Guide new customers through the full onboarding lifecycle.
Serve as the primary point of contact during onboarding.
Partner with customers to define goals.
Our client is a fast-growing SaaS company that helps businesses simplify and automate sales tax compliance. As part of the Customer Success organization, they aim to deliver an effortless and accurate solution that enables customers to stay compliant while focusing on growing their business.
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.
Design and implement a structured onboarding program for internal CX agents and BPO partners across international markets.
Own a centralized, scalable Knowledge Management system including Help Center content, internal SOPs, macros, and workflows.
Design and operate a robust QA framework across all channels and regions.
Grüns believes that foundational nutrition should be simple and convenient for everyone and are dedicated to bringing comprehensive and real nutrition through their gummies, formulated from 60 nutrient-dense and whole-food ingredients. They operate in a fully remote, high-trust environment and come together bi-annually for off-sites to connect IRL.
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.
Helping clients understand the platform and supporting them throughout the process of making a deposit
Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)
PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They offer a proprietary trading platform and integration with MetaTrader 5 (MT5) to provide its clients with a robust and versatile trading experience.
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.
Drive measurable success for clients through the delivery of tailored solutions and support.
Traackr is a global SaaS technology company providing a data-driven influencer marketing platform that marketers use to optimize investments, streamline campaigns, and scale programs. They are a remote-first company with a team of kind, driven, and respectful humans from around the world that operate on a culture of mutual respect.
Leading the implementation process for Kojo’s customers quickly and with a high degree of responsiveness and service.
Effectively supporting ~20 concurrent implementation projects, ensuring all new Kojo customers receive a personalized and hands-on experience.
Conducting meetings and consultations with stakeholders to identify project requirements and define scope, deliverables, and timelines.
Kojo is transforming the way commercial construction companies buy their materials, making buildings cheaper and easier to build. Founded in 2018, Kojo is now one of the fastest-growing construction technology companies in the world, valuing diverse perspectives and committed to building an inclusive workplace.
Provide day-to-day customer support and case triage.
Muvr is a fast-growing, mission-driven company building products that help customers solve real problems. They move quickly, collaborate across teams, and put customer outcomes at the center of how they build and scale.
Own end-to-end onboarding and rollout experience for customers and their crews.
Support seafarers through mobile app setup, wallet activation, and KYC.
Document and standardize onboarding processes as the platform and customer base grow.
Kadmos is on a mission to revolutionize salary payments to migrant workers by bringing fintech, low margins, and transparent FX to industries. Founded in 2021 and backed by renowned VCs Addition and Atlantic Labs, Kadmos has raised more than $39 million since 2021.
Help set the strategy for the onboarding and training of the salesforce and customer facing teams that will scale with our business
Create and execute on a powerful training curriculum that ranges from onboarding programs to continuous education and topic-based instruction
Create and maintain the content our GTM teams will use to support the entire life cycle of our customers
EvenUp is dedicated to closing the justice gap using technology and AI, empowering personal injury lawyers and victims. It is a rapidly growing vertical SaaS company backed by top VCs, seeking driven and collaborative individuals to join their team.
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.
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.
Serve as the primary point of contact for SMB customers, developing strong relationships and becoming a trusted advisor
Guide new SMB customers through onboarding, ensuring they are set up for success and realize value as quickly as possible
Drive product adoption and utilization by understanding customer goals, sharing best practices, and aligning product capabilities with business objectives
Teramind is the leading platform for user behavior analytics, serving multiple use cases from insider risk mitigation to business process optimization. Trusted by Fortune 500 companies and businesses of all sizes across industries, Teramind platform helps organizations protect sensitive data, maximize workforce performance, and create safer, more efficient digital workplaces.
Conduct QBRs and strategic reviews, aligning product usage with customer objectives and KPIs.
Proactively identify and address retention risks.
Infiterra's B2B SaaS platform helps IT Distributors and Managed Service Providers (MSPs) automate and grow their subscription business. With 100+ customers in 75 countries, it's recognized for innovation and global impact. They foster a collaborative and growth-oriented culture.
Develop and execute tailored onboarding plans to ensure customer success and long-term adoption.
Serve as a trusted advisor, helping customers improve operational efficiency and demonstrating clear ROI.
Drive customer retention, expansions, and net revenue growth through proactive engagement.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They use AI tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
Build relationships with clients by identifying pain points, providing solutions, and recognizing opportunities for growth and revenue generation.
Be the voice of the customer by collecting product and operational feedback and sharing it with relevant internal stakeholders.
Deel is the all-in-one payroll and HR platform for global teams which combines HRIS, payroll, compliance, benefits, performance, and equipment management into one seamless platform. The team of 7,000 spans more than 100 countries, speaks 74 languages, and brings a connected and dynamic culture.
Own a robust help center that fuels an excellent agentic support experience.
Act as a voice of the customer by amplifying customer insights and sharing feedback with the Product team.
Empower customers through educational experiences by building in-app tutorials and writing help center documents.
Turnstile is a day one revenue platform that streamlines quoting, billing, subscription management, and financial reporting for modern B2B SaaS companies. They are a small, senior, and proven team backed by top investors, including First Round Capital, and have recently raised their Series A.
Guide customers through onboarding, ensuring they have the resources to succeed.
Develop strong customer relationships, acting as their primary point of contact.
Monitor customer performance metrics and provide insights for improvement.
ApprovalMax is redefining how finance teams manage the Money Out cycle — from purchase orders and supplier bills to employee expense management. Trusted by 18,000+ businesses worldwide, their platform empowers companies to automate financial controls, ensure compliance, and scale efficiently.