Support Operations Specialist
Deliver high-touch support for Fora X advisors, handling escalations, metrics, and process improvements in a fast-paced tech environment. Requires 3-5 years support/ops experience and strong communication skills.
Review and audit English and Spanish member interactions (calls, texts, emails) for quality, compliance, and member experience. Identify trends and partner with leadership on coaching and training for the Care Team.
Deliver high-touch support for Fora X advisors, handling escalations, metrics, and process improvements in a fast-paced tech environment. Requires 3-5 years support/ops experience and strong communication skills.
Provides frontline support to clinicians using AI scribe tools via chat, email, and video. Owns projects to improve user experience, represents clinician voice in product decisions, and creates educational resources. Requires SaaS support experience and product intuition.
Provide front-line support for Carta's Fund Administration platform, handling customer inquiries via phone and email, documenting interactions in Salesforce, and conducting demos for SaaS clients with equity/finance questions.
Lead and coach a team of Client Support Representatives, owning service metrics, escalations, and client experience quality in a hybrid SaaS environment.