Founding Head of Client Success
New
P
PurpleBinderCompliance software
United StatesFull-Time
SalaryThis is an equity-only position. There is no salary.
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Job Details
- Required Skills
- Written communicationAccount ManagementClient relationship management
Requirements
- Experience managing client relationships in a professional services, SaaS, HR, legal, or compliance context.
- Strong written communication for clear, professional, and warm client messages.
- Attention to detail and a quality-driven approach to reviewing documents and compliance updates.
- Comfort using AI-assisted drafting tools and reviewing AI-generated content for accuracy.
- Proactive approach to client check-ins, follow-ups, and anticipating client needs.
- Genuine belief in improving compliance tools for small businesses.
Responsibilities
- Welcome new clients, guide them through the platform, and help them feel confident after purchase.
- Generate document drafts with AI-assisted tools, review them for quality and accuracy, and deliver them to clients.
- Handle requested document revisions and manage follow-up until clients accept the deliverables.
- Review regulatory changes affecting monitored documents, revise affected sections, and deliver updates to clients.
- Manage upsell campaigns using the built-in drip email system and promotions engine.
- Check in proactively with clients, respond to questions, manage subscription renewals, and maintain client relationships.
- Gather client feedback and share it with the founder to help shape the product roadmap.
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