Oversee the customer outcomes engagement for customers in your portfolio, understanding each customer's needs and challenges
Ensure customers are technically healthy and on the most recent version of our product
Ensure that customers obtain the maximum value from their ServiceNow investment and use their licenses
ServiceNow is a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Monitor client volume trends and identify changes or anomalies affecting performance.
Resolve client issues, including inquiries and escalations.
Participate in scheduled client calls to support issue resolution, solution agreement, and relationship management.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They have a team of 25,500 people across 32 countries and are listed on the London Stock Exchange (EXPN).
Identify and analyze breakdowns across onboarding, customer success, and support workflows.
Diagnose root causes of operational friction and translate them into clear, prioritized problem statements.
Partner with post-sale leadership to align on business definitions of success, service levels, and operating priorities.
Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. They provide a unified payroll platform that seamlessly connects your entire team—production, accounting, cast, and crew—all in one place.
Analyze, track and resolve customer issues in a prompt manner.
Maintain a detailed understanding of product architecture.
Work closely with product and engineering teams to replicate, diagnose, and report bugs.
6sense is on a mission to revolutionize how B2B organizations create revenue by predicting customers most likely to buy and recommending the best course of action to engage anonymous buying teams. They are a place where difference-makers roll up their sleeves, take risks, act with integrity, and measure success by the value they create for their customers.
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.
Analyze and refine end-to-end sales process to improve efficiency.
Assist in troubleshooting operational issues and propose changes to systems.
Create and update quotes, maintain pipeline in Salesforce, and audit data.
Automox is a cloud-native IT operations platform for modern organizations, enabling configuration, patching, and security for every endpoint. They are trusted by more than 2,500 leading companies and MSPs worldwide and earned Automox four straight quarters of record growth.
Provides high-quality customer service for the efficient resolution of technology problems and requests.
Performs first-line troubleshooting for customers and takes ownership of all customer interactions.
Provides end user device management and support, including desktops, laptops, and PDAs.
Cayuse Commercial Services delivers solutions that streamline the complexities of research administration, compliance, and collaboration. They empower universities to focus on their strategic goals, from increasing funding opportunities to simplifying the grant lifecycle. They are a growing company.
Identify, research, and resolve technical and end-user application failures and deficiencies.
Educate and coach customers on best practices for using Axis products and services.
Thoroughly document all research and customer interactions in Salesforce (CRM) to ensure product and service reliability.
Axis Construction Management, LLC provides construction project management, general contracting, tenant improvement, design/build, and related services to commercial and institutional clients in the Philadelphia region and along the East Coast. They value driven waybuilders, relentless curiosity, smart risk-taking, and fearless ownership.
Support a world class sales team by solving Salesforce cases and meeting our monthly SLA
Collaborate with cross-functional partners (Enablement, Data, Engineering, Marketing) and RevOps team members to reduce contact rate
Investigate operational, technical, or process failures to identify underlying causes rather than just treating symptoms
Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding that has grown into a diverse, national network of over 60,000 mental healthcare providers across all 50 states and have served over 1 million patients.
Provide amazing email and phone support to Handshake customers via internal ticketing systems.
Utilize internal tools to manage issues between Customer Support, Customer Success, Product, and Engineering.
Maintain a standard level of excellence in regards to response times, resolution times, equal share of queue, and the quality of the customer support experience.
Handshake is the career network for the AI economy. 20 million knowledge workers, 1,600 educational institutions, 1 million employers (including 100% of the Fortune 50), and every foundational AI lab trust Handshake to power career discovery, hiring, and upskilling. The company has leadership from Scale AI, Meta, xAI, Notion, Coinbase, and Palantir, among others.
Keep Salesforce records and client databases up-to-date ensuring data accuracy.
Provide essential daily support to the Sales team, expertly managing meeting schedules.
Nurture leads by proactively following up with potential clients through phone and email.
SPRX helps businesses unlock valuable tax benefits using innovative consulting and advanced AI technology. They have returned millions to clients by transforming untapped opportunities into tangible results and are scaling rapidly.
Provide phone support as primary communication channel, responding to inbound customer inquiries with professionalism and empathy
Resolve customer issues or escalate to Technical Support, Accounting Support, Customer Success, and other departments as needed
Contribute to documentation, training materials, and process improvements
Heard is an all-in-one financial solution for therapists that combines software and human support to handle bookkeeping, taxes, payroll, and more. Their mission is to help therapists be therapists by acting as their financial back office—empowering them to spend less time on business operations and more time supporting their clients.
Engage with customers through Zendesk and other channels to support product questions, configuration issues, bugs, and unexpected system behavior.
Perform initial investigation and troubleshooting by reviewing logs, audit history, debug tools, and other internal diagnostics to identify root causes where possible.
Triage confirmed or unresolved issues to Product and Engineering, clearly documenting the customer’s problem and observed behavior, steps taken to investigate or reproduce the issue, and relevant context or artifacts.
Vesta is building the next-generation system of record to power the multi-trillion mortgage market. They believe that lenders will have to adopt a system of record platform that is modern, open, and orchestrated by best-in-class software workflows. The team values humility, empathy, self-awareness, and action.
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.
Serve as the primary escalation point for complex technical issues and critical incidents
Lead problem management initiatives and drive continuous improvement across support processes
Mentor and develop junior support specialists, establishing best practices and knowledge-sharing frameworks
GuidePoint Security delivers cybersecurity expertise, solutions, and services to help organizations make informed decisions and minimize risk. They have over 1,200 employees, strategic partnerships with leading security vendors, and serve more than 6,200 customers.
Serve as the primary point of contact for all Salesforce support requests, resolving issues in a timely manner and/or routing requests for products maintained by other teammates
Own data quality including setting up monitoring systems to identify problematic data streams/automations and eliminate errors
Design and deliver walkthroughs and training to educate staff
GiveWell is a research organization that identifies and funds cost-effective giving opportunities, focusing on global health and well-being. Our work is funded by tens of thousands of donors who rely on our research to inform their giving.
Serve as first level system support for each assigned client
Perform ongoing audits and file reviews, ensuring data and results accuracy
Execute research and analysis to resolve participant cases
Bswift has been transforming benefits administration since 1996, making it simpler, smarter, and more human. They serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
Answer phone calls and emails in queue to provide technical, installation, and account support for users
Take ownership of full-cycle support tickets, following all necessary processes and procedures
Maintain high-level customer satisfaction
Doximity is transforming the healthcare industry with a mission to help every physician be more productive and provide better care for their patients. As medicine's largest network in the United States, they are committed to building diverse teams with an inclusive culture that can make a direct impact on the healthcare system.
Manage customer support requests across ticketing systems, live chat, and phone.
Troubleshoot product issues independently and provide clear, friendly communication.
Identify recurring issues and suggest improvements to workflows and documentation.
MoeGo is dedicated to transforming the future of pet care businesses, from groomers to doggie hotels. They provide comprehensive technology solutions that keep businesses operating smoothly so they can focus on healthy pets and happy pet parents.