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You’ll guide clients through implementation and onboarding, ensuring they feel confident and supported as they begin using our platform. You’ll serve as a trusted partner throughout their transition to active adoption. You will play a key role in client satisfaction, long-term retention, and overall product engagement.

Carefeed is the platform senior living and long-term care providers use to bring order, clarity, and calm to their day.

• Provide assistance across phone, email, and chat channels.
• Guide users through account needs and resolve issues efficiently.
• Collaborate with internal teams to ensure seamless support.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

Own elevated client experience processes including design, project management and implementation. Empower a motivated team of client experience associates and team leads to deliver an amazing client experience. Act as the subject matter expert for your assigned client experiences and work to continuously improve the employee and client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.

Generate revenue growth and manage client relationships in a named account environment. Develop alliances with senior client management, offering recommendations through sales presentations and proposals. Serve as a strategic partner and primary contact, helping clients use data, analytics, software, and tech solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

• Manage the end-to-end onboarding technical process for new partners and clients.
• Facilitate live onboarding meetings, walking clients through key workflows and feature capabilities.
• Collaborate with cross-functional teams to troubleshoot issues and ensure all requirements are met for activation and launch.

ZayZoon's financial empowerment platform helps businesses make a big impact on employee financial wellness through services like earned wage access.

• Serve as first level system support for each assigned client.
• Manage daily/weekly/annual incoming and outgoing file processing.
• Provide timely responses to client inquiries through research and analysis.

bswift transforms benefits administration, making it simpler and smarter. They serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving workplaces.

• Serve as a primary point of contact for onboarding new customers and managing complex cap table migrations.
• Support clients in implementing and administering equity plans (option pools, RSUs, ESPPs).
• Investigate complex issues spanning data integrity, platform functionality, and integrations, and collaborate with various teams to resolve technical challenges.

Pulley's mission is to make it easier for anyone to start a company by providing cap table management tools to better understand and optimize their equity.

• Help manage top tier, Fortune 100 client relationships, and account expansion strategies.
• Execute on engagement and delivery strategies for online and in-person training and assessment programs.
• Build and present client-facing delivery reports, including qualitative and quantitative data on student learning, sentiment, and engagement.

Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today’s most in-demand skills.

• Provide 1:1 virtual follow-ups with customers as they learn to use purchased products.
• Manage multiple projects and ensure on-time deliverables.
• Maintain strong communication skills and comfort in a customer-facing environment.

Bloomerang's powerful giving platform and stellar support enable tens of thousands of nonprofits to raise more, recruit more, and retain more.

Maintain client project financials, including budget management. Help manage and prepare revenue reporting. Analyze staffing, utilization and billability.

Real Chemistry transforms healthcare with scientific expertise, human-centred creativity, and AI-driven insights, fostering innovation and impact.

Configure Omada systems and monitor internal readiness for customer onboarding/offboarding. Manage the lifecycle of reporting requests, providing updates to CSMs and customers. Investigate, triage, and resolve cases from external customers and internal stakeholders.

Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease.

• Establishing effective communication with clients
• 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.

• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

• Oversee the implementation and data migration of payroll systems for Deel’s clients.
• Lead and manage 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 phases and offering ongoing support.

Deel is the all-in-one payroll and HR platform for global teams, aiming to unlock global opportunity for every person, team, and business.

• Execute end-to-end onboarding for new clients and properties.
• Perform detailed, manual implementation work, including data setup.
• Work within Asana to manage tasks, workflows, and deadlines.

OurAssistants connects property management and service-based businesses with highly skilled virtual professionals. They specialize in supporting accounting, operations, and back-office roles for U.S.-based clients while fostering a collaborative and growth-driven remote environment.

We are looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. The Onboarding team supports new customers right when they need it most, by migrating important content and providing personalized trainings. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers.

WeTravel's mission is to help new customers get up and running quickly and effectively, empowering client’s businesses to grow.

• Cultivate long-term relationships with clients, connecting with key executives and end-users.
• Develop a deep understanding of client goals, business requirements, and industry challenges.
• Provide strategic oversight during the entire client journey, including implementation, adoption, and renewal.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.