• Set up and configure client accounts, ensuring a smooth start to their Tidio experience. • Integrate Tidio with external systems (e.g., CRMs, e-commerce platforms) using APIs and JSON data structures. • Implement and customize solutions based on each client’s specific business needs. • Discuss and design custom solutions with clients and prospective clients during video calls, providing expert guidance and technical insights. • Provide ongoing support for implemented solutions, helping clients optimize and adapt them as their needs evolve. • Troubleshoot and resolve technical issues, collaborating with Product and Engineering teams when needed. • Manage implementation projects from start to finish—planning, coordinating, and ensuring timely delivery. • Work cross-functionally with Customer Success, Sales, Product, and Engineering to align solutions with client goals. • Identify and drive process improvements, helping to streamline and scale the implementation workflow.

• Set up and configure client accounts, ensuring a smooth start to their Tidio experience • Integrate Tidio with external systems (e.g., CRMs, e-commerce platforms) using APIs and JSON data structures • Implement and customize solutions based on each client’s specific business needs • Discuss and design custom solutions with clients and prospective clients during video calls, providing expert guidance and technical insights • Provide ongoing support for implemented solutions, helping clients optimize and adapt them as their needs evolve • Troubleshoot and resolve technical issues, collaborating with Product and Engineering teams when needed • Manage implementation projects from start to finish—planning, coordinating, and ensuring timely delivery • Work cross-functionally with Customer Success, Sales, Product, and Engineering to align solutions with client goals • Identify and drive process improvements, helping to streamline and scale the implementation workflow

Role Description Capitect is a bootstrapped, profitable startup that provides online software (SaaS) to wealth management firms looking to modernize their business. We are looking for an exceptional Customer Success Associate to join our team to help build an innovative wealth-tech company. As a growing startup, your role may change and expand as our needs shift and your capabilities grow. - Respond to support issues from users directly via email, Zendesk tickets, Zoom meetings, and phone calls - Onboard new users via Zoom - Expand and update our online knowledge base with articles, including images and videos - Lead online training sessions for a group of users in webinar format - Gather feedback from users to document and prioritize bugs and feature requests - Proactively communicate with existing users to ensure optimal use of available features - Travel to exhibit at industry conferences, typically 1-2 times per year Qualifications - College graduate with 2-5 years of experience (customer support experience a plus) - Strong written and verbal communication skills, especially in solving other people’s issues with empathy, patience, and clarity - Ability to work under changing or unclear priorities and deadlines - Interest in investments, wealth management, and technology Requirements - Available to support users weekdays covering at least 9am ET to 5pm ET Benefits - Position is fully remote with no plans to require in-office work - Medical, dental, and vision insurance - 401k with employer match - Paid time off - Stock option plan

Role Description The Medical Customer Success Representative plays an essential role in ensuring patients and referral partners receive timely, accurate, and compassionate support. In this position, you will work closely with customers, referral sources, insurance companies, and internal teams to make sure medical supply orders are processed correctly and that each patient’s needs are addressed with professionalism and care. Key Responsibilities: - Process new and recurring orders via fax, phone, email, or in person following company procedures - Participate in outbound phone campaigns - Handle incoming customer and referral communications professionally and promptly, including walk‑ins - Verify insurance coverage online or by phone and document details in the electronic health record system - Obtain required insurance authorizations - Troubleshoot equipment issues and coordinate with manufacturers or referring clinicians as needed - Confirm patient demographics, insurance authorizations, and benefit information - Complete assigned worklists accurately and on schedule - Collect patient payments and explain cost responsibilities - Coordinate appointments between customers and respiratory staff Qualifications - Eligible to work in the United States without current or future visa sponsorship - Bachelor’s degree required - 3+ years of customer service experience in a high‑volume medical or healthcare setting - Relevant internships, co‑ops, or clinical administrative experience may be considered - Call center experience in a health care / medical setting strongly preferred - Must be located in one of the New England states, New York, or Pennsylvania Requirements - Strong verbal and written communication - Proficiency with computers and Microsoft Office - Ability to work independently and make informed decisions - Collaborative mindset and ability to work across departments - High attention to detail - Excellent customer service skills, especially in high‑intensity situations - Fluent in English; Spanish proficiency preferred Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Work Environment & Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this remote role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. - The employee is regularly required to communicate and exchange information with patients, referral sources, and internal team members through phone, email, and computer‑based systems. - The position requires the ability to remain in a stationary position for extended periods while working at a computer. - This role routinely uses standard home‑office equipment such as a computer, phone, headset, and printer/scanner (if applicable). - Employees are expected to maintain a safe, private, and professional remote workspace that supports confidentiality and productivity. - The work environment characteristics described here are representative of those encountered while performing the essential functions of this job in a home‑based setting. - Noise levels may vary depending on the employee’s home environment, and employees are responsible for ensuring a workspace that allows them to perform their duties effectively.