Customer Operations Specialist

ABOUT

Aumni is a SaaS platform that helps alternative investors track complex portfolio data. The Customer Operations Specialist works directly with the Customer Operations Team to ensure customer data is received, analyzed, and entered onto the platform in a way that ensures security, accuracy, and customer satisfaction.  

Aumni is a fast paced, dynamic company that values employee work-life balance, professional and personal development, and a commitment to quality products and services. We are a customer focused, forward thinking company that is rapidly growing. Although we are lean, we have Specialists around the world and are a diverse, experienced team of industry experts with expertise in SaaS, Legal Services, and Venture Capital Investing.

JOB DESCRIPTION

The Customer Operations Specialist is a detail-oriented, proactive, and resourceful individual. This person will play a key, highly collaborative role supporting the operational activities of the team and will be responsible for implementing and monitoring complex project plans. The Customer Operations Specialist works with the Directors of Customer Operations to support the Customer Operations Team by managing project plans, handling sensitive customer data, reconciling legal and financial data, and reporting weekly status updates to the Directors of Customer Operations and Vice President of Customer Operations. 

Primary responsibilities

-Configuring and actively monitoring complex project plans with shifting timelines and multiple task assignees.

-Working with local and remote teams using persistent communications tools (Slack, Zoom, GSuite).

-Handling and organizing sensitive customer data by managing virtual data rooms and cloud environments.

-Completing projects and special assignments by establishing objectives, determining priorities, managing time, monitoring progress, problem-solving and making adjustments to plans

-Stay current on all activities, deadlines and commitments of the Customer Operations team 

-Independently and proactively provide high-quality support to Customer Operations team

-Managing high volume of legal documents

Required Skills

The ideal candidate will have 2+ years of experience in a fast-paced financial or legal role and will excel at working independently and collaboratively, managing multiple projects simultaneously, and handling confidential information with the utmost discretion. The candidate will also be a self-motivated, highly composed individual with experience communicating across co-located and remote Specialists. This position requires extraordinary organizational, communication, and analytical skills. In addition, the Customer Operations Specialist will be expected to meet and assist with setting internal operational and project timelines.

Additional Skills

• A bachelor's degree is required
• Experience with uploading and organizing virtual data rooms (e.g., Google Drive, Dropbox, etc.)
• Proficiency with all G Suite apps (especially Google Sheets)
• Working knowledge of project management tools, including ClickUp, Notion, and ZenDesk
• 2+ years experience in legal or financial services
• Experience working with distributed teams is desirable 

Benefits

• Competitive base salary and Aumni stock options to ensure that everyone is personally invested in the success of the company
• Provided desk setup including MacBook, monitor, keyboard, and mouse/trackpad
• Employer-sponsored health, dental, and vision insurance
• Flexible PTO policy that advocates for a strong work-life balance
•  Kitchen loaded with snacks and beverages
• Relaxed office space with multiple lounge areas nestled at the base of Big Cottonwood Canyon
• An awesome team culture with groups that eat, ski, game, and generally hang together

At Aumni, we strive to create a work environment where everyone feels comfortable, close, and productive. We’re working together for collective success. If you’re ready to embody the culture and mission of transforming the venture capital industry and having fun doing it, we’d love to have you on the team!