Client Success & Operations Specialist

Finsight Group Inc (FINSIGHT); New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

FINSIGHT in New York City is seeking a Client Service Operations Analyst to be a product expert and frontline partner for our Deal Roadshow and Evercall platforms. You will work closely with clients to ensure service excellence and collaborate with internal teams across operations, finance, development and sales to support multiple platforms.

You will handle multi‑channel support, coordinate live events and training, perform data verification, and help document operational procedures.

Qualifications

• 1-2 years of client-facing or professional services experience.
• Proficiency with MS Office and Google Workspace.
• Strong interpersonal and customer service skills.

Responsibilities

• Provide best-in-class phone, email and live chat service for Deal Roadshow and Evercall.
• Facilitate communication among internal and external stakeholders.
• Coordinate business conference calls and live web events.
• Record and edit media presentations using Descript and conferencing tools.
• Onboard clients and provide product training; test and report issues.

Skills

Customer service

Communication

Time management

Problem solving

Attention to detail

Tools

Descript

Zoom

Microsoft Teams

Job description

FINSIGHT in New York City is seeking a Client Service Operations Analyst to be a product expert and frontline partner for our Deal Roadshow and Evercall platforms. You will work closely with clients to ensure service excellence and collaborate with internal teams across operations, finance, development and sales to support multiple platforms.

You will handle multi‑channel support, coordinate live events and training, perform data verification, and help document operational procedures.