
51 - 200 employees
Founded 2018
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
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.
🔥 3 minutes ago
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51 - 200 employees
Founded 2018
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
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 our members and planners, nurturing long-lasting relationships. • Ensure adherence to our Service Level Agreements (SLAs) for response times and customer satisfaction. • Proactively identify trends and issues to enhance the user experience. • Go above and beyond to deliver a world-class customer experience by meeting and exceeding user needs • Develop a deep understanding of our products to offer informed support and advice. • Gather customer feedback to inform product improvements and customer experience strategies.
• 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 systems, specifically Zendesk • Experience with start-ups • Experience working with contractors • Candidates must be legally authorized to work in the United States. Origin does not sponsor visas.
• Generous base salary • Meaningful equity package • Healthcare and wellness programs: Healthcare • Wellness stipend • Mental wellness program • Unlimited access to financial planning • Life insurance for USA-based Originals • Unlimited DPTO • Paid Parental Leave
Apply Now🔥 3 hours ago
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