Client Success Operations Specialist-San Diego, CA (Hybrid)
Aztec Software, LLC is an award-winning financial literacy platform provider that empowers individuals to make informed financial decisions. They are seeking a proactive Client Success Operations Specialist to support Client Success Managers by handling client-facing tasks, coordinating platform configurations, and managing client support requests. Responsibilities Assist with client-facing tasks and administrative activities to streamline operations and free up CSMs to focus on strategic work Coordinate and execute tasks related to client content and platform configurations Provide branding and content support for internal and client-facing materials Help prepare key documents and resources to ensure smooth onboarding and ongoing client engagement Manage support requests, ensuring timely responses and resolution for clients and end-users Act as a liaison between technical teams and users, facilitating effective communication and troubleshooting Skills 1-3 years in customer support or administrative support Organized, with a knack for managing multiple tasks efficiently Comfortable with technology and quick to learn new tools A strong communicator who enjoys working with clients and internal teams Benefits 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Company Overview Aztec Group is a financial firm that specializes in private equity, real estate funding, investment, venture capital, and advice services. It was founded in 2001, and is headquartered in St. Helier, NA - Jersey, JEY, with a workforce of 1001-5000 employees. Its website is