Concertiv · 11 hours ago
Customer Operations Associate
NYC Metro Area
Full-time
Hybrid
Entry Level
$66K/yr - $70K/yr
1+ years expConcertiv is a company focused on optimizing market data solutions for financial institutions. They are seeking a Customer Operations Associate to manage day-to-day client interactions, ensuring excellent service and operational efficiency for clients in investment banking, private equity, and hedge funds.
AnalyticsConsultingFinancial ServicesInformation ServicesInsuranceProcurement
Responsibilities
Deliver a highly responsive, friendly, and professional client service experience
Support clients’ daily workflows across proprietary and third-party applications, collaborating with internal teams and following through until tasks are complete
Troubleshoot common subscription issues, including licensing questions and invoice verification
Support client portfolio management by coordinating meetings, preparing analysis, taking meeting notes, and ensuring timely follow-ups
Provide analytical and operational support to the Procurement team
Organize and present results for internal and external stakeholders
Review, organize, and file documentation supporting client contracts and subscriptions
Build and maintain strong relationships with client stakeholders across private equity, investment banking, and hedge fund clients
Work collaboratively with internal teams and external vendors
Qualification
Required
1–2 years of experience in client service, operations, or a related role
Bachelor's degree from a four-year university; preference for business administration, operations, supply chain management, procurement, or related fields
Strong customer-service mindset with the ability to guide clients through questions related to SaaS platforms and third-party tools
Results- and deadline-oriented, with the ability to manage multiple priorities under pressure
Proficiency with BI tools or the ability to learn quickly; experience with tools such as Zendesk or Salesforce is a plus
Strong analytical and problem-solving skills
Excellent written communication skills (email, presentations; longer-form writing over time)
Coachable, self-motivated, resilient, and eager to grow
Benefits
Competitive compensation with internal movement potential after two years
Ground-floor opportunity to help shape an industry-disrupting business
Exposure to leaders across finance, law, consulting, operations, and technology
Smart, motivated teammates in a collaborative, in-office environment
WFH flexibility on Fridays
Company
Concertiv
Transforming Operational Challenges into Strategic Advantages
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$10.09MKey Investors
Long Arc Capital
2022-05-12Series Unknown· $3.48M
2021-03-23Private Equity
2019-03-14Series Unknown· $6.62M
Leadership Team
Priya Iyer
CEO and Board Member
Audra Ryan
Chief Financial Officer
Recent News
Middle Market Growth
2024-05-04
Company data provided by crunchbase