Support client growth and retention by partnering with Client Success Managers and providing operational support.
Prepare client reporting, presentations, and customized marketing materials to demonstrate program value.
Coordinate cross-functional projects and facilitate issue resolution to ensure smooth execution of client initiatives.
The company helps employers and health plans deliver personalized wellness and weight management solutions. It is a growing, mission-driven organization with a collaborative, distributed team culture.
Support Senior Client Success teams in managing Fortune 100 client relationships and account expansion strategies.
Execute engagement and delivery strategies for online and in-person training programs, tracking success through learning and sentiment metrics.
Own meeting summaries, document program costs, and create delivery reports with qualitative and quantitative data.
General Assembly offers experiential education in web development, data, design, business, and more, online and globally. With 60,000 alumni and 21,000 employees at elite companies trained, GA is a leader in transforming careers and teams for the future of work.
Provide administrative support including calendar management and scheduling appointments.
Act as liaison between clients and internal teams, handling email correspondence and ensuring timely communication.
Conduct research, analyze customer complaints, and prepare price quotes to enhance client satisfaction.
Savvital is a forward-thinking organization providing diversified services to small and medium-sized businesses in the international market. Their team of educated experts are motivated individuals excited to handle tasks that bring capacity to your workday, with a mission to provide affordable solutions through strategic task delegation.
Build and maintain strong, trusted relationships with assigned clients as a strategic advisor and primary point of contact.
Drive product adoption, identify upsell opportunities, and partner with clients to establish KPIs and success measures.
Monitor client health, provide training and support, and collaborate cross-functionally to ensure a seamless customer experience.
Symplicity provides employability and student success solutions for higher education institutions, helping support students from career development to alumni engagement. Their technology is used by over 30 million students worldwide, and they foster an inclusive, diverse, and collaborative workplace.
Own client relationships from onboarding through growth for US accounting firms building remote finance teams.
Lead onboarding calls, proactive check-ins, and reviews to turn first impressions into lasting partnerships.
Build playbooks, templates, and workflows to make great service repeatable and spot risks early.
Cloud Accountant Staffing helps US accounting firms and businesses build remote finance teams. The culture emphasizes documented processes, security, collaboration, and long-term professional growth.
Consult and enroll qualified clients into debt relief programs.
Document client interactions using Salesforce and navigate multiple computer systems.
Meet performance criteria and de-escalate stressful situations empathetically.
National Debt Relief is a debt settlement organization that helps consumers resolve overwhelming debt. It is one of the most-trusted and best-rated providers in the US, having helped over 450,000 people settle over $10 billion in debt, and is a certified Great Place to Work.
Respond to inbound customer calls and resolve service problems promptly.
Analyze contracts, invoices, and billing issues to address client needs and process adjustments.
Partner with internal teams and track activity in Salesforce to ensure client needs are met.
Smarsh provides digital communications compliance and intelligence solutions to regulated organizations. With over 6,500 customers and consistent growth, it has been recognized as a fastest-growing American company and a best place to work.
Lead and mentor the customer support team to resolve issues and meet SLA targets.
Build strong customer relationships, guiding onboarding, adoption, and retention.
Identify upsell opportunities and collaborate with sales and marketing teams.
Yellow Labs Software, Inc. develops CustomBooks, a global Cloud ERP product for businesses. The company operates remotely and focuses on customer success and support.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Own a book of tree service clients from onboarding to growth, managing relationships by phone, text, and email.
Upsell clients onto larger plans and collaborate with Marketing Strategists to boost ROI.
Use Slack, ClickUp, GoHighLevel, and the Tree Traction app to run campaigns and flag issues.
Tree Traction helps tree service companies get predictable, exclusive, high-value leads through hyper-targeted direct mail. It has served 220+ companies and reached $6M ARR in 3 years without outside capital, with a culture of proactive ownership and transparency.
Conduct client intake calls and explain credit repair and homeownership preparation services.
Review consumer credit reports and guide clients through credit consultations via Zoom.
Manage follow-up appointments, documentation, and coordination with internal team members.
20four7VA is a virtual assistant agency connecting offshore independent contractors with clients worldwide, primarily in developed markets. It provides contractors with free training, constant support, and a vibrant community.
Lead customer onboarding and connect Jira and GitHub for each customer's first study.
Run the ongoing account rhythm: monthly capitalization updates and annual filing deadlines.
Own renewals and find expansion opportunities, bringing customer feedback to the product team.
Neo.Tax is an AI-driven platform that automates the R&D tax credit and software capitalization for modern software companies. You’ll join a small team early and shape how we do customer success, with direct access to leadership and the product team.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Manage customer health and retention, developing strategies to save at-risk accounts and ensure satisfaction.
Lead customer expansion and margin opportunities by coordinating internal teams for smooth, on-time transitions.
Perform retention risk and off-boarding activities while acting as a bridge between customers and operations.
RoadRunner accelerates the road to Zero Waste by using technology and data to modernize waste and recycling operations. Since 2014, we've helped thousands of locations save 10-20% on waste bills, and our people-first culture is recognized by awards and positive employee reviews.
Manage day-to-day customer interactions and build strong relationships as the main point of contact.
Ensure customer satisfaction by addressing needs, providing onboarding and training, and resolving issues.
Collaborate with internal teams to monitor customer health, drive retention, and support renewals.
Treering helps people capture and preserve life’s most meaningful moments through an AI-enabled memory-as-a-service platform. We’re a fast-growing, purpose-driven company expanding beyond yearbooks into travel and experiential memories, with a supportive and connected workplace culture.
Manage, coach, and develop a team of Customer Success Managers, providing clear expectations and operational guidance.
Monitor team performance across KPIs tied to retention, adoption, engagement, and customer satisfaction.
Partner with sales, implementation, support, and product teams to ensure a smooth, cohesive customer experience.
SOCi is the leader in AI-powered marketing solutions for multi-location businesses, using its Genius AI to automate local marketing. Founded in 2012, it is trusted by nearly 1,000 top brands and has a fast-paced, collaborative culture.
Respond to client requests by email, phone, and video.
Track renewals, service changes, and open items for each account.
Coordinate with internal teams and keep account records organized in CRM.
Elevate Reach manages B2B client relationships and ensures account promises are kept through coordination and follow-through. The team is fully remote, and the company emphasizes hands-on training, growth into account management, and a flexible schedule.
Manage a portfolio of high-value clients, ensuring satisfaction, retention, and growth.
Drive product adoption and identify upsell and expansion opportunities.
Act as the voice of the customer internally, resolving issues and conducting business reviews.
Xsolla is a global video game commerce company providing payment solutions and business tools for game developers. It operates with a dynamic, collaborative team culture that values innovation and initiative.
Act as the first-level support for cancellation requests, diagnosing dissatisfaction and applying consultative retention strategies.
Manage friendly collections with delinquent clients, negotiating financial debts and preventing churn.
Analyze ad performance and account metrics to provide strategic guidance that maximizes partner results.
Grupo QuintoAndar is the largest real estate ecosystem in Latin America, using technology to simplify the entire housing journey from rental to buying and selling. With more than 3,100 employees across six countries, the company is backed by global investors and values remote-first flexibility, diversity, and innovation.
Manage client relationships across a dedicated book of business from post-installation through contract lifecycle.
Conduct Quarterly Business Reviews, present performance insights, and deliver actionable recommendations to drive retention.
Identify upsell and cross-sell opportunities, mitigate churn risks, and collaborate cross-functionally to elevate the client experience.
WithMe, Inc. delivers convenient technology-powered amenities to clients and their guests. We are a remote-first company that emphasizes healthy work/life balance, operates in all 50 states, and has been ranked as one of the 5000 fastest-growing private companies in the US for three consecutive years.