Investment Group User Success Specialist

1 week ago


Los Angeles, California, United States Capital Group Full time
Job Title: Investment Group User Success Specialist

We are seeking a highly skilled Investment Group User Success Specialist to join our team at Capital Group. As a key member of our user support team, you will be responsible for ensuring high levels of user satisfaction and successful product use.

Key Responsibilities:
  • Act as the primary contact for customer inquiries/issues and provide personalized communication through issue resolution processes.
  • Provide expert-level support to resolve technical issues and/or shepherd issues to technical teams to resolve, ensuring timely and effective solutions.
  • Proactively engage with users to ensure effective product use tailored to their preferences.
  • Share issues and feedback with product and engineering teams.
  • Oversee and continuously improve the ticketing system, ensuring all user inquiries are addressed promptly and efficiently.
Requirements:
  • Experience: Prefer 2+ years in customer support, technical support, or customer success roles within a SaaS environment.
  • Technical Skills: Strong technical aptitude and the ability to quickly learn and understand software products.
  • Tools: Experience with CRM systems, customer support tools, and ticketing systems. Experience troubleshooting online platforms is a plus.
  • Data analytics: Experience and willingness to learn data analytics tools (e.g., SQL)
Preferred Qualifications:
  • Bachelor's degree in finance, Business, Computer Science, or related field
  • Previous experience in financial services, asset management, or SaaS companies
  • Knowledge of regulatory requirements in the financial services industry

Los Angeles Base Salary Range: $93,384-$149,414

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.



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