Client Operations Associate - West Coast Remote

What you will do

• 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

What we look for in you

• 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
• Great communicator, conversationalist
• Highly adaptable; able to shift focus on the fly and balance many tasks
• Ability to identify trends in data and make decisions based on analyses
• Excel/Google Sheets, SQL, product management experience a plus, but not required
• Preference to candidates with a degree in Communication, Business Finance, Business Operations, Business Marketing, or Information Systems

Salary and benefits

• Salary: $70,000 - Full Time
• Competitive compensation and equity
• Unlimited PTO
• Medical, dental, and vision insurance
• 401k
• Fully remote option - West Coast only (PST)

Interview Process