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Client Success

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

Welcome Team 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

Formitize is looking to add to our Welcome Team. Welcome Team Associates play an important role as the “first impression” of Formitize as they are often the first team members to engage with our clients. We want new clients to feel welcome when they start with us and there is no better way then a friendly welcome call. Your role will be to contact new clients, welcome them to Formitize, understand their main challenges and direct them on the best client success path.


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?