Customer Support Associate

Monetary
Charlotte, NC
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have software product support experience and a background in accounting or finance.

Best fit for

  • Candidates with software product support experience and a finance/accounting background
    — “Experience in a people-focused, customer service role, software product support experience strongly preferred”
  • Individuals who thrive in fast-paced startup environments with a focus on continuous learning
    — “Comfort in a fast moving startup environment”
  • Candidates who can independently manage ambiguity and deliver high-quality results
    — “Must be able to operate independently and effectively through periods of uncertainty, ambiguity and change”

Things to consider

  • Attention to detail is a non-negotiable requirement for this role
    — “Highly organized with a high level of accuracy and attention to detail is required”
  • The role involves working closely with internal teams like data and product
    — “Work with the internal data team to ensure data updates are made correctly”

How to stand out

  • Highlight your ability to create support materials like FAQs and user guides
    — “Create or facilitate the production of support materials like FAQs, user guides, and user support articles to empower self-service”
  • Emphasize your experience with data manipulation and analysis in Excel
    — “Proficiency in data manipulation and analysis in Excel is required”
  • Showcase your proactive approach to client success and problem-solving
    — “Engage with clients, post-implementation, to understand their experience and drive success”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Provided effective resolution to customer challenges
  • Created or facilitated the production of support materials
Typical background
Experience in customer service or product supportStrong analytical and problem-solving skills

Skills & requirements

Required

Customer SupportProduct ExpertiseData ManipulationProblem SolvingCommunication SkillsAttention To Detail

Preferred

Account ManagementTrainingDocumentation

Stack & domain

Microsoft ExcelData ManipulationAccountingBond MathAnalyticalProblem-solvingDecision-makingWritten CommunicationEmpatheticPositive AttitudeOrganizedAttention To DetailServicePassion For TechnologyFinanceTreasury ManagementCapital MarketsPublic FinanceFixed Income Market

About the role

Original posting from Monetary via Greenhouse

Hours: 10am-7pm

WHO WE ARE:

Monetary is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on Monetary.

We’ve built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that’s been waiting for modern infrastructure.

WHAT YOU’LL DO:

As a Customer Support Associate, you will:

Respond to client inquiries via live chat and email

Troubleshoot and provide resolution to customer challenges

Become a Monetary product expert

Provide client training and ongoing product education as needed

Work with the internal data team to ensure data updates are made correctly

Work with the internal product and development teams to ensure the timely resolution of any product issues

Create or facilitate the production of support materials like FAQs, user guides, and user support articles to empower self-service

Engage with clients, post-implementation, to understand their experience and drive success

WHAT YOU’LL BRING:

We are looking for team members who are passionate about putting their energy, insight, and analytical prowess into work that matters

Experience in a people-focused, customer service role, software product support experience strongly preferred

Proficient in all Microsoft Excel, including formulas and functions

Proficiency in data manipulation and analysis in Excel is required

Experience with accounting and/or bond math is preferred

Excellent analytical, problem-solving, and decision-making skills

BONUS experience with municipal debt or lease accounting is highly valued

Exceptional written communication skills

Empathetic, positive attitude with a commitment to our client’s success

Highly organized with a high level of accuracy and attention to detail is required

A strong sense of service and a passion for technology

Comfort in a fast moving startup environment

Must be able to operate independently and effectively through periods of uncertainty, ambiguity and change

Demonstrated ability to relate well to individuals and groups with widely varying backgrounds, perspectives, education and skills is required

Bachelor’s Degree in Accounting or Finance preferred

OUR “GOAT” VALUES:

GROW Continuously

We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.

We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.

We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.

We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.

As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.

We follow through on our decisions and commitments with action.

ABOVE & Beyond

We create moments of magic, surprising and delighting our customers at every touchpoint.

We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.

We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

There is no task needed at Monetary that is beneath any of us.

We work hard to be the teammate others want on their team.

We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY MONETARY:

Monetary is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees’ well-being to make their lives better, both in and out of the office. We offer:

Competitive salaries plus equity (stock options) for all employees;

Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;

Generous leave policies (including unlimited PTO);

Professional development opportunities and tuition reimbursement;

Family and wellness perks;

In-person social events;

Top-of-the-line equipment, and a newly furnished office.

Monetary is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

Source: Monetary careers (Greenhouse)

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