About the role
- Act as the first point of contact for customer queries, client requests, and technical issues.
- Help users access and navigate the platform, troubleshooting problems and unblocking them efficiently.
- Support clients with executing workflows on the platform and generating status reports, building trusted relationships with them.
- Monitor user activity and proactively identify opportunities to improve user experience, ensuring maximum customer satisfaction and retention.
- Engage with clients to understand their needs and share best practices on how Dealstack can address them in the best way possible.
- Collaborate closely with the commercial and product teams to relay client feedback and drive improvements.
- Create and maintain customer help content, including FAQs, guides, and walkthroughs.
- Contribute to building scalable, efficient support processes as we continue to grow.
Requirements
- Experience in customer support, client service, or operations (SaaS or fintech/PE experience is a plus).
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
customer supportclient servicetroubleshootingrelationship buildinguser experience improvementcommunicationcollaborationprocess improvement