Client Success Associate (Data Operations)

| New York

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 Success Associate 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. The role will sit on the Operations team but will also work closely with the Business Development team—giving the incumbent cross-functional exposure and an excellent vantage to learn about the business.

 

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.
  • 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.
  • Escalate and assign technical issues to the appropriate senior team member.
  • 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 the work of the Operations team 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 the action, Quovo is nestled in the heart of Manhattan. Not only a commuters dream, but expect no shortage of unique lunch spots.
29 West 30th Street, New York , NY 10001

Insider's spotlight

What's the biggest problem your team is solving?

Our tech is widely applicable across the the wealth/payments/lending/tech industries. Given the massive opportunity ahead of us, the biggest "problem" for a small but growing BizDev team is prioritizing which market/vertical/industry to tackle next. That's what makes working here so challenging and exciting - every day is different from the last!

Yelena

Partnerships Director

How does the company support your career growth?

There is a widespread understanding at Quovo that everyone wants to continuing 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 Associate

There are always fun events happening at Quovo! My favorite (so far) was the annual company hike. We also 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. Happy hour every Friday is guaranteed to be a great time!

Sasha

Business Development Associate

Perks of working here

401(K)
Casual Dress
Commuter Benefits
Company Equity
Company Outings
Dental Benefits
Happy Hours
Health Benefits
Some Meals Provided
Stocked Kitchen
Unlimited Vacation
Vision Benefits
Volunteering Opportunities
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