Details of the role

Timing — Ongoing

Location — We're a fully-remote team, but we have a mild preference for people located in the US

Reporting — To a Client Operations Lead (who reports to a Cofounder)

Summary responsibilities

  • Research and problem-solving for client edge cases
  • Continuously make our internal and client-facing processes more efficient through better documentation and standardization
  • Client onboarding; weekly/biweekly check-ins with clients
  • Conducting monthly audits / cleanup, working closely with client CEOs / execs to make sure that issues are resolved
  • People who have a deep dedication to client service and doing right by our stakeholders, and going above and beyond to make sure our early adopters love us.
  • Bonus:
    • proactive and self-directed in handling requirements; even if you need guidance or help on specific topics, you're able to pick up requests and get things taken care of without direction or prompting
    • Ability to handle sensitive client requests at scale: state registrations, document management, etc.

Interview Process

  • Phone Screen: 20-30 min with Adam (one of our co-founders)
  • 1-2 Detailed Interviews with one of our Operations Partners / Leads
  • 2 reference checks
  • Offer & "Social Contract" (we love these! It's part of our culture)

Intake form