Founding Head of Client Success

Posted 17 Hours Ago
Hiring Remotely in United States
Remote
Senior level
Healthtech • Information Technology • Social Impact • Software
The Role
Own the entire post-sale client lifecycle: onboard customers, review AI-generated compliance documents, deliver updates from regulatory monitoring, run upsell campaigns, retain and expand accounts, and feed product feedback to the founder. Build processes and define client success at an early-stage SaaS startup.
Summary Generated by Built In

Founding Head of Client Success PurpleBinder | Kansas City, MO (Remote-Friendly) | Equity Compensation

About PurpleBinder

PurpleBinder is an AI-powered compliance document governance platform that helps businesses create, manage, and continuously monitor operational documents like employee handbooks, policies, and SOPs. We generate documents using AI-assisted drafting with human review, then monitor federal, state, and local regulations to alert clients when their documents need updating. We serve restaurants, hospitality groups, HOAs, small businesses, and professional services firms. Based in Kansas City, MO, we are pre-launch with a production-ready platform and seeking our first paying customers.

The Role

We're looking for a Founding Head of Client Success to own the entire post-sale client experience from day one. You are the person who turns a signed customer into a happy, retained, expanding customer. When a client purchases a document, you fulfill it. When their compliance monitoring flags a regulatory change, you guide them through the update. When they're ready for their second document, you're the reason they don't hesitate.

You'll work directly with the founder and alongside our Head of Marketing. Marketing drives demand. You deliver on the promise. Together, you create the complete revenue cycle that turns PurpleBinder from a product into a business.

This is an equity-only position. There is no salary. You are joining as a co-builder, not an employee. The equity reflects that — you will hold a meaningful stake in a company you help build from pre-revenue to revenue. Your work directly determines whether clients stay, expand, and refer others. That makes you one of the most important people in the company.

What You'll Own

Client onboarding. When a new client signs up and purchases their first document, you're their first real interaction with PurpleBinder. You'll welcome them, walk them through the platform if needed, answer their questions, and make sure they feel confident they made the right decision. First impressions determine retention — you own that moment.

Document fulfillment. PurpleBinder uses an Account Manager-driven fulfillment model. Clients submit their intake and payment. You generate the document draft using our AI-assisted tools, review it for quality and accuracy, and deliver it to the client. You're not writing documents from scratch — the AI does the heavy lifting — but you're the human layer that ensures every deliverable meets a professional standard before a client sees it. You'll handle revisions when clients request changes and manage the back-and-forth until they accept.

Compliance monitoring response. When our regulatory scanning engine detects a change that affects a client's monitored document, you're the person who acts on it. You'll review the regulatory change, create a revised version of the affected document sections, and deliver the update to the client. This is the core value loop of our subscription product — the client pays $29/month because you make sure their documents never fall out of compliance without them knowing.

Upsell and expansion. Clients who purchase a one-time document but don't add compliance monitoring are leaving value on the table. You'll manage upsell campaigns using our built-in drip email system and promotions engine. You'll decide which clients to target, what promotions to offer, and when to reach out. Every client who converts from a one-time purchase to a monitoring subscription is recurring revenue you created.

Client retention and relationship management. You'll own the ongoing relationship with every client. That means checking in proactively, responding quickly when they have questions, managing subscription renewals, and being the person they trust to keep their compliance documents current. You'll track client health informally at first and help us build the formal processes as we grow.

Product feedback. You'll be the first person to hear what clients love, what frustrates them, what they wish the platform did differently, and what would make them refer a colleague. That feedback goes directly to the founder and shapes the product roadmap. At this stage, your voice carries more weight than any survey or analytics tool.

What a Typical Week Looks Like

Monday: Review the work queue. Three new document orders came in over the weekend — two Employee Handbooks and a PTO Policy. Generate drafts using the AI tools, review each one, deliver to clients. Check compliance monitoring alerts — one client in Missouri got flagged for a state leave law change. Review the regulatory update, draft the revised section, deliver to the client.

Tuesday: Follow up with a client who received their Employee Handbook last week but hasn't accepted it yet. Quick email — "Just checking in, let me know if you'd like any changes." Review the upsell campaign dashboard — two clients are in the drip sequence for compliance monitoring. One opened all three emails but hasn't subscribed. Send a personal follow-up offering the 20% launch promotion.

Wednesday: Onboard a new HOA client who just purchased a CC&Rs + Community Rules bundle. Walk them through the platform, explain how monitoring works, help them set up their organization profile with their community's location. They have questions about what regulations apply to HOAs in their state — you don't give legal advice, but you explain what PurpleBinder monitors and how they'll be alerted.

Thursday: A client requests changes to their delivered Arbitration Agreement — they want to modify the dispute resolution section. Review their notes, update the draft, re-deliver. Another client's monitoring subscription is up for renewal in two weeks — send a retention check-in with a summary of the compliance alerts they received this quarter and the value provided.

Friday: Sync with the founder. Share what you're hearing from clients — three people asked about a Workplace Violence Prevention Policy that we don't offer yet. Two clients mentioned they'd refer us if we had a referral program. One client said the intake questionnaire was confusing on question 7. This is the feedback that shapes the next product sprint.

What We're Looking For

Someone who has managed client relationships in a professional services, SaaS, HR, legal, or compliance context. You understand that client success at a startup isn't about playbooks and health scores — it's about making every single client feel like they're your most important account, because right now, they are.

You're a strong written communicator. Most of your client interaction will be through email and the platform's messaging system. You need to write clearly, professionally, and warmly. When a client receives a delivered document or a compliance update, the accompanying message should inspire confidence.

You're detail-oriented and quality-driven. The documents you deliver represent PurpleBinder's brand. A typo in an Employee Handbook or a missed section in a compliance update erodes trust instantly. You review everything before it goes out.

You're comfortable with AI tools. You don't need to be technical, but you need to be comfortable using AI-assisted drafting tools, reviewing AI-generated content, and understanding when the AI got it right versus when it needs human correction. You'll be trained on our specific workflow.

You're proactive, not reactive. You don't wait for clients to complain. You check in, you follow up, you anticipate needs. The best account managers make clients feel taken care of before they even realize they had a question.

You believe in what we're building. Equity-only compensation means you're betting on the outcome. You should genuinely believe that small businesses deserve better compliance tools and that PurpleBinder is the right product to deliver that.

What You're Getting

A meaningful equity stake in a company at the earliest possible stage. You will be named on the cap table as a founding team member. The exact percentage is negotiable based on your experience and commitment level, but it will reflect the fact that you are building this company alongside the founder.

Full ownership of the client experience. You define what great client success looks like at PurpleBinder. The processes you build, the communication templates you create, the retention strategies you develop — these become the foundation for the entire client success function as the company grows.

A production-ready product. You're not selling vaporware. The platform is built, tested, and ready for real clients. When you deliver a document to a client, it's generated by real AI, reviewed through a real governance workflow, and monitored by a real compliance engine. You're delivering genuine value, not a demo.

Direct access to the founder. You'll work side-by-side with the person who built every feature on the platform. When a client asks a question you can't answer, the founder is one message away. When you have an idea for improving the product, it goes directly to the person who can build it.

A path to a leadership role. If you perform in this role, you become the VP of Client Success or the Chief Customer Officer as PurpleBinder grows. You'll hire and build the team underneath you. The founding title isn't honorary — it reflects the trajectory.

Industries We Serve

Restaurants and food service, hospitality groups, HOAs and community associations, small businesses, nonprofits, professional services, healthcare, retail, construction, education, and financial services.

How to Apply

Send a note to [email protected] with the subject line "Founding Account Manager." Tell me three things: a time you turned a frustrated client into your biggest advocate, how you'd approach onboarding PurpleBinder's very first paying customer, and why equity-only comp works for you right now.

Strong preference to candidates located in the Kansas City metro.

Skills Required

  • Experience managing client relationships in professional services, SaaS, HR, legal, or compliance contexts
  • Strong written communication skills for customer messages and platform communication
  • Detail-oriented and quality-driven review of AI-generated documents
  • Comfortable using and reviewing AI-assisted drafting tools
  • Proactive account management including onboarding, retention, and upsell activities
  • Willingness to accept equity-only compensation (founding/co-builder role)
  • Ability to provide product feedback to shape roadmap and build client success processes
  • Strong preference for candidates located in the Kansas City metro
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The Company
30 Employees

What We Do

Purple Binder is a Chicago-based startup that leverages modern web technology to connect individuals with essential community social services, such as health clinics and food pantries. The company provides a knowledge management system and referral platform designed for social workers at non-profits, hospitals, and government agencies to streamline the process of matching clients with the services they need to maintain their health.

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