обновлено 20 дней назад
Analyst/Senior Analyst, Customer Operations (Fintech)
85 000 - 125 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst/Senior Analyst, Customer Operations (Fintech): Improving customer onboarding and support for a private-market transactions platform with an accent on operational compliance, scalable workflows, and customer education. Focus on identifying onboarding friction, building knowledge-base and self-serve experiences, supporting users through email and technical guidance, and partnering with Product and Sales & Trading on improvements.
Location: On-site in Vancouver, BC, Canada
Salary: CA$85,000–CA$125,000 annually, plus potential bonus, equity, and options
Company
operates an institutional-grade platform that connects buyers, sellers, and issuers to facilitate secondary transactions in venture-backed and pre-IPO companies.
What you will do
- Maintain efficient, compliant, and timely operational processes for user onboarding.
- Support customers by email with product guidance and technical assistance.
- Identify friction in onboarding workflows and advocate for process improvements.
- Write and maintain internal documentation and a knowledge base supporting self-serve experiences.
- Share actionable customer feedback with Product and Sales & Trading.
- Support onboarding through lifecycle emails, educational content, and videos.
Requirements
- 2–3 years of experience in a customer-facing or operational role, preferably in SaaS or financial technology.
- Strong technical aptitude and the ability to learn new tools, systems, and workflows quickly.
- Proactive, solution-oriented, detail-focused, and customer-first approach.
- Excellent communication and collaboration skills.
- Ability to obtain SIE and S7 licenses shortly after joining.
- Ability to work on-site in Vancouver, BC.
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, onsite gym, rooftop amenity, snacks, and drinks at the Vancouver headquarters.
- $20-per-day commuter benefit for Vancouver-based employees working at the downtown headquarters.
- Social events, catered lunches, team workouts, retreats, and team-building activities.
- Sponsorship, immigration, and relocation support may be available for exceptional candidates.
Hiring process
- Applications may be supported by automated tools, including AI, during screening and interview evaluation; human decision-makers retain responsibility for employment decisions.
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