2 месяца назад
Analyst/Senior Analyst, Account Services (Fintech)
85 000 - 125 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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$85K–CA$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
- 2–3 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.
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