SortMe is on a mission to take the stress out of personal finance. Our platform helps users understand their money, build better financial habits, and make smarter decisions with confidence. We believe in transparency, integrity, and empowering people to take control of their financial futures.
As we scale, we’re looking for a passionate Customer Success Specialist to help users get the most out of SortMe and champion their success from day one.
As a Customer Success Specialist, you’ll be the frontline guide for new SortMe users—helping them onboard, understand our tools, and build confidence in managing their money through our platform. You’ll own the onboarding process end-to-end, from welcoming new clients to providing tailored walkthroughs via video calls.
You’ll also play a crucial role in closing the feedback loop: gathering user insights, identifying patterns, and reporting them clearly to Product and Leadership. Your work will directly shape our roadmap and the way we serve customers.
This role is ideal for someone who is energised by helping people, confident in reaching out proactively, and eager to contribute to a mission-driven startup environment.
SortMe is the perfect solution for taking control of my finances. Many useful features (bank connection, automatic categorisation, budgeting, net worth, etc) that really tick the boxes of everything I could want from personal finance software. Finally found an upgrade from the homemade Excel spreadsheet!
SortMe is a great free tool to help you understand where your money goes. It is more comprehensive than some paid tools on the market and easier to use.
Easy to navigate. Easy visuals to track spends and proportion of income on spends. Particularly like the recurring transactions feature.
SortMe has helped us find and cancel app subscriptions we didn't need. Saving us over $2,000 per year. It's so worth it.
My go-to for financial management, streamlining the chaos of multiple apps. It's an invaluable tool, simplifying the process with useful features like net worth, transactions, and goal setting. Now, I can easily track my financial health, contributing not just to financial clarity but also improving my overall well-being.
I wish I had this software years ago, it is dramatically changed my approach to spending. A game changer for me! Super easy to use and data presented in a meaningful way that keeps you motivated and not to spend too much!
SortMe has done all the thinking behind what I need to set up a realistic budget, have oversight into my financial position, and make positive financial steps. I love the tips for saving it gives based on my spending - the random subscriptions that I didn’t want but hadn’t been able to quite nail down have been nailed down and cancelled! Super user-friendly. Highly recommend SortMe.
SortMe is a fantastic way to manage your finances. A solid 9/10 so far in terms of everything I’d hope for. I found it very seamless and a lot less convoluted than other apps out there.
I have already recommended you! I've been made to feel comfortable, and welcome. There is no judgement! The website is informative and easy to navigate. You make it seem like financial freedom is possible!
Before we found SortMe, we found it overwhelming trying to manage the various accounts between us. We could never quite figure out where our money was going. As soon as we signed up to SortMe, that changed instantly. We could see exactly what we were spending and where we needed to pull back. Amazing tool. Highly recommend.
I found a $780 transaction that I had forgot to expense back to the company. SortMe has already paid itself back may times. Brilliant.
Very easy to use platform - much nicer UX than other 'budgeting'/'tracking' software I've used previously. Swift replies from Customer Support (or directly from the CTO!) with any queries. Loving the daily update for keeping me in the know with money in and out.
