Customer Support/Client Operations Specialist

Overview

Koyfin is a rapidly growing, VC-backed fintech startup looking for a Client Operations Specialist to join a small team of very talented engineers to help scale our product to millions of users. We believe every investor deserves powerful, intuitive tools to analyze markets and portfolios—without the steep learning curve or sky-high costs of traditional platforms. That’s why we built Koyfin: a modern, accessible analytics platform that combines sleek visualizations, comprehensive data, and customizable tools to empower smarter investment decisions.

Our users love what we’ve created so far:
 Fastest growing research platform for financial advisors using product-led growth (register for free)
 Recognized by G2 as a top-rated analytics platform (link)
 Rapid growth with new records in usage and revenue every quarter
 We’re cash flow positive -and proud of it
Come join our mission to transform the way financial data is accessed and used!

What you’ll do

Customer Support 

• Provide empathetic customer support via email and help center.
• Troubleshoot issues, report bugs, and work with Product and Engineering for resolutions. 
• Share customer insights with the Product team to improve the user experience.
• Collaborate with Sales to manage customer accounts, subscriptions, and upgrades.
• Identify recurring issues and suggest process improvements.

Sales & Operational Tasks

• Schedule demos and training sessions for clients.
• Prepare and send invoices; follow up on payments.
• Manage contracts and updates for enterprise accounts.
• Track subscription renewals, send notifications, and handle transfers.
  

What we’re looking for

• 2+ years of customer support experience, ideally with complex products or in SaaS.
• Fluent or advanced English communication (written and verbal).
• Strong product mindset and attention to detail.
• Proactive, empathetic, and problem-solving approach.

Personal qualities

• Friendly, collaborative, and a fast learner with a GSD (Get Stuff Done) attitude.
• Interest in our product and domain.

Working hours

• Available to work 9 AM - 6 PM EST to support customers and collaborate with global teams.
  

Why you’ll love working at Koyfin

• Impact: Contribute to the growth of a fast-paced fintech startup.
• Collaboration: Work with talented teammates in a supportive environment.
• Growth: Learn and grow in the fintech industry.
• Flexibility: Enjoy remote work with consistent hours.

Our values
At Koyfin, we live by our core values:

• Customer First: Putting users at the center of everything we do.
• Humility & Respect: Valuing diverse perspectives.
• Teamwork: Collaborating to achieve success.
• Continuous Improvement: Always learning and striving for better.
• GSD (Get Stuff Done): Focusing on execution and delivering results.

Apply now

Ready to join our team? Apply today and help us empower investors with world-class tools and insights! Please fill out the form below to submit your application.