Customer Success Associate

is a bootstrapped, profitable startup that provides online software (SaaS) to wealth management firms looking to modernize their business. We are looking for an exceptional Customer Success Associate to join our team to help build an innovative wealth-tech company. As a growing startup, your role may change and expand as our needs shift and your capabilities grow.
Requirements

• Available to support users weekdays covering at least 9am ET to 5pm ET
• College graduate with 2-5 years of experience (customer support experience a plus)
• Strong written and verbal communication skills, especially in solving other people’s issues with empathy, patience, and clarity
• Ability to work under changing or unclear priorities and deadlines
• Interest in investments, wealth management, and technology

Benefits

• Position is fully remote with no plans to require in-office work
• Medical, dental, and vision insurance
• 401k with employer match
• Paid time off
• Stock option plan