Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
Onboard new clients to the Puzzle Financial platform.
Provide training and support to new users.
Help clients understand and utilize the platform's features.
Puzzle Financial's platform helps startups and accounting firms build better businesses by modernizing accounting for the digital age. They are a remote-first company.
Own and elevate the global onboarding experience across India, the US, EOR regions, and all HighLevel entities.
Build, optimize, and scale onboarding operations that support rapid hiring, global expansion, and a world-class employee experience.
Ensure adherence to all country-specific onboarding requirements and partner with Legal and Finance to validate bonus, ESOP, and contract terms.
HighLevel is an AI-powered, all-in-one white-label sales & marketing platform empowering agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, they operate in a global, remote-first environment, building a global community rooted in creativity, collaboration, and impact.
Helping clients understand the platform and supporting them throughout the process of making a deposit
Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)
PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They offer a proprietary trading platform and integration with MetaTrader 5 (MT5) to provide its clients with a robust and versatile trading experience.
Guide new customers through the full onboarding lifecycle.
Serve as the primary point of contact during onboarding.
Partner with customers to define goals.
Our client is a fast-growing SaaS company that helps businesses simplify and automate sales tax compliance. As part of the Customer Success organization, they aim to deliver an effortless and accurate solution that enables customers to stay compliant while focusing on growing their business.
Design and implement a structured onboarding program for internal CX agents and BPO partners across international markets.
Own a centralized, scalable Knowledge Management system including Help Center content, internal SOPs, macros, and workflows.
Design and operate a robust QA framework across all channels and regions.
Grüns believes that foundational nutrition should be simple and convenient for everyone and are dedicated to bringing comprehensive and real nutrition through their gummies, formulated from 60 nutrient-dense and whole-food ingredients. They operate in a fully remote, high-trust environment and come together bi-annually for off-sites to connect IRL.
Guide customers through onboarding, ensuring they have the resources to succeed.
Develop strong customer relationships, acting as their primary point of contact.
Monitor customer performance metrics and provide insights for improvement.
ApprovalMax is redefining how finance teams manage the Money Out cycle — from purchase orders and supplier bills to employee expense management. Trusted by 18,000+ businesses worldwide, their platform empowers companies to automate financial controls, ensure compliance, and scale efficiently.
Leading the implementation process for Kojo’s customers quickly and with a high degree of responsiveness and service.
Effectively supporting ~20 concurrent implementation projects, ensuring all new Kojo customers receive a personalized and hands-on experience.
Conducting meetings and consultations with stakeholders to identify project requirements and define scope, deliverables, and timelines.
Kojo is transforming the way commercial construction companies buy their materials, making buildings cheaper and easier to build. Founded in 2018, Kojo is now one of the fastest-growing construction technology companies in the world, valuing diverse perspectives and committed to building an inclusive workplace.
Facilitate client onboarding, training, and ongoing support via video, phone, and email.
Resolve customer inquiries and troubleshoot escalated issues across multiple channels.
Empower clients to become self-sufficient during onboarding and beyond.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly against the role's core requirements.
Assist in the design, development, and roll out of Anchorage Digital’s Sanctions Oversight Program.
Manage Anchorage Digital’s Sanctions Oversight, screen alerts for global affiliates, and provide feedback on system enhancements.
Conduct Quality Assurance and Quality Check reviews while providing feedback to L1 analysts.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto. As a diverse team of more than 600 members, they are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Conduct QBRs and strategic reviews, aligning product usage with customer objectives and KPIs.
Proactively identify and address retention risks.
Infiterra's B2B SaaS platform helps IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, it's recognized for innovation and global impact. They foster a collaborative and growth-oriented culture.
Serve as the primary point of contact for strategic customers, partnering closely to help them launch, grow, and scale successful communities.
Guide customers through onboarding and rollout, ensuring strong product adoption across both web and mobile.
Proactively help customers unlock ongoing value from Circle over time, shaping how Customer Success at Circle scales in the years ahead.
Circle is building the world’s leading all-in-one platform for online communities. They are a fully remote company of around 200 team members from 30+ countries around the world and seek exceptional individuals to create a meaningful impact.
Manage the onboarding process for mid-market customers.
Develop and manage customized rollout plans.
Build strong relationships with key stakeholders.
Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. From running a shop, to securing payments to engaging customers, our platform simplifies operations so shop owners can focus on what really matters. The company was officially founded in Houston in 2017, and it has grown from a single shop’s vision to the industry’s leading solution.
Lead, manage, and scale the global team of Onboarding Consultants.
Define, implement, and monitor operational KPIs and performance metrics.
Partner with stakeholders to ensure cross-functional alignment.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams; their team works tirelessly on ambitious problems, asynchronously, around the world.
Own the customer onboarding experience, drive product adoption, and ensure customers realize ongoing business value from the Torq platform.
Act as a trusted advisor to customer stakeholders, partners, and sponsors to align product capabilities with evolving business and security needs.
Monitor and analyze key customer success metrics, including customer satisfaction, adoption, engagement, renewal likelihood, and expansion opportunities.
Torq's brand attracts attention in cybersecurity with solutions like agentic AI security. With $70M in Series C funding, the company has experienced 200% employee growth and 300% revenue growth in 2024, and is recognized as a top startup employer.
Manage end-to-end onboarding for newly acquired clients.
Use internal tools to design client’ websites.
Conduct live training sessions to help clients become familiar with the platform.
Machinio operates Machinio.com and Machinio System, transforming a traditional $400 billion industry through technology. They have growing teams across North America, Europe, and Asia and offer a casual, collaborative, fast-paced work environment and a fun team.
Manage onboarding and implementation for customers, acting as the project manager.
Partner with customers to create and execute effective data and messaging strategies.
Serve as the customer’s first point of contact for support and troubleshooting.
Customer.io's platform is used by over 8,000 companies to send billions of messages daily. They power automated communication using real-time behavioral data and strive for an inclusive team culture.
Own the customer onboarding journey, ensuring clear success criteria, timelines, and risk mitigation checkpoints.
Drive adoption and operationalization by orchestrating integrations, delivering enablement sessions, and accelerating time-to-first-value.
Lead customer programs strategically, including adoption cadences, executive reporting, risk registers, and milestone-based planning.
Apiiro is a fast-growing startup at the forefront of application security. Their cutting-edge platform is designed to help development teams build secure software quickly, enabling them to move faster while managing risks.
User Testing Management & Reporting – working with clients to triage issues and accurately track, report and expedite all phases of testing.
Training – quickly absorbing our industry leading APIs and product functionality to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
Data Integration / Configuration Definition – working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client’s business.
Broadridge is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
Be the primary point of contact for our customers, attending to day-to-day and 'big picture' problems and opportunities and helping maximize the customer's ROI in Sardine
Build a thorough understanding of our product, technology, and strategy and be able to message these succinctly to customers.
Translate complex product and technology problems into simple and actionable solutions and be able to manage the solution process both internally and externally.
Sardine is a leader in fraud prevention and AML compliance, utilizing device intelligence, behavior biometrics, machine learning, and AI to stop fraud. They have raised $145M from investors like Andreessen Horowitz and Google Ventures and maintain a remote-first work culture with hubs in the Bay Area, NYC, Austin, and Toronto.