Hi, I’m Harrison, director of customer experience at Symplany℠. I’m looking for a software support specialist to join our team and guide our growing customer base. I’ll be working with you throughout the interview process to understand your career aspirations, learn about your strengths and abilities, and see if we’re a good match for each other.
What we're building
At Symplany, we believe plans and portfolios belong together. Our software empowers financial advisors to effortlessly create customized, plan-driven portfolios for each client situation. Traditionally, advisors make investment decisions using outdated methods such as risk tolerance questionnaires. With Symplany, the client’s plan is the basis for their investment decisions, creating inherently compliant portfolios that clients understand and value. This transformative approach to financial planning allows advisors to confidently focus on what matters most: engaging in meaningful conversations about their clients’ financial aspirations and dreams.
Who we are
We're a small team working together in a hybrid model, primarily located in Minneapolis. The following values are really important to us and drive everything we do. We can tell you more about these in person.
- Integrity
- Rational Optimism
- Humble Confidence
- 1 + 1 = 3
- Inputs over Outcomes
- Pursuit of Excellence
The opportunity
Join us as employee #10 at a fast-growing startup. We're completely bootstrapped, with a profitable and proven business model. We aren't beholden to investors and have full autonomy over our business decisions, and can offer you competitive compensation and equity. Our company is small and you will be a key part in shaping our way forward!
What does your day-to-day work look like here? As the front line of the company, you not only understand how the software works, you guide our customers through any issues they encounter. You are the advisor to our advisors.
Key responsibilities include:
- Initial training and onboarding of new advisors
- Supporting established advisors as questions arise
- Provide the rest of the team with feedback to improve the overall advisor experience
Desired skills and requirements
Self starter: You identify what needs to be done and you jump in and do it.
Goal-oriented: You create effective goals, you're energized by them, and you accomplish them.
Ability to learn and teach:
- Strong technical skills: Proficient in diagnosing and resolving software-related issues.
- Customer-centric mindset: Embrace empathy, patience, and dedication while delivering exceptional customer service.
- Strong communication skills: Ability to explain technical concepts to non-technical users in a clear and concise manner, both verbally and in written form.
You have 3+ years of professional experience. Got a lot more? Even better!
Desire to learn: Whether it's the tax code, modern portfolio theory, or how AI can improve productivity, you’ll continue to advance your career with Symplany.
The process
Our hiring process is (approximately) the following:
- 30-minute casual video call to get to know each other
- 90-minute interview with two potential teammates
We’re looking forward to chatting with you.
-------
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Life insurance
- Paid time off
- Parental leave
Schedule:
Education:
Experience:
- Customer support: 3 years (Preferred)
Work Location: Hybrid remote in Minneapolis, MN 55414