Basiccapital

Senior Operations Associate (CS)

New York Office · Senior

Sponsorship not specifiedDetected 15 days ago

Account ManagementCustomer SuccessCommunicationCollaborationAdaptability

About the role

Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood.
We're backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis.
Based in Tribeca, NYC, we're assembling a lean, high-performance team committed to reducing wealth inequality.

Own the ongoing client relationship after launch, serving as trusted advisor to administrators and champion for participants
Design and help build the programmatic systems, automation, and AI-powered tooling that scale customer success to many clients without scaling headcount
Run quarterly business reviews and drive engagement programs that lift participation and keep plans healthy
Assist the support team on escalations and help build the systems that let support scale
Experience building operational tooling, automations, or AI-powered internal systems
Believes in building leverage, using AI and automation to scale impact as the company grows rather than defaulting to headcount

Deliver continued education to administrators and employees as new features and offerings roll out
Proven customer success or account management experience owning a book of clients, ideally in fintech, benefits, or retirement
Familiarity with retirement plan compliance and ERISA concepts
Background in employee benefits, HR technology, or financial wellness
Enjoys learning new tools and selecting the right one for each job

Excited to be part of an in-office team, working five days per week from our Tribeca, NYC office

This listing is sourced directly from Basiccapital's careers page and normalized into a canonical job model.