Customer Support & Product Expert — Equity & Unlimited PTO

Monetary; Charlotte (NC); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Competitive salary with equity

Health insurance

Unlimited PTO

Tuition reimbursement

Job summary

Monetary is seeking a Customer Support Associate to respond to client inquiries via live chat and email, troubleshoot issues, and become a product expert. You will train clients and collaborate with data, product, and development teams to ensure accurate data updates and timely resolutions.

The role also involves creating self-service materials and engaging with clients post-implementation to drive ongoing success, in a dynamic startup environment focused on public finance technology.

Qualifications

• Experience in a people-focused, customer service role.
• Proficient in Microsoft Excel with formulas and functions; data manipulation in Excel.
• Accounting or finance background preferred.

Responsibilities

• Respond to client inquiries via live chat and email
• Troubleshoot and provide resolution to customer challenges
• Become a Monetary product expert
• Provide client training and ongoing product education as needed
• Work with the internal data team to ensure data updates are made correctly
• Work with the internal product and development teams to ensure timely resolution of product issues
• Create or facilitate production of support materials (FAQs, user guides, articles) to empower self-service
• Engage with clients post-implementation to understand their experience and drive success

Skills

Customer service

Analytical skills

Problem solving

Written communication

Attention to detail

Independent worker

Tech savvy

Education

Bachelor’s Degree in Accounting or Finance

Tools

Excel

Job description

Monetary is seeking a Customer Support Associate to respond to client inquiries via live chat and email, troubleshoot issues, and become a product expert. You will train clients and collaborate with data, product, and development teams to ensure accurate data updates and timely resolutions.

The role also involves creating self-service materials and engaging with clients post-implementation to drive ongoing success, in a dynamic startup environment focused on public finance technology.