Customer Experience Associate
Core
Own the customer support inbox for a specific market, ensuring fast, accurate, and warm responses to financial advisers using AI tools.
Role type
Customer Experience Associate (Support)
Builds
Customer support operations and feedback loops for an AI platform serving financial advisers
Domain
Financial Services / SaaS
Deliverable
client delivery
Required skills
Customer support, inbox management, root cause analysis, written and verbal communication, prioritization, issue escalation, AI tool usage, global collaboration
Preferred skills
Financial services experience, product feedback synthesis, macro/help content creation, proactive triage
Responsibilities
Manage customer support inbox to achieve inbox zero, resolve complex queries and document template issues, escalate critical problems, gather customer feedback for product teams, collaborate globally for unified support, build internal support tools and macros
Seniority
Individual Contributor, fast-paced startup environment