Correspond with our clients via different customer support channels.
Encourage our amazing clients to maximize their use of platform features and to develop beneficial workflows to supercharge their efforts.
Own the customer experience and take the lead to help customers figure out what they need and guide them through to resolution with the least effort possible.
Deliver exceptional service to customers ranging from small wealth advisory businesses to large financial services firms.
Identify, respond, and resolve issues and questions raised by Vanilla customers.
Provide hands-on support to clients to ensure their ongoing happiness.
Vanilla is an AI-powered estate advisory platform built by advisors, planners, and attorneys. They unify scenario modeling, client visualization, and document creation into one seamless, digital experience, and operate with a flexible, closely connected team.
Provide expert assistance via live chat, email, and phone, resolving a minimum of 8 tickets per hour.
Troubleshoot software bugs and navigation issues, serving as the "power user" of the CE Broker platform.
Surface product feedback and collaborate to enhance the internal knowledge base and streamline support documentation.
Propelus simplifies workforce compliance management across healthcare with innovative technology. As a trusted leader for over 20 years, they focus on bringing more good into the lives of the people and organizations serving healthcare.
Deliver fast, accurate, and empathetic support to healthcare professionals across chat, voice, and email.
Navigate tools like Zendesk and Salesforce to investigate cases and maintain accurate documentation.
Monitor trends and flag recurring issues or process gaps to improve worker experience and internal operations.
Clipboard Health helps professionals turn extra time into career growth and financial opportunity with an app-based marketplace. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.
Monitor and respond to customer questions across Slack shared channels and the support ticket queue
Resolve platform navigation, onboarding, billing, and pentest scheduling inquiries
Triage incoming requests and route escalations to the right internal team with full context documented
Oneleet is a fast-growing security and compliance platform that aims to revolutionize the cybersecurity industry by making security and compliance effective and easy. They recently raised a $33 million Series A and are rapidly growing with a team that has decades of experience.
Help develop Customer Support processes for a rapidly growing organization and team
Respond to product functionality and technical support requests for our enterprise business clients in a timely, efficient and professional manner
Perform troubleshooting to identify causes and recommend remedies to user issues, working with internal engineering teams as necessary
CENTRL is a risk and compliance technology company that provides AI powered enterprise-grade risk, due diligence, cyber security and privacy management solutions to financial institutions worldwide. Established in 2015, CENTRL is a high-growth, venture backed SaaS firm leading the way in innovative generative AI solutions to manage third party risk and due diligence.
Build trust with customers by responding quickly and accurately to client requests with a positive attitude.
Provide technical support by offering prompt and efficient assistance to resolve technical issues related to Fieldguide's platform.
Enhance user experience by guiding customers through features and functionalities, providing tips and best practices for optimal use.
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners. They are a remote-first company backed by top investors who value diversity, inclusivity, and supporting each other's growth.
Responding to customer questions via email, chat and calls with empathy and clarity.
Educating users about our product and helping them achieve their goals.
Troubleshooting issues and escalating bugs or technical challenges when needed.
WeTravel is a platform helping travel organizers around the world. It's an international, travel-loving team with a passion for adventure and innovation where the support team thrives in a high-paced, collaborative environment.
Lead and manage a customer support team across multiple channels.
Act as an escalation point for complex customer issues, ensuring resolution and satisfaction.
Develop and improve support processes, workflows, and knowledge bases.
Jobgether is a platform that connects job seekers with potential employers using AI-powered matching. They focus on ensuring applications are reviewed quickly, objectively, and fairly against the role's core requirements.
Act as a technical resource to our customer base for HighLevel’s suite of software features.
Troubleshoot product issues and support software solutions, preferably within the technology industry.
Provide exceptional customer service inclusive of excellent communication and responsive follow-through.
HighLevel is an AI-powered, all-in-one white-label sales & marketing platform that empowers 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 and cultivate a culture where innovation thrives.
Serve as the first point of contact for customers seeking technical assistance
Provide timely issue resolution and accurate information to meet contractual SLAs
Participate in maintaining and improving helpdesk standard operating procedures
Quality Coding Software Solutions provides healthcare SaaS solutions. They help healthcare insurers and providers improve healthcare outcomes for vulnerable populations, impacting over two hundred fifty thousand health plan members. The company values innovation, a member-centric approach, and trust.
Helping customers go through our application flow when required.
They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.
Answer customer calls and reply to email inquiries in a fast-paced environment.
Act as a point of escalation for complex customer and process issues.
Assist customers with navigating the Nutrafol website.
Nutrafol is a company that creates clinically tested products for hair growth and provide support for people at every step of their hair journey. They embrace individuality and differences, leading by example, and empowering themselves and others with their passion for wellness and innovation.
Be the first point of contact for users needing help, providing solutions for the best Calendly support experience.
Take a consultative approach to problem-solving and maintain fantastic written communication skills.
Become a Calendly product expert, understand use-cases, scheduling industry, and patiently empathize with customers.
Calendly is a popular scheduling platform. They empower millions to schedule meetings efficiently, experiencing exciting product growth now, fostering a collaborative environment where employees grow and excel.
Provide multi-channel support by managing phone calls, tickets, chat, and social media interactions.
Deliver accurate and timely assistance to resolve inquiries, complaints, and return/refund requests while following company procedures and policies.
Build strong customer relationships through clear, empathetic, and proactive communication.
BiOptimizers helps people go from baseline health to peak biological performance by developing science-backed supplements and wellness tools. As a remote-first company with a globally distributed team, they focus on clarity, autonomy, and operational excellence, designing every role to support the health and performance of both customers and their organization.
Respond to partner inquiries through email and our support portal.
Diagnose and resolve technical issues related to our range of software products.
Guide partners/users through system functionality via email, screen recordings, and video calls.
PeopleGrove is a trusted SaaS partner for colleges and universities across the United States, offering an integrated suite of platforms. They are committed to enhancing educational outcomes through innovative technology and exceptional service, serving hundreds of institutions nationwide.
Resolve Tier 2 escalations requiring structured troubleshooting, product configuration review, and data analysis—particularly those impacting scheduling logic, payments, and customer workflows.
Investigate and validate customer financial data (e.g., deposits, refunds, structured payments) to ensure platform accuracy and proper resolution.
Provide technical guidance within internal Slack channels, helping teammates interpret product behaviors and troubleshoot known issues.
Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. They empower their customers to give their clients more of the magical moments that matter most. Their team values diversity and believes in equal opportunity for all.
Develop and maintain a deep understanding of our product offerings to effectively respond to incoming customer inquiries across our single-channel support system.
Be each customer’s champion by providing ongoing support via our help desk platform helping them find solutions to their inquiries.
Support development and update of the internal and external knowledge base to help scale our help desk support
Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses. As the fastest growing company in the therapy EMR space and the new standard in healthcare technology, they’re doing something special.
Deliver fast, accurate, and empathetic support to workplace customers across voice and email.
Troubleshoot issues, follow or adapt workflows, and escalate when necessary.
Develop expertise in products and processes to identify recurring issues and improve customer experiences.
Clipboard exists to help people move up the socioeconomic ladder by connecting professionals with workplaces for on-demand shifts. It is a fast-growing Series C marketplace with a global, remote team of 1,000+ people and has been profitable since 2022.
Serve as the primary point of contact for customer inquiries via chat and email on weekends and key holidays.
Support customers through our help desk, Intercom, with clear, timely, and empathetic communication.
Troubleshoot product and operational issues, identifying patterns and escalating bugs when needed.
Way is a B2B technology platform empowering brands to unlock the power of experiences. Founded in 2020, Way began as a solution for hospitality brands and has achieved significant milestones, including a $20 million Series A funding round in late 2022.
Support, own, and enforce the overall Customer Experience (CX) strategy.
Lead the escalation point and manage complex incident handling.
Ensure robust case management and structured follow-ups.
INSIDEA is a fully remote organization, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance a brand’s online presence and drive real, measurable growth.