actions: we prioritize merchants, embrace data-driven decisions, understand the reasons behind our actions, commit to continuous learning, and collaborate as a cohesive team. This clarity of vision propels our dedication to providing outstanding customer experiences at speed and scale.Role Overview:We are looking for a Client Implementation Director to spearhead the implementation of new and existing partners, encompassing merchants, platforms, and strategic alliances. You will be accountable for managing the complete implementation lifecycle from enrollment to rollout, ensuring our partners are fully operational, compliant, and poised for funding at launch.In this pivotal role, you will act as the main executor with partners and internal stakeholders. Responsibilities include overseeing product configuration, technical integration, operational readiness, risk and compliance adherence, funding workflows, and all tasks necessary to activate a program. This position is essential for scaling ClarityPay’s partner network while ensuring speed, quality, and regulatory compliance.

Join Our Team at ArchArch is an innovative Series B financial technology firm dedicated to automating the management of private investments. Our platform enhances access, understanding, and the overall investing experience across various asset classes.Private investments, including venture capital, hedge funds, and private equity, constitute about 25% of the investment landscape. Traditionally, investors, advisors, and managers have relied on cumbersome spreadsheets and disorganized systems to track numerous investments, leading to inefficiencies and errors. Arch revolutionizes this process.Our platform consolidates data, documents, and insights, streamlining the information gathering process and empowering investors to make informed decisions, ultimately improving financial outcomes.As a rapidly expanding team of over 200 professionals, we serve more than 400 clients, including some of the largest banks and financial institutions in the U.S. Our company has consistently doubled in size since its inception, and we are actively hiring across all departments to support our growth.About the PositionWe are seeking a dedicated Client Implementation Specialist to oversee the onboarding process for our enterprise segment, which includes registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices requiring sophisticated, scalable solutions. In this role, you will guide enterprise clients through intricate onboarding processes, assist in migrating extensive investment portfolios and data systems, and ensure their long-term success on our platform.This is a highly client-facing position that demands someone who excels in relationship building, earns trust quickly, and delivers exceptional service. You will navigate complex organizational structures with professionalism and strategic thinking while providing institutional-grade service. Additionally, we are looking for a self-starter who can work autonomously, manage multiple large-scale onboarding projects, and proactively resolve issues without constant supervision.You will also play a crucial role in providing feedback for product enhancements and improving our internal onboarding processes, balancing independent execution with teamwork and training initiatives.

Join Our Team at ArchArch is a rapidly expanding Series B financial technology firm dedicated to revolutionizing private investment management. We enhance accessibility, understanding, and the overall investor experience across various asset classes.Private investments such as venture capital, hedge funds, and private equity constitute approximately 25% of the investment landscape. Traditionally, stakeholders including investors, advisors, banks, families, and managers have struggled with the cumbersome task of tracking numerous investments through complicated spreadsheets and overflowing inboxes. This not only takes up valuable time but also introduces the risk of data entry errors, inconsistent reporting, and misplaced information. That’s where Arch comes in.At Arch, we provide a unified platform that delivers standardized data, documents, and insights, eliminating the hassle of navigating through countless portals. Our mission is to save our clients time and empower them to make well-informed investment decisions that lead to superior financial results.We are a dynamic and fast-growing team of over 200 professionals serving more than 400 clients, including some of the largest banks and financial institutions in the United States. Since our inception, we have consistently doubled our company size each year and are actively hiring across all departments as we continue to scale.About the RoleWe are in search of a Client Implementation Specialist to spearhead the onboarding process for our Strategic Accounts segment. This essential role focuses on developing trusted, long-term partnerships with key decision-makers at leading accounting firms, tech channel partners, and financial institutions.This role is highly client-facing, and we are seeking an individual who values relationship-building, earns trust swiftly, and delivers a premier white-glove experience. As a Client Implementation Specialist, you will guide clients through the onboarding journey, ensuring they are set up for enduring success on our platform with a precise representation of advanced investment data.The ideal candidate is a self-starter capable of working independently, managing multiple onboarding processes, and proactively addressing challenges with minimal oversight. You will also play a role in providing feedback on our products and improving internal onboarding processes—striking a balance between independent execution and collaborative teamwork.Your Responsibilities:Client OnboardingDesign and implement customized onboarding plans with well-defined milestones and timelines.Facilitate a seamless transition for clients to ensure they fully leverage our platform's capabilities.

Join our dynamic team at moab as an Implementation Specialist. In this pivotal role, you will spearhead the deployment of our innovative solutions, ensuring our clients achieve seamless integration and optimal performance. You will collaborate closely with cross-functional teams and clients to understand their needs and guide them through the implementation process.

Join Dealpath as an Implementation Manager and be a vital part of our dynamic team! In this essential role, you will gather and analyze the business requirements of new customers, configure Dealpath accounts after a sale, and conduct qualitative and quantitative analyses to enhance and streamline the implementation process. Why You Will Love This Role: Manage 6-8 implementations efficiently, ensuring customers are set up following product and industry best practices. Enhance current implementation processes to boost speed, efficiency, and customer satisfaction. Proactively identify growth opportunities within customer accounts. Collaborate cross-functionally with Dealpath’s product and sales teams to communicate customer feedback and resolve escalations. We’re Looking for Someone Who Is: A self-starter who thrives in a fast-paced, high-growth environment. Product-focused and eager to master new software solutions. Skilled at partnering, collaborating, and communicating effectively with both technical and non-technical colleagues. Curious about customer use cases and dedicated to developing solutions that drive efficiency. Innovative in finding new ways to serve customers and improve the implementation team's internal processes.

Join Playground as an Onboarding ManagerAt Playground, we are on a mission to make high-quality childcare accessible to everyone. Our innovative software solutions empower childcare providers to focus on delivering exceptional care, while we handle the administrative tasks. We are developing a comprehensive childcare management platform that streamlines the operations of childcare centers.As we stand at a crucial juncture of growth, having recently secured millions in funding and partnerships with numerous schools nationwide, we invite passionate individuals to join our team. Our founders have been recognized in Forbes 30 Under 30 for their impactful work in the industry.We value ownership and initiative, seeking team members who are eager to tackle complex challenges within a dynamic startup environment. If you are enthusiastic about creating meaningful solutions and improving operations, we would love to connect with you!The RoleAs the Onboarding Manager, you will serve as the primary contact for new clients, guiding them to ensure a successful and sustainable integration with Playground's platform. Your role will include crafting a seamless onboarding process that enhances user adoption, engagement, and retention. If you excel in customer relations, enjoy simplifying intricate systems, and are skilled at developing scalable processes, this position is ideal for you.This is an in-person role based in our Denver or NYC office, collaborating with product managers, engineers, and customer experience teams to elevate the onboarding journey.Key Responsibilities:Customer Onboarding Leadership: Act as the main liaison for new clients, overseeing the onboarding process from kickoff to go-live.Training & Education: Conduct customized live and virtual training sessions tailored to each customer's needs, ensuring they are confident in utilizing our platform.Resource Development: Create comprehensive documentation, playbooks, and self-service materials to empower clients and streamline onboarding.Systematization: Collaborate to design and refine onboarding processes for scalability and efficiency as our customer base expands.

Join Noto as an Onboarding Manager!Noto is at the forefront of developing an AI-native operating system tailored for after-school businesses such as tutoring centers, music schools, and sports academies. Our goal is to empower the 150,000 after-school enterprises across the U.S. with a cohesive platform that eliminates outdated spreadsheets and tools.Recently, we secured a $3.8 million seed investment from Base10 Partners and South Park Commons, which positions us for rapid growth.Founded by seasoned tech entrepreneurs AJ Ding (CEO) and Steve Wang (CTO), our New York City-based company is assembling a small, talented team of dedicated builders who are passionate about quality, user experience, and making a positive impact.We invite you to join us in creating software that truly empowers small business owners in local communities!

About the Role:We are seeking a dedicated Customer Onboarding Manager to spearhead and expand a team of Onboarding Managers. This role is essential for facilitating a smooth transition for our new clients onto our platform, ensuring their initial experiences are not just satisfactory but exceptional. You will be at the forefront of strategic planning and execution in onboarding, laying the groundwork for enduring customer success.In this leadership position, you'll harmonize strategic oversight with hands-on execution: optimizing scalable processes, mentoring your team, and collaborating across departments to enhance the customer journey. Your influence will shape the onboarding experiences of numerous centers, empowering them to feel supported and confident as they engage with Playground.This position requires in-person collaboration at our Union Square, NYC or LoDo, Denver office, where you will work closely with teams in Product, Engineering, Sales, and Customer Success to create a premier onboarding experience as we expand our reach nationally.What You’ll DoLead & Develop a High-Performing Team: Manage, mentor, and cultivate a team of Onboarding Managers, promoting a culture of accountability, empathy, and continuous improvement.Drive Strategy & Execution: Collaborate with leadership to implement the onboarding vision and roadmap, ensuring alignment with the company’s objectives concerning customer activation, adoption, and retention.Optimize the Process: Design and refine onboarding workflows to enhance efficiency, uniformity, and customer satisfaction as Playground grows.Coach & Empower: Provide ongoing feedback, training, and performance management to guarantee that every Onboarding Manager delivers an exceptional customer experience.Collaborate Cross-Functionally: Work with Product, Engineering, Sales, and Customer Experience leadership to identify challenges and implement comprehensive improvements in the customer journey.Measure Success: Monitor key onboarding metrics—time to launch, customer satisfaction, feature adoption—and leverage data to inform strategic decisions and enhancements.Champion the Customer: Advocate for customer needs and ensure that each onboarding experience reflects Playground’s core values and mission.

Implementation ConsultantLocation: New York City (Hybrid / 4 days onsite) Reporting to: Vio, Chief Customer Officer Goal: $100M ARR by EOY 2026The MissionAt Fyxer, we recognize that the key to a startup's success lies in the quality and speed of execution. We are on a mission to transform the way the world utilizes email. Your goal will be to enhance our onboarding process significantly. You won't merely be onboarding customers; you'll be accelerating their time-to-value, enabling a $2.2M Net Expansion ARR drive. You'll develop a hybrid AI-human system that allows us to scale to thousands of seats without increasing our workforce.The RoleThis position focuses on the initial phase of the customer journey: onboarding, activation, and time-to-value. You will collaborate closely with Sales and Customer Success leaders to transform new accounts into quick and measurable achievements. You will proactively identify and resolve friction points, ensuring that every customer—from the first to the hundredth seat—is operational before they encounter any doubts.What You Will OwnAchieve 100% activation (connection, activity, and time-saved metrics) within the first four weeks for every account.Design and implement an AI-enhanced onboarding strategy from the ground up to increase our capacity without expanding headcount.Facilitate seamless collaboration between Sales and Customer Success Managers to ensure no friction and immediate expansion opportunities.Oversee a high-velocity pipeline of 10-100 seat projects with the precision expected of a Tier-1 consultant.Who You Are3-5 years of experience in management consulting or rapid-growth SaaS implementation.You don't just utilize AI; you integrate it into your workflow to automate repetitive tasks and concentrate on high-impact activities.You pay close attention to details and foresee obstacles before they arise for the customer.You despise delays. You operate with urgency, understanding that every day without activation is a day lost to churn.The StackHubSpot · Gong · Incident.io — along with any AI tools you bring to the team.Why Fyxer?We are deliberate about our team composition. We believe that a small, exceptional team with intense focus will consistently outperform a larger, bloated organization.Autonomy: We seek individuals who desire ownership and genuinely empower them.Velocity: We value speed and efficiency in execution.

Join Our Team as an Implementation Lead at Silna HealthYour Opportunity AwaitsAt Silna Health, we're experiencing remarkable growth, and we're on the lookout for a talented Implementation Lead to guide the customer journey from pre-sale technical demonstrations to successful pilot deployments. This crucial role will empower you to convert our innovative technology into significant value for healthcare providers while establishing efficient and scalable implementation processes.Reporting directly to our COO, you will oversee the entire implementation lifecycle, design deployment workflows, and drive measurable outcomes for our clients. This position is perfect for someone who thrives in a dynamic environment, excels in stakeholder management, and tackles complex challenges with a strategic mindset.Your Key ResponsibilitiesImplementation Excellence & StrategyLead end-to-end pilot implementation from contract signing to go-live, managing timelines and gathering success metrics.Facilitate pre-sale technical demonstrations to highlight platform capabilities and assist in closing deals.Craft scalable deployment workflows and continuously improve implementation processes.Develop reporting frameworks and analyze metrics to foster data-driven enhancements.Spot automation opportunities to optimize implementation and expand operations.Building Strong RelationshipsDrive change management across clinical, IT, and administrative stakeholder groups.Translate complex technology into practical value through clear communication and effective training.Foster strong partnerships with customers to ensure successful adoption of our solutions.Collaborate with Engineering, Product, and Operations to troubleshoot issues and ensure successful launches.Represent implementation needs during cross-functional planning and strategy sessions.Business AcumenUnderstand healthcare provider workflows and align our solutions with their operational challenges.Gain comprehensive knowledge of customer success factors and implementation priorities.Anticipate potential roadblocks during implementation and proactively devise solutions.

About Clarion Clarion is working to remove barriers in healthcare access. Today, medical professionals face an overload of calls, faxes, and scheduling demands. Patients often struggle to get timely care, which leads to staff burnout and lost revenue for clinics. The problem isn’t a lack of care, it’s a lack of capacity. Clarion’s AI-driven platform supports the entire patient journey. From appointment scheduling and rescheduling to managing referrals and prescription refills, our technology handles complex workflows and delivers interactions that feel natural to patients. We’ve raised $5.5 million from investors including Accel, Y Combinator, and Sequoia (Scout). Our founders bring experience from Ophelia, Medallion, and Counsel Health. Based in New York City, our team is moving quickly to improve healthcare access for all patients. Why Work With Us? Solving real problems: Our work impacts millions of patients and healthcare providers. Clarion’s AI agents outperform human schedulers, freeing up teams to focus on care. Proven traction: Clarion has grown revenue 10x in the past year and manages millions of interactions for clients, from virtual clinics to a major $5 billion health insurer. Experienced leadership: Our co-founders know healthcare deeply. The CEO is a physician trained at Stanford and Harvard with clinical operations expertise. The CTO is a former Amazon Alexa engineer who led AI/ML teams at Salesforce. Early-stage impact: Every team member shapes our company’s direction, processes, and culture. In-person collaboration: We work together at our NYC office. This focus on in-person teamwork helps us move faster, build strong relationships, and maintain a unified culture. What You Will Do Lead implementations from start to finish: Manage customer deployments from kickoff through go-live. Run discovery sessions, collect scheduling rules and clinic workflows, build project plans, track timelines, and coordinate with engineering and client teams to deliver on schedule. Own non-technical implementation tasks: Gather and organize client inputs to keep the implementation process smooth and aligned with customer needs. Location This role is based in our New York City office. In-person collaboration is a core part of our culture.

About MoabMoab is revolutionizing the equipment dealer and rental industry by developing a comprehensive, modern software platform tailored for equipment dealers and rental businesses. As a venture-backed startup, we aim to disrupt a long-underserved market dominated by outdated solutions dating back to the 1980s and 1990s.Our goal is to connect all participants in the equipment ecosystem—those who sell, buy, rent, service, or utilize equipment. We are starting with a new system of record for equipment rental businesses, designed to enhance back-office efficiency and boost front-office revenue.At Moab, we pride ourselves on our small, dynamic team of passionate professionals. We are looking for team members who are not only willing to take on hands-on tasks but who can also think creatively about broader strategies. If you thrive in a collaborative environment and are eager to make a tangible impact for our customers and the business, you will find ample opportunities for career growth in our meritocratic culture, which emphasizes individual and team development.About the RoleThe Implementation Manager will play a critical role in overseeing the complete training and implementation processes that allow Moab to onboard new customers effectively. We are seeking a proactive individual to lead training initiatives, manage implementations, and ensure customer success at ground level.This position requires balancing rapid execution with structured processes to meet aggressive growth and efficiency goals. You will often be expected to perform at the level of someone two ranks above you (such as meeting with CEOs) as well as below (like handling customer support inquiries). This role is tailored for those who are driven to take action.What You’ll DoDesign and deliver both virtual and in-person training sessions for new customers.Travel 10-50% of the time, depending on the month.Oversee and facilitate user training and support throughout the implementation lifecycle.Simultaneously manage multiple implementation phases.Create comprehensive training and implementation plans, coordinating virtual and in-person sessions with customers.Build strong relationships with customers, ensuring their success during the onboarding process.

About BleeAt Blee, we are revolutionizing traditional workflows that typically rely on spreadsheets and emails by introducing AI-driven software that enhances organizational collaboration to achieve compliance requirements more efficiently and transparently. We are proud to support thousands of active users from numerous enterprise-level clients on both pledged and paid long-term contracts. Our leadership team comprises professionals from prestigious organizations such as Adobe, Chime, PayPal, AWS, Wachtell, Harvard Law, and Columbia Law.We have developed the first platform designed to address the unique challenges our customers encounter from start to finish. The ideal candidate for Blee will not only be a natural problem solver but will also relish the opportunity to uncover the specific needs of our users, many of whom are experiencing a product like Blee for the first time.Our team operates from our downtown San Francisco office, with an additional location opening soon in New York City, while the majority of our staff is distributed between the Bay Area and NYC.The RoleWe are seeking an Implementation Manager who thrives at the intersection of technical complexities and customer relations. You will be responsible for overseeing end-to-end enterprise implementations from the signed contract to the platform go-live, collaborating closely with legal and marketing teams at some of the world's largest organizations.What You'll DoOwn complete enterprise implementations – Manage the process from contract signing to platform launch for legal and marketing teams.Conduct stakeholder mapping – Identify executive sponsors, key users, potential blockers, and champions within each client's organization.Build and manage implementation project plans – Establish milestones, assign owners, and set a weekly status cadence.Scope and sequence deployment – Determine the order of rollout across departments, regions, and use cases.Coordinate technical integrations – Oversee SSO, data flow configuration, API setup, and security reviews in collaboration with customer IT teams.Navigate organizational dynamics – Manage competing priorities among stakeholders to unblock implementation milestones and sustain project momentum.Create implementation-specific documentation – Develop configuration documents, initial training materials, and runbooks to support the rollout process.

As an Implementation Manager at Asana, you will play a pivotal role in driving the successful adoption of our platform among clients. You'll leverage your project management skills to guide teams in implementing Asana's solutions effectively, ensuring clients achieve their desired outcomes. This role offers the opportunity to work closely with cross-functional teams and contribute to the overall success of our client relationships.

Join our dynamic team as an Implementation Associate at via, where you will play a crucial role in ensuring the seamless deployment and integration of our innovative transportation solutions. In this position, you will collaborate with cross-functional teams to deliver exceptional service to our clients and assist in the optimization of our operational processes.