Support Analyst (Fintech)

TL;DR

Support Analyst (Fintech): Providing technical support and troubleshooting for an AI-powered wealth management platform with an accent on member satisfaction and technical problem-solving. Focus on refining AI support agents, maintaining knowledge libraries, and transforming member feedback into product improvements.

Location: Must be based in or be able to relocate to McLean, VA (On-site, Monday-Friday)

Company

hirify.global is an AI-powered wealth management platform integrating investments, taxes, retirement, and estate planning into a single system.

What you will do

• Assist members with platform usage and serve as the first line of defense for technical issues.
• Diagnose member problems quickly and implement effective solutions.
• Develop and maintain a comprehensive knowledge library of platform functionality.
• Track and maintain key success metrics and data.
• Collaborate with cross-functional teams to share best practices.
• Refine customer-facing AI agents and leverage AI tools to increase support scalability and output.

Requirements

• 3-5 years of experience in a support or technical role.
• Must be located in or willing to relocate to McLean, VA.
• Strong problem-solving and written communication skills.
• Experience with financial services technology.
• SaaS startup or FinTech experience is preferred.
• BS or BA degree is preferred.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage.
• 401k plan.
• Technology allowance and PTO.
• Paid parental leave.
• Opportunity to work in a fast-paced startup where individual impact is visible.