About opportunicore
opportunicore is on a mission to level the playing field for the 60 million self‑employed Americans who power the nation’s economy. We build a suite of financial tools that bring the security, simplicity, and peace of mind traditionally reserved for large corporations to independent professionals. From automated tax filing and real‑time expense tracking to a business‑banking experience that feels as effortless as a click, opportunicore is redefining what it means to run a small business.
Our culture is built on curiosity, empathy, and a relentless focus on the customer. We thrive on collaboration across product, design, engineering, and policy teams, and we celebrate every win that makes our users’ lives easier. If you are passionate about solving real problems for people who work for themselves, opportunicore is the place to grow, learn, and make a tangible impact.
Role Overview
As a Customer Experience Associate at opportunicore, you will be the frontline voice that shapes how our customers interact with our products and services. You will support users across phone, chat, and email during our core business hours (Monday‑Friday, 9 am‑5 pm ET), while also contributing to the continuous improvement of our help center, product roadmap, and internal processes.
Because opportunicore is a remote‑first company, you will work from anywhere in the United States, provided you can reliably connect during the specified time zone. Your work will directly influence the next generation of features that make opportunicore an indispensable tool for freelancers, gig workers, and side‑hustlers.
Key Responsibilities
- Customer Support Excellence: Resolve inquiries via phone, chat, and email with empathy, clarity, and speed. Maintain a high first‑contact resolution rate while ensuring every interaction reflects opportunicore’s brand values.
- Help Center Stewardship: Collaborate with the content team to author, update, and optimize knowledge‑base articles. Identify gaps in documentation and propose enhancements that reduce support volume.
- Voice of Customer: Act as the bridge between users and cross‑functional teams. Capture feedback, surface pain points, and advocate for product and policy changes that improve the overall experience.
- Process Improvement: Analyze support workflows, identify bottlenecks, and design solutions that streamline operations. Work closely with engineering and product to implement automated triage or AI‑driven responses where appropriate.
- Trend Analysis: Compile and present insights from support tickets, chat transcripts, and survey data to leadership. Translate data into actionable recommendations that drive product and service enhancements.
- Team Collaboration: Participate in daily stand‑ups, retrospectives, and cross‑team workshops. Share best practices and mentor newer associates on customer‑centric thinking.
Essential Qualifications
- Minimum of 2 years of experience delivering outstanding customer support in a tech or startup environment.
- Proficiency with customer‑experience platforms such as Zendesk, Salesforce, Intercom, or similar tools.
- Strong verbal and written communication skills, with a demonstrated ability to convey complex information in a clear, concise manner.
- Comfort handling live conversations over the phone, maintaining composure and professionalism under pressure.
- Experience working remotely with distributed teams across multiple time zones.
- Analytical mindset: ability to identify patterns in customer conversations and translate them into constructive feedback for product and engineering.
Preferred Qualifications
- First‑hand experience as a freelancer, gig worker, or side‑hustler, providing deep empathy for the challenges our users face.
- Basic understanding of banking, personal finance, or tax concepts relevant to self‑employment.
- Experience with AI or automation tools that enhance customer support workflows.
- Previous involvement in product or policy improvement initiatives.
Skills & Competencies
- Customer‑Centric Mindset: Passion for solving user problems and turning feedback into action.
- Problem‑Solving: Ability to diagnose issues quickly and propose effective solutions.
- Collaboration: Comfortable working cross‑functionally and building relationships with engineering, product, and design.
- Adaptability: Thrive in a fast‑moving environment where priorities shift rapidly.
- Data‑Driven Decision Making: Use metrics and qualitative insights to guide improvements.
- Technical Proficiency: Comfortable navigating CRM systems, knowledge bases, and basic data tools.
Career Growth & Learning Opportunities
At opportunicore, your career path is not confined to a single role. As you demonstrate expertise in customer experience, you will be invited to:
- Lead initiatives that shape the next wave of product features.
- Mentor new hires and help design onboarding programs.
- Transition into roles such as Product Apply for this job