Onboarding New Accounts
Senior · Fractional Customer Success Manager · Remote · United States
- Company
- Digital bank with a regional branch network · 51–200 employeesCL-87154 · based in Walla Walla
- Where
- Remote · United States
- Format
- Regular role
- Time needed
- 4–10 h a week
- Start
- Starts within 7 days
- Level
- Senior · 5-10 years
- When you work
- Weekday evenings3 h a week overlap with PT
The company is already looking at 4 profiles for this task. It is still open: new profiles are added to the shortlist until the company decides.
9 professionals have asked about this task1,129 tasks of this type completed on Deftridge
About this task
This digital bank with a regional branch network (51–200 employees) is looking for a senior Fractional Customer Success Manager for an ongoing part-time engagement of 4–10 h a week. Leads new customers through setup to first value.
The person who did this left, and the company would rather bring in an experienced part-timer than rush a permanent hire. It is a regulated bank; the work is documented and reviewed before anything is signed off.
The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. Most people do this on weekday evenings; replies inside the working day are not expected. About 3 hours a week should overlap with the team's day (PT).
What you deliver
- Onboard five new enterprise accounts a month with a plan, calls and success criteria.
- Work logged against the agreed list, so the company contact can see progress without a call
- A written update every Tuesday with what was done, what is next and anything blocked
- Questions collected in one thread, answered within one working day
What a week looks like
- Wednesday: 15-minute check-in to agree the week's items
- Thursday: main working block (4 hours)
- Tuesday: hand-off note with what shipped and what is open
Duration: 12 weeks, renewable. Accepted when the output matches the agreed checklist and the sample check passes; the recruiter confirms by e-mail.
Tools
Who fits
- 5-10 years of hands-on work as a Fractional Customer Success Manager, or the equivalent mix of roles
- Comfortable working in Gainsight, HubSpot and Zoom
- Your own work history stays private; the company sees a first name, your field and a rate
Nice to have
- A habit of asking one clarifying question early rather than five late
- Used to short written handovers
Not included
- On-call availability outside the agreed window
- Work outside the scope written in the brief; extra items are quoted separately
- Anything that needs a signature in your own name unless the brief says so
How you get paid
- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
- Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
- You never chase the company. Questions about money go to Deftridge.
What happens after you say you're interested
- Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
- You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
- With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
- StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.
What the company sees about you
First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.
- Experience
- 5-10 years in operations & assistance
- Tools
- Gainsight, HubSpot, Zoom
- Offers
- 7 hours a week, weekday evenings
- Rate
- $79 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, $79 an hour, is above the median senior Fractional Customer Success Manager rate in the United States ($75). The shaded band is the 25th to 75th percentile of the market.
All Fractional Customer Success Manager jobs in United States · Fractional Customer Success Manager rates in United States · Operations & Assistance jobs
Questions about pay and privacy
The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.
CL-87154 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.