Customer Support & Operations Specialist

Location: Argentina

Type: Full-time, Remote

About the Position

Koyfin is a fast-growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.

Our impact so far:

🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth

🥇 Recognized by users as a top-rated investment solution on G2

🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry

About the Role

As a Client Operations Specialist, you will be the first point of contact for our users, helping them get the most out of the Koyfin platform. This role sits at the intersection of support, customer success, and product feedback - you will resolve issues, guide clients through complex workflows, drive product adoption, and surface insights that directly shape how we improve.

This is a role for someone who is empathetic, proactive, and takes genuine ownership of the user experience.

Responsibilities

Customer Support

• Provide empathetic, timely support across email, help center, video, and calls resolving issues with care and professionalism
• Report bugs and partner with Product and Engineering to drive resolutions; manage bug tracking end-to-end including linking issues to internal tickets and notifying users when their reported issues are fixed
• Share customer insights and recurring feedback with the team to continuously improve the user experience
• Identify patterns in support requests and proactively suggest process or product improvements
• Take on ad hoc tasks related to customer success, client relationships, and broader company growth as needed

Customer Success

• Help with the onboarding experience for new users and advisor clients, ensuring they reach value quickly and confidently
• Proactively check in with key accounts to understand how they're using the platform and where they may be stuck
• Drive product adoption by educating users on features and workflows relevant to their specific use case
• Gather and document customer feedback, use cases, and success stories to inform product direction

Sales Operations

• Manage subscriptions, upgrades, renewals, and account transfers in collaboration with Sales
• Prepare and send invoices, follow up on payments, and handle contracts for enterprise accounts
• Schedule and lead product demos and training sessions for clients

Requirements

• 3+ years of customer support or sales operations at a SaaS or tech product company
• Proven ability to collaborate across teams - QA, Sales, and Engineering
• Excellent English communication, written and verbal
• Strong product mindset - you understand what you're supporting and can explain it clearly
• Exceptional prioritization and organizational skills with a strong eye for detail
• Proactive about identifying issues and opportunities before they escalate
• Fast learner who picks up new tools, workflows, and domain knowledge quickly
• Comfortable with operational detail - billing records, contract workflows, payment follow-up
• Alignment with our values: Customer First, Humility and Respect, Teamwork, Continuous Improvement, and GSD

Nice to Have

• Familiarity with financial data platforms or fintech products (Koyfin, Bloomberg, Refinitiv, FactSet, or similar)

Working Hours

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

We Offer

• A culture of ownership and high standards
• A fully remote, results-driven team that ships real product and learns directly from users
• Competitive compensation
• The opportunity to own meaningful product surface area used daily by professional investors
• A product-led company that values craftsmanship, accountability, and getting things done

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.

Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.

Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.

Careers FAQ

• Can I work remotely? Yes, you can work from anywhere.
• Do you have an office? We are a remote-first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.
• What is your recruitment process? The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.
• How should I prepare for the recruitment process? We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview. It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.
• Should I have previous experience in FinTech or Investments? We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.
• Do you provide benefits? Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.
• Do you offer a 401k? Yes, we offer 401(k) contributions and company matching.
• What is the culture like in Koyfin? Koyfin is a small, scrappy startup with a big impact. We value swift and effective action. Below is a list of our values, which are crucial to us, and we aim to reflect them in everyone at Koyfin:
  1. Customer First
  2. Humility & Respect
  3. Teamwork
  4. Continuous Improvement
  5. GSD