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The growth platform for wealth management firms. Makers of Riskalyze since 2011.
Customer Support Representative
Location
United States
Posted
149 days ago
Salary
$40K - $45K / year
Seniority
Senior
Job Description
Customer Support Representative
Nitrogen
• Provide fast and delightful initial responses to customer requests (first response) via live chat, email, and phone. • Relay tones of delight, helpfulness, and a positive attitude with customers during every interaction (CSAT/Delight). • Resolve first-level questions, and provide expectations related to product issues in a timely manner (full resolution). • Develop ways to reduce or deflect the number of tickets we process. • Identify and escalate technical issues to internal stakeholders and report to QA and engineering teams when needed (bug reporting). • Provide valuable product ideas to the product team. You are the “voice of the customer.” (product idea submissions) • Triage customer inquiries quickly to help maximize renewals and minimize churn (straight retention). • Discover growth opportunities and work with teammates in Sales and Customer Success (net retention). • Improve and leverage user-facing educational resources (e.g., KBs, Academy, webinars). • Train and mentor new Customer Support Reps through feedback loops like Peer Reviews, the Buddy System, and team collaboration (continued learning).
Job Requirements
- Ability to work well in a high-energy, fast paced, and constantly changing environment.
- Speak the language of our core audiences: advisors, broker dealers, corporate RIAs, custodians and clearing firms, asset managers, and compliance departments.
- Excellent verbal and written communication skills for interactions with customers, partners, and prospects.
- Listening and demonstrating true empathy (building rapport) with customers (seeking to understand).
- Articulate complicated information, and simplify how-to steps, via written and verbal communication that is simple, clear, concise, professional, and friendly (delight).
- Stellar skills in specific subject matter. Ability to teach updates, processes, and explain complex issues to customers and teammates.
- Strong knowledge about computers, operating systems, browsers, and ability to document and reproduce basic issues.
- Willingness to proactively reach out, initiating conversations, and providing assistance to customers and teammates.
- Take responsibility for following up with users, customers, engineers, and other stakeholders to ensure that a support conversation is resolved in a timely manner.
- Ability to juggle and triage competing demands between support inquiries at multiple levels, and scheduled commitments (e.g. 15Fives, 1:1s, Peer Reviews, Lessonly's).
- Possess a willingness to work hard and a determination to do what it takes to ensure that customers are delighted.
- Intelligent, adaptive, and teachable. Willing to accept constant feedback and continually improve.
- Strive to reach your full potential — everyone is expected to grow and improve.
Benefits
- 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
- Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.
- Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family.
- Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options!
- Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
- Discounted pet insurance available. Pets are family too!!
- 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well.
- 11 paid company holidays per year. Enjoy your time off; you deserve it!
- Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
- Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together.
- Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.
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