Customer Support Representative - West Coast Hours

We are COMPLY.

For compliance people.

We pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. We serve more than 7,000 clients globally, through our solutions including ComplySci, RIA in a Box, National Regulatory Service (NRS) and illumis. We are a high-growth organization and have been recognized with numerous awards including by Inc. 5000, Institutional Asset Manager Awards, Private Equity Wire Awards, and the Women in Data & Technology Awards.

COMPLY is made up of 350+ professionals worldwide. In the US alone, we have team members in 45 states. Employees of COMPLY have access to comprehensive benefits, unlimited PTO, paid bonding leave and 100% remote work flexibility with a WFH stipend.

Come join our team of talented innovators working together to forge the next generation of compliance.

To learn more about COMPLY, visit COMPLY.com.

The Role

COMPLY is looking for a polished, passionate, and empathetic Customer Support Representative to join our dynamic team and take our highly-rated customer support services to the next level! In this role, you will be responsible for acting as a liaison between Technical Support and Product Teams to advocate our client’s needs, managing client account activation implementations to meet deadlines, and gathering customer feedback to improve processes.  Our ideal candidate is patient with investigating and troubleshooting to effectively resolve issues, has a “How Can I Help” mindset, and thrives in a fast-paced environment focused on providing an exceptional customer support experience. If you are genuinely excited to help customers, problem-solving comes naturally to you, and you strive to exceed customer support expectations, let’s connect!   

The Career Opportunity 

 This position has high expectations as you will have extensive exposure to our Product Management and Sales teams at all levels. If you excel in this role, there is potential for advancement, learning, and overall career development within the organization!  

• Perform set-up and configurations within the COMPLY platform to effectively activate new client accounts. 
• Respond efficiently to customer inquiries and maintain exceptional customer satisfaction. 
• Manage customer account activation implementations to ensure customer satisfaction and meet deadlines. 
• Review and interpret data received from various sources, identifying any discrepancies in data received and accurately uploading the data into the COMPLY platform. 
• Prioritize incoming customer support cases in a high-volume, fast-paced environment. 
• Manage support case details in our case tracking system. 
• Respond to customer questions, update clients on project status, and troubleshoot issues promptly. 
• Collaborate daily with our Technical Support and Product Development teams to represent our customers’ needs, both immediate and long-term. 
• Manage multiple projects simultaneously, prioritize tasks, and reach deadlines. 
• Provide efficient productivity and exceed client’s expectations for support. 

• Must be open to working multiple rotating West Coast hour shifts including:
• Shift 1: 9AM-5PM(PST) Monday through Friday
• Shift 2: 9AM-5PM(PST Monday through Thursday in addition to 1PM-9PM(PST) on Friday
• Sunday shift: 12PM-8PM(PST) Sunday through Thursday
• Bachelor’s Degree with 0-3 years of work experience 
• Major in Accounting, Finance or Economics is a plus! 
• Excellent customer-facing and communication skills, both written and verbal. 
• Ability to accurately analyze and interpret data. 
• Exceptional organizational and time management skills. 
• Superior troubleshooting, resolution, and analysis skills. 
• Ability to perform complex tasks and prioritize multiple projects. 
• Previous experience in a high-volume call environment and/or customer support role is a plus! 
• Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, and software support is a plus! 

• Phenomenal Benefits: COMPLY Company offers a comprehensive benefits package, including full medical, dental, and vision coverage at little to no cost, unlimited PTO, discounts on pet insurance, and more!
• 100% Remote Flexibility: We offer a virtual onboarding experience with a stipend to help work-from-home set up your work-from-home office.
• Employee Centric Culture: We host virtual happy hours and team bonding events to keep our fun COMPLY culture alive.
• High Growth Startup: There is plenty of room for you to impact the organization and advance your career positively!

COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.