Morningside Group

Customer Success Manager

• Client Onboarding - Conduct structured introduction calls to welcome new clients.
• Guide clients on their next steps, community engagement, and learning resources.
• Log call details in a CRM, track client status, and schedule follow-ups.
• Ongoing Client Support - Conduct follow-up calls to check progress, address challenges, and set goals.
• Support clients in skill development, content creation, and client acquisition.
• Send relevant learning materials as needed.
• Maintain accurate client records in a CRM, tracking their journey.
• Collaboration & Community Engagement - Work closely with leadership and coaches to refine the client success strategy.
• Process Optimization - Contribute to improving client tracking systems and processes.

QA Automation Engineer

• Plan and architect workflows across our existing tech stack
• Design scalable automation systems aligned with business needs
• Identify opportunities to streamline operations through automation
• Create automation workflows using Make.com, n8n, Zapier, Airtable, Close.com, and other platforms
• Build internal systems for team operations and efficiency
• Develop customer-facing workflows and integrations
• Create comprehensive backend documentation for all automations
• Maintain and troubleshoot existing systems
• Optimize workflows for efficiency, reliability, and scalability