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About the roleKoyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.Our impact so far:🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth🥇 Recognized by users as a top-rated investment solution on G2🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industryKoyfin has achieved strong product market fit and profitable growth. The next phase is about deepening our relationships with financial advisors and wealth management professionals — and delivering a support experience that matches the quality of our product.As a Client Operation Specialist, you will be the first point of contact for our users, helping them get the most out of the Koyfin platform. This role sits at the intersection of support, customer success, and product feedback - you will resolve issues, guide clients through complex workflows, drive product adoption, and surface insights that directly shape how we improve.This is a role for someone who is empathetic, proactive, and takes genuine ownership of the user experience.What you’ll be doingCustomer SupportProvide empathetic, timely support across email, help center, video, and calls resolving issues with care and professionalismReport bugs, and partner with Product and Engineering to drive resolutions, troubleshoot issuesShare customer insights and recurring feedback with the team to continuously improve the user experienceIdentify patterns in support requests and proactively suggest process or product improvementsTake on ad hoc tasks related to customer success, client relationships, and broader company growth as neededCustomer SuccessHelp with the onboarding experience for new users and advisor clients, ensuring they reach value quickly and confidentlyProactively check in with key accounts to understand how they're using the platform and where they may be stuckDrive product adoption by educating users on features and workflows relevant to their specific use caseGather and document customer feedback, use cases, and success stories to inform product directionSales OperationsManage subscriptions, upgrades, renewals, and account transfers in collaboration with SalesPrepare and send invoices, follow up on payments, and handle contracts for enterprise accountsSchedule and lead product demos and training sessions for clientsWhat we’re looking for3+ years of customer support or sales operations at a SaaS or tech product companyProven ability to collaborate across teams - QA, Sales, and EngineeringExcellent English communication, written and verbalStrong product mindset - you understand what you're supporting and can explain it clearlyExceptional prioritization and organizational skills with a strong eye for detailProactive about identifying issues and opportunities before they escalateFast learner who picks up new tools, workflows, and domain knowledge quicklyAlignment with our values: Customer First, Humility and Respect, Teamwork, Continuous Improvement, and GSDNice to haveFamiliarity with financial data platforms or fintech products (Koyfin, Bloomberg, Refinitiv, FactSet, or similar)Working hoursAvailable to work 9 AM – 6 PM EST to support customers and collaborate with global teamsWhat we offerA culture of ownership and high standardsA fully remote, results driven team that ships real product and learns directly from usersCompetitive compensationThe opportunity to own meaningful product surface area used daily by professional investorsA product led company that values craftsmanship, accountability, and getting things doneAt Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.
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