Analyst/Senior Analyst, Account Services
Core
Drive iterative and scalable improvements to user support and onboarding experiences for a secondary market trading platform.
Role type
Senior IC Account Services Analyst
Builds
User support and onboarding experiences for institutional buyers, sellers, and issuers
Domain
Financial technology / Secondary market trading
Deliverable
product features
Required skills
Customer-facing experience, technical aptitude, process improvement, documentation, lifecycle communication, stakeholder advocacy
Preferred skills
Knowledge base management, email campaign creation
Technologies
N/A
Responsibilities
Maintain operational processes for user onboarding, provide direct customer support via email, identify workflow friction points, refine internal processes and documentation, advocate for product enhancements, implement onboarding materials
Seniority
Mid-level, hands-on IC