Customer Success

THE ROLE

• In this role, you will be the primary point of contact for our clients, ensuring they get maximum value
• from our compliance solutions while supporting smooth internal operations. You will work at the
• intersection of client relationship management, process optimization, and regulatory knowledge —
• making this an ideal position for someone who thrives in a fast-paced, mission-driven environment.

THE RESPONSIBILITIES

• Customer Success
• Serve as the dedicated point of contact for a portfolio of clients, building trusted long-term relationships
• Onboard new clients by guiding them through platform setup, training, and initial compliance workflows
• Conduct regular check-ins, business reviews, and health assessments to track client satisfaction and product adoption
• Proactively identify at-risk accounts and develop retention strategies in collaboration with Sales and Product teams
• Gather and synthesize client feedback to inform product roadmap and service improvements Operations & Process Support
• Support internal operational processes including workflow documentation, project tracking, and reporting
• Maintain accurate client data and interaction records in the CRM system (Notion)
• Assist in the development and refinement of SOPs, playbooks, and knowledge base content
• Monitor deliverables and deadlines on behalf of clients, flagging risks proactively.
• Compliance Support
• Develop a working understanding of the regulatory frameworks relevant to our clients (e.g., US and International entity compliance)
• Help complete orders for compliance related services such as business formations and Annual filings ect.

QUALIFICATIONS

• 2+ years of experience in customer success, account management, or operations
• Exceptional written and verbal (English) communication skills with the ability to explain complex concepts clearly
• Strong organizational skills and the ability to manage multiple priorities and client accounts simultaneously
• Proficiency with Notion, Google and project management platforms is a plus
• A proactive, problem-solving mindset with a high attention to detail
• Experience supporting onboarding or implementation processes for software products