
51 - 200 employees
Founded 2018
đź’Ľ Consulting
🏥 Healthcare
🛡️ Insurance
Consulting • Healthcare • Insurance
Origin is a consumer-focused AI-powered financial advisor and money management platform that aggregates bank accounts, investments, and other financial data to track spending, net worth, and goals in one place. It provides AI-driven budgeting, subscription management, portfolio monitoring, scenario forecasting, and shared/couples accounts, and offers investment advisory services through a registered investment advisor subsidiary. Origin combines personalized, data-grounded AI insights with regulated investment products to help users simplify money management and make informed financial decisions.
🔥 8 minutes ago
🇺🇸 United States – Remote
⏱ Part Time
🟢 Junior
🟡 Mid-level
đź’ť Customer Support
🦅 H1B Visa Sponsor
đź‘» Ghost score 10%
Where this job comes from
Posted on Origin's careers page, not through a job board
First seen by Remote Rocketship 8 minutes ago

51 - 200 employees
Founded 2018
đź’Ľ Consulting
🏥 Healthcare
🛡️ Insurance
Consulting • Healthcare • Insurance
Origin is a consumer-focused AI-powered financial advisor and money management platform that aggregates bank accounts, investments, and other financial data to track spending, net worth, and goals in one place. It provides AI-driven budgeting, subscription management, portfolio monitoring, scenario forecasting, and shared/couples accounts, and offers investment advisory services through a registered investment advisor subsidiary. Origin combines personalized, data-grounded AI insights with regulated investment products to help users simplify money management and make informed financial decisions.
• Provide exceptional email, chat and phone support to members and financial planners • Nurture long-lasting customer relationships • Ensure adherence to service level agreements for response times and customer satisfaction • Proactively identify trends and issues to enhance the user experience • Meet and exceed user needs to deliver a world-class customer experience • Develop a deep understanding of Origin's products to provide informed support and advice • Gather customer feedback to inform product improvements and customer experience strategies • Work primarily peak weekday hours and one weekend shift • Report directly to the CX Support Manager
• At least 2-3 years of experience in a support or customer-facing role • Strong verbal and written communication skills • Passion for helping people and a positive, can-do attitude • Comfortable with SaaS platforms and fintech applications • Ability to diagnose and resolve customer issues effectively • Bachelor's degree or equivalent experience in business, finance, or related fields • Experience using Zendesk preferred • Experience with start-ups preferred • Experience working with contractors preferred • Candidates must be legally authorized to work in the United States • Origin does not sponsor visas
• Generous base salary • Meaningful equity package • Healthcare • Wellness stipend • Mental wellness program • Unlimited access to financial planning • Life insurance for USA-based Originals • Unlimited DPTO • Remote-first culture • Paid Parental Leave • Flexible hours • Opportunity for career progression and long-term professional development
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