The company.

Toshiba is a provider of technology services for retail businesses to create high-quality digital platforms and products that accelerate time to market. Our diverse and adaptable teams provide the right mix of solutions and methodologies to deliver results as we collaborate with our clients' teams to foster innovation through continuous learning.

Our people.

At Toshiba, all team members are empowered to take responsibility and develop innovative solutions to our customers' most challenging problems. To retain and develop top talent, we foster a work environment that celebrates creativity, encourages skill development, and enables multidisciplinary collaboration.

What will you bring to the team.

Toshiba is seeking an experienced Software Development Manager who will be responsible for leading a department of direct reports that will include 12-14 software developers.

Responsibilities will include guiding and supporting the team throughout the development and successful deployment of new product releases, optimizing development processes and team efficiencies, challenging the team technically and participating in scrum and code reviews, managing capacity and personnel matters plus effectively growing technical skills and evaluating performance with data.

This position requires previous software development experience (writing code in Java) and usage of AI tools to optimize processes. We are looking for someone with extensive people management experience to carry out the responsibilities for project activities across a broad and cross-functional team.

What will you be doing:

• Delivery of high-quality product releases and functionality.
• Managing the performance of the development team ensuring product commitments are met.
• Provide clear prioritization of objectives, timely and appropriate communication, and continuous demonstration of ownership and accountability
• Create a highly collaborative, productive and efficient work environment
• Collaborate closely with product owners
• Enabling the development and support of an innovative product.
• Promote continuous process improvement. Ensuring Agile/SAFe practices are applied and followed.
• Driving the team through scrum participation.
• Reviewing the code to ensure proper coding practices are followed.

Naturally to be successful in this role, you must have and know of:

• BS or Master’s Degree in computer science, software development, or related field.
• +8 years of professional experience. 
• Previous hands-on software development experience with Java.
• Experience of AI: use of Claude Code, Cursor or Codex (Preferred) to generate code, debug code, build workflows, architecture design aspect or automation testing, test scripts.
• Experience in managing software development teams and projects in Agile methodologies.
• People management experience including performance management, motivation, career development and dealing with conflict.
• Ability to demonstrate code review capabilities.
• Full understanding of the software development lifecycle and bring a product to production.
• Fluent in English.
• Good analytic and logical problem solving skills.
• Strong collaborative and teaming skills.
• Excellent communication and collaboration skills, with ability to work effectively with cross-functional teams, stakeholders, and customers.

Preferred skills:

• SAFe experience.
• Understanding of Test Automation and Test-Driven Development.

We offer:

• Hired directly by Toshiba and 100% under payroll.
• Benefits of the law (IMSS, INFONAVIT)
• Life insurance, major medical expenses with dental and visual coverage. (For the employee and direct family members).
• Minor medical expenses insurance.
• Savings fund for employees, capped at the limit of the law.
• Grocery coupons.
• Pension plan.
• 30 Christmas bonus days.
• 12 days of vacation plus 6 floating days.

EEO:

Toshiba Global Commerce Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

The Varicent Associate TAM works alongside Technical Account Managers within the Customer Success organization with a portfolio of clients who have subscribed to the VIP Program. The Associate TAM will act as a Varicent adviser to client resources with the aim to maximize the VIP client’s return on their Varicent investment. This will require building strong relationship with all stakeholders and supporting business goals by solving go to market challenges with innovative solutions. This will include answering product, process and solution specific questions as well as proactively monitoring existing solutions for optimal performance. Adapting and evolving existing solution with net new implementation and adoption of new features and functionality will help further drive the value of Varicent solutions. Working in tandem with the primary TAM, the Associate TAM will play an integral role in owning the customer’s technical success and supporting all system and solution–focused conversations.

KEY RESPONSIBILITIES 

• Advanced SQL is mandatory
• Support the primary TAM in monitoring the health and performance of Varicent solutions across a portfolio of VIP customers. 
• Assist in coaching users on foundational Varicent functionality, configuration concepts, and best-practice methodologies. 
• Participate in reviewing new features, fixes, and release notes to help assess potential impact on the customer’s environment. 
• Contribute to configuring Varicent solutions based on documented customer requirements, under guidance from the senior TAM. 
• Prepare and share monthly performance, utilization, and support-related metric summaries. 
• Analyze solution usage and data patterns to help identify potential issues or areas for optimization. 
• Assist in implementing proactive maintenance actions and solution improvements. 
• Collaborate with TAMs and Internal teams to troubleshoot errors, investigate defects, and support solution optimization efforts. 
• Identify opportunities for customer value realization and surface to the primary TAM for strategic review. 
• Contribute to customer conversations that frame Varicent products as targeted solutions to process challenges, enabling thoughtful upsell, cross-sell, and expansion motions. 
• Parter with the TAM team to support sustainable customer engagement, project outcomes, and product adoption. 
• Contribute to planning and estimating tasks within the Technical Success journey, ensuring alignment within available customer VIP entitlement. 
• Work with internal stakeholders to understand change management processes and assist in recommending improvements where appropriate. 
• Collaborate with TAMs to maintain reusable object repository. 

EDUCATION & EXPERIENCE 

• At least 5 years of experience in IT Consulting, Enterprise Software Implementation  
• Prior experience with Query Based Languages and Relational Databases 
• Technical data skills including strong experience with SQL data manipulation, Microsoft Excel 
• Preferred: Understanding of Sales Performance Management domain 
• Strongly Preferred: Hands on experience of Varicent software products (Administering, implementing and / or supporting)
• Basic knowledge of system configurations, data models, and data integration best practice concepts. 

PERFORMANCE BASED SUCCESS CRITERIA  

1-3 Months

During this time, the Associate Technical Account Manager will successfully: 

• Familiarize oneself with company culture, policies, escalation paths, and internal systems.  
• Training and onboarding will be completed.  
• Learn the various systems used in daily operations. 
• Participation in team meetings and events. 

Success Indicators: 

• Complete all onboarding activities and training with passing grades 
• Seen by peers as responsive and professional 
• Demonstrate curiosity and engagement 

4-6 Months

During this time, the Associate Technical Account Manager will successfully: 

• Begin managing defined customer work triaged by your Technical Account Manager cohorts. 
• Adhere to VIP program deliverables including task tracking against active initiatives. 
• Begin to prioritize tasks, escalate blockers, communicate effectively and demonstrate problem resolution, personal growth, and adaptability.  
• Support data validation, report creation, performance troubleshooting, and config changes as needed. 

Success Indicators: 

• Complete assigned technical work with some oversight 
• Demonstrate an understanding of model structure and customer needs 
• Provide meaningful updates and documentation 

7 Months & beyond

During this time, the Associate Technical Account Manager will successfully: 

• Candidate will manage a full client portfolio.  
• Operate as a trusted technical partner, supporting the TAM at a strategic level. 
• Independently deliver core TAM activities 
• Configuration work 
• Troubleshooting & support 
• Documentation of changes and existing build 
• Generating usage, performance, and status reporting (flagging important data points) 
• Participate in journey/plan execution 

After 12 months should be able to perform all duties of a TAM 

• Performing a complete Annual Health Check  
• Articulate findings, risks, and recommendations 
• Support value tracking & outcomes 
• Support cross selling initiatives by documenting use cases and your portfolio’s technical needs 

Success Indicators: 

• Customer confidence and satisfaction 
• Portfolio managed with minimal oversight and escalation 
• High-quality delivery within contractual hours 
• Annual Health Check completed independently

Position Overview

The Customer Success Manager (CSM) oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, net revenue retention, referrals and product usage indicators.

As the key contact point for the customer relationship on Diligent products. The CSM will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction.

Key Responsibilities

• Renew and grow a set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage.
• Increase overall client satisfaction with Diligent measured through Net Promoter Score.
• Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s.
• Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and operations teams.
• Be heavily intertwined with the Expansion Sales team in spotting, qualifying and passing on expansion leads.
• Facilitation alongside the Implementation team of the core Boards product and modules with senior stakeholders to the client including C-Suite and Directors.
• Build and maintain strong direct client relationships with key stakeholders & retain those relationships.
• Seek out client advocacy related initiatives.

Required Experience/Skills:

• Fluency in additional languages to English are desirable.
• Build and maintain strong direct client relationships with key stakeholders & retain those relationships.
• Seek out client advocacy related initiatives.
• Some experience in enterprise level account management (preferably in SaaS).
• Some experience in sales CRM applications such as Salesforce.
• Excellent communication and presentation skills, with the ability to manage multiple stakeholders.
• Strong problem-solving ability, with a natural curiosity around the client’s business needs.
• High level of resilience and a positive attitude when faced with adversity.
• Passionate about technology with a solution-centric mindset.

Only resumes in English will be considered for the role.

Your Impact

Paystand is hiring a Sales Development Representative! In this role, you will work to prospect and generate leads for our account executives showcasing Paystand as the most cost-effective and efficient way for enterprise businesses to facilitate payments and manage their accounts receivable “AR” process. You will be the first point of contact at Paystand as you get your leads excited, handle objections, and move them through the sales pipeline. This is a great opportunity to get in on the ground floor of a growing sales team and develop your selling skills!

Your Role:

• Sales Development Representatives at Paystand have the opportunity to work, collaborate, and grow across a wide array of projects, including:
• Prospecting and generating leads while meeting Paystand’s Ideal Customer Persona (ICP)
• Collaborating closely with Account Executives and your SDR Manager to develop strategies for target B2B businesses, prospects, and messaging/talk-tracks
• Starting and establishing exciting new relationships, opportunities, and meetings with prospective businesses
• Qualifying new opportunities and handling complex objections
• Creating significant outbound activity via targeted cold-calling, emailing, and social selling
• Always improving your approach by using data-driven solutions to track your results
• Meeting - and exceeding(!) quota to help the team hit our product growth objectives

Your Experience:

• Ambitious and self-motivated with comfort in a quota-carrying environment (prior sales experience isn't necessary, but it is a bonus)
• Excellent interpersonal and presentation skills
• Ability to thrive in a fast-paced, high-growth, rapidly changing environment
• Willingness to lead a high volume of outbound cold calling and emailing activities daily - while maintaining a positive and energetic attitude
• Attention to detail and outstanding communication skills

Bonus Areas of Expertise:

• Prior experience using a CRM & Sales Engagement Platform
• Prior experience using Data Enrichment Tools & LinkedIn Sales Navigator
• A history of quota attainment / relevant sales experience
• Knowledge or experience in Finance, Accounts Receivable, ERP Systems, B2B Sales.

Benefits:

• Enjoy generous PTO and sick leave, because we believe in balance.
• Fuel your days with free snacks and paid lunches in the office.
• We've got your health covered with Major Medical Health Insurance.
• Stay nourished with food vouchers and plan for your future with savings funds.
• Unlock stock options and own a piece of our success!
• Work with the best tools and equipment, setting you up to thrive.
• And the best part? Endless growth opportunities await you as we rapidly expand

Shape Your Career, Make an Impact  — Join Velocity Electronics as our next BUSINESS DEVELOPMENT MANAGER in Chihuahua or Juarez - Mexico.

We are looking for a dynamic professional to deliver exceptional experiences and results by creating, maintaining, and expanding business opportunities through the development of strategic partnerships.

Key Responsibilities:

• Grow Our Market Presence: Expand Velocity’s market share by deepening relationships with existing customers and unlocking new ones.
• Create Strategic Opportunities: Identify and pursue high-impact business opportunities through innovative, value-added programs.
• Fuel Strategic Growth: Deliver measurable, strategic growth by cultivating long-term, trust-based partnerships with key clients.

Qualifications:

• High School Diploma or equivalent; 4-year college degree preferred
• 3+ years of sales or business development experience in the electronic components industry
• Demonstrated expertise in sourcing, product knowledge, account management, CRM
• Computer literate: experience with complex ERP systems preferred

Why Join Velocity Electronics?

At Velocity Electronics, our culture is powered by purpose and defined by values: Be Amazing Today, Demonstrate Mutual Respect and Trust, Act Courageously, and Own Your Outcomes. These aren’t just words — they’re the foundation of how we lead, grow, and win together.

Are you someone who thrives in a fast-paced, performance-driven environment? Here, you'll be empowered to own your journey, build meaningful partnerships, and make a real impact through bold, innovative solutions.

Join one of the world’s leading independent electronic component distributors, trusted by top-tier contract manufacturers and OEMs across the globe.

This is a hybrid role based either in Chihuahua or Juarez, Mexico — at the heart of where global ideas meet world-class execution.

Unleash Your Potential with Velocity Electronics!

We are looking for a STRATEGIC ACCOUNT MANAGER in Guadalajara - Mexico to deliver exceptional experience and outcomes by working with a portfolio of key customer accounts to facilitate sustainable and long-term businesses.

Key Responsibilities:

• Cultivate and maintain strategic customer relationships
• Sell a portfolio of key accounts
• Assist in the implementation of global sales and purchasing strategies
• Develop and maintain a deep understanding of the structure, culture, and needs of key customers
• Manage and facilitate own individual training, including sales, sourcing, and throughput
• Ensure customer requirements are accurately entered in Velocity's ERP system
• Consistently deliver on monthly and quarterly gross profit sales goals
• Represent and communicate Velocity’s culture, values, and value proposition
• Provide immediate and reliable solutions to customer needs
• Complete detailed records of all sales data regarding contracts, quotations, and other customer interactions and annotate all customer touches in Velocity's ERP system
• Create and present periodic reports detailing customer interactions and sales/gross profit totals

Qualifications:

• High School Diploma or equivalent; 4-year college degree preferred
• 2+ years of sales experience in the electronic components industry
• Demonstrated expertise in sourcing, product knowledge, account management, CRM
• Computer literate: experience with complex ERP systems preferred

Why Join Us:

At Velocity Electronics, our core values—Be Amazing Today, Demonstrate Mutual Respect and Trust, Act Courageously, and Own Your Outcomes—drive our success. Are you someone who thrives in a fast-paced environment and is driven to exceed goals? At Velocity, you’ll be empowered to take ownership of your success, build meaningful relationships, and drive growth through innovative solutions.  

Join a top independent electronic components distributor serving the world’s leading contract manufacturers and OEMs! 

This is an onsite position reporting to our Guadalajara office.

Job Title: Senior Creative Program Manager 

Location:   This is a hybrid position, which will require the ability to be onsite in our Guadalajara, Mexico office as needed. Candidates must be based in Guadalajara.

 THE COMPANY:

Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

THE OPPORTUNITY:

At Clari + Salesloft, our Senior Creative Program Manager will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing as the operations heartbeat of our fast-growing and high-performing Creative & Content team.

On a day-to-day basis, you will be responsible for the creative operations of our team.  Specifically, you’ll excel in: 

• End-to-End Campaign Execution: Drive the full lifecycle of creative and content projects related to brand, product, go-to-market campaigns, demand gen campaigns and events. Manage everything from initial briefing to final delivery while maintaining ownership and accountability for keeping projects on track, ensuring critical project milestones and timelines are met.
• Brand Store Management: Manage the creation and distribution of branded merchandise (clothing and swag). Collaborate with the Creative & Content team, stakeholders, and vendors to ensure beautiful, high quality merchandise.  
• Operational Infrastructure: Own and optimize the creative tech stack (Monday.com), establishing scalable intake processes, automated workflows, and documentation systems that increase transparency.
• Resource & Capacity Planning: Develop data-backed forecasting models to anticipate project demand, managing the balance between internal team bandwidth and external freelancer/agency support.
• Data-Driven Insights: Build and manage reporting dashboards to track "studio health" metrics—including team utilization, SLAs, and delivery speed—transforming raw data into actionable insights for leadership.
• Cross-Functional Leadership: Serve as the primary connective tissue between Creative & Content, Marketing, and Finance teams, ensuring projects are prioritized according to business impact and brand strategy.
• Stakeholder & Vendor Management: Navigate high-pressure decision-making with executives while managing external vendors to ensure technical requirements and design intent are met.
• Continuous Improvement: Lead retrospectives and identify operational bottlenecks to constantly iterate on team communication, tools, and processes.
• Production Oversight: Manage day-to-day operations for specialized functions, such as video studios or event creative systems, including production calendars and post-production delivery.
• Innovation & Automation: Champion the use of AI-driven tools and automation to reduce manual overhead, streamlining operations to unlock more time for the creative process.

In addition to working with a collective of high-caliber marketing professionals, this role is an opportunity to be instrumental in optimizing marketing workflows and output, directly shaping their global impact and driving demonstrable results for the organization.

WHAT WE’RE LOOKING FOR:

We are seeking a candidate who’s part strategic architect and part master executor—responsible for building the systems, workflows, and data infrastructures that allow our designers and writers to do their best work. You’ll sit at the intersection of Creative, Marketing, Product, and Finance, ensuring that every campaign is delivered with excellence, on time, and aligned with our broader business goals.

If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Creative Program Manager is the role for you!

THE TEAM:

Our  Clari + Salesloft Creative & Content team is comprised of seasoned and up-and-coming designers, writers, web designers, content marketers and comms professionals who are all aligned on one vision and mission:

• Vision: Fundamentally transform the way buyers and sellers drive repeatable outcomes
• Mission: Bring science to the art of sales 

THE SKILL SET:

• Experience: 5+ years in Creative Operations, Design Program Management, or Project Management within a high-growth in-house team or agency.
• System Mastery: Expert proficiency in project management platforms (Monday.com), specifically regarding system configuration and automation.
• Analytical Rigor: Proven ability to visualize data using tools like Tableau, Power BI, or Looker to drive strategic recommendations.
• Production Fluency: Deep understanding of the creative lifecycle across digital, video, and physical/event production (familiarity with CAD or 3D fabrication is a plus).
• Capacity Modeling: Skilled in resource forecasting and headcount planning based on project volume and historical data.
• Communication: Exceptional verbal and written skills, with a talent for translating complex creative needs into structured project plans for technical and executive stakeholders.
• Adaptability: A proactive problem-solver who thrives in fast-paced environments and can drive alignment across matrixed organizations.
• AI Integration: A forward-thinking approach to incorporating AI and automation into creative workflows to improve efficiency.

NICE TO HAVE SKILLS:

• Direct experience with Figma or Adobe Creative Cloud to better understand designer workflows.
• Professional certifications such as PMP, CSM (Scrum Master), or platform-specific certifications.
• Experience managing global creative programs across multiple time zones.
• A background in change management, particularly leading software migrations or organizational shifts.

At Clari + Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.

We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.

If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!

#LI-Hybrid

Please note that all official communication regarding job opportunities at Clari + Salesloft will come from an @clari.com  or @ salesloft.com email address. If you receive messages on LinkedIn or other job platforms claiming to be from Clari + Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers Page.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration.

Role at a Glance:

The Business Operations Manager is responsible for owning and delivering cross-functional execution programs within the Office of the COO. This role ensures that high-impact initiatives tied to revenue growth, operational efficiency, and cross-business-line coordination are executed with discipline, clarity, and measurable outcomes.

Operating in a multi-business-line environment, this role focuses on turning priorities into shipped results by managing follow-through, resolving cross-functional friction, and maintaining operational cadence.

Business Related Responsibilities: 

• Cross-Functional Program Ownership
  
  • Lead second-tier and staff-level cross-functional initiatives from scoping through completion.
  • Define timelines, milestones, ownership, and success metrics for assigned programs.
  • Ensure sustained follow-up and escalation of blockers to drive on-time delivery.

• OKR / KPI Execution Management
  
  • Own the operational execution of the company-wide OKR and KPI process.
  • Ensure departments provide timely updates, data inputs, and action plans.
  • Maintain tracking discipline and visibility across performance cycles.

• Operational Rhythm & Coordination
  
  • Drive follow-up from Business Rhythm Meetings, ensuring actions are executed.
  • Coordinate across Revenue, Finance, IT, Product, and Operations to maintain initiative momentum.
  • Support execution across SaaS mapping, software implementations, and collections-related programs.

• Data & Analysis Facilitation
  • Coordinate data extraction and validation to support program decisions.
  • Produce structured updates and insights tied to execution outcomes.

• Continuous Improvement
  • Identify opportunities to improve execution standards, tooling consistency, and process efficiency.
  • Support initiatives that enhance operational discipline and cross-team clarity.

Qualifications:

• 5+ years of experience in Business Operations, Strategy & Operations, Program/Project Management, Consulting, or similar operational roles.
• Proven experience leading cross-functional initiatives from planning through execution in fast-paced environments.
• Experience managing OKR/KPI frameworks, operational performance tracking, and accountability processes across multiple teams.
• Strong ability to translate strategic priorities into structured execution plans with clear timelines, owners, and measurable outcomes.
• Experience coordinating initiatives across functions such as Revenue, Finance, Product, IT, and Operations.
• Demonstrated ability to drive follow-through, manage dependencies, and escalate blockers to ensure on-time delivery.
• Strong analytical and data coordination skills, including collecting, validating, and synthesizing operational data.
• Experience producing structured updates, dashboards, or operational reports to track initiative progress.
• Strong stakeholder management and communication skills, including working with senior leadership.
• Experience working in SaaS, fintech, technology, or high-growth operational environments preferred.

Perks:

• Enjoy generous PTO and sick leave, because we believe in balance.
• Fuel your days with free snacks and paid lunches in the office.
• We've got your health covered with Major Medical Health Insurance.
• Stay nourished with food vouchers and plan for your future with savings funds.
• Unlock stock options and own a piece of our success!
• Work with the best tools and equipment, setting you up to thrive.
• And the best part? Endless growth opportunities await you as we rapidly expand!

Position Overview:
As an Onboarding Specialist , you will work as part of the global Customer Success Team, with the expectation to deliver outstanding experiences during the client’s onboarding journey. You will collaborate cross functionally with Customer Success, Marketing, Sales, and Product and own the critical early phase of the client lifecycle. You will oversee the client’s technical enablement and deliver initial training to ensure early product adoption. You will be responsible for understanding each client’s business requirements and tailoring their onboarding and training, with the goal of helping them realize the quickest time-to-value and a strong return on their investment.

This is a fantastic opportunity to develop your career in rewarding and meaningful ways as you interface directly with Directors, Executives, Administrators, Corporate Legal Counsel, and IT teams at top global companies and Federal, State & Local Government agencies.

Key Responsibilities:

• Manage the Client Onboarding Experience: Serve as primary contact, develop tailored onboarding plans, coordinate with cross-functional teams, monitor progress, and address challenges.
• Provide Initial Product Training: Provide product instruction during the initial stage of the client’s onboarding process in coordination with the account’s Customer Success Manager.
• Drive Early Product Adoption: Assess client requirements, customize onboarding/training sessions, provide insights, and iterate strategies based on feedback.
• Manage Product Setup and Configuration: Guide clients through the initial setup process, including configuring accounts and software settings to align with their requirements.
• Understand and Document Client Milestones: Fully understand client objectives, document milestones, and collaborate with Customer Success Managers and Training Specialists to help ensure seamless client journey progression.
• Provide Subject Matter Expertise and Deliver Best Practices: Act as a subject matter expert for best- practice product usage during client onboarding, aligning common governance-related tasks with product capabilities to help drive full value realization.
• Provide Ongoing Client Support During Onboarding: Address questions, concerns, and technical issues via email and phone, troubleshoot problems, and escalate complex issues.
• Seek, Monitor, and Escalate Feedback: Monitor client survey feedback to assess the effectiveness of the onboarding experience, leverage the feedback to continuously improve the experience, and relay client product suggestions to help the company continue to enhance its product offerings.

Required Experience/Skills

• 1-3 years of technical or account management experience in client-facing roles, such as SaaS/software onboarding, Customer Success, or Customer Support.
• Bachelor’s degree or equivalent experience in a relevant discipline preferred.
• Experience in strategic planning, goal setting, and performance measurement frameworks.
• Resilience in adapting to change and ability to thrive in a fast-paced environment with tight deadlines and complex challenges.
• Proven dedication to project ownership, collaboration, and follow-through.
• Strong focus on the client experience with a commitment to delivering exceptional client satisfaction.
• Excellent personal organizational skills to ensure client commitments are consistently met.
• Self-motivated, with the ability to function in core responsibilities with minimal guidance, while setting priorities among competing objectives.
• Strong English language proficiency with outstanding written communication and verbal communication skills.

Desired Experience/Skills:

• Experience with corporate governance, corporate legal teams, or entity management as a plus.