CRM Onboarding & Implementation Lead
Doist
Reevo is seeking an Onboarding and Implementation Manager to guide customers in bringing Reevo’s CRM to life within their organizations. You’ll lead discovery, configuration, data migration, and go-live, ensuring rapid time-to-value and measurable outcomes. This role blends product expertise with project management to deliver high-impact implementations and long-term success. In-office work in Santa Clara or San Francisco is required. #J-18808-Ljbffr Doist
$171.2k - $273k
...SalesforceSalesforce is the #1 AI CRM, where humans with agents... ...your career at the company leading workforce transformation in the... ...will own the successful implementation and adoption of the Qualified... ...technical architecture for customers onboarding Qualified productsDocument...ImplementationCRMFull timeRemote work$160k - $220k
Attio is the CRM built for the AI era. Designed for the most ambitious go-to-market... ...customers successfully adopt Attio. Recruit, onboard, and enable new partners, creating... ...incentivize partner engagement, referrals, implementations, and long-term customer success. Work...ImplementationCRMLocal area$107.44k - $232.8k
...Access & Experience Applications Lead is responsible for the technical design, implementation, optimization, and ongoing... ...Cheers campaigns, Welcome, and CRM workflows. Drive Epic governance... ...including standardized build execution, onboarding, training coordination, go-live...ImplementationCRMLocal areaVisa sponsorshipWork visa- Position Summary The Onboarding & Activation Manager is responsible for developing and... .... Duties & Responsibilities Lead the design, implementation, and continuous improvement of employee... ...-paced environment. Proficiency with CRM, learning management, and business intelligence...ImplementationCRM
- A leading procurement platform company based in San Francisco is seeking an experienced onboarding lead to manage enterprise customer implementations. Responsibilities include understanding customer requirements, leading training sessions, and collaborating with engineering...Implementation
- Broccoli AI in San Francisco is hiring for an Implementation Specialist to deploy AI solutions for home services contractors. You will own onboarding, configure the software to fit each business, and drive customers to value quickly. You will coordinate with owners, office...ImplementationFor contractorsWork at office
$172.5k - $260.1k
...DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer... ...to level-up your career at the company leading workforce transformation in the agentic... ...sprints.RLS Design — Design and implement the row-level security and access model in...ImplementationCRMFull time$80k - $100k
...Culture and the CEO. Job Summary The Talent Acquisition & Onboarding Lead oversees recruiting coordination, onboarding operations, candidate... ..., templates, and process guides. Assist with training implementations and tracking of training completion. Perform other related...ImplementationCasual workWork at officeWork from home- ...customer solutions at scale. This role leads the enablement strategy and execution that... ..., solution positioning, technical implementation considerations, and customer value. DRIVE... ...with learning platforms, partner portals, CRM tools, dashboards, or other systems used...ImplementationCRMWork at office
$150.1k - $227k
...DetailsAbout SalesforceSalesforce is the #1 AI CRM, where humans with agents drive customer... ...to level-up your career at the company leading workforce transformation in the agentic... ...Services organization to deliver secure implementations and protect customer data at scale.We...ImplementationCRMFull time$120k - $180k
...Hubspot but we are investing heavily in our CRM and supporting tools and will likely be... ...to Salesforce, which will need a real implementation, a tooling stack that grew by accident, and... ...around it, design the processes that move a lead from a cold list to a closed partnership,...ImplementationCRMShift work$186.1k - $300.55k
...lifecycle management (CLM).What you'll doAs a Lead Product Manager on the Applications... ...products), ensuring data flows reliably across CRM, billing, product usage, and support... ...sleeves to work through configuration and implementation details as neededLead change management...ImplementationCRMContract workWork at officeLocal areaRemote work2 days per week- ...Veryon Veryon is the leading global provider of aviation software... ...alongside it The Onboarding Analyst is responsible for supporting... ...activities and track implementation progress for each client and... ...Teams . • Experience using CRM platforms such as Salesforce...ImplementationCRMWork at office
- ...obstacles. The opportunity We’re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist’s newest... ...What you bring 7+ years of experience in onboarding, implementation, or transitions management within financial services 3+...ImplementationFull timeWork at officeImmediate start3 days per week
- ...team, you become part of the leading enterprise solution for frontline... ..., and sweetgreen to hire, onboard, and manage over 14 million... .... About the job As a Senior Implementation Manager, you will be responsible... ...HR tech platforms (ATS, CRM, HRIS) Develop a working understanding...ImplementationCRMHourly payWork experience placementRemote workHome officeFlexible hours
- Rippling is seeking a Sr. Manager for IT Implementations to lead a team of 17+ and drive successful delivery of IT solutions across clients. The role focuses on managing activities from client kickoff to go-live, ensuring operational excellence in IT systems and customer...Implementation
- ...a portfolio of customers, from initial onboarding through long-term adoptionLead customers... ...Account Management, Solutions Engineering, Implementation, or Management ConsultingProven ability... ...Sales on account growthFamiliarity with CRM and CS tooling (e.g. HubSpot, Salesforce...ImplementationCRM
$110k - $168k
...ownership of a book of business and guide them through the entire lifecycle - from onboarding to expansion. Your role will also be instrumental in driving Windfall's growth by implementing scalable processes.We’re on a mission to change how organizations perceive and use...ImplementationCRMFull time$155k - $219k
...siteAs a Manager of Nonprofit Customer Success, you will lead a team of Customer Success Managers (CSMs) focused... ...Scale the end-to-end customer experience, including onboarding, product adoption, usage, and implementation of best practices and growth Train, develop, and...ImplementationCRMFull time$160k - $220k
...Description Job Description DEPLOYMENT LEAD | AI-NATIVE HEALTHCARE OPERATIONS... ...their organization today, and run the implementation so the agents are live and working, not... ...specialty group just signed, go run their onboarding. Adoption and training. Getting the...Implementation- ...Lead Product Designer Augment has an opportunity for an entrepreneurial minded Product Designer to help define our flagship product... ...marquee brands like Samsung and Dyson with many more awaiting implementation. Our products apply the latest techniques in natural language...ImplementationCRMRemote workNight shift
- ...Join Our Team as a Merchant Onboarding Specialist Location: San Francisco, CA - Be at the heart of innovation in one of the most dynamic... ...Track onboarding milestones and maintain accurate records in CRM tools. Support merchants through their first orders with real...CRMLocal area
$180k - $250k
...meet the demands of the world's leading AI organizations, we need... ...Process, you will own the design, implementation, and continuous improvement... ...our business — from customer onboarding and vendor operations to... ...company. Familiarity with ERP, CRM, or workflow automation platforms...ImplementationCRMLocal area$240k - $300k
...Enterprise Account Executive We are a leading technology solutions provider, offering... ...pipeline and revenue projections using CRM tools Collaborate with implementation and customer success teams to ensure smooth onboarding and client satisfaction Participate in...ImplementationCRM$120k - $150k
...for our clients. Think of a lead generation based marketing agency... ..., we’re a full‑stack RevOps implementation partner that installs full‑... ...At WFS Group, we don’t just onboard team members. We deploy high‑... ...Ensure training alignment with CRM data, pipeline structure, and...ImplementationCRMFull timeMonday to FridayFlexible hours$150k - $247k
...portfolio of priority clients. This role leads the charge in building trusted, long‑term... ...Management / Account Management: Develop and implement relationship management plans for complex... .... Customer Relationship Management (CRM) Data: Oversee the implementation and maintenance...ImplementationCRMLive inWork at officeLocal area3 days per week- ...company making waves in customer onboarding and professional services automation... ...do? (Role Overview) As an AI-Implementation Manager at Rocketlane, you will lead end-to-end onboarding for our... ...integrations with systems like HRMS, CRM, NetSuite, and fintech platforms....ImplementationCRMFull timeWork at officeFlexible hoursNight shift
$186k - $256k
...Engineering) Leadership team. You will lead cross-functional initiatives... ...Enablement to design and implement robust operational frameworks.... ...calculated fields, workflows, CRM architecture) and explore... ...with an immersive, in-person onboarding experience designed to accelerate...ImplementationCRMWork at officeLocal areaWorldwideFlexible hours$200k
...years of enterprise sales experience, leading end-to-end sales cycles—from initial discovery... ...—ensuring a seamless transition to onboarding and implementation.Proven experience with light... ...high-growth environment.Proficiency with CRM tools (e.g., Salesforce) for pipeline...ImplementationCRMHourly payContract workLocal areaShift work$70k - $90k
...financial advisors and our custodians with the implementation of new client accounts, trade execution,... ...accounts Plan and manage new account onboarding process including SMA and alternative... ...liaison with Salesforce and associated CRM activities, including mail list...ImplementationCRMWork at office
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