10 ΡΠ°ΡΠΎΠ² Π½Π°Π·Π°Π΄
Analyst/Senior Analyst, Account Services (Fintech)
85Β 000 - 125Β 000CAD
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Analyst/Senior Analyst, Account Services (Fintech): Supporting customer onboarding and user support for a platform facilitating secondary transactions in venture-backed, pre-IPO companies with an accent on operational compliance, technical guidance, and scalable workflows. Focus on identifying onboarding friction, building self-serve knowledge resources, improving lifecycle communication, and sharing customer feedback with Product and Sales & Trading.
Location: On-site in Vancouver, BC
Total compensation: CA$85KβCA$125K annually, plus potential equity.
Company
operates an institutional-grade platform that connects buyers, sellers, and issuers to facilitate secondary transactions in venture-backed, pre-IPO companies.
What you will do
- Maintain operational processes for efficient, compliant, and timely user onboarding.
- Support customers by email with product guidance and technical assistance.
- Identify friction in onboarding workflows and advocate for process improvements.
- Refine internal processes, write documentation, and maintain the customer knowledge base.
- Share actionable customer feedback with Product and Sales & Trading.
- Help implement onboarding through lifecycle emails, educational content, and videos.
Requirements
- 2β3 years of experience in a customer-facing or operational role, ideally in SaaS or financial technology.
- Strong technical aptitude and ability to learn new tools, systems, and workflows quickly.
- Proactive, solution-oriented, detail-oriented, and customer-focused approach.
- Excellent communication and collaboration skills.
Nice to have
- Experience writing and maintaining customer knowledge-base content or lifecycle communications such as email campaigns.
Culture & Benefits
- Employee stock option plan and opportunities for growth into leadership and management roles.
- 100% employer-paid health and dental premiums plus a Health/Personal Spending Account for Canadian employees.
- Dedicated desk at the Vancouver headquarters, onsite gym, rooftop amenity, and a CA$20-per-day commuter benefit.
- Social events, catered lunches, team workouts, and annual and semi-annual team gatherings.
- Sponsorship, immigration, and relocation support may be available for exceptional candidates.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
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