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Customer Support Associate
Red Oak ISD. Respond to and resolve everyday client and internal support requests quickly and accurately .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong problem-solving abilities and effective communication skills while managing client support requests in a fast-paced environment. Proficient in using AI tools and ticketing systems to ensure timely resolution of issues in compliance technology for financial services.
Highest-signal resume keywords
Customer Service ExperienceTicketing System ProficiencyAI Tool UtilizationClear Written CommunicationProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Organizational SkillsCuriosityCalm Under PressureOwnership
Tools & Technologies
IntercomZendeskLinearAI-Connected Internal Tools
Industry Keywords
B2B SaaSCompliance TechnologyFinancial ServicesRegulated Industries
About the role
Key responsibilities & impact- Respond to and resolve everyday client and internal support requests quickly and accurately
- Work across two ticketing systems in the short term and help move to a single platform
- Triage incoming tickets and follow routing and prioritisation guidelines
- Carry out first-level troubleshooting across Red Oak and MirrorWeb products using AI-connected internal tools and the knowledge base
- Escalate unresolved issues to Customer Support Specialists, T3 Support or Engineering with clear notes
- Log bugs in Linear with clear reproduction steps
- Keep clients and internal teams updated on issue progress
- Flag recurring questions, knowledge gaps and Fin AI issues to the Support Team Manager
- Use Claude for investigation and drafting, AI-connected internal tools for system context, and Fin AI as the first line of support in Intercom
- Support Red Oak and MirrorWeb clients across compliance technology products for financial services
Requirements
What you’ll need- 0–2 years in a customer-facing role, such as customer service, help desk or technical support
- Clear, friendly written communication
- A logical, curious approach to solving problems
- Good organisation and the ability to manage several requests at once
- Comfort using AI tools, or a strong interest in learning them
- Experience in a B2B SaaS or technology company (desirable)
- Experience with Intercom, Zendesk, Linear or similar tools (desirable)
- Experience working to SLAs or in a ticket queue (desirable)
- Interest in financial services, compliance or regulated industries (desirable)
- Ability to take ownership and follow things through
- Eagerness to learn and ask good questions
- Ability to stay calm and organised when the queue is busy
- Ability to know when to ask for help
Benefits
Comp & perks- Equity Appreciation Rights: share in what we're building
- Comprehensive health coverage: medical, dental, and vision
- 401(k) with a 3% company contribution
- 20 days PTO annually
- Birthday off
- Paid sick leave
- Enhanced family leave
- Life insurance