Onshore

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This position is remote, with preference to candidates located in Houston. - Take ownership of the renewal process across your client portfolio, consistently surpassing retention targets, and strengthening loyalty. - Unlock revenue potential by spotting expansion opportunities and partnering with Sales to drive strategic upsells. - Build and nurture meaningful client relationships founded on trust, proactive communication, and expert guidance. - Transform satisfied clients into passionate Onshore advocates by fostering referrals, case studies, and valuable references. - Keep a pulse on client health, proactively mitigate risks, and promote seamless product adoption for long-term success. - Lead impactful business reviews and success planning sessions that clearly showcase ROI and tangible business value. - Collaborate seamlessly with Product, Sales, and Support teams to resolve challenges and maximize client value. - Serve as the client’s internal champion, providing vital feedback to influence product roadmaps and strategic priorities. Qualifications - 3-5+ years of experience in Renewals, Account Management, or Client Success, ideally within a SaaS or startup environment. - Demonstrated track record of surpassing retention and revenue goals, fueling business growth. - Sharp commercial instincts, with hands-on experience negotiating contracts and driving effective renewals. - Adept at creating powerful advocacy programs that generate referrals, references, and testimonials to boost credibility. - Exceptional communicator with a talent for cultivating strong, lasting client relationships. - Skilled at juggling multiple accounts and priorities seamlessly in a fast-paced, dynamic setting. - Well-versed in CRM and customer success tools like Salesforce, HubSpot, Asana, and Gainsight to optimize account management. Benefits - Rewarding Compensation Packages: The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component. - Healthcare Benefits: Comprehensive medical, dental, and vision plans along with FSA and HSA options. - Unlimited Time Off: We offer unlimited PTO to support work-life balance and overall well-being. - Paid Parental Leave: Dedicated paid leave to support new parents. - Office Environment and Perks: Collaborative workspace in New York City with a fully stocked kitchen and regular company gatherings. - Personal and Professional Growth: Opportunities for development through workshops, mentorship, and team-building activities. Company Description Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives. At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology. Our efforts have returned millions to clients by transforming untapped opportunities into tangible results. As we scale rapidly and seize massive growth potential, we are seeking confident, curious, and collaborative professionals to help drive our next phase of expansion. We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer. Every qualified candidate will be considered for hire without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability or protected veteran status. Onshore is deeply committed to diversity, equity, and inclusion within our organization.

Sales Support Associate Location: This position is remote, with preference to candidates located in Houston. Who we are looking for: - 2-4+ years of experience in sales support, sales administration, sales operations, business operations, or a similar role. - 1+ years of being client facing in some capacity, with the ability to engage with clients and prospects to deliver exceptional service with a friendly and approachable demeanor. - Bachelor’s degree is required (Business, Finance, Economics, or a related field are preferred). - Proficiency with Salesforce, Microsoft Office, Outlook and Docusign. - Exceptional organizations skills with the ability to multitask effortlessly while maintaining keen attention to detail. - Outstanding written and verbal communication skills, paired with a polished and professional presence that leaves a lasting impression. - A self-motivated innovator who thrives in a fast-paced, entrepreneurial environment with an eagerness to make an impactful contribution to the Sales organization. What you’ll be doing: - Keep Salesforce records, client databases, and sales reports meticulously up-to-date ensuring data accuracy and clear visibility for informed decision-making. - Provide essential daily support to the Sales team, expertly managing meeting schedules, calendars, and preparing compelling sales materials that drive results. - Nurture leads by proactively following up with potential clients through phone, email and CRM tools by maintaining momentum and building strong relationships. - Assist in preparing proposals, client presentations, and sales collaterals that showcase Onshore’s value. - Monitor sales metrics, generate insightful performance reports, and support forecasting to keep leadership informed. - Collaborate cross-functionally across the organization, and constantly seek innovative ways to improve processes, tools and workflows to drive efficiency to empower the Sales team to succeed. Life at Onshore: - Rewarding Compensation Packages: We aim to ensure every employee feels valued and appreciated. The annual base salary for this position ranges from $90,000 - $110,000. - Healthcare Benefits: We provide comprehensive medical, dental, and vision plans along with FSA and HSA options. - Unlimited Time Off: We believe in supporting work-life balance and overall well-being, which is why we offer unlimited PTO. This allows you to take the necessary time to rest, recharge, and attend to personal matters whenever needed. - Paid Parental Leave: We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event. - Office Environment and Perks: Experience our collaborative and thriving workspace in New York City, complemented by a fully stocked kitchen, regular company gatherings, and a vibrant culture that fosters strong morale and connections among team members. - Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities. Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives. At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology. Our efforts have returned millions to clients by transforming untapped opportunities into tangible results. As we scale rapidly and seize massive growth potential, we are seeking confident, curious and collaborative professionals to help drive our next phase of expansion. We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer. Every qualified candidate will be considered for hire without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability or protected veteran status. Onshore is deeply committed to diversity, equity and inclusion within our organization.

Client Success Associate Location: This position is remote, with preference to candidates located in Houston. Who we are looking for: - 3-5 years of experience in a Client Success, Account Management, or other customer-facing role. - Exceptional communication and interpersonal skills. - Ability to manage multiple clients and projects with strong attention to detail. - Comfortable presenting to and training clients on software platforms. - Problem-solver with a proactive mindset, and a “client-first” attitude. - Ability to apply strong intuition and analytical skills to ensure complete and accurate understanding of client business operations. - Bonus points for experience with CRM tools such as Salesforce and/or Asana. - Bonus points for experience within the tax credits and incentives space. What you’ll be doing: - Lead new client onboarding, ensuring a smooth and engaging transition onto our platform. Provide hands-on guidance and product walkthroughs tailored to each client’s needs. - Build strong, trust-based relationships with clients to drive satisfaction and engagement. Serve as the client’s advocate and main point of contact for all platform-related needs. - Coordinate and work cross-functionally with internal departments (ie: Product, Sales, Engineering) to resolve client issues or requests. - Continuously look for ways to improve client experience and increase client success. - Provide subject matter expertise during client engagements, translating complex technical concepts into clear requirements that enable accurate and successful project delivery. - Stay ahead of industry developments to proactively advise clients on new technologies, regulatory changes, and competitive dynamics. - Lead technical discovery sessions, leveraging deep industry knowledge to identify gaps, risks, and optimization opportunities. - Maintain clean, accurate project data while managing milestones and tasks to ensure transparent, organized, and on-track product delivery. Life at Onshore: - Rewarding Compensation Packages: We aim to ensure every employee feels valued and appreciated. The annual base salary for this position ranges from $100,000 - $120,000 with an additional bonus component. - Healthcare Benefits: We provide comprehensive medical, dental, and vision plans along with FSA and HSA options. - Unlimited Time Off: We believe in supporting work-life balance and overall well-being, which is why we offer unlimited PTO. This allows you to take the necessary time to rest, recharge, and attend to personal matters whenever needed. - Paid Parental Leave: We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event. - Office Environment and Perks: Experience our collaborative and thriving workspace in New York City, complemented by a fully stocked kitchen, regular company gatherings, and a vibrant culture that fosters strong morale and connections among team members. - Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities. Onshore was founded to tackle a common problem: businesses wasting months chasing documents, risking audits or missing incentives. At Onshore, unlock valuable tax benefits like R&D Tax Credits, 179D Deductions, and Cost Segregation using innovative consulting and advanced AI technology. Our efforts have returned millions to clients by transforming untapped opportunities into tangible results. As we scale rapidly and seize massive growth potential, we are seeking confident, curious and collaborative professionals to help drive our next phase of expansion. We welcome applicants from all backgrounds and are proud to be an Equal Opportunity Employer. Every qualified candidate will be considered for hire without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability or protected veteran status. Onshore is deeply committed to diversity, equity and inclusion within our organization.