Job description
This is a remote position.
Capitect 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. Responsibilities
Respond to support issues from users directly via email, Zendesk tickets, Zoom meetings, and phone calls
Onboard new users via Zoom
Expand and update our online knowledge base with articles, including images and videos
Lead online training sessions for a group of users in webinar format
Gather feedback from users to document and prioritize bugs and feature requests
Proactively communicate with existing users to ensure optimal use of available features
Travel to exhibit at industry conferences, typically 1-2 times per year
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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.