Integration Specialist

Tetrix; Montreal (administrative region); On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Unlimited vacation

Health insurance

Retirement savings

Job summary

Tetrix is seeking an entry-level Operations/Customer Success Associate in Montreal to help onboarding and support a growing client base. You’ll work directly with clients, set up workflows, and ensure value from the platform.

You’ll collaborate with Product, Engineering, and Client Strategy teams to refine processes as Tetrix scales. A strong English speaker with 1–3 years in operations or client-facing roles will thrive here.

Qualifications

• 1–3 years of experience in operations, customer success, client operations or client implementation.
• Clear communication with clients and follow-through to resolve questions.
• Resourceful: dig in to find root causes and fix issues or escalate.

Responsibilities

• Onboard new clients: set up key workflows so clients get full value from the platform.
• Support clients: be a go-to contact for questions, troubleshoot issues, and keep clients informed.
• Keep pipelines running: monitor document collection across clients and ensure smooth operations.
• Improve how we operate: refine internal processes for document collection and reporting as we scale.
• Collaborate across teams: work closely with product, engineering, and client strategy teams.

Skills

Client-focused

English fluency

Detail-oriented

Organized

Job description

Overview

Tetrix is a fast-growing startup on a mission to empower institutional investors to confidently invest in alternative markets (think Bloomberg, but for private markets). Our AI-native product transforms messy, unstructured private market data into real-time insights, combining automated document retrieval, AI-powered data extraction, and on-demand portfolio analytics - all in one seamless platform. We are growing quickly to becoming a category-defining product, and are working with some of the world's leading capital allocators. This is a unique opportunity to join a talented and driven team that wants to build next-generation infrastructure in financial markets, and is backed by stellar investors that include Innovation Endeavors, White Star and angels from Goldman Sachs, BlackRock, CPPIB, SoftBank, Lending Club, and Plaid.

Who we are

We are a small but mighty startup with deep industry background and expertise in both financial markets and modern technologies. We’ve worked hard to build a culture of trust, high ownership, and curiosity - where everyone feels empowered to contribute, challenge ideas, and grow together. We are led by our two co-founders, Olivier (CEO) & Naunidh (CTO), who met on the first day of school whilst pursuing their MBAs at Stanford and co-founded Tetrix in the Summer of 23.

Who you are

• Early in your career: you have 1-3 years of experience in operations, customer success, client operations or client implementation.
• Client-minded: you communicate clearly with clients, handle their questions, and follow through until issues are resolved.
• Resourceful: when something breaks, you dig in, find the root cause, and fix it or elevate it.
• Detail-obsessed: accuracy is your superpower, and you take pride in making sure nothing gets missed.
• Organized: you can juggle multiple clients and workflows at once and still deliver on time.
• Proficient in English: our clientele is international, so strong English is key.

Nice to have

• Exposure to finance or financial services (fund ops, investment ops, banking, fintech)
• Experience working with financial documents or data
• Familiarity with SaaS, automation, integrations, or APIs

What you'll do

• Onboard new clients: set up key workflows so clients get full value from the platform.
• Support clients: be a go-to contact for client questions, troubleshoot issues, and keep clients informed.
• Keep pipelines running: monitor document collection across clients and make sure pipelines operate smoothly.
• Improve how we operate: refine internal processes for document collection and reporting as we scale.
• Collaborate across teams: work closely with product, engineering, and client strategy teams.

Why join us?

• Ownership: a competitive base salary plus meaningful equity.
• Impact: your work directly shapes the information institutional investors rely on, and you'll have a voice in how the platform develops.
• Growth: mentorship, training, and a team that has your back.
• Perks: unlimited vacation, health insurance, retirement savings, and a team that celebrates wins together.

One more thing

If this role sounds exciting but you’re second-guessing whether you’re “qualified” enough—Great talent doesn’t always fit neatly into a checklist, and we know that underrepresented folks often underestimate their fit. We care more about the ideas you bring, your ability to learn, and your enthusiasm for the work than about whether your resume matches every bullet point. The company we’re building will shape how financial systems work for years to come. That’s why we’re committed to building a team with diverse voices, perspectives, and lived experiences. Diversity isn’t a nice-to-have—it’s a must-have. And we’d love to have you be part of that.