
Investor Support – Customer Support with Finance
Paired
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇴 Colombia
Visit company websiteJob Level
JuniorMid-Level
About the role
- - Respond to investor and customer inquiries across multiple support channels using pre-approved templates and scripts reviewed by legal and leadership
- - Manage support tickets and communications through GoHigh Level CRM (transitioning to proprietary CRM in Q1/Q2)
- - Maintain strict compliance with regulatory requirements—follow approved responses exactly without AI rephrasing or personal interpretation
- - Provide timely, accurate, and professional support that builds trust and confidence with our investor community
- - Escalate complex issues appropriately while documenting all interactions thoroughly
- - Monitor and engage across high-visibility web channels, maintaining brand reputation and community health
- - Foster positive relationships within the investor and customer community
- - Identify trends in community sentiment, questions, and concerns for internal reporting
- - Track and analyze support metrics including response times, resolution rates, customer satisfaction, and ticket volume
- - Create regular KPI reports with quantitative insights and actionable recommendations
- - Identify efficiency opportunities and process improvements based on data analysis
- - Present strategic recommendations to leadership backed by clear analytics
- - Maintain familiarity with extensive knowledge base of compliance-approved responses
- - Suggest updates or additions to templated content based on recurring customer needs (subject to legal review)
- - Ensure accuracy and consistency across all support documentation
Requirements
- - 2+ years of customer support or community management experience
- - Strong adherence to processes, protocols, and compliance requirements
- - Excellent written communication skills with attention to detail
- - Experience with CRM platforms (GoHigh Level experience is a plus)
- - Proven ability to analyze data and present insights using metrics and KPIs
- - Comfortable working independently in a remote environment
- - High level of professionalism when representing the company publicly
- - Ability to follow templates and scripts precisely without deviation
- - Experience in Fintech, financial services, or regulated industries (not required but valued)
- - Background working with investor relations or financial product support
- - Familiarity with compliance-heavy environments
- - Experience creating reports and dashboards for performance tracking
- - Previous exposure to transitioning between different CRM systems
Benefits
- - Remote Working for US Company
- - Exposure to new technology & trend
- - Competitive Salary
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer supportcommunity managementdata analysisKPI reportingperformance trackingreport creationprocess improvementcompliance adherencetemplate followingissue escalation
Soft skills
written communicationattention to detailprofessionalismindependent workrelationship buildingtrust buildinganalytical thinkingproblem-solvingtrend identificationcommunity engagement