Careers at Vertalo / Customer Support Representative (CSR)

Austin, TX 78759
SeriesX.net, working for Vertalo, Inc.

This is a fully in-office position. We believe that in-person collaboration in a fast-paced start-up environment is essential for success. Please note, you must live in Austin or be willing to relocate for consideration of this position. Remote positions not available at this time.

Who are we looking for?
Vertalo is looking for a Customer Support Representative (CSR) that has worked with supporting technical solutions for Enterprise level clients. The ideal candidate demonstrates a strong technical aptitude with extreme attention to detail. You are intellectually curious, comfortable working in a fast-moving, technical environment and industry, and embrace ambiguity and change. 

Job Summary 

As a Customer Support Representative, you will be the first point of contact and Level 1 resolution expert for our clients contacting us through Vertalo’s established support channels for technical issues and transfer requests.

Primary Responsibilities

• Fielding and servicing incoming customer inquiries via support tickets and phone surrounding the Vertalo Platform and APIs.
• Review and Process Stock Transfer Request submissions within established productivity and quality standards.
• Identify and report customer’s feedback, issues and bugs.
• Troubleshoot product issues and escalate to the engineering team as needed.
• Assist in writing and updating technical guides and enablement resources.
• Support Q&A testing of new feature releases.
• Support the Customer Success team in account configurations and other client related tasks/projects.
• Assist the Customer Success team with projects including, but not limited to, reporting, data entry/analysis, industry research, support content creation/upkeep, etc.

Minimum Requirements (Must Haves)

• Bachelor's Degree or equivalent relevant experience.
• 1-2+ years of Customer Service/Support or other client facing role in B2B SaaS or other relevant technical space.
• Type A personality with a perfectionist attention to detail and meeting strict deadlines.
• Strong technical aptitude with the capability of talking to and staying abreast of rapidly changing technical developments at Vertalo.
• Creative problem solver, able to accomplish goals through a variety of processes and tools.
• Superior verbal and written communication skills and are able to express complex concepts in simple terms.
• Welcomes continuous change and is excited by figuring things out and problem solving in ambiguous situations.
• A growth mindset - always wanting and excited to learning new things.

Preferred Qualifications (Big Pluses)

• Experience working for a Financial Services company.
• Degree or relevant experience particularly in Finance, Accounting, Securities, Private Equity, Wealth/Asset Management, Banking, etc.
  

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