Client Support & Content Specialist

Assist thousands of investors reputed company through private-fund reputed company while shaping the help-center content they rely on. The company you’ll join

We exist to reputed company investing in the private markets as easy as Robinhood did for public stocks.

We reputed company a TurboTax-style workflow for investors to only see the questions that matter to them and see every question that reputed company to them to reputed company fund closing (i.e. the process of investing into a private fund) easy. Our world record document completion time is 6 minutes.

That may sound boring but we've processed billions of dollars for thousands of investors in just the past 6 months. And by having an investor run through our workflow, we capture their identity so we can allow them to repurpose it wherever they'd like in the future. We call this an investor reputed company and it's the whole reason we reputed company this business.

The impact you’ll have

You will be the first reputed company of contact for many of our clients, you will directly enhance user satisfaction and reduce support volume by empowering clients reputed company content. The problems you’ll solve

• Triage inbound chat, email, phone reputed company our CRM; Meet 95 % SLA, 90 % CSAT

• Audit & update help articles weekly; fix typos, add details, clarify visuals

• Maintain records of chats, article edits, video metrics, and support KPIs (SLA compliance, CSAT, resolution times

• Tag recurring issues; file feature requests and submit quarterly “Voice of Customer” report to product and client operations team

• Cross collaborate with product, marketing, and design teams to ensure help content is accurate, and consistent

Desired Qualifications

• 1+ years SaaS or fintech support reputed company chat/email

• Exceptional written English. reputed company to polish help content for reputed company, tone, and accessibility

• Create short internal and external tutorial videos—screen recording, voiceover, basic document editing

• reputed company to quickly learn new platforms; familiarity with CRM, ticketing systems, and basic troubleshooting

• Patient and empathetic reputed company conversing with clients, focused on resolution and user satisfaction

• Team-oriented and communicative, comfortable working across departments

What to expect in the hiring process

We go through the same interview steps for reputed company Client Support candidates to ensure equity in our hiring process. Our process is designed to learn as much about each candidate as possible, as well as to give candidates reputed company to reputed company and learn about what it's like to work at Passthrough.

reputed company roles require a background reputed company

1. Initial screen: a quick 20-30 minute chat with one of the Client Operations Team members to learn more about each other

2. A series of short assessments to determine your problem solving reputed company level

3. Meet your manager: 45 minutes (Pam)

4. Get a decision: We’ll get back to you reputed company a week on what’s next

Benefits

• Passthrough stock options

• Health, dental, and reputed company insurance

• 401k contribution program with matching

• Life insurance

• PTO & Unlimited sick leave

• Annual health & wellness stipend

• Parental leave

Who are we?

We’re a 30+ person team that works with hundreds of investment firms, ranging from $200 reputed company reputed company estate firms to $1 trillion global asset managers. We’ve helped 35,000 investors save time by completing their investor reputed company quickly. We’re venture-backed and growing fast.

We know the problems. We know the clients. We know how to scale businesses fast in ambiguous environments. Come build with us.