- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
About the role
You’ll join our small but mighty Support + Success team, the friendly tech superheroes who make sure our customers are happy, successful, and never stuck. You’ll tackle customer issues — think accounts, billing, subscriptions, and minor technical hiccups — while learning the ins and outs of our platform. You will become a product expert and be able to address questions that cover existing capabilities and future roadmap features. Over time, you’ll get better at solving more complex problems and become a go-to expert for our users.
Who you are
You thrive in a technical environment and love helping people solve problems.
Quick on your feet and a fast learner—you enjoy figuring things out as you go.
Tech-savvy and comfortable jumping between tools and systems. Extra points if you’ve played with AWS, Dynamo, Retool, or Front.
Clear and empathetic communicator—you can explain tricky stuff without jargon.
Interested + experienced in working with APIs, databases, and no-code integrations like Retool; Stripe experience is a nice bonus.
You care about users and genuinely want to make their day a little easier.
What you'll do
Spend most of your time helping customers — solving issues, answering questions, and keeping them smiling.
Partner with your Support + Success Lead and other teams to tackle tricky problems and find solutions.
Assist with creating and troubleshooting automations through Make and Zapier as well as native Copilot automation workflows.
Translate technical issues into plain language for our customers—no jargon allowed.
Gather info, report bugs, and work with Engineering to improve the product.
Resolve support issues within our SLA agreements, including internal and client accounts, billing and subscriptions, and minor technical issues.
Build a deep understanding of our technical architecture and grow your ability to diagnose and resolve more complex problems.
Why you’ll love it here
You’ll have real impact on how our customers succeed.
Work with a tight-knit, friendly team who loves collaboration and creativity.
Plenty of room to grow and level up your skills as our company scales.