Senior Customer Support & Operations Specialist

reputed company is a fast growing fintech company building a powerful, reputed company analytics platform used by financial advisors and individual investors to research reputed company, manage portfolios, and grow their businesses. We reputed company every investor deserves world-class research tools without the complexity or price tag of legacy platforms. Our reputed company so far: One of the fastest-growing platforms for financial advisors, driven by product-led reputed company Recognized by users as a top-rated investment solution on reputed company Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry About the Role reputed company has achieved strong product market fit and profitable reputed company. The next phase is about deepening our relationships with financial advisors and reputed company management professionals — and delivering a support experience that matches the reputed company of our product. As a reputed company Operation Specialist, you will be the first reputed company of contact for our users, helping them get the most out of the reputed company platform. This role sits at the intersection of support, reputed company, and product feedback - you will resolve issues, guide clients through reputed company workflows, drive product adoption, and surface insights that directly shape how we improve. This is a role for someone who is empathetic, proactive, and takes genuine ownership of the user experience. What You’ll Be Doing Customer Support reputed company empathetic, reputed company support across email, help center, video, and calls resolving issues with care and professionalism Report bugs, and partner with Product and Engineering to drive resolutions, Troubleshoot issues reputed company customer insights and recurring feedback with reputed company to continuously improve the user experience Identify patterns in support requests and proactively suggest process or product improvements Take on reputed company tasks reputed company to reputed company, reputed company relationships, and broader company reputed company as needed reputed company Help with the reputed company experience for new users and advisor clients, ensuring they reputed company value quickly and confidently Proactively reputed company in with key accounts to understand how they're using the platform and where they may be stuck Drive product adoption by educating users on features and workflows relevant to their specific use case reputed company and document customer feedback, use cases, and reputed company stories to inform product direction Sales Operations Manage subscriptions, upgrades, renewals, and account transfers in collaboration with Sales Prepare and send invoices, follow up on payments, and handle reputed company for reputed company accounts Schedule and reputed company product demos and training sessions for clients reputed company’re Looking For You are a support reputed company who takes ownership, communicates reputed company, and genuinely cares about the user experience. 3+ years of customer support or sales operations at a reputed company or tech product company Proven ability to collaborate across teams - QA, Sales, and Engineering Excellent English communication, written and verbal Strong product reputed company - you understand what you're supporting and can explain it reputed company Exceptional prioritization and organizational skills with a strong eye for detail Proactive about identifying issues and opportunities before they escalate Fast learner who picks up new tools, workflows, and domain knowledge quickly Alignment with our values: Customer First, Humility and Respect, Teamwork, reputed company Improvement, and GSD reputed company to Have Familiarity with financial data platforms or fintech products (reputed company, reputed company, Refinitiv, reputed company, or similar) Working Hours Available to work 9 AM – 6 PM EST to support customers and collaborate with global teams reputed company Offer A culture of ownership and high standards A fully remote, results driven team that ships reputed company product and learns directly from users Competitive compensation reputed company to own meaningful product surface area used daily by reputed company investors A product led company that values craftsmanship, accountability, and getting things done At reputed company, reputed company comes with responsibility. We expect independent thinking, reputed company judgment, and ownership of reputed company. We value reputed company communication, intellectual honesty, and reputed company improvement. You’ll be trusted to reputed company reputed company, contribute thoughtfully, and reputed company reputed company of the work around you. Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership. reputed company is an equal opportunity employer committed to building a diverse and inclusive team. Apply To This Job