Onboarding build
Project · 3–4 weeks
- Sales-to-CS handoff
- Kickoff template and milestones
- First-90-days plan and check-ins
- Simple customer tracking, no CRM needed
- Onboarding decks, emails and help docs
- Reminders and follow-ups that send themselves
Customer onboarding · Fractional CSM · AI & automation
Liftoff is the easy part.
Closing the deal gets you off the ground. I get your customers to orbit, keep them there, and put the busywork on autopilot.
8+ years at
What brings you here?
Pre-flight check
Sound familiar?
Flip anything that's true for your team to HOLD.
Mission control says
The flight path
From signed to staying
Scroll to fly. Each planet is a stage after the deal closes.
01 · Launch
Closed-won
Deal signed. Everyone celebrates.
Onboarding buildAuto: AI handoff brief
02 · Fuel check
Handoff
Every promise sales made gets passed on.
Onboarding buildAuto: nothing retyped
03 · Ignition
Kickoff
A clear plan the customer can see.
Onboarding buildFractional CSMAuto: welcome emails & reminders
04 · Ascent
Go-live
They're actually using it.
Onboarding buildFractional CSMAuto: usage alerts
05 · Orbit
First value
Day 90. They know what they got.
Onboarding buildFractional CSMAuto: AI call summaries
06 · Next mission
Renewal
No surprises. They stay.
Fractional CSMAuto: renewal nudges
Two ways to fly
What I do
Hands-on, inside your team. Not advice from the side.
Fractional CSM
Monthly · part-time
- I onboard and check in with your customers
- Account health tracked, risks flagged early
- Renewals prepared before they sneak up
- Your team coached on talking to customers
- A short monthly report for the founder
- AI and automations running the routine work
Specialty: fintech & finance teams
5+ years working with CFOs, VPs of finance, controllers and bookkeepers.
Autopilot on
Robots do the busywork
I've been building automations and AI tools for years. They come with everything I do, so your team can focus on what matters.
Autopilot handles
AI & automation
- Follow-ups and reminders
- Meeting notes and call summaries
- Handoff briefs from sales
- Health and usage alerts
- Status updates and reports
Your team focuses on
The human part
- Real conversations with customers
- Solving the hard problems
- Closing the next deal
- Building the product
Fuel
Pricing
Pick how much fuel your mission needs.
Onboarding build
from $3,000
3–4 weeks, handed over ready to run.
Starter
$2,500/mo
Up to 5 accounts. Weekly founder check-in.
Growth
$4,000/mo
Up to 10 accounts. Health tracking, renewals, monthly report.
Embedded
$5,500/mo
About 2 days a week. I run your whole CS function.
Automations included in every package. Monthly packages: 3-month minimum, then month to month. No setup fee.
Countdown
How it works
- 3Intro call
30 minutes, free. If I'm not the right fit, I'll say so.
- 2Proposal
Scope, price and timeline on one page, within 48 hours.
- 1Kickoff
Week one. I start doing the work with you, and automating what repeats.
Flight log
Planets I've visited
8+ years in fintech and payments. Tap any planet for the story.
2018–2020Partner Relationship & Ops ManagerNow part of Shift4 · NYSE
Story
Ran merchant onboarding and KYC/KYB at a licensed acquirer, and built onboarding playbooks so everything was collected upfront.
2020–2021Growth Partnership ManagerNYSE-listed · now Unity
Story
Partnerships with a target attached. Hit 101% of my annual sales and partnership targets in 2020.
2021Partnership ManagerTaken private for $6.3B
Story
Managed strategic payment partnerships and integrations end to end, and was the main escalation point when things broke.
2021–2024Founding Account ManagerFirst AM · backed by Tiger Global
Story
First account manager. Helped build the team, wrote training and onboarding materials, owned KYC/KYB onboarding and helped finance teams reconcile. Later led a new banking rollout.
2024–2026Customer Success ManagerBacked by Felicis & Bessemer
Story
Owned finance and treasury accounts from onboarding to renewal, led API, SFTP and Open Banking onboarding, then built the support operations setup and trained the CSMs.
Before fintech: business development and operations, and a B.A. in Business & Marketing.
Incoming transmissions
What people say
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 Deci was 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. Any company would be lucky to have him in their team.
Before you ask
Questions
We don't have a CRM yet. Is that a problem?
Not at all. That's where I like to start. I set up a process that works with spreadsheets and the tools you already use, and automate it from day one.
What do you automate?
Anything that repeats: follow-ups, reminders, meeting notes, handoff briefs, status updates and reports. I build it with AI and the tools you already have, and it stays with your team after I leave.
Can you work with our existing team?
Yes. I work inside your team, with your founders and sales people.
Do you do short engagements?
Yes. The onboarding build is 3–4 weeks. Monthly packages start with a 3-month minimum.
Only fintech companies?
No. Fintech and finance teams are my specialty, but onboarding works the same way in most B2B startups.
Where are you based?
Between Thailand and Israel, working remotely with teams in any overlapping time zone.
Will you sign an NDA?
Of course, before we get into details.
Ready for launch?
tomerhemeli@gmail.com+972 50 488 1810