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Client Operations Analyst

| Greater NYC Area

Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. Today, hundreds of platforms and millions of end-users rely on Quovo's technology for account aggregation, bank authentication, and ongoing insights to build better financial futures.

We're hiring an entry-level Client Operations Analyst to provide top-notch client support by investigating and resolving data issues and answering product questions quickly and clearly. This is a great opportunity for a recent college graduate with superb communication and analytical skills looking to join a fast-growing technology startup. 

 

Responsibilities

  • Provide training and onboarding to new clients, helping them become proficient in using Quovo’s dashboard and setting them up for success.
  • Uncover root causes for issues surfaced through communication with our clients.
  • Investigate and resolve technical and data issues.
  • Serve at the first point of contact for all inbound client questions and issues.
  • Work directly with clients over phone and email to address common usage questions.
  • Write clear and accurate tickets for the Technology team for new institution requests.
  • Proactively communicate with clients about new products and relevant changes to existing products.
  • Take the lead on miscellaneous projects to streamline work and ensure clients receive unparalleled support and service.

 

You are:

  • Highly poised. You are calm under pressure and show tremendous patience and concern when addressing client questions.
  • You speak and write clearly and concisely.
  • You can thoughtfully assess underlying issues and uncover common trends.
  • Your default demeanor is happy and you love helping solve problems for others.
  • You take ownership over problems and work diligently until you’ve found a solution.
  • Detail Oriented. You notice small things and are driven to make everything right.
  • You can handle many competing priorities with minimal oversight.
  • A recent college graduate with 0-1 years of client facing experience in a professional office environment.

 

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Technology we use

  • Engineering
    • JavascriptLanguages
    • PythonLanguages
    • D3JSLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • AngularJSFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • Microsoft SQL ServerDatabases
    • RedisDatabases

Location

In the middle of New York's tech community, Plaid is nestled in the heart of the Flatiron District.

An Insider's view of Plaid

What’s the vibe like in the office?

We have chess boards littered around the office. I'll be sure to get up throughout my day and play a couple moves, but one of the best parts of my day is how engaging and diverse the conversations I have and the connections I get to exercise are. Plaid promotes an open and accepting work environment that makes even Mondays a good day.

Erik

Engineering

How does the company support your career growth?

There is a widespread understanding that everyone wants to continue building out their skill sets to fuel career growth. Managers help facilitate this by enabling their direct reports to pursue their interests and try new things. They also make sure that you’re always a bit out of your comfort zone -- the best way to keep developing.

Hayden

Marketing

What are some social events your company does?

There are always fun events happening at Plaid! We have regular lunch scrambles that are great for getting to know people from other teams, which is especially important since we are growing so fast. Social hour every Thursday is guaranteed to be a great time!

Sasha

Sales

What are Plaid Perks + Benefits

Culture
Eat lunch together
Intracompany committees
Daily stand up
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Company Equity
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
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