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.
Lead new Partners through the end-to-end onboarding process.
Coach Partners in configuring and customizing the product to meet their specific needs.
Provide initial technical guidance and troubleshooting to Partners.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Collaborate with others on this multi-year initiative to build a new business.
Provide clients with payroll tax consulting and guidance.
Help clients improve payroll tax processes.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.
Support the onboarding process of new groups from application through to successful enrollment.
Work with customers on their annual benefits renewal process and any coverage or carrier changes.
Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.
SimplyInsured aims to alleviate concerns surrounding health insurance by providing transparent, accessible solutions to small business owners. With over 20,000 customers and key partnerships, they are rapidly expanding within the health insurance industry.
Act as the single point of contact for company clients.
Serve as liaison between clients and the delivery team.
Identify client needs, maintain a good understanding of client products and their business strategies
T.A. Monroe is a B2B agency that prizes science-based frameworks, proof-driven solutions, and doing what works. They grow as a team, love to learn, and believe personal growth is as important as professional success.
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.
Act as the primary point of contact for clients, ensuring timely and accurate delivery of accounting and tax services.
Monitor and manage accounting and tax compliance requirements for clients, including tax and statutory filings.
Provide guidance to clients on accounting and tax best practices.
HSP Group is the premier provider of global expansion services, helping companies simplify the complex challenges of operating internationally. They deliver a seamless experience across legal entity setup, global HR, payroll, compliance, tax, and advisory. They enable their clients to scale faster, stay compliant, and reduce risk in every market they enter.
Manage day-to-day operations and ensure timely delivery of periodic processing events
Apply operational best practices to meet specific client needs
Enhance service delivery while managing risk and improving quality
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage customer relationships from onboarding to renewal.
Collaborate with teams to drive customer satisfaction and growth.
Advocate for client needs and develop strategic initiatives.
Jobgether is a platform that connects job seekers with potential employers. They leverage AI to streamline the hiring process, ensuring fair and efficient candidate reviews for partner companies.
Onboard high-value programs: You’ll provide onboarding sessions, manage timelines, remove blockers, and follow up with customers to ensure our new sales wins come to fruition.
Account management: You'll manage a portfolio of key customers to ensure they are successful. You'll hold recurring meetings, handle client requests, and monitor account health.
Expansion: You’ll strategically expand relationships with our existing customers. This consists of retaining spend, signing long-term agreements, and uncovering new programs.
Tremendous is a fast, free, flexible way to send bulk payouts to people in over 230 countries and regions. The company has 20,000+ companies as customers ranging from mom-and-pops to Google, MIT, and United Way and is fully remote.
Project manage the thorough implementation and onboarding of new strategic enterprise customers.
Act as a strategic consultant and extension of customers’ teams through the setup process.
Drive product utilization and revenue by minimizing implementation delays.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The final decision and next steps (interviews, assessments) are managed by their internal team.
Lead customer implementation from contract to adoption.
Manage 30–40 concurrent projects with various stakeholders.
Conduct training sessions and ensure platform understanding.
12twenty is a platform connecting employers with early career professionals. They connect students, schools, and employers, fueling their own growth with a passion for continuous improvement and a supportive team culture.
Serve as the primary point of contact for customer-facing activities.
Act as a trusted advisor to Army customers, delivering best practices, guidance, and strategic recommendations.
Deliver data-driven quarterly business reviews demonstrating how the platform optimizes human performance.
Ethos aims to improve human readiness by changing how training is developed and consumed. As a Series A startup with over $40M raised, they partner with over 150 enterprise customers across the U.S. military, life sciences, and other sectors.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.
Drive outcomes of global client projects across the Clinical Delivery service lines.
Develop project plans and strategies for successful delivery of results for client projects.
Serve as primary operational point of contact for client and build strong rapport with them.
Care Access aims to improve the future of health for everyone. They achieve this by offering access to research sites, mobile clinics, and clinicians globally, bringing health services to communities facing barriers to care. They have hundreds of employees worldwide and foster an inclusive culture.
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.
Manage end-to-end customer relationships across a portfolio of customers using Experian's Consumer Sync and Consumer View products.
Work with and support your assigned Account Director on a set of named strategic accounts to achieve growth.
Work includes client management, education, contract negotiation, and daily support.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets and have a team of 22,500 people across 32 countries. Experian's corporate headquarters are in Dublin, Ireland and listed on the London Stock Exchange (EXPN).
Manage day-to-day client success KPIs within assigned client base.
Participate in client onboarding, portal training, and general education.
Monitor performance metrics, identify trends, and provide actionable insights.
Jobgether helps candidates get their applications reviewed quickly, objectively, and fairly against the role's core requirements using an AI-powered matching process. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company, where the final decision and next steps (interviews, assessments) are managed by their internal team.
Build and maintain trusted client relationships, acting as a primary point of contact.
Onboard new customers, providing technical support, and resolving issues.
Collaborate with Product and engineering teams to address product reliability.
Fuze Health puts patients first and addresses the most pressing needs in healthcare. They empower millions to digitally connect with care providers, essential health resources and needed treatments.
Oversee successful payroll system implementation and data migration for clients.
Lead the full payroll implementation process, ensuring accurate data transfer and system configuration.
Collaborate with internal teams and external stakeholders, guiding clients through setup and migration.
Deel is an all-in-one payroll and HR platform for global teams, aiming to unlock global opportunity for every person, team, and business. They are among the largest globally distributed companies, with a team of 7,000 spanning more than 100 countries, fostering a connected and dynamic culture.