🛠 Tech Stack

💼 About This Role

You'll support regulatory compliance workflows for financial services clients within a fast-paced SaaS environment. You'll resolve complex operational issues, manage cases in Salesforce, and collaborate across teams to enhance client experiences.

🎯 What You'll Do

• Provide daily client support for regulatory filing requests and inquiries
• Manage and track cases in Salesforce with accurate documentation
• Act as liaison between clients, consultants, analysts, and product teams
• Monitor data, identify discrepancies, and escalate issues

📋 Requirements

• Bachelor's degree in Business, Finance, Accounting, or Economics preferred
• Strong written and verbal communication skills
• Excellent organizational and time management skills
• Analytical mindset with ability to interpret data

✨ Nice to Have

• Experience in client support or case management
• Familiarity with CRM systems like Salesforce
• Exposure to SaaS platforms or regulatory workflows

🎁 Benefits & Perks

• 💰 Competitive base salary $55,000–$70,000
• 🏥 Health, dental, and vision insurance
• 🕒 Paid time off and holiday leave
• 🏡 Remote work flexibility
• 📈 Performance-based bonus eligibility

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Operational Assessment· 60 min