Early-stage B2B startup? I'll onboard your customers properly, then run customer success until you're ready to hire your own. Hands-on, as part of your team.
Closing the deal gets you off the ground. I get your customers to orbit, with the manual work on autopilot.
Pick one and the journey starts. It changes what you see first.
Tap anything that sounds like your team.
I take care of everything that happens after the deal closes. Hire me to build it once, or to run it with you every month.
I build your onboarding, from signed contract to first value, then hand it over ready to run.
I become your part-time customer success manager and look after a set number of accounts, from the first call to the renewal.
Pick how much fuel your mission needs.
Usually 4–6 weeks. Ends with a working onboarding flow and a handover.
Up to 5 accounts. Onboarding focus, weekly check-in with the founder.
Up to 10 accounts. Onboarding plus health tracking and renewal prep, monthly report.
About 2 days a week inside your team. I run the whole customer success function, playbooks included.
Automations included in every package. Monthly packages have a 3-month minimum, then run month to month. No setup fee.
For 8+ years I've owned what happens after the deal closes: onboarding new customers, running accounts and getting them to renewal. I build processes and automate the repetitive parts, so the work runs with less manual effort and the team can focus on what matters. My background is fintech, with CFOs, controllers and bookkeepers as my customers. That's my edge, not my limit.
Less overhead, smoother work: I automate the repetitive tasks and connect the tools you already use.
We look at how you handle customers today and what you actually need. If I'm not the right fit, I'll tell you.
Scope, price and timeline on one page.
Access, intros to the team, and we get to work.
Every planet below is somewhere I onboarded, kept or grew customers.
What you get from itDeep payments know-how and onboarding playbooks that collect everything upfront, so customers skip the back-and-forth.
A licensed merchant acquirer. I ran merchant onboarding as gatekeeper and main point of contact, did first-level KYC screening, and drove clearance with Risk, Compliance, Finance and Legal. I also managed relationships with global APMs, acquirers and gateways, and wrote the onboarding protocols for working with them.
What you get from itSomeone who understands revenue, not just support. Happy customers are where growth comes from.
I managed commercial strategy and growth plans for Tier 1 partners, and led partner integrations with Developers, R&D and Business teams to solve performance and technical issues. I prepared and presented QBRs to management, and ran internal projects like team communication, department materials and training. I hit 101% of my annual targets in 2020, my best year.
What you get from itCalm under pressure. When an integration stalls or a customer escalates, the right people get moving fast.
I built and managed relationships with EU-based PSPs, payment facilitators, gateways and introducers. I supported the onboarding of new partners, matching their integration needs to business goals, and worked across teams to clarify requirements and keep the partner experience smooth. I was the go-to contact for business and technical escalations, making sure they were resolved on time.
What you get from itExperience building customer success from the ground up, and knowledge of what a startup needs before customers pile up.
The first account manager at the company. I was part of the team that built account management, created training and onboarding materials, owned KYC onboarding with Compliance, and helped client finance teams get the most out of their corporate spend. Later I led the rollout of new banking infrastructure and launched a new expense reimbursement product, training the CSMs on it and coaching them on how to sell it.
What you get from itProven onboarding and support processes I've already built and run with real customers, from first setup to renewal.
I owned client accounts end to end, from onboarding through renewal and expansion. My customers were finance and treasury teams. I led onboarding projects with the Integrations team (API, SFTP, Open Banking) and supported clients through month-end close. Then I designed the support operations setup: workflows, triage, escalation paths, and training for the CSMs.
Before tech: a B.A. in Business, then sales, marketing, operations and team lead roles across different companies, plus independent projects.
From people I've worked with.
He knew how to position Mesh perfectly within our workflow, making sure we used it to its fullest and pushing every product request I had. Even though he had many other clients, I always felt like I was the only one.
When we were acquired, we took Tomer out for lunch as a thank-you. No other support team from any of our tools earned that. He truly stood out.
Tomer is one of the most hardworking and talented colleagues I have had the pleasure of working with. He has great interpersonal and leadership skills and a true passion for the payments industry. Any company would be lucky to have him in their team.
Not at all. That's exactly where I like to start. I set up a process that works with spreadsheets and the tools you already use, so you know what you need before you pay for any software.
Anything that repeats: welcome emails, follow-ups, reminders, the handoff from sales, customer tracking, renewal alerts and status updates. I build it with AI and the tools you already have, and it stays with your team after I leave.
Yes. I work inside your team, in your Slack or WhatsApp, with your founders and sales people. It's hands-on work, not advice from the side.
Yes. The onboarding build usually takes 4–6 weeks. Monthly packages start with a 3-month minimum.
No. Fintech and finance teams are where I have the most depth, but the core of good onboarding and customer success carries over to most B2B startups. I adapt it to your product and your customers.
Between Thailand and Israel, working remotely with teams in any time zone.
Of course, before we get into any details.