Manage day-to-day client operations and requests, serving as a responsive point of contact for routine questions.
Help execute Bridg's client engagement model, including onboarding tasks, status updates, and recurring client touchpoints.
Monitor client usage, prepare reporting and materials, and collaborate cross-functionally to resolve client issues.
PAR Technology is a leader in restaurant technology, providing software and hardware solutions for over 100,000 restaurants in more than 110 countries. Its Bridg division offers an enterprise identity resolution and data platform, with a collaborative 'Better Together' culture.
Own the post-implementation success relationship for a portfolio of strategic customers, serving as a trusted advisor.
Drive product adoption and usage by identifying adoption gaps, risks, and opportunities using customer insights and product data.
Partner with Account Management to identify opportunities for customers to deepen their use of Caseware through additional capabilities and services.
Caseware is a Canadian fintech company that provides audit and accounting software to over 500,000 users across 130 countries. They foster a collaborative and inclusive culture with a focus on innovation and work-life balance.
Own day-to-day relationships for a book of 120+ accounts, driving engagement and renewals.
Use data and dashboards to track health signals and forecast renewal outcomes.
Identify expansion opportunities and collaborate with Sales to grow customer value.
Netlify is the most popular platform for building, deploying, and scaling modern web applications, serving millions of developers and organizations. It is a Series D company with over $200M in funding, fully distributed, and focused on creating a collaborative and inclusive culture.
Own a book of 50–70 SMB accounts from kickoff through renewal, driving adoption and retention.
Serve as first responder for all inbound customer questions via Slack and ticketing system, triaging and resolving issues.
Contribute to knowledge management by creating documentation, playbooks, and help center content.
Suger helps revenue teams sell more effectively by simplifying cloud marketplace workflows. They have a flat, fast-moving culture with ~70 employees across SF and Vancouver, backed by leading VCs.
Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events, owning customer questions and issues from initial contact through resolution.
Lead client onboarding experiences one-on-one and through live virtual webinars, confidently engaging and presenting to groups of clients while guiding them through the coaching programs.
Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and other customer experience initiatives.
Our client is a fast-growing coaching and personal development company founded in 2016, helping entrepreneurs and individuals achieve their full potential. The company has been ranked in the top 100 on the Inc. 500 list and hosts major live events.
Own the end-to-end post-sale relationship for a portfolio of ecommerce, fintech, and betting companies from onboarding through renewal and expansion.
Lead onboarding calls and dashboard workshops to get new customers to first value fast, and monitor account health to catch churn risk early.
Build content and engagement strategies tied to customer goals, run regular business reviews, and identify expansion opportunities.
Storyly is an AI-powered content experience platform that gives brands social content experiences on their apps and websites. It is trusted by over 400 brands across 40+ countries and has teams in New York, London, Amsterdam, Zurich, Buenos Aires, and Istanbul.
Create, maintain, and audit Budget to Actual documentation for client accounts.
Run routine audits of CSM workflows and administrative tasks to ensure consistency.
Support reporting, dashboards, and operational scorecards for Client Success.
RainFocus provides an event software platform for in-person, virtual, and hybrid events, serving Fortune 500 clients like Adobe and Cisco. The rapidly-growing, well-funded company values employees and builds a disruptive product in a challenging, fun environment.
Serve as a key point of contact for post-sale inquiries and technical concerns, ensuring customers get maximum value from the product.
Draft Helpdesk articles for frequently asked questions and gather customer feedback to share with the product team.
Collaborate with sales, marketing, and product teams to align strategies and share customer insights.
Renterra is modernizing the $100B+ equipment rental industry with an end-to-end platform that helps rental companies run their businesses more efficiently. It is a Series A–backed, venture-funded SaaS company serving hundreds of rental businesses across the U.S. and Canada, with an inclusive and supportive team culture.
Build relationships with targeted clients and strategically consult to strengthen retention and recurring revenue.
Educate clients on new products, features, and industry knowledge to maximize their Subsplash investment.
Develop innovative solutions tailored to client needs and help them succeed in platform utilization.
Subsplash is an engagement platform for churches, Christian ministries, non-profits, and businesses, serving 14,000+ clients. The company is a team of 290+ mission-driven people committed to humility, innovation, and excellence.
Manage full-cycle bookkeeping for multiple US-based service businesses using QuickBooks Online.
Reconcile bank and credit card accounts, manage AP/AR, and support payroll-related transactions.
Communicate with clients via email, maintain accurate records, and complete tasks on schedule.
Your Startup Operations is a boutique agency providing operational services to small businesses. The team is small and values flexibility, care, and affordability while delivering white-glove service to US-based clients.
Serve as the primary contact for a portfolio of 50 mid-size customers, fostering trust and long-term relationships.
Develop and execute tailored success plans to drive adoption, mitigate churn, and identify expansion opportunities.
Track customer health metrics and collaborate cross-functionally to ensure maximum value and retention.
Eltropy provides an AI-powered digital communications platform for community financial institutions, helping credit unions and community banks engage securely with consumers. It is a growing technology company with a start-up culture focused on teamwork and customer trust.
Own the full customer journey for single-location auto repair shops from contract signing through the first six months.
Guide new shops through onboarding, lead hands-on training, and drive product adoption.
Monitor usage, manage escalations, and collaborate with internal teams to ensure retention.
Tekmetric is the all-in-one, cloud-based software helping auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017, we have grown into an industry-leading team that values transparency, integrity, innovation, and a service-first mindset.
Design and manage scalable 'one-to-many' customer success programs for large cohorts of merchants.
Own the first 90 days of the merchant journey, creating a smooth onboarding experience and helping customers reach meaningful value quickly.
Monitor merchant health metrics and proactively identify accounts showing signs of disengagement, friction, or potential churn.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Merchant Success Associate based in India. The role focuses on helping ecommerce merchants achieve success at scale, with a remote-first working environment and collaboration with leading ecommerce and subscription businesses.
Process invoices end-to-end and reconcile credit card transactions in QuickBooks Online.
Support month-end close, vendor setup, and maintain a clean audit trail.
Communicate clearly with teammates and vendors to resolve payment inquiries.
Kit is an email marketing platform that helps creators grow audiences, automate email marketing, and sell digital products. We are a 100% remote, independent team on a mission to help creators earn $1 billion.
Provide friendly, professional support to customers via phone, email, and live chat.
Resolve enquiries efficiently, taking ownership of each case and delivering practical solutions.
Proactively improve customer experience and support those who need extra help.
Capital on Tap offers small businesses credit cards, spend management, savings, and financial tools. We're a profitable fintech with 1,000+ employees, 200,000+ customers, and a culture of ownership and speed.
Support clients transitioning from traditional to modern cloud-based accounting systems.
Train internal and external stakeholders on accounting system configurations and best practices.
Manage multiple client implementations while maintaining high standards of accuracy and service.
This company provides technology-driven accounting solutions to help businesses transition to cloud-based systems. It is a fast-growing organization with a collaborative, low-ego culture.
Own a portfolio of Enterprise accounts as the primary relationship steward, building proactive, outcome-driven strategies that deliver measurable value and drive retention and expansion.
Develop SMART goals collaboratively with customers, track progress rigorously, and demonstrate the quantified impact of the Conga platform on their business.
Align closely with Sales counterparts to drive shared account strategy, identify risks early, and co-create mitigation plans that protect the relationship and revenue.
Conga aligns commercial operations so companies run as connected, smarter businesses by unifying pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide—including more than 50% of the Fortune 100®—Conga fosters a community where colleagues can innovate and grow, with every voice heard.
Onboard new customers and guide them through the product to drive early adoption and success.
Manage ongoing customer relationships across email, phone, and chat, resolving issues and coordinating internally.
Track customer health metrics, identify upsell opportunities, and maintain CRM records to surface insights.
The company is an early-stage AI recruiting platform that helps hiring teams manage and optimize their recruiting processes. It is a small, customer-focused startup that values long-term partnerships and proactive customer success.
Own the accounting function as a hands-on CPA leading a small team, managing the monthly close, and authoring technical accounting memos like ASC 606 for multi-element contracts.
Serve as primary liaison for audits, tax filings, and compliance, while administering NetSuite and preparing financial reporting for the Board.
Support FP&A by partnering with the SVP of Finance on budgeting, reforecasts, and strategic decisions.
BioIntelliSense decodes human physiology through FDA-cleared wearables and AI-driven analytics to enable proactive patient monitoring. As a remote-first company with offices in Golden, CO and Redwood City, CA, we have a motivated global team that thrives in a fast-paced environment.
Respond to customer inquiries via email and callbacks, taking ownership through resolution or escalation.
Classify issues by severity, resolve with knowledge base resources, and escalate complex cases.
Cross-train across Operations and maintain a strong understanding of products and mission.
Possible builds affordable credit products that improve financial health and help people stay out of debt. Founded in 2017, we are a fully distributed company with a global workforce and over 100,000 App Store reviews.