Execute customer onboarding from paid sign-up through activation, early milestones, and renewal. Run kickoff calls, follow and improve playbooks, manage a small portfolio of accounts, spot and remediate churn signals, and ensure proactive communication between Sales and delivery.
THE ROLE
You are the bridge between a customer signing and a customer succeeding.
This is not a senior strategy seat. It is a hands-on, execution-focused role where you own the first 30-60-90 days of the customer journey — from kickoff through activation, early milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.
If you have a Sales background and are ready to stop closing and start delivering — this role was built for you.
THE COMPANY
A multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. The company launches and scales information and software products on a marketing and sales engine refined across a dozen product launches and $100M+ in ad spend.
This seat sits inside the onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.
What You Actually Do
- Own the customer journey from "paid" to "completing and renewing"
- Run structured kickoff calls and keep customers moving through milestones
- Spot early churn signals and execute saves before they escalate
- Bridge what Sales promised to what delivery can actually deliver
- Work within playbooks and flag what needs improving
- Manage a small number of concurrent accounts with consistency and care
- Communicate proactively — no customer should wonder what's happening next
You Will Probably Not Fit If:
- You need a slow ramp and lots of hand-holding before taking ownership
- You measure success by tasks completed rather than outcomes delivered
- You struggle to hold a direct, confident conversation with a frustrated client
- You wait for direction rather than acting on what's in front of you
Requirements
What You Bring
- 2–4 years in Sales, Customer Success, or Onboarding — with real client-facing ownership
- Strong verbal communication — polished, warm, and direct on camera
- Comfortable working async with a US/UK client base
- Organised enough to manage multiple accounts without dropping anything
- Coachable, hungry, and genuinely motivated by client outcomes
Benefits
Benefits
- Independent Contractor Agreement
- $5K/month + a $1K bonus opportunity (USD)
- Fully remote
- Direct line to senior onboarding leadership
- Growth track into broader CS or ops roles as the product line scales
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
