Client Enablement Specialist

About Carry

At Carry, we combine a deep understanding of tax strategies and retirement accounts with technology and automation to help our clients build wealth and unlock tax savings. Our first product was a “Solo” 401(k) for self-employed business owners and modern professionals, and we have continued on that momentum to build additional financial products and unlock tax efficient strategies across multiple asset types.

The Role

As a team we are client-focused, providing education on different tax strategies and products, building products and services to help clients execute on these strategies, and closing the loop with tax filing services and support.

For this role, we are looking for a generalist who can help us scale our client support function. While fintech experience isn’t required, having a prior understanding of or enthusiasm to learn about financial and retirement products is a huge plus.

Day to Day

• Work in person out of our office in Williamsburg, Brooklyn

• Document client support workflows and resolution paths, and update them as our products and services evolve.

• Write help / knowledge base articles to support different workflows and self-resolution paths.

• Draft templates and escalation workflows and automations to help us scale our client support function.

• Develop a deep understanding of fintech and various financial, investing, and retirement related areas of knowledge.

Qualifications

• 1-2+ years of experience

• Process-oriented mindset; experience with process improvement frameworks a plus

• Strong analytical, written and verbal communication skills

• Ability to independently research and summarize results

• Interest in business, tax, and finance topics

Software you’ll use:

• Front, Hubspot, Excel, Zapier and more

Compensation and Benefits

• The salary range for this position in NYC is $70,000 - $80,000 per year

• Stock options in the company

• Medical, dental, and vision insurance, paid vacation, holidays, and sick days