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.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Provide world-class customer support to patients and advocates via phone, email, and chat.
Troubleshoot and resolve client inquiries with empathy and creative problem-solving.
Gather and track feedback to improve the Solace platform and client experience.
Solace is a healthcare advocacy company that pairs patients with expert advocates to navigate the complex U.S. healthcare system. It is a Series C startup founded in 2022 with a lean, mission-driven U.S. team and an intense culture focused on redefining healthcare.
Provide exceptional customer care, catching coverage gaps, discounts, and renewal issues.
Answer inbound calls and process service requests for vehicles, drivers, lienholders, and policy documents.
Solve customer inquiries effectively and share feedback to improve the product.
Jerry.ai is building the first AI-powered advisor to help people manage their car and home ownership journey. The company has reached 5M+ customers, raised $240M+, and achieved profitability in 2024, with a remote-first, collaborative culture.
Drive customer onboarding, training, and adoption for SaaS platforms Kanga and Education Modified.
Act as a strategic advisor to develop success plans and KPIs that maximize platform effectiveness and retention.
Partner with Implementation, Sales, and Analytics to measure customer health and ensure measurable outcomes.
Presence is the leading provider of teletherapy solutions for children with diverse needs, connecting therapists to K-12 school districts nationwide. With over 2,000 clinicians and 8 million sessions delivered, Presence is a remote-first company that values collaboration, cameras-on engagement, and meaningful connections.
Design the support experience for the Lexware business account across the whole customer journey.
Act as a liaison between the team, feature teams, and banking partners, bringing user perspectives into product decisions.
Monitor key metrics, uncover blind spots, and improve support processes.
Lexware develops accounting and business software for self-employed individuals and small businesses, helping over 450,000 German companies manage their finances. The team values diversity, inclusion, and collaboration, and is officially certified as a Great Place to Work®.
Provide customer support to nonprofits, schools, and libraries across multiple channels and work each issue through resolution.
Onboard new accounts, train customers on products and services, and process orders and account transactions.
Document workflows in CRM, track key metrics, and prepare reports for the Senior Manager of Operations.
Mission Telecom is a nonprofit wireless broadband provider and grantmaking foundation that partners with nonprofits, schools, and libraries to close the digital divide. The company fosters an environment of innovation, collaboration, and purpose-driven work.
Drive awareness and schedule onboarding demos with prospective employer groups via high-volume outbound calling.
Coordinate with implementation, account management, and customer success teams to ensure seamless client setup and portal administration.
Maintain accurate tracking in Salesforce and support existing customers with technical integrations and bulk uploads.
Mitratech builds world-class software that simplifies operations in Legal, Risk, Compliance, and HR functions. With 20,000 client companies including 30% of the Fortune 500, the company values a diverse, inclusive culture and entrepreneurial spirit.
Act as a primary client contact, handling communication via phone, email, and text.
Coordinate appointments, inspections, and project updates while maintaining accurate records.
Proactively follow up with clients to ensure satisfaction and resolve any concerns promptly.
Cook Roofing Company is a roofing service provider focusing on customer satisfaction and project coordination. The company fosters a professional, respectful, and inclusive workplace, offering growth opportunities as it expands.
Own complex customer finance escalations end-to-end, coordinating cross-functional teams and executive communications.
Drive systemic improvements by analyzing escalation themes, leading process improvements, and coaching frontline teams.
Champion Samsara's cultural principles and measure success through reduced resolution time, improved CSAT, and SLA adherence.
Samsara provides a Connected Operations Cloud platform that helps physical operations industries harness IoT data for safety, efficiency, and sustainability. It is a recently public company with a high-growth, customer-centric culture and a focus on long-term impact.
Support client adoption and satisfaction by delivering foundational product guidance and basic training.
Document client interactions and escalate routine blockers to senior team members as needed.
Maintain a learning plan to expand knowledge of CDK products and dealership workflows.
CDK Global is a leading provider of cloud-based software to dealerships and OEMs across automotive and related industries. The company fosters an inclusive culture that values curiosity, ownership, openness, and creating possibilities.
Manage a book of global, complex customers to drive adoption and growth.
Perform adoption analysis and lead joint planning to increase product value.
Drive customer advocacy by aligning cross-functional teams to resolve issues.
Conga unifies commercial operations by aligning pricing, quoting, contracting, rebates, and communications so companies run as connected, smarter businesses. With more than 10,000 customers worldwide and a collaborative, celebratory culture, Conga empowers colleagues to thrive.
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.
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.
Manage a book of global, complex customers to drive adoption and value realization through detailed analysis and joint planning.
Facilitate cross-functional collaboration to resolve technical issues and drive customer advocacy.
Act as a consultant and coach, continuously asking questions to deeply understand customer needs and ensure successful renewals.
Conga unifies commercial operations so companies run as connected, smarter businesses by aligning pricing, quoting, contracting, rebates, and communications. With over 10,000 customers worldwide, including more than 50% of the Fortune 100, Conga fosters a collaborative and celebratory culture where every voice is heard.
Serve as the first point of contact for customer inquiries across live chat, phone, email, and social media.
Resolve customer issues with empathy, clarity, and efficiency, escalating technical issues when appropriate.
Process orders, cancellations, returns, and manage shipping claims and delivery-related escalations.
Aviron transforms fitness through innovative game-based workout equipment, pioneering the future of fitness entertainment. Backed by Y-Combinator with $23.5M in funding, we are a growing, flat organization with friendly people that values merit and provides ample support.
Deliver high-quality customer experiences that educate consumers on life insurance and Ladder.
Provide omnichannel service via email and phone, responding to inquiries accurately and timely.
Collaborate with internal stakeholders and Underwriting to improve the customer journey and fulfill application requirements.
Ladder is a life insurance company that uses AI-powered real-time underwriting to reduce the application process from months to minutes. The company is highly collaborative and mission-driven, having provided $74 billion+ in coverage.
Build strategic relationships with enterprise customers to drive adoption, retention, and growth.
Facilitate quarterly Executive Business Reviews to track goals, progress, and opportunities.
Identify and develop upsell opportunities while advocating for customer needs cross-departmentally.
FourKites is the leader in AI-driven supply chain transformation for global enterprises, turning supply chain data into automated action. They process over 3.2 million supply chain events daily and help 1,600+ global brands prevent disruptions and optimize performance.
Act as the first point of contact for customers via email, chat, and phone.
Keep the call queue and video waiting room organized, and schedule appointments.
Learn CRM tools, spreadsheets, and product knowledge to support customer needs.
HighLevel is a cloud-based all-in-one white-label marketing and sales platform that empowers agencies and businesses to grow. With over 2,000 team members across 15+ countries, it operates as a global remote-first community focused on creativity, collaboration, and impact.
Manage trade customer interactions via phone, email, and chat.
Process order management, pricing, quotes, returns, and reorders.
Resolve delivery issues, maintain SLAs, and improve workflows.
A partner company is seeking a Senior Representative to handle end-to-end order administration and customer support for trade accounts. The culture emphasizes collaboration, continuous improvement, and professional customer service.