Forward Deployed Ops & CX
New
T
TaxwireFinancial Technology
Fully remote (ideally US, but open to other geos).Full-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Problem SolvingCustomer Success
Requirements
- Proven client-facing experience in onboarding, implementation, solutions, customer success, or professional services.
- Exceptional ability to explain complex topics clearly in verbal and written formats.
- Strong problem-solving judgment to evaluate risks and prioritize tasks in messy situations.
- Proficiency in working with structured data, including spreadsheets, checklists, and workflows.
- Strong preference for prior experience in a startup environment.
Responsibilities
- Run end-to-end customer onboarding from closed deal to go-live.
- Lead onboarding calls, collect documentation, and configure systems.
- Act as the first responder for customer issues, investigating and resolving problems.
- Communicate clearly with customers during high-stakes compliance situations.
- Analyze recurring friction to design and document scalable, repeatable workflows.
- Partner with product teams to prioritize fixes that improve customer experience.
- Create playbooks, templates, and AI-assisted workflows to reduce manual effort.
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