Aztec Software, LLC is an award-winning financial literacy platform provider that empowers individuals to make informed financial decisions. They are seeking a proactive Client Success Operations Specialist to support Client Success Managers by handling client-facing tasks, coordinating platform configurations, and managing client support requests.
Responsibilities
- Assist with client-facing tasks and administrative activities to streamline operations and free up CSMs to focus on strategic work
- Coordinate and execute tasks related to client content and platform configurations
- Provide branding and content support for internal and client-facing materials
- Help prepare key documents and resources to ensure smooth onboarding and ongoing client engagement
- Manage support requests, ensuring timely responses and resolution for clients and end-users
- Act as a liaison between technical teams and users, facilitating effective communication and troubleshooting
Skills
- 1-3 years in customer support or administrative support
- Organized, with a knack for managing multiple tasks efficiently
- Comfortable with technology and quick to learn new tools
- A strong communicator who enjoys working with clients and internal teams
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Company Overview
Aztec Group is a financial firm that specializes in private equity, real estate funding, investment, venture capital, and advice services. It was founded in 2001, and is headquartered in St. Helier, NA - Jersey, JEY, with a workforce of 1001-5000 employees. Its website is https://aztec.group.
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