Client Success Operations Specialist-San Diego, CA (Hybrid) jobs in United States
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Aztec Group ยท 1 day ago

Client Success Operations Specialist-San Diego, CA (Hybrid)

positionSan Diego, CA
timeFull-time
remoteHybrid
seniorityEntry Level
money$21.50/hr - $26.45/hr
date1+ years exp

Aztec Software, LLC is an award-winning financial literacy platform provider that empowers individuals to make informed financial decisions. They are seeking a proactive Client Success Operations Specialist to support Client Success Managers by handling client-facing tasks, coordinating platform configurations, and managing client support requests.

Angel InvestmentFinanceFinancial ServicesFunding PlatformVenture Capital

Responsibilities

Assist with client-facing tasks and administrative activities to streamline operations and free up CSMs to focus on strategic work
Coordinate and execute tasks related to client content and platform configurations
Provide branding and content support for internal and client-facing materials
Help prepare key documents and resources to ensure smooth onboarding and ongoing client engagement
Manage support requests, ensuring timely responses and resolution for clients and end-users
Act as a liaison between technical teams and users, facilitating effective communication and troubleshooting

Qualification

Customer supportAdministrative supportTechnological aptitudeOrganizational skillsCommunication skills

Required

1-3 years in customer support or administrative support
Organized, with a knack for managing multiple tasks efficiently
Comfortable with technology and quick to learn new tools
A strong communicator who enjoys working with clients and internal teams

Benefits

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Company

Aztec Group

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Aztec Group is a financial firm that specializes in private equity, real estate funding, investment, venture capital, and advice services.
dateFounded in 2001
location
St. Helier, NA - Jersey, JEY
people-size1001-5000 employees
web-link
https://aztec.group

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Warburg Pincus
2024-09-03Private Equity

Leadership Team

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Marcia Rothschild
European Desk Head
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Scott Kraemer
Head of Markets, Unites States
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Recent News

EIN Presswire
Aztec Group Appoints Marcia Rothschild as European Desk Head
2025-09-23
PR Newswire
Aztec Group Welcomes Jose Sobrinho as Head of U.S. Technology
2025-07-04
San Diego Business Journal
FFG, iGrad Merge Under Aztec Umbrella
2024-03-07
Company data provided by crunchbase