Customer Success Associate

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🕒 April 29

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Capitect

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2014

💳 Fintech

🤝 B2B

🔌 API

Fintech • B2B • API

Capitect is a modern financial technology platform that provides performance reporting, billing, and portfolio rebalancing solutions tailored for financial advisors. It allows advisors to report and bill effortlessly across various account types, including custodial and cryptocurrency accounts. With features like personalized target portfolios, client fee billing, and account aggregation, Capitect aims to enhance the advisor-client relationship and streamline financial management processes.

📋 Description

• 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