• Become an expert in VelocityEHS products and solutions • Successfully mentor and coach customers as they go through the onboarding process • Manage setup of software for customers going through the onboarding process • Serve as the primary point of contact for VelocityEHS’s clients, owning the onboarding phase of the customer lifecycle • Effectively onboard new/expansion customers • Project manage a portfolio of customer onboardings to successful outcomes, accelerating the customer's time to value in using our products and solutions • Provide timely updates on customer projects within Project Management tooling to effectively drive team/company KPIs and customer interactions • Manage setup of single products/modules • Actively lead customer-facing communications (live, virtual, written) • Effectively deliver engaging enablement training and workshops on concentrated product or module • Drive early adoption • Document time to value metrics • Evaluate onboarding effectiveness • Help build processes, internal enablement, and servicing tactics • Ability to independently solve simple customer issues • Document customer interactions and progress throughout the lifecycle of their onboarding • Use company approved AI tools to improve efficiency, reduce manual work, and enhance the quality of outputs • Apply sound judgment when using AI, ensuring accuracy and accountability for AI-generated work • Protect sensitive and confidential information when using AI, following company data guidelines • Actively learn and build proficiency in AI tools relevant to your role • Share AI use cases, tips, and learnings to help strengthen team and organizational capability

**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.

Role Description 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. 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 Qualifications - 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 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

Role Description This is a remote position. The Board Liaison leads strategy, operations, and engagement for the Board of Directors, including stewarding board relationships and coordinating meetings, communications, and education. The role partners closely with the President and CEO and under the CEO’s direction supports governance, strategic direction, and board effectiveness while ensuring accurate records and strong board operations. The Board Liaison serves as the primary point of contact for the Board, Board Committees, and Advisory Councils, ensuring governance matters are managed smoothly and effectively. This role supports both the Board and Executive Management Committee (EMC) as a methodical thinker and project manager and provides leadership for board engagement and fundraising initiatives. Qualifications - 5+ years of professional experience in nonprofit operations, governance, or executive/board support - Experience supporting Boards of Directors or senior executives - Strong project management, event planning, and organizational skills - Excellent written and verbal communication skills - High proficiency with business applications and board portal technology - Highly adept across the Microsoft Suite (Teams, Word, Excel, PowerPoint, Outlook) and digital project management/communication tools like Discord - Hands-on experience managing complex virtual meetings (Zoom breakout rooms, time extensions, and real-time troubleshooting) - Strong ethical standards and ability to manage confidential information - Strategic, analytical thinker able to work in a fast-paced environment - Ability to travel periodically for Board meetings, retreats, and events Requirements - Coordinate orientation for new Board members, officers, and Committee Chairs - Plan, organize, and manage all Board and Committee meetings, including logistics, materials, and speakers, including annual Board retreats - Draft and distribute agendas, resolutions, minutes, and governance documentation - Maintain Board portal, official records, and compliance with bylaws and record retention policies - Compose and track resolutions, policy updates, and bylaw revisions in coordination with legal counsel (engagement with legal counsel requires approval of CFO/CEO) - Support governance best practices research and policy development - Ensure accurate and complete Board documentation and historical records - Maintenance of Board Standard Operating Procedures (SOPs) - Serve as primary liaison and relationship manager for Board members to the entity - Manage Board communications in collaboration with Marcoms and respond to inquiries on behalf of leadership - Coordinate Board calendars, travel, retreats, and key events - Track Board member engagement, assignments, and participation - Support CEO priorities and Board-related communications including talking points and policy briefs - Oversee vendors, contractors, and consultants supporting Board activities - Manage Board-related expenses and budget tracking - Coordinate internal collaboration for Board materials and reporting - Maintain CRM and Board data including member profiles and preferences, collaborate with Development regarding same - Analyze follow-up items and generate reports to support Board decision-making Benefits - Competitive salary, commensurate with experience - Comprehensive benefits package, including health, dental, and vision insurance - Employer-contributed retirement plan - Generous paid time off - Flexible work arrangements to support work–life balance - Opportunities for professional development and growth