Product Specialist

🌳 About Bonsai

Bonsai helps thousands of agencies and consultancies around the world win new clients, deliver projects on time and get paid. 🌳

Bonsai's vision is to enhance operational efficiencies and driving profitability for consulting firms and agencies. The platform is meticulously designed to eliminate operational friction and simplify the management of business processes through its three core product suites: Client Management, Project Management, and Financial Management.

We're profitable, growing very quickly, and are backed by some of the world's best investors (YC, Matrix Partners, Index Ventures).

We've also been 90% remote since 2016 and our team is spread across 9 different countries.

About The Role

As our Product Specialist, your primary goal will be to ensure customers succeed with Bonsai by providing tailored onboarding, proactive support, and expert guidance. You’ll act as a trusted advisor for small businesses, helping them unlock the full potential of our platform and addressing their evolving needs.

In this role, you’ll own customer relationships from the moment they sign up, guide them through the onboarding process, and identify opportunities to deliver value through Bonsai’s features. By working closely with our Customer Success, Product, and Marketing teams, you’ll play a vital role in driving customer satisfaction, retention, and advocacy.

Responsibilities

• Onboarding Clients: Welcome new users and guide them through their first steps, ensuring they’re set up for success and feel confident using Bonsai.
• Building Relationships: Serve as a primary point of contact for clients, maintaining regular check-ins and tailoring solutions to their unique business needs.
• Proactive Engagement: Identify opportunities for clients to benefit from additional Bonsai features and provide recommendations that align with their goals.
• Client Advocacy: Share customer feedback and insights with internal teams to drive product improvements and enhance the overall customer experience.
• Problem Solving: Assist clients in overcoming any challenges with empathy and a solutions-oriented mindset.

• 1+ year of experience in Customer Success, Account Management, Sales, or similar roles, ideally within SaaS.
• Strong technical aptitude with the ability to quickly learn new tools and platforms.
• Proven track record of building and maintaining strong client relationships.
• Excellent written and verbal communication skills.
• Commitment to continuous growth and learning. You understand that every challenge is an opportunity and you get excited about learning new things.
• This is a fully remote position - experience with remote work is required and you will need access to a proper working environment, including super high-speed internet.
• Experience with Excel/Google Sheets

• Competitive compensation package — we know you will have a large impact on the company and we strive to compensate accordingly
• Remote-work option
• All-expenses paid team retreats — our last retreat was in Lisbon