Customer Success Associate

• Engage with financial advisors and advisory firms to help them achieve the best results and user experience on the Pontera platforms
• Provide outstanding support and troubleshoot basic technical issues with the software
• Respond to all client questions and issues in a quick and complete manner
• Escalate outstanding technical issues to the proper counterparts
• Communicate and problem solve with cross functional teams by phone, email, video chat etc.
• Ensure clients are trained and made aware of new product features and enhancement

• 2 to 3 years' experience with customer support / customer success
• Exceptional team player with the ability to relate and care for customers
• Excellent verbal and written communication skills
• High energy, positive, and can-do attitude
• High intellect, quick to learn and eager to excel
• Comfortable in fast paced, high-growth start-up environment
• Experience in Financial Services is strongly preferred
• Bachelor’s degree or equivalent

• The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
• A collegial, collaborative, fun work environment
• Competitive compensation
• Equity participation
• A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
• Comprehensive insurance benefits
• 401k matching
• Generous PTO days

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.