CircleBlack is building the future of Wealth Management. Were the all-in-one WealthTech platform enabling top Financial Advisors to optimize portfolio performance, analyze risk, streamline billing, handle documents, and more, all in one unified view. Our Boston-based team works together in-person to make a product we believe in and were looking for versatile problem solvers to address our customers most common customer support needs. Youll monitor our incoming support queues in Salesforce and Jira and work alongside Account Managers to identify and deliver quick wins as Tier 1 customer support for our B2B Wealth Manager customers. This role has plenty of growth opportunities within CircleBlack as you build expertise with our tools and processes!

What youll do in this role

• Understand how our customers use our product, and consistently support their experience with first contact resolution of the most common support drivers (explain how to use features, describe product options, etc)
• Meet established service levels as a first tier of customer support; quickly resolving issues and escalating others to the appropriate teams
• Document your work in Salesforce and Jira to coordinate with other customer facing teams and our TechOps team
• Collaborate with Account Managers to build trusting relationships between CircleBlack and our B2B customers

About you

• Background in finance, wealth management, banking, or related industries; direct experience with WealthTech is a huge plus!
• A track record of success in customer support; ideally in a startup B2B environment
• Comfortable using Salesforce, Jira, and common business systems like Google Suite
• Excellent written and verbal communication skills with a variety of complex internal and external audiences
• You are flexible and able to juggle and complete multiple priorities and projects in a fast-paced startup environment
• You learn quickly and are excited to take on challenging new projects
• Excited to work on-site in our comfortable Boston Seaport office at least 4 days a week

Compensation

Base pay of $55,000 - $75,000 as a part of a competitive total compensation package

Equal Opportunity

CircleBlack is enthusiastically committed to abiding by all equal opportunity employment standards. Our employment policies prohibit all forms of discrimination on any of the grounds defined in relevant laws.