Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.
Handle admin requests in a meaningful, delightful, and timely manner.
Lead comprehensive onboarding workshops and provide hands-on training for HR and Payroll administrators on Alan's dashboard.
Collaborate with various teams such as Key Account Managers, Customer Success Managers, Ops, Sales, Care, Pre-Sales, and Engineering.
Alan is a vertically integrated health partner that unites insurance and smart healthcare delivery into one seamless system, aiming to make prevention the new norm of care. They partner with tens of thousands of companies across France, Spain, Belgium, and Canada, serving over a million members.
Address client inquiries and proactively follow up with unresponsive clients.
Oversee client form intake, log data in Salesforce, and track client readiness.
Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.
Xplor provides cloud-based technology solutions for small and medium-sized businesses, enabling them to manage operations and growth. They aim to help business owners focus on their passion by providing tools like Xplor Pay for secure and fast payments. Their team is unified by a purpose of helping people succeed.
Conduct structured onboarding programs for new clients using the Apollo platform.
Serve as the primary point of contact for clients during onboarding, primarily in the EMEA region.
Explain Apollo’s capabilities, features, and integration options clearly and effectively.
INSIDEA is a fully remote organisation, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth.
Work hands-on with partners to onboard Aleph and roll it out across their client base using standardized templates and workflows
Lead training and support calls with partners, helping them confidently use Aleph with their clients
Troubleshoot issues raised by partners, diagnose data or configuration problems, and escalate to the appropriate teams when needed
Aleph is an AI-native platform for Financial Planning & Analysis (FP&A), an established software category. They are backed by top VCs (Khosla Ventures, Bain Capital Ventures, YC, Picus Capital), and work with customers like Webflow, Notion, Zapier, Y Combinator and many others.
Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.
Support the development, organization, and improvement of digital apps, customer-facing technology, platforms and tools used across the business.
Assist in gathering requirements, defining project tasks, and maintaining project timelines under guidance from senior team members.
Drive the development and implementation of innovative digital solutions that enhance client engagements and optimize app solutions
WSH is the parent company for leading brands operating in the catering and hospitality sectors. They operate in diverse sectors, including public spaces, workspaces, and education, with a central support office providing various services to the group companies, each retaining its own personality across catering and hospitality markets.
Take ownership of automation systems and bring key workflows in-house.
Support operational tasks like updating funding blueprints and organizing client data.
Build efficient systems while supporting a fast-growing, high-performance team.
WeAssist is a recruiting firm focused on creating fair opportunities in the business world. They have a team of over 100 people and help US businesses find skilled remote workers, connecting them with good employers; they also offer good benefits and community involvement.
Build and manage best-in-class private asset offerings for Wealthsimple clients.
Collaborate across teams to support high-priority initiatives.
Translate investor needs into clear requirements and analyses.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Serve as the primary subject matter expert for data migration workflows.
Develop and maintain standardized processes, playbooks, and tools.
Partner with Consulting teams to guide the execution of complex migrations.
Ridgeline is the industry cloud platform for investment management. Founded by Dave Duffield, Ridgeline aims to solve operational business challenges with innovation and connectivity for the investment management industry. They have a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area and are recognized as a "Best Workplace for Innovators".
Help manage team priorities, track program timelines, deliverables, and risks.
Coordinate internal collaboration and provide marketing insights and reporting.
Develop monthly D2C campaign assets and analyze trends and results in quarterly reports.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland.
Work cross-functionally to ensure smooth partner onboarding.
Own client eligibility file setup, monitoring, and accuracy.
Document client business requirements and liaise with technical teams.
Foodsmart is a leading telenutrition and foodcare solution, supported by a network of Registered Dietitians. Their platform promotes healthier food choices and behavior change, serving 2.2 million members across various health plans and insurers, and values customer focus and teamwork.
Seamlessly transition clinicians from the credentialing phase into their active onboarding and training workflows.
Guide clinicians through a structured 30/60/90-day success roadmap, ensuring they hit specific productivity and quality milestones.
Constantly audit the onboarding funnel to identify and remove bottlenecks, reducing the "time-to-activation" for new providers.
Wheel Medical Group is a physician-owned professional corporation that serves patients across the United States, evolving the traditional care ecosystem by equipping the nation's most innovative companies with a premier platform to deliver high-quality virtual care at scale. They offer proven strategies and cutting-edge technologies to foster consumer engagement, build brand loyalty, and maximize return on investment.
Help extract data from legacy POS systems, serving as the bridge between old technology and modern platform.
Build tools to transform and validate data to ensure all fields meet requirements and accuracy standards.
Find ways through automation, AI, and other tools to streamline and optimize the onboarding process
Scotch modernizes the beverage alcohol market by building the next-generation operating system for BevAlc retailers, including POS, payments, Back Office, and E-commerce. They are a lean and efficient team but growing quickly.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.
Serve as the operational backbone of a growing RIA platform.
Designed for a financial services professional who thrives on ownership and follow-through.
Keep everything moving with autonomy, visibility, and long-term stability.
Cross Financial is a growing RIA platform that serves as the operational backbone for advisory businesses. They are an independent member of the Crete Professionals Alliance, committed to fostering a supportive and inclusive workplace where every team member can thrive.
Collaborate with international teams and provider acquisition to move providers efficiently.
Partner with the team to pilot performance improvement projects and other projects as directed.
Call, text and email with Providers to encourage their activation and growth.
BetterHelp's mission is to remove the traditional barriers to therapy and make mental health care more accessible. Founded in 2013, they are the world’s largest online therapy service, providing affordable and convenient therapy across the globe.
Construct expert benchmarks: Build and validate real-world investment cases and portfolio management frameworks to evaluate AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated investment analyses, identifying where logic or market intuition fails.
Design frameworks: Translate how institutional investors evaluate securities and manage risk into problems that push the limits of AI reasoning.
Mentis AI operates where institutional investment expertise meets frontier AI systems. They combine asset management experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions in financial contexts.
Define what "5-star" looks like in wealth management and design client experiences that are genuinely differentiated.
Incubate and personally run new advice services, creating the V1 process and overseeing the first cohort of clients.
Build the partnerships that expand their offering, designing the integrated client experience and piloting the model.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, they take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They’re the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a remote team of over 1,500 employees across North America. They value collaboration, humility, and an obsession over quality.