Customer Support Specialist

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Provide exceptional technical support to our clients through phone, email, and chat while ensuring timely resolutions.

• Acquire in-depth knowledge of our continuously evolving software and the private markets sector to become a trusted expert who shares best practices and guides clients toward success.

• Enhance valuable B2B customer relationship skills by building robust connections with clients and serving as their reliable advisor.

• Collaborate closely with Customer Success Managers, Product Managers, and Software Engineers to identify and execute solutions tailored for our clients.

• Advocate for customers by relaying feedback to influence product development and software enhancements.

• Participate in cross-functional initiatives and strategic projects.

• Develop and improve internal documentation, processes, and procedures.

• Foster a positive and inclusive team environment by supporting colleagues and sharing your knowledge and expertise.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, MIS, or a related business field is preferred.

• Over 2 years of professional experience in a relevant environment.

• Exceptional written and verbal communication skills.

• Exhibit assertiveness and determination in addressing customer inquiries.

• Team-oriented mindset, high empathy levels, and a genuine passion for assisting others.

• Strong troubleshooting abilities, problem-solving skills, and analytical thinking.

• Outstanding time management and organizational capabilities.

• Strong technical skills and a willingness to learn and acquire new competencies.

🏝️ Benefits

• Comprehensive health, dental, and vision coverage for you and your family.

• Life insurance and disability benefits.

• Mental wellness support.

• Assistance for fertility and family growth.

• Flex Time Off in addition to company-paid holidays.

• Paid family leave, medical leave, and bereavement leave policies.

• 401k retirement savings plan.

• Healthcare FSA and commuter benefits programs.

• Allowance for customizing your home work and technology setup.

• Annual stipend for professional development.