Ability and interest to work in a fast-paced fintech startup environment.
High agency self starter.
Collaborate and problem-solve well.
Customer-facing experience preferred (though not mandatory).
Great communicator, conversationalist.
Highly adaptable; able to shift focus on the fly and balance many tasks simultaneously.
Ability to identify trends in data and make decisions based on analyses.
Proficiency with Excel/Google Sheets (preferred but not required).
Experience or knowledge of SQL is a plus, though it's also not mandatory.
Preference for candidates holding degrees in Communication, Business Finance, Business Operations, Business Marketing, or Information Systems; however, this education requirement can be waived if the candidate has equivalent experience that demonstrates their ability to perform job responsibilities effectively.
Responsibilities
Directly interface with clients to manage questions and feedback about our products and services.
Analyze and identify trends in client activity and inquiries.
Identify and develop operational efficiencies to scale the business and processes.
Refine the business rules, automations, and communication methods across Client Operations.
Act as a liaison between clients and our various internal teams–Relationship Management, Engineering, Financial Operations, Risk Management, and Client Services–to support business needs, improve the product, and enhance the client experience.