Source Job

• Provide direct client support, manage escalations, and communicate with upset clients using non-violent communication.
• Contribute to project implementation, analyze metrics, and identify process improvements.
• Communicate with partners and internal teams to represent client voice and share learnings.

Code for America uses technology to make government services work for everyone, with a focus on transparency and fairness. The organization fosters a supportive, flexible environment and a collaborative culture driven by meaningful impact.

• Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
• Actively hunt and prospect new-logo Fintech accounts to build a strong net-new pipeline.
• Align Experian capabilities to client objectives, drive revenue growth, and deliver exceptional client experiences.

Experian is a global data and technology company that powers opportunities for people and businesses by redefining lending, preventing fraud, and creating marketing solutions. With 22,500 employees across 32 countries, we foster a people-first culture that values inclusion, development, and work-life balance.

• Develop and execute strategic account plans to ensure customer success and identify growth opportunities.
• Serve as the primary contact for escalated issues, collaborating internally to resolve challenges.
• Conduct proactive meetings and quarterly business reviews to enhance customer retention and expansion.

Certn is a background screening company that simplifies trust through easy background checks. The company has raised $127M+, earned Deloitte Fast 50 recognition three years in a row, and fosters a remote-first, high-performance culture with a no-jerk policy.

• Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
• Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
• Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.

Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.

• Provide Tier 1 digital banking support via calls and emails, troubleshooting access and account issues.
• Identify cross-sell opportunities and assist with new account openings to support deposit growth.
• Maintain accurate documentation and meet performance metrics like First Call Resolution and Customer Satisfaction.

Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability, including solar loans and ethical banking. As a Certified B Corporation and member of 1% for the Planet, the bank is mission-driven and committed to environmental and social justice, with a team of goal-setters and changemakers.

• Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
• Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
• Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.

Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.

• You will provide customer support for branch banking applications, including troubleshooting and issue resolution.
• You will manage service requests, track actions, and ensure timely communication.
• You will collaborate with teams and vendors to improve products and processes.

They provide branch banking products and services to financial institutions. They foster a collaborative environment focused on learning, professional growth, and continuous improvement.

• Guide users through onboarding and adoption to integrate AlphaSense into their workflows.
• Drive engagement through warm outreach and live sessions to increase platform usage.
• Collaborate with account managers and product teams to improve client experience and share insights.

AlphaSense delivers AI-driven market intelligence and search to empower professionals in decision-making. The company has over 2,000 employees globally, trusted by 6,000+ enterprise customers, and emphasizes a collaborative and innovative culture.

• Become a Tekmetric product expert and provide detailed account walkthroughs for new customers.
• Establish strong relationships with customer stakeholders and manage data migrations.
• Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, Tekmetric has grown from a single shop's vision to the industry's leading solution, with a culture of transparency, integrity, innovation, and a service-first mindset.

• Manage a portfolio of customers through scaled engagement programs to drive adoption, retention, and expansion.
• Lead onboarding and ongoing success, coaching champions and facilitating training sessions.
• Use data and customer health insights to prioritize high-value activities, reduce churn, and identify upsell opportunities.

They are a fast-growing global software organization providing customer success and operational solutions. Their culture emphasizes continuous improvement, ownership, trust, and personal development.

• Answers a high volume of service calls, chats, and emails regarding eMoney applications.
• Provides technical and planning product support to advisors and assists with financial planning scenarios.
• Escalates complex issues to tier two teams and maintains high call quality and professionalism.

eMoney Advisor provides a web-based wealth management system designed to help financial advisors serve their clients. The company serves over 109,000 financial professionals and supports 6 million end clients, with a culture that values diversity and inclusion.

• Deliver exceptional customer service by identifying banking needs and providing accurate guidance on EQ Bank's products.
• Handle large volumes of inbound calls and chats while meeting service standards and resolution SLAs.
• Own the digital onboarding experience, resolve issues, and escalate complaints to ensure a seamless customer journey.

EQ Bank is a challenger bank serving nearly 4 million Canadians with a wide variety of financial services. We've been challenging traditional banking since 1970 with a culture of curiosity, agility, and empowerment.

• Build and nurture relationships across your book of accounts, developing deep connections with decision-makers and stakeholders.
• Surface expansion opportunities, collaborate with Sales, and own retention targets within your client base.
• Stay fluent in ApartmentIQ's full product suite and partner cross-functionally with Product, Support, and Marketing.

ApartmentIQ builds industry-leading martech and data products for the PropTech space, including AI and data SaaS platforms. They are a fully remote team of 100+ across the U.S. with a strict no a**holes policy, focused on high performance and growth.

• Drive customer adoption, retention, and expansion through scalable and data-driven Customer Success programs.
• Manage a portfolio of accounts from onboarding to ongoing success, ensuring customer objectives are achieved.
• Leverage customer success platforms, CRM data, and scaled engagement strategies to proactively manage customer health.

The company provides a customer success platform and operates with a global, remote-first team. They value collaboration, continuous improvement, ownership, and customer impact.

• Supports the implementation of complex debit/credit projects through technical tasks and quality checks.
• Leads client consultation on business and technical requirements and incorporates them into the project plan.
• Assumes technical leadership for assigned projects, coordinating all phases of operational implementation.

Velera is a premier payments credit union service organization (CUSO) and integrated fintech solutions provider. The company serves over 4,000 financial institutions throughout North America with a remote-first, inclusive culture that values connection and recognition.

• Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction.
• Work with customers in the mid-market and enterprise segments, coordinating with management and leadership at all levels.
• Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments.

Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution.

• Build and maintain strong, resilient relationships with clients based on trust, transparency, and partnership.
• Interpret client requirements and translate them into clear technical details for delivery teams.
• Identify opportunities to cross-sell additional services that address evolving client needs.

Heller Consulting is a technology consulting firm that helps nonprofit organizations use technology more effectively. The company offers a collaborative, inclusive remote culture with a focus on mission-driven work.

• Build meaningful relationships with Mid-Market customers through engaging emails, calls, and in-person meetings.
• Partner with customers to develop plans that align with their long-term goals and drive adoption.
• Manage key metrics around adoption, retention, growth, and advocacy to achieve team goals.

Loopio is a remote-first workplace that unleashes learning and growth opportunities for its employees. They foster a supportive culture that values teamwork, curiosity, and innovation.

• Serve as the primary point of contact for a portfolio of customers, managing day-to-day operational needs and ensuring smooth program execution.
• Document and improve operational processes, create templates and playbooks, and support senior Account Managers with customer-facing materials.
• Perform data analysis to surface customer trends and program health metrics, partnering with cross-functional teams to resolve issues.

Marqeta is a leader in the fintech space, redefining financial services and embedded finance. The company is growing fast and values a collaborative, inclusive culture with a focus on innovation and customer success.

• Own the client's first 60 days end-to-end, from Sales handoff to a fully live, confident client.
• Collaborate with Implementation, Accounting, and Revenue teams to drive activation and billing setup.
• Manage a clean handoff to Strategic Account Managers and Revenue Optimization Managers for ongoing account management.

OCRA is an AI-powered Revenue Management System and Global Distribution System for hotel parking assets. They partner with over 50 operators and 25 hotel groups across 600+ locations in North America, and have raised $10M in funding, fostering a culture of broad exposure and impact.