Execute customer onboarding from paid sign-up through activation, early milestones, and renewal. Run kickoff calls, follow and improve playbooks, manage a small portfolio of accounts, spot and remediate churn signals, and ensure proactive communication between Sales and delivery.
The Role
You are the bridge between a customer signing and a customer succeeding.
This is not a senior strategy seat. It is a hands-on, execution-focused role where you own the first 30-60-90 days of the customer journey — from kickoff through activation, early milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.
If you have a Sales background and are ready to stop closing and start delivering — this role was built for you.
The Company
AI Acquisition is a multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. We launch and scale information and software products on a marketing and sales engine refined across 12 product launches and $100M+ in ad spend.
This seat sits inside our onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.
Requirements
What You Do
- Own the customer journey from "paid" to "completing and renewing"
- Run structured kickoff calls and keep customers moving through milestones
- Spot early churn signals and execute saves before they escalate
- Bridge what Sales promised to what delivery can actually deliver
- Work within playbooks and flag what needs improving
- Manage a small number of concurrent accounts with consistency and care
- Communicate proactively — no customer should wonder what's happening next
This Role Is Not For You If
- You are looking for a director or head-of-level scope
- You want to build strategy from scratch with no guardrails
- You are not comfortable being measured on customer outcomes weekly
- You need a slow ramp or a fully handed-over runbook before you act
What We're Looking For
Experience
- 2–4 years in a client-facing Sales or SDR role — people who have closed or prospected and are ready to move into a delivery and relationship-focused seat are strongly preferred
- Experience working directly with US or UK customers — comfortable with the communication style and expectations of these markets
- Background in online education, SaaS, coaching, agency, or info-product environments is a strong plus
- Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)
Profile
- Polished, professional communicator — written and verbal English at a native or near-native level
- Commercial enough to understand what customers paid for and why it matters
- Empathetic enough to manage relationships without being passive
- Detail-oriented and reliable — customers notice when follow-through slips
- Looking to move from a Sales-heavy role into something more relationship and outcome-focused
Benefits
Compensation & Setup
- Independent Contractor Agreement
- Competitive Base salary, geography-adjusted
- Fully remote, async-first with US and UK overlap
- Direct line to senior onboarding leadership
- Growth track into broader CS or ops scope as the product line scales
Similar Jobs
Database • Analytics
Create and maintain customer onboarding and training content (videos, webinars, KB articles, emails). Host trainings, collaborate cross-functionally, manage editorial calendar, and optimize materials using feedback and analytics.
Top Skills:
Content Management SystemsGainsightKnowledge Base PlatformsPendoVideo Recording And Editing SoftwareWebinar Platforms
HR Tech • Information Technology • Professional Services • Sales • Software
Lead U.S. product efforts for Time Off & Attendance, owning vision, strategy, roadmap, and execution. Partner cross-functionally with Engineering, Design, Payroll, Sales, and Customer Success to build compliant, scalable workforce management and payroll integrations. Use customer research and data to define metrics, iterate, and embed AI capabilities. Serve as founding U.S. PM and work closely with global teams.
Top Skills:
AI
Fintech • Financial Services
Drive acquisition and growth of affluent consumer and business relationships through discovery-based advice, multi-product solutions, and coordinated referrals. Manage a book of business, deliver deposit, lending, and investment strategies, champion digital adoption, ensure accurate documentation and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking to convert opportunities and deepen client relationships.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
