Onboarding New Accounts

About this task

This finance advisory firm for energy companies (501–1,000 employees) is looking for a manager 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 team is stretched and wants steady, predictable help instead of another full-time hire. It is a consulting firm, so client deadlines set the pace and handover notes are expected.

The team sits in Vancouver. Everything can be done remotely; an occasional visit is welcome and never required for the first month. 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.
• Questions collected in one thread, answered within one working day
• A short handover note when the engagement pauses or ends
• Work logged against the agreed list, so the company contact can see progress without a call

What a week looks like

• Daily: one hour at a time that suits you, inside the agreed window
• Friday: ten-minute sync if anything is blocked
• Monday: weekly summary posted to the shared thread

Duration: 8 weeks, renewable. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.

Tools

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 CAD 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

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. 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.

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.