Momentum.io

Onboarding Specialist

• Lead kickoff sessions, implementation planning, and deployment activities
• Act as the primary coordinator between customer stakeholders, internal product, engineering, and support teams
• Define and monitor success metrics (e.g., setup completeness, usage milestones, feature adoption)
• Provide training, documentation, and hands-on support during onboarding
• Proactively identify risks, blockers, or scope creep and intervene to keep the project on track
• Gather and document feedback, clarify use cases, and champion those insights internally
• Transition the customer to the ongoing Customer Success Manager (CSM) at the end of onboarding
• Maintain clear communication and status updates with customers and internal teams
• Continuously improve onboarding processes, templates, and playbooks

Implementation and Onboarding Manager

Financial Planning and Analysis

• Momentum is a fast-growing company specializing in driving AI transformation for revenue teams; as VP of Finance, you will build and lead the finance function from the ground up.
• Own end-to-end FP&A, forecasting, budgeting, variance analysis, and KPI tracking; translate data into strategic insights.
• Lead fundraising, investor relations, board communications, and financial modeling.
• Oversee day-to-day finance operations: accounting, payroll, tax, treasury, and expense management; implement scalable controls.
• Partner with Sales, Marketing, Product, and Customer Success to align financial goals with GTM and product strategies.
• Build data-driven decision-making by providing financial context to operational plans and investments.
• Lead, develop, and mentor a high-impact finance team.

Implementation and Onboarding Manager

Vice President, Finance