Smart Role Achieves SOC 2 Type 2 Compliance — Built for Speed, Designed for Trust
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At Smart Role, our mission is to help customer support teams ramp up faster and perform better through immersive, AI-powered training. But when it comes to scaling with enterprise clients, performance alone isn’t enough. You need to build trust.
Today, we’re proud to announce that Smart Role is officially SOC 2 Type 2 compliant.
This certification is more than just a security checkbox, it’s a signal to our customers, partners, and prospects that we’re serious about protecting their data and operating with enterprise-grade rigor.
What is SOC 2 Type 2?
SOC 2 is the industry gold standard for how SaaS companies handle sensitive customer data. While SOC 2 Type 1 looks at the design of security controls at a single point in time, Type 2 evaluates how those controls perform over an extended period — typically 3 to 12 months.
The audit covers five key principles:
🔐 Security
🌐 Availability
⚙️ Processing Integrity
🤝 Confidentiality
🛡️ Privacy
Achieving Type 2 compliance demonstrates that we don’t just have the right systems on paper, they’re working day in, day out.
Why we moved fast on compliance
For startups, it’s easy to delay compliance in favor of product development or growth. But as we started partnering with larger organizations, in industries like travel, fintech, and BPO — security expectations became non-negotiable.
We knew that without SOC 2 Type 2, we risked being disqualified from enterprise deals, no matter how powerful our product was.
The challenge?
As a fast-growing startup, we had no existing policies, limited bandwidth, and a long list of competing priorities.
“We understood that building a strong security program would take a tremendous amount of time and effort. With so many other priorities across our product and customer roadmap, it just didn’t make sense to take it all on ourselves.”
— Sven Gaubert, CTO, Smart Role
So we looked for a way to move fast without compromising on quality.
How we did it — and what we learned
We implemented a scalable security program from the ground up, including:
✅ Centralized policies and compliance documentation
✅ Secure access and identity management across our cloud stack
✅ Audit-aligned workflows for platforms like GitHub and AWS
✅ Full device management and secure onboarding for our team
In just under a month, we went from zero to SOC 2-ready. By the time the audit window opened, our systems were not just compliant — they were robust, trackable, and scalable.
This approach let us:
🚀 Cut compliance setup time by over 50%
🔍 Improve visibility across our infrastructure and responsibilities
🔐 Strengthen access controls and reduce manual coordination
⚙️ Maintain dev velocity — without slowing down product delivery
What this means for our customers
With this milestone, Smart Role is ready to support even the most security-conscious organizations. Whether you’re training 10 or 1,000 agents, you can count on us to provide a platform that is:
Secure by design
Enterprise-ready
Built for continuous improvement and transparency
Our SOC 2 Type 2 compliance reflects our ongoing commitment to trust, resilience, and long-term partnerships.
Let’s build the future of customer support — securely.
If you’re looking to scale your support team with confidence, we’re here to help.
Smart Role offers fast, AI-powered training that fits seamlessly into your workflows — and now, it’s backed by the highest level of security and compliance.
“Success in customer service is 10% knowledge and 90% how you apply it in real situations.”
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