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About the Role
Anrok is seeking a customer-obsessed professional to guide clients through implementation, proactively identify challenges, and deliver exceptional onboarding experiences. This role is crucial for ensuring clients are set up for success by seamlessly managing their onboarding journey and leveraging the Anrok platform.
Responsibilities
- Manage an onboarding book of business, coordinating with internal teams to resolve issues and configure platform settings.
- Execute customer education and training, becoming a product expert to guide customers through platform features.
- Develop and maintain organized project tracking systems and operational processes for efficient customer onboarding.
- Track and monitor customer progress, using data insights to identify potential issues and ensure successful adoption.
- Regularly update internal teams on client asks and issues.
- Keep consistent and precise records in Anrok’s CRM, updating onboarding status, blockers, and account details.
- Coordinate smooth handoffs to account management teams with detailed customer records and transition documentation.
- Continuously improve onboarding processes by analyzing customer feedback and metrics.
- Ensure optimal platform utilization by driving customer compliance before transitioning to support and account management teams.
Requirements
- 2+ years of experience in customer success, account management, or project coordination roles, ideally at a tech company working with SMB to mid-market customers.
- Curiosity and motivation to learn new tools, with experience experimenting with or building with AI.
- Excellent organizational and project management skills with the ability to juggle multiple customer accounts and complex onboarding timelines.
- Thrive in process creation and systematization, with a bias for action and ability to implement solutions quickly.
- Strong relationship-building skills and ability to develop rapport with customers across various business sizes and industries.
- Exceptional written and verbal communication skills, with meticulous attention to detail and organizational systems.
- Proactive in identifying issues and taking initiative to resolve customer challenges and improve internal processes.
Skills
- Customer Success
- Account Management
- Project Coordination
- AI experimentation
- Organizational Skills
- Project Management
- Process Creation
- Systematization
- Relationship Building
- Written Communication
- Verbal Communication
- Attention to Detail
- CRM
Location
- San Francisco
- New York City
- Salt Lake City
Work Type
- Hybrid
Experience Level
- 2+ years
Benefits
- Equity upside
- Daily lunch and snacks
- Medical, dental, and vision insurance covered 100%
- One Medical membership
- Flexible sick benefits
- Annual learning and development stipend
- Annual team offsites
- Home office setup stipend
About the Company
- Anrok is the leading tax automation platform enabling businesses to expand globally without compliance complexity.
- Our customers include 40% of Forbes Top 50 AI companies, 20% of Forbes Top 100 Cloud companies, and top companies like Notion, Anthropic, and Cursor.
- We're making compliant digital commerce a reality for companies big and small, backed by over $100M from leading investors including Spark Capital, Sequoia, Index, and Khosla Ventures.
Equal Opportunity
- Anrok recruiters will only reach out via LinkedIn or email with an anrok.com domain. Any outreach claiming to be from Anrok via other sources should be ignored.