Customer Support Representative

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Fiscal AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💳 Fintech

☁️ SaaS

🔌 API

Fintech • SaaS • API

Fiscal AI is a modern financial data company that provides an all-in-one research terminal and institutional-grade APIs delivering clean, real-time fundamentals for public equities, ETFs, and funds. The platform combines high-quality standardized and as-reported financials, investor relations content, KPI data, AI-powered summaries, dashboards, and data visualization to speed research workflows for investors and institutions. Fiscal AI serves both individual investors and enterprise clients, emphasizing data quality, auditability, low-latency delivery, and SOC2 Type II security.

📋 Description

• Own first-line customer support for Fiscal.ai users across email, Slack, and ticketing systems • Troubleshoot account, billing, product, API, MCP, and financial data issues with strong triage judgment • Explain financial data, platform limitations, API access, coverage, and update timing in concise, customer-friendly language • Escalate unresolved issues to Product, Data Operations, or Engineering with clear context • Identify recurring support patterns and surface product, documentation, data quality, or workflow improvements • Serve as the first point of contact and collaborate with Product, Engineering, and Data teams to resolve complex cases

🎯 Requirements

• 3+ years of experience in customer support, technical support, or customer success within SaaS, Fintech, financial data, or developer-facing products • Ability to understand and explain company financial statements, ratios, estimates, transcripts, tickers, exchanges, ETFs, ADRs, coverage gaps, and data update timing • Strong experience and interest in financial markets • Comfortable troubleshooting REST APIs, MCP integrations, API keys, JSON/error payloads, rate limits, browser issues, screenshots, and console logs • Ability to triage issues across support, billing, product, data operations, and engineering, and escalate with clear context • Strong ability to write concise, accurate, plain-language replies explaining technical or policy issues • Experience with shared inboxes, Slack/internal review workflows, Linear, and Stripe • Familiarity with fintech, market data, SaaS subscriptions, developer APIs, or investment research workflows is a strong advantage