Customer Operations Specialist – Contract

NerdWallet

. Provide account and technical support to NerdWallet members .

Posted 9/18/2026contractRemote • United StatesJuniorMid-Level💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing technical support and customer service, with a strong focus on member satisfaction and effective communication. Proficient in utilizing AI tools and various customer support platforms to enhance the member experience and resolve issues efficiently.

Highest-signal resume keywords

Technical Support ExperienceCustomer Service SkillsAI Tool ProficiencyAnalytical Reading SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Issue ResolutionFinancial GuidancePrompt WritingContext IdentificationQuality Verification

Soft Skills

Proactive Problem SolvingCuriosityEnthusiasm for Helping OthersSound Judgment

Tools & Technologies

IntercomZendeskConfluenceJiraTrelloSlackGoogle WorkspaceSalesforceStripe

Industry Keywords

Fintech ExperienceRemote Work ExperienceCustomer OperationsMember Experience

About the role

Key responsibilities & impact

Provide account and technical support to NerdWallet members
Share financial guidance resources and help members use NerdWallet tools and features
Assist with financial account, credit score, and product recommendation questions across email and chat
Develop deep knowledge of NerdWallet tools, features, and evolving member experience
Use AI-assisted tools to draft, summarize, and resolve member requests
Verify every AI-assisted response for accuracy, completeness, and appropriate tone
Prioritize high-quality interactions and customer satisfaction
Identify recurring member issues, help-content gaps, and inaccurate or confusing AI responses
Document and escalate relevant context to appropriate owners
Collaborate with teammates and cross-functional partners to improve support processes, resources, and the overall member experience

Requirements

What you’ll need

Previous experience in technical support, customer service, or customer operations
Demonstrated ability to resolve issues efficiently without compromising quality
Familiarity with Intercom, Zendesk, Confluence, Jira, Trello, Slack, Google Workspace, Salesforce, and Stripe
Experience using AI assistants such as ChatGPT, Claude, or AI tools embedded within customer support platforms
Comfort writing clear prompts, providing sufficient context, and identifying inaccurate, incomplete, or inconsistent AI outputs
Exceptional written and verbal communication skills
Strong analytical reading skills and ability to uncover customer needs beyond surface-level descriptions
Sound judgment and consistent habit of verifying information
Proactive approach to identifying and raising concerns about confusing processes, inaccurate information, or recurring tool challenges
Curiosity and willingness to learn new systems, tools, and approaches
Enthusiasm for helping others navigate financial decisions and interest in credit and budgeting
Previous remote-work experience is required
Fintech experience is preferred
Availability to work up to 40 hours per week from 9:00 a.m. to 5:30 p.m. Pacific Time
One weekend day availability is required
Legally authorized to work in the United States
Must answer whether future immigration sponsorship is required

Benefits

Comp & perks

Six-month W-2 contract with possibility of extension or conversion based on performance and business needs
Remote work
Benefits and perks supporting the physical, financial, and emotional well-being of employees and their families