iGrad, a division of Aztec Software, is an award-winning financial literacy platform provider that empowers students, employees, and individuals to make informed financial decisions and achieve their financial goals. Through the iGrad and Enrich product lines, iGrad has helped millions of people improve their financial well-being through its engaging and interactive courses, personalized coaching, and comprehensive resources.

We’re looking for a proactive and detail-oriented Client Success Operations Specialist to join our team in San Diego, CA! If you enjoy solving problems, supporting teams, and ensuring smooth operations, this role is for you.

SALARY: $21.50-$26.45/Hour

JOB SUMMARY:

The Client Support Operations Specialist supports Client Success Managers (CSM's) by handling client-facing and administrative tasks, coordinating platform configurations, and ensuring branding and content standards. They also manage client and end-user support requests, act as a liaison with technical teams, and assist in preparing onboarding and engagement materials. Essential skills include organization, technological aptitude, and strong communication.

• Support Client Success Managers (CSMs):
  • Assist with client-facing tasks and administrative activities to streamline operations and free up CSMs to focus on strategic work.
  • Coordinate and execute tasks related to client content and platform configurations.
• Operational Support:
  • Provide branding and content support for internal and client-facing materials.
  • Help prepare key documents and resources to ensure smooth onboarding and ongoing client engagement.
• Client and User Support:
  • Manage support requests, ensuring timely responses and resolution for clients and end-users.
  • Act as a liaison between technical teams and users, facilitating effective communication and troubleshooting.

REQUIRED:

• 1-3 years in customer support or administrative support.
• Organized, with a knack for managing multiple tasks efficiently.
• Comfortable with technology and quick to learn new tools.
• A strong communicator who enjoys working with clients and internal teams.

What We Offer

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Job Type: Full Time

Work Location: Hybrid, in office 3 days a week

Equal Opportunity Employer

iGrad is a proud equal opportunity employer.