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$71,200–$106,800/yr
US

  • Maintain department reporting, procedures, and business collateral.
  • Think strategically about business, product, and technical challenges.
  • Identify operational pain points and implement creative solutions.

Microsoft Office Excel Google Suite Financial Services Data Analysis

20 jobs similar to New Associate, Customer Solutions

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US Unlimited PTO

  • Assist Support leaders with research, documentation, and preparation for meetings, initiatives, and reviews
  • Support backlog grooming, initiative tracking, and follow-ups for cross-functional projects
  • Help document processes, workflows, and improvement opportunities across the support organization

Nextech is a leader in specialty healthcare technology solutions. They are committed to hiring and retaining talent, which is why they invest in their employees through competitive pay, a generous bonus structure, great healthcare, and a comprehensive wellness program.

  • Maintain regulatory compliance and prevent losses to members and credit union.
  • Perform primary telephone support and assist members and employees through all support channels.
  • Solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.

STCU is a top-performing credit union that emphasizes serving others and lifelong learning. They value employees who are committed, fun-loving, and want to make a difference in members’ lives, with core values including joyfulness, generosity, and belonging.

$75,000–$75,000/yr
US

  • Support day-to-day financial and operational administration.
  • Work across departments within the agency and with the COO to ensure we are meeting client deadlines.
  • Helping communicate specs and creative needs to the creative and scripting teams and working to resolve issues when they arise.

Wavelength Strategy is a boutique digital firm dedicated to elevating digital persuasion and paid media strategy for Democratic campaigns and progressive organizations. They combine decades of campaign management and digital communications experience to help clients move the voters they need to win.

$16–$24/hr
US

  • Process internal departments’ requests for information and research from clients and customers
  • Collaborate with internal teams on behalf of the Default Operations team
  • Research issues and questions by contacting law firms, county offices, and supporting vendors to obtain information for resolution

LoanCare is a leading full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and homeowners. They subservice over 1.8 million loans and have a seasoned loan servicing team with senior managers averaging nearly 30 years of experience.

US

  • Execute operational activities to support Customer Success, including reviewing price quotes
  • Develop and maintain a deep understanding of our Customer Success tools, processes and procedures
  • Identify areas for process improvement and propose solutions to increase efficiency and scalability

CrowdStrike is a global leader in cybersecurity, protecting the people, processes, and technologies that drive modern organizations. Since 2011, CrowdStrike's mission has been to stop breaches and redefine modern security with its AI-native platform, serving customers across all industries. They cultivate a culture that offers flexibility and autonomy, seeking passionate individuals committed to innovation, customers, and community.

US

  • Facilitate high-quality expansion within the market.
  • Support the Operations Director and Supervisors in cultivating a positive team environment.
  • Assist with special projects as requested.

Groups provides behavioral health services. They value mission, culture, and team while developing talent.

$80,475–$120,275/yr
US

  • Oversee and support growth operations processes.
  • Serve as B&P and Growth Budget Administrator.
  • Develop and manage annual conference and events schedules.

EXPANSIA delivers high-impact technologies, technology-enabled services and advanced manufacturing solutions to the U.S. Department of Defense and related national security customers. The combined organization operates as a multi-entity aerospace and defense technology and tech-enabled services and manufacturing enterprise positioned for scalable growth, operational excellence, and long-term value creation.

$84,384–$109,498/yr
Europe

  • Oversee daily workflows and processes within the Client Services team.
  • Provide accurate information to shareholders and client service team members.
  • Ensure accurate client communications with excellent analytical and problem-solving skills.

SRS Acquiom redefines how complex M&A and loan agency transactions get done with human expertise and technology. They have supported over 10,000 deals worth more than $1.7 trillion since 2007 and are committed to building careers.

$55,100–$103,810/yr
US

  • Provide advanced analytical, reporting, and problem‑resolution support across various departments.
  • Partner with operational, technical, clinical, and compliance teams to analyze trends and optimize processes.
  • Leverage technical acumen, including FACETS and reporting tools, to drive improvements and ensure compliance.

Capital Blue Cross is committed to providing exceptional service to their team and the community. They foster a flexible work environment where health and well-being are prioritized, valuing professional and personal growth through investment in training and continuing education.

$60,000–$75,000/yr
US

  • Assist investment advisers and other financial services firm customers with regulatory obligations.
  • Process applications for new representatives of investment adviser and broker-dealer firms, including Form U4.
  • Coordinate with state and SEC regulators to secure registration for customer firms.

Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. They empower Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence, serving thousands of global financial services clients.

US

  • Analyze operational workflows and processes to identify inefficiencies, risks, and opportunities for improvement
  • Work with operational and performance data to surface trends, patterns, and actionable insights
  • Collaborate with stakeholders across operations, clinical leadership, and other teams through interviews and working sessions

Presence is the leading provider of teletherapy solutions for children with diverse needs. With a growing network of over 2,000 clinicians and more than 7 million teletherapy sessions delivered, they’re dedicated to ensuring every child has access to the support they need.

$130,000–$150,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Drive efficiency, cost, and quality improvements across the delivery team.
  • Ensure Flock has the operational processes in place to scale rapidly.
  • Tackle complex operational problems.

Flock is a safety technology platform, helping communities thrive by taking a proactive approach to crime prevention and security. They are a high-performance, low-ego team driven by urgency, collaboration, and bold thinking, scaling intentionally and seeking top talent.

$62,500–$65,000/yr
US Unlimited PTO

  • Develop the agenda and consultative strategy for high-impact client Strategy Consult (QBR) meetings.
  • Build strong rapport and confidence with clients, becoming their trusted advisor on use of our products.
  • Analyze and present results and data to clients during Strategy Consult meetings.

Rater8 is the healthcare industry’s leader in reputation management, helping medical practices establish pervasive online visibility. They are a rapidly growing healthtech innovator, serving over 25,000 providers at practices and hospitals of all sizes and specialties.

US

  • Perform deep dive reviews to identify Company needs that beneficially impact the Company.
  • Lead discussions with supporting partners to provide the guidance and support needed to implement Company initiatives.
  • Develop insights and recommendations to drive initiatives that support data-driven decision-making, operational efficiency, and scalable process improvements.

Oportun is a mission-driven financial services company focused on putting its members' financial goals within reach. With its borrowing, savings, and budgeting capabilities, Oportun empowers members to build a better financial future and has provided billions in affordable credit.

$27–$37/hr
Global

  • Maintain data hygiene across tools such as Notion, Airtable, and Google Workspace.
  • Assist with researching and implementing new tools and help configure and QA simple workflows and integrations.
  • Maintain SOPs, guides, and internal documentation and ensure documentation is clear, current, and usable.

Outcapped GmbH is an operations agency that frees mission-driven founders from back-office work. They are building a platform with a library of 150+ vetted SOPs and an AI-powered workflow builder to standardize and automate finance, HR, legal, and IT tasks.

$70,700–$120,300/yr
US

  • Serve as the primary resolver for complex, ambiguous, or high‑risk cases requiring interpretation beyond written SOPs.
  • Lead the identification of bottlenecks, workflow inefficiencies, and systemic issues, recommending strategic improvements.
  • Own all process documentation, decision trees, troubleshooting guides, and FAQs.

RealPage provides software and data analytics to the real estate industry. They are an equal opportunity employer committed to creating an inclusive environment for all employees.

$92,000–$115,000/yr
US Unlimited PTO

  • Assist in strategic budget planning, monthly forecasts, and financial results.
  • Assist in the development and maintenance of key operational metrics.
  • Work closely with Sales & Marketing Senior Leaders.

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. They are recognized for their intentional culture and tremendous growth as one of the fastest growing SaaS companies in the U.S.

US Unlimited PTO

  • Design and implement high-impact initiatives and operational enhancements.
  • Lead the end-to-end development of complex service programs.
  • Oversee the successful launch and national expansion of new service offerings.

Angi connects homeowners with reliable professionals who have the skills they need. They have over 2,800 employees worldwide and aim to define the future of the home services industry.

$130,000–$230,000/yr
US Unlimited PTO

  • Take ownership of complex, high-impact problems and drive them from definition through execution.
  • Lead strategic and operational initiatives; own key metrics, analyses, and business insights.
  • Drive product and go-to-market efforts for new initiatives; manage cross-functional product development and execution.

SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. They are building the future of identity verification in the United States with real-time APIs that have helped verify hundreds of millions of identities.

US

  • Conduct research and provide problem-solving support to the Customer Service Department, Brokers and Sales.
  • Provide efficient, courteous, professional quality service to Groups, Plan personnel and Brokers/Sales in a timely manner.
  • Ensure compliance with organizational and regulatory requirements.

They promise to go the extra mile for their team and community. Capital Blue Cross values your professional and personal growth by investing heavily in training and continuing education.