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Client Success

Give our Clients the best welcome ever (like a warm hug)!

Customer Service Associate

Awesome welcome and client engagement

About Us

Formitize is a smart business platform providing software solutions to thousands of clients all over the world ranging from very small businesses right through to government agencies and many of the world’s largest corporations. We are a team of innovators looking for ways to do things better. Our “all in one” platform is evolving fast with a mission to be the world’s favourite smart business platform. We’re proud of where we are and what we do, but we’re super excited about where we are going and we’re growing our team of people to come on the journey with us.


The Team

Client Success


The Team’s Mission

Awesome welcome and client engagement


Job Title

Welcome Team Associate


Job ID



About the Role

We’re looking for the right person to join our Client Success Team as a Customer Service Associate. In this role, you'll help our clients throughout their journey with us. You will be engaging with our customers over the phone, by email and through web chat to welcome them and answer questions while guiding them through our different solutions.

A key aspect of your role is to ensure we’re providing a fantastic level of customer satisfaction through exceptional customer service and care. If you're new to the technology space, don't let that hold you back! We're here to help you learn and grow. We provide comprehensive training to equip you with all the necessary skills and knowledge. What we're looking for is a positive, bubbly, friendly, and eager-to-learn attitude – these qualities are essential in our team members.


About You

You will be a positive, engaging and happy person that loves talking to clients on the phone. You will be thorough and organised with a super clear telephone voice manner. You will enjoy making and receiving lots of phone calls with potential clients each day and helping direct them to the next stage in the Formitize new client pathway. You will be organised and look forward to following up with clients to check on progress and ensure they are moving through the Formitize Success Pathway

Ready to apply?