Customer Success Associate

Responsibilities

• Manage and respond to client inquiries through various channels
• Conduct user training sessions to empower clients
• Troubleshoot and resolve client issues proactively
• Handle support requests via email, video conferencing, and ticketing systems
• Act as a liaison between clients and the Product team to advocate for client needs
• Track and manage support tickets and provide status updates

Requirements

• Bachelor's degree
• 1-3 years of experience in customer support or client services
• Strong communication and organizational skills
• Problem-solving mindset for basic technical troubleshooting
• Experience using web-based applications
• Ability to use AI tools for workflow efficiency

Preferred Qualifications

• Finance or economics degree
• Understanding of HTML, CSS, JavaScript, and APIs
• Experience in investment management or SaaS

Benefits

• Competitive salary and discretionary bonus
• Medical, dental, and vision insurance
• 401(k) with employer matching
• Life and disability insurance
• FSA and HSA options
• Enhanced parental leave
• Mental health and wellness programs
• Unlimited PTO plus 10 company holidays
• Home office budget and equipment package
• Career development opportunities

About the Company

Bipsync is a fast-growing financial technology SaaS company providing research and workflow management solutions purpose-built for the investment management industry.