Our company and the role

Way2B1 is a secure ecosystem that allows individuals and families to manage their complex lives privately and efficiently. It strengthens the connections to trusted sources, folks like family members, lawyers, tax advisers and investment managers in order to help you with your life. 

In this role, you will be the front line for our client base, which includes some of the most sophisticated family offices in the world. You’ll engage our clients on a daily basis to deliver a delightful experience and most importantly, to make sure they are getting the absolute most value possible from our platform.

Our ideal candidate has

• Two to three years of experience at a leading investment bank, wealth management, private equity, or consulting firm
• Excellent oral and written communication skills
• Experience engaging clients and maintaining relationships
• A passion for client service and delivering delightful experiences
• A passion for technology and building new things
• A relentless, data driven approach to solving any problem that comes your way
• The ability to multi-task and deal with time pressure in an unstructured environment
• The ability to work through uncertainty
• A Bachelor's Degree in Finance, Computer Science, Economics, Mathematics, or equivalent experience

Bonus points for

• Experience in the high net worth space
• Experience with software service and implementations 
• Experience working with cross-functional teams (Business Development, Legal, Product, Engineering etc.)

What you'll be doing

• Ensure our clients maintain a high level of satisfaction, no matter what it takes
• Build relationships with sophisticated clients and get to know their unique needs
• Interface with our users to understand their workflows and help them find solutions
• Respond and resolve issues and questions raised by our client base
• Provide hands-on support to make sure a client gets what they need
• Deliver client training on product functionality
• Maintain client profiles and track the client lifecycle in Salesforce 
• Communicate specific client feedback to product owners
• Work closely with Product and Engineering to troubleshoot issues
• Define best practices for how to leverage Way2B1 in all scenarios
• Develop the materials that help turn users into experts
• Be the ultimate Way2B1 resource
• Some travel required

Oh yeah, and we can offer you

• A tight-team knit of motivated, dedicated individuals who work together without ego
• Extensive access to, and engagement with leadership
• Opportunity to strengthen individual privacy and digital protections
• Competitive salary
• Access to new technology
• A fully stocked kitchen in our San Francisco or Chicago office
• 401K 
• Cell Phone Reimbursements 
• Health, dental, vision, and commuter benefits 
• Team dinner on Mondays, lunch on Tuesdays, WFH Wednesday, and team dinner on Thursdays