Experienced Customer Support Manager for Financial Technology Solutions – Remote Opportunity to Drive Customer Success and Growth

Welcome to blithequark: A Global Leader in Financial Technology

At blithequark, we believe that sound financial advice has the power to transform lives and should be accessible to everyone, not just a select few. As a global business, we welcome bold ideas, diverse perspectives, and innovative thinking. Our mission is to widen access to financial advice through leading technology that powers the advisory experience. We're committed to creating a work environment that values collaboration, creativity, and continuous learning, where everyone can thrive and grow.

About Our Company Culture

blithequark operates independently under its own brand as a wholly owned subsidiary of a global leader in the asset management industry. We're proud of our unique culture, which is built on the principles of inclusivity, diversity, and equality. We believe that our differences are what make us stronger, and we're committed to creating a workplace where everyone feels valued, respected, and empowered to contribute their best work. Our culture is centered around our core values of innovation, customer-centricity, and teamwork, and we're looking for talented individuals who share these values and are passionate about making a difference in the financial services industry.

Job Overview

We're seeking an experienced and highly motivated Customer Support Manager to join our Customer Success Team. As a key member of our team, you'll be responsible for providing exceptional support to our customers, ensuring their success and satisfaction with our financial technology solutions. This is a remote opportunity, offering the flexibility to work from anywhere and collaborate with our global team. If you're passionate about delivering outstanding customer experiences, driving growth, and working in a dynamic and innovative environment, we want to hear from you.

Key Responsibilities

• Provide expert support to our customers, responding to requests for assistance, and resolving issues in a timely and professional manner
• Develop and maintain strong relationships with our customers, understanding their needs and providing tailored solutions to meet their requirements
• Collaborate with our product and engineering teams to resolve complex issues, provide feedback on our solutions, and contribute to the development of new features and enhancements
• Train customers on our solutions, including intelliflo office and intelliflo Portfolio, and provide ongoing education and support to ensure they get the most out of our technology
• Work closely with our sales and marketing teams to identify new business opportunities, drive growth, and expand our customer base
• Develop and implement processes and procedures to improve customer satisfaction, reduce support requests, and increase efficiency
• Provide guidance and support to junior team members, sharing knowledge and best practices to enhance the quality and efficiency of our customer experience
• Participate in quarterly business reviews, providing insights and recommendations to senior management on how to improve our customer success strategy and drive business growth

Essential Qualifications

• Bachelor's degree or higher in Finance, Technology, Business Administration, or a related field
• Minimum of 4 years of customer support experience in a software or financial services environment, with a strong track record of delivering exceptional customer experiences
• Experience with Salesforce and other customer relationship management (CRM) systems
• Working knowledge of MS Windows, MS Office, and system architecture and environments
• Excellent communication, problem-solving, and interpersonal skills, with the ability to work effectively in a remote team environment
• Ability to prioritize and manage multiple complex issues, adapt to changing priorities, and work in a fast-paced environment

Preferred Qualifications

• 2-4 years of financial services experience, with a strong understanding of the industry and its trends
• Experience with SAAS solutions and cloud-based technologies
• Knowledge of financial planning, investment, and portfolio management principles
• Certifications in customer support, sales, or marketing, such as CCNA, CSPO, or CSM
• Experience with data analysis, reporting, and visualization tools, such as Tableau or Power BI

Skills and Competencies

• Strong customer focus, with a passion for delivering exceptional customer experiences
• Excellent communication, interpersonal, and problem-solving skills
• Ability to work effectively in a remote team environment, with a strong sense of self-motivation and discipline
• Strong technical skills, with the ability to learn and adapt to new technologies and systems
• Ability to prioritize and manage multiple complex issues, with a strong sense of urgency and attention to detail
• Strong analytical and problem-solving skills, with the ability to analyze data, identify trends, and develop insights

Career Growth and Development

At blithequark, we're committed to helping our employees grow and develop in their careers. We offer a range of training and development programs, including mentorship, coaching, and formal training courses. Our goal is to help you build the skills and knowledge you need to succeed in your role and advance in your career. We also offer opportunities for career progression, both within our customer success team and across the broader organization.

Work Environment and Company Culture

Our workplace model is designed to capture the benefits of enhanced flexibility, while enabling in-person learning, collaboration, and connection when possible. We offer a range of benefits, including competitive pay, retirement savings plans, generous health and wellness benefits, and more. Our company culture is centered around our core values of innovation, customer-centricity, and teamwork, and we're committed to creating a workplace where everyone feels valued, respected, and empowered to contribute their best work.

Compensation and Benefits

We offer a competitive compensation package, including a salary range of $80,000 - $110,000 per year, depending on experience. We also offer a range of benefits, including:

• Retirement savings plans, including a 401(k) or pension plan
• Generous health and wellness benefits, including medical, dental, and vision insurance
• Life insurance and disability benefits
• Flexible work arrangements, including remote work options and flexible hours
• Opportunities for career growth and development, including training and development programs
• Access to cutting-edge technology and tools, including the latest software and hardware
• A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional customer experiences

Conclusion

If you're a motivated and experienced customer support professional looking for a new challenge, we want to hear from you. Our Customer Support Manager role offers the opportunity to work with a leading financial technology company, deliver exceptional customer experiences, and drive growth and success. Apply now to join our team and take your career to the next level. We're committed to diversity, equality, and inclusion, and we welcome applications from talented individuals from all backgrounds. Don't miss out on this exciting opportunity to join a dynamic and innovative team and make a real difference in the financial services industry.