Role Description As the Onboarding Specialist, you will report to the Onboarding Manager. The Onboarding Specialist welcomes the client post-sale and curates the onboarding experience to optimize client retention, maximum adoption of services and delivering delight. You will excel in teaching the client how to use Subsplash tools, understand our diverse services and usher them through the process to realize their value. Your Priorities - Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design - Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing - Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup - Reviewing client apps for quality assurance - Working with your team on new projects and ideas to better the client experience - Troubleshooting complex issues Qualifications - 2 years of customer service experience - Experience using systems like Zendesk, JIRA, Asana, and Google Apps Bonus Qualifications - Basic coding knowledge - Experience with Photoshop and/or other image manipulation and design programs Requirements - A Skilled Communicator: You’re a strong writer and comfortable on the phone - A Subsplash Platform expert: including all areas related to onboarding for the App, Giving, SnapPages, and future products - Technical: You enjoy learning about new technology and understanding how things work. You can build a Subsplash app that will pass review in under one hour and translate a client’s previous website into a SnapPages site within 3 hours - A Problem Solver: You’re a critical thinker by nature and love solving puzzles - Empathetic: Helping other people makes you happy - A Good Teacher: You can make complex concepts seem simple - An Awesome Human Being: You exemplify humility, innovation, and excellence. You do great work and continuously strive to improve and grow Location Subsplash currently has operations in 27 states across the US! As much as we would love to have employees in as many states and countries as we have clients, we are currently limiting hiring to the states we already operate in. As a result of that, this role is only available as a 100% remote position if you reside in one of the following states: - AL - AR - AZ - CO - FL - GA - ID - IA - IN - KS - KY - MO - MI - MN - NC - NM - OK - OH - OR - SC - SD - TN - TX - UT - VA - WA - WY Benefits - Generous Paid Time Off - Medical Coverage - Dental Coverage - Vision Coverage - Short and long term disability and life insurance - 401k Matching - Professional Development - Top of the Line Equipment - Referral Program - Parental Leave - Family-Friendly Culture - The chance to work side-by-side with thought leaders in emerging tech

Role Description At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you’ll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you. You’ll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you’re passionate about delivering exceptional service and making a real difference, we want to hear from you! - Provide top-tier support via phone to clients on our Debt Management Program. - Taking back-to-back calls in a call center environment. - Support client accounts and ensure seamless account management. - Manage proposals, payments, deposits, and creditor communications. - Proactively review client accounts to identify and resolve issues. - Maintain accurate records and ensure compliance with state regulations. - Collaborate across departments to ensure seamless client experience. - Encourage and motivate clients throughout their financial journey. Qualifications - 2–3 years of customer service experience (call center preferred). - Associate’s degree preferred; Bachelor’s degree may substitute for experience. - A strong sense of professionalism is essential when supporting clients through sensitive financial situations. - Strong communication skills—empathetic, professional, and clear. - Tech-savvy with experience in Windows-based systems and CRM tools. - Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules. - Bilingual (English/Spanish) a plus! Requirements - A private, enclosed room with a door. - Hard‑wired internet connection (ethernet required) and standard broadband internet. - Security camera in addition to standard computer setup. - Home environment must support productivity; remote work is not a replacement for caregiving. - Internet Requirements: Standard Broadband Internet - 200 Mbps minimum for a single‑person residence. - 400 Mbps minimum for residences with 2+ people. Benefits - A mission‑driven organization with over 60 years of impact in financial wellness. - A culture rooted in Integrity, Quality, and Teamwork. - Growth and development opportunities. - Supportive, inclusive, and collaborative work environment. - Competitive compensation and benefits. Additional Details - Monday - Friday work schedule. - Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM. - Must be comfortable working in a structured, performance-driven environment. - Training begins August 31st, 2026. - Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time. - After training, you transition into your regular schedule. Ready to Support Clients on Their Path to Financial Wellness? Apply today and become part of a team committed to making a difference; one call at a time.

• Coach, mentor, and develop new hire sellers to help them build strong sales habits and role readiness. • Partner with Learning & Development to facilitate monthly new hire boot camps and reinforce onboarding objectives. • Deliver training reinforcement, assess seller progress, and measure onboarding success to support retention and adoption. • Regularly review new hire training content and partner with stakeholders to recommend updates that keep onboarding relevant and effective. • Prepare sales activity reports, communications, and follow-up updates for the AVP Midmarket Business Development and Area Sales Managers. • Successfully recruit, train, and support new sellers as they transition into their permanent sales teams. • Create detailed development plans for each new hire seller and ensure a smooth handoff to their permanent Area Sales Manager. • Serve as the primary interface between Sales, Sales Effectiveness, and Sales Enablement as it relates to tools and process for the AD, AS and B2B role. • Work closely with Area Sales Managers, B2Bs, Senior Account Developers, Account Developers, and Account Specialists to ensure tools and processes are communicated, adopted, and effective.

Role Description No dia a dia você irá: - Liderar o time de onboarding, acompanhando performance, desenvolvimento e rotina operacional; - Garantir a condução da jornada de implantação ponta a ponta, desde o handoff comercial até a ativação completa do cliente; - Gerenciar carteira de clientes e projetos simultaneamente, garantindo organização, priorização e cumprimento de SLAs; - Atuar diretamente com clientes em reuniões, WhatsApp, e-mail e demais canais de comunicação; - Acompanhar indicadores operacionais e construir reports executivos da área; - Identificar gargalos, oportunidades de melhoria e propor evoluções de processo e produto; - Garantir excelência na experiência do cliente durante toda a jornada de onboarding; - Trabalhar em parceria com áreas como Comercial, Customer Success, Produto, Suporte e Tech; - Apoiar na construção de fluxos, playbooks, automações e iniciativas de escalabilidade operacional; - Conduzir apresentações executivas e alinhamentos estratégicos com stakeholders internos e clientes. Qualifications - Experiência prévia com operações de onboarding, implantação, customer success, projetos ou operações; - Experiência com liderança e desenvolvimento de times; - Forte capacidade de organização e gestão de múltiplos projetos simultaneamente; - Perfil analítico e experiência com acompanhamento de indicadores; - Excelente comunicação verbal e escrita; - Vivência com atendimento consultivo e gestão de relacionamento com clientes; - Experiência na construção de apresentações executivas e reports gerenciais; - Conhecimento em ferramentas de CRM, gestão de projetos e atendimento; - Excel intermediário/avançado. Requirements - Experiência em empresas SaaS, EdTech ou tecnologia; - Vivência com operações escaláveis e gestão de alto volume de clientes; - Conhecimento em melhoria contínua, automações e otimização de processos; - Experiência com ferramentas como HubSpot, Pipefy, Metabase ou similares; - Experiência em operações de implantação de plataformas digitais; - Conhecimento em indicadores de experiência do cliente, onboarding e adoção; - Facilidade em atuar em ambientes dinâmicos, em crescimento e transformação. Benefits - Auxílio alimentação e/ou refeição; - Plano de saúde e odontológico; - Vale transporte; - Licença maternidade e paternidade estendida; - Auxílio creche; - Cuidado com a saúde: parceria com a Wellhub e Zenklub; - Incentivo à educação; - Desconto em passagens aéreas; - Parceria com plano de saúde para Pet; - Acesso aos materiais didáticos Arco para filhos de colaboradores; - Parcerias para MBA e Pós Graduação.