Join Our Team

Customer Success Representative / Account Management

ComplySci is a rapidly growing technology firm and we’re looking for recent college grads to join our Customer Success Team. The Customer Success Team manages all aspects of our customer relationships including initial onboarding and ongoing support. Our Customer Success Representatives are responsible for helping drive adoption and engagement of our SaaS product and maintaining client satisfaction.

Successful Candidates for this role:

  • will have an innate interest in software and starting their career in a dynamic technology start-up environment
  • have an interest in Financial Services and /or Compliance
  • have a passion for customer service and client satisfaction
  • have strong analytical and problem solving skills
  • enjoy working as part of a team, but also are self-starters
  • have very strong communication skills – both written and verbal
  • are comfortable working in a fast-paced environment
  • are comfortable working with large data sets

Job Description

  • Perform set-up and configurations within the ComplySci platform to get new clients up and running
  • Review and interpret data received from various sources, identifying any discrepancies in data received and translating it for accurate upload into the ComplySci platform
  • Prioritize incoming client support cases in high-volume, fast-paced environment
  • Manage support case details in case tracking system
  • Respond to client questions and troubleshoot client issues
  • Daily interaction with our Technical Support and Product Development teams to respond to and represent our clients’ needs, both immediate and long-term


  • Bachelor’s degree with 0-3 years of work experience
  • Major in Finance or Economics is a plus
  • Ability to analyze and interpret data
  • Excellent interpersonal skills, both written and verbal
  • Exceptional organizational and time management skills
  • Ability to analyze and solve problems, perform complex tasks, and prioritize multiple projects
  • Experience in a phone and email customer support role is a plus
  • Experience with (or other CRM systems), SaaS technology, software support is a plus
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