Provide high-quality support to enterprise-level clients on order entry, execution, and trading issues.
Monitor client trading activity for anomalies and stay informed on market developments and corporate actions.
Collaborate with trading desks, IT, and compliance teams to resolve issues and ensure regulatory compliance.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure, offering APIs for stocks, ETFs, options, crypto, and more to financial institutions across 40 countries. With 400+ team members globally, they are a diverse, remote-first group committed to open-source and opening financial services to everyone.
Coach and support a team of overnight customer support agents, ensuring exceptional service and quick issue resolution.
Monitor calls, emails, and chats for quality assurance, providing frequent agent feedback to improve performance.
Identify root causes of recurring customer issues and collaborate with cross-functional teams to develop scalable solutions.
Mudflap is modernizing the $1 trillion trucking industry by helping over 100,000 underserved small businesses save on fuel, processing billions in annual payment volume. Backed by top-tier investors and included in the Forbes Fintech 50, the company is a profitable fintech startup with a team from Disney, Uber, Google, and more.
Deliver outstanding member experiences by handling complex inquiries, escalations, and coaching frontline teammates.
Manage HelpDesk tickets, monitor service queues, and identify process improvements to enhance operational efficiency.
Support onboarding, training, and quality assurance while ensuring compliance with policies and regulatory requirements.
First Entertainment Credit Union provides financial services to the entertainment and creative industries, building lifelong relationships based on deep understanding of their members' lives and work. The company fosters a culture of Members First, Ownership, Integrity, Innovation, Inclusivity, and One Team, with a focus on remote collaboration and team development.
Own the front-line support queue, investigating and resolving retail investor tickets related to accounts, money movements, and applications.
Review money movement requests, troubleshoot account-level issues, and apply Atomic's policies consistently across cases.
Maintain clean records of each ticket's investigation and flag recurring pain points to improve workflows.
Atomic Vest builds financial infrastructure that lets companies offer investing experiences, including ESG and multi-currency trading across 60 global markets. They are a fast-growing, mission-driven team from tech, banking, finance, and law, with a remote-first culture.
Own the full sales cycle from outbound prospecting through contract negotiation and close.
Drive new revenue growth for Alpaca's institutional Broker API business across the United States.
Develop relationships with key decision makers at fintechs, broker-dealers, RIAs, and other financial institutions.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. They are a dynamic team of 400+ globally distributed members who thrive working remotely from favorite places around the world.
Own the acquisition, advocacy, and retention of high-volume options traders through internal and outbound channels.
Act as the link between product and trader community, evangelizing AI Agents and options tooling.
Work independently with autonomy to bring sophisticated options flow to the platform while meeting regulatory compliance.
Public is building the Agentic Brokerage for serious investors who use AI and diverse asset classes to build their portfolios. Launched in 2019, it has been trusted with billions of dollars in assets from retail investors.
Provide accurate, timely customer support for a U.S. fintech cashback and payments app.
Investigate and resolve payment, cashback, gift card, refund, and account balance issues.
Monitor and reconcile high-value transactions, including seven-figure sums, with precision and compliance.
Hire Hangar is a talent company that connects top professionals with vetted employers and competitive opportunities. It focuses on building long-term careers while supporting fast-growing global companies in a remote-first environment.
Process and support day-to-day accounts workflow including onboarding, maintenance, updates, and closures.
Fully own escheatment and abandoned property operations and monthly statement review.
Execute legacy cleanup and data hygiene projects to meet compliance requirements.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of over 400 globally distributed members, we foster a diverse and dynamic culture committed to open-source contributions and innovation.
Manage client onboarding and verification, including KYC document review and validation, as well as funding and general inquiries via email and live chat.
Guide existing clients through document resubmission and re-verification during remediation initiatives.
Identify and escalate potential risks or suspicious documentation to the appropriate teams.
Kraken is a leading cryptocurrency platform offering spot trading, margin, futures, staking, and OTC services to over 10 million individuals and institutions worldwide. Founded in 2011, the company is known for its commitment to client care and industry-leading security, with a global team focused on advancing open finance.
Handle inbound and outbound customer calls to resolve order, product, billing, and shipping issues in real time.
Escalate complex issues to leadership and maintain accurate case notes in Richpanel.
Meet CSAT, first response time, and resolution time targets for the live call channel.
Rosabella provides customer support services, handling order issues, product questions, and billing. The company is building its live call support team, currently with 3 representatives, aiming to grow to 12, and values output-focused work and accountability.
Resolve Provider and Consumer inquiries with one-touch resolution across phone, chat, email, and SMS.
Manage high-volume inbound and outbound interactions while maintaining quality and efficiency.
Investigate account activity, de-escalate complex situations, and document interactions accurately.
Cherry is a fintech company offering the simplest, fastest, and most inclusive BNPL solution for medical practices. Founded in 2019, it is a fast-growing startup led by Stanford entrepreneurs with a previous successful exit and backed by top investors including Kleiner Perkins and DCM.
Lead Billing Support through change management and operational rigor.
Turn billing data into performance stories and recommendations for leadership.
Influence cross-functional partners and build scalable workflows in a fast-paced startup.
Rula is a remote-first mental healthcare company dedicated to making mental health care work for everyone. They are a startup with a culture of inclusion, supporting employees in feeling safe, seen, heard, and valued.
Provide white glove client service for an OTC cryptocurrency trade desk, handling inbound and outbound communication to execute trades via bank wire and ACH.
Build and maintain strong client relationships, educate on platform and crypto basics, and guide through trade execution.
Ensure compliance with company policies, identify suspicious activity, and track performance metrics like call quality and conversion rates.
Veta Virtual is a virtual staffing company that places talent with high growth clients in the fintech and cryptocurrency industry. They emphasize a collaborative, high trust culture and a fast paced environment.
Act as senior technical escalation resource for high-value SaaS customers, managing critical incidents and complex workflows with speed and precision.
Collaborate with Engineering, DevOps, and Product teams to prioritize bugs, coordinate incident responses, and drive timely resolutions for enterprise clients.
Help build and refine operational playbooks, workflows, and standard operating procedures for the business-critical support organization.
Our partner is a SaaS technology company that delivers critical support services to high-value enterprise customers. They are building a new premium support function and value a collaborative, high-performance culture with a focus on integrity and accountability.
Provide first-line customer support via phone, text, and email for Clair's users.
Become a product expert in Clair's signup process, wage advances (EWA), and repayment products.
Handle tough financial questions, crunch numbers, and ensure user satisfaction in a tech environment.
Clair is a fintech company that embeds digital banking and on-demand pay solutions into workforce management and payroll apps, enabling workers to access their earnings as soon as they clock out. The company is a small, mission-driven startup focused on serving hourly workers and creating financial freedom for them.
Support clients on all inquiries via live chat or email, ensuring efficient and excellent customer service.
Manage inquiries and complaints, understand customer needs, and provide constructive feedback and solutions.
Assist in supervising team performance, provide coaching, and analyze data to improve operations.
Bybit is a leading cryptocurrency exchange and digital financial platform serving over 80 million users across 200+ countries. It fosters a high-performance, fast-moving environment with a global team of ambitious builders and innovators.
Proactively identify opportunities for improvements in trading process and efficiency.
Process client model change requests and maintenance requests while performing controls to mitigate risk.
Handle trade order management, execution review, and reconciliation across platforms.
Vestmark Advisory Solutions provides advisory and asset management services for separately managed accounts and unified managed accounts. The company fosters an inclusive culture and offers competitive compensation with a strong emphasis on diversity and equal opportunity.
Manage complex customer escalations and serve as primary point of contact for VIP and enterprise customers.
Communicate with customers and vendors via phone, email, and chat to resolve issues and maintain positive relationships.
Identify trends in customer feedback and recommend improvements to processes, policies, and products.
CharterUP is transforming the group transportation and mobility market with an AI native platform. The company has grown profitably and efficiently with $60 million Series A funding and a remote-first culture.
Respond to and resolve transactional queries from customers' customers via email, such as refunds and cancellations.
Escalate advanced or complex queries to appropriate internal channels.
Continuously improve product knowledge and participate in team meetings to enhance processes.
Paddle provides digital product companies with a complete payment infrastructure as a Merchant of Record, handling all payment-related complexities. The company serves over 6000 software sellers in 245 territories and is backed by major investors, fostering a diverse, collaborative, and remote-first culture.
Serve as a trusted point of contact for clients across phone, email, SMS, HubSpot, webinars, and in-person events, owning customer questions and issues from initial contact through resolution.
Lead client onboarding experiences one-on-one and through live virtual webinars, confidently engaging and presenting to groups of clients while guiding them through the coaching programs.
Conduct proactive outbound outreach for onboarding, engagement, event attendance, account maintenance, and other customer experience initiatives.
Our client is a fast-growing coaching and personal development company founded in 2016, helping entrepreneurs and individuals achieve their full potential. The company has been ranked in the top 100 on the Inc. 500 list and hosts major live events.