Facet

Member Experience Specialist - Remote

United States

$60,000 – $75,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Position Overview

  • Location Type: Remote
  • Job Type: Full-time
  • Salary: $60,000 - $75,000

Facet is revolutionizing financial planning by prioritizing exceptional member experiences to empower individuals in achieving their financial goals. As a Member Experience Specialist, you will be a vital player, expertly resolving billing and technical inquiries, and proactively guiding members through complex investment rollovers and transfers across various platforms. Through virtual meetings, phone calls, or email, you will leverage your strong financial services knowledge to confidently navigate complex scenarios and empower members to act on the financial advice given by their Facet CFP. Your contributions will go beyond individual interactions, as you will also collaborate with the team to analyze the member experience, identify root causes of issues, and develop solutions that continuously enhance satisfaction. If you are a passionate problem-solver with a knack for building rapport, eager to learn, and ready to make a positive impact on people's lives, join the Facet team and help us transform financial experiences!

Your Day-to-Day Responsibilities

  • Be the face of Facet to the customer, providing timely, professional, and friendly customer app support.
  • Hone your technical investments knowledge and skill, as well as your understanding of brokerage trading procedures and terminology. Use this knowledge to help members facilitate investment transfers and money movements.
  • Ensure every member interaction is of the highest quality in terms of preparation, delivery, and follow-up.
  • Provide timely follow-ups to members on status updates for transfer, rollovers, and funding requests.
  • Diagnose and provide solutions to customer questions and app troubleshooting.
  • Provide excellent member management including communication, documentation, and responsive follow-through in all required systems (e.g., Salesforce Service Cloud).
  • Catalog and escalate common issues and resolutions to product and engineering teams to design and implement improvements to our internal support tools.
  • Manage multiple member requests and meetings simultaneously, while providing the same expected level of quality to all member experiences.
  • Manage your calendar effectively to provide ample scheduling opportunities for members and proactively schedule additional meetings during high demand.
  • Follow-up with members that have low CSAT and/or NPS/other survey results to capture concerns to address.
  • Be the voice of the customer to the Facet team; reflect on your knowledge of common member needs to identify opportunities for process improvements and effectively communicate findings / recommendations to teammates to improve the overall member experience.

Requirements

  • Minimum of 2-3 years of related experience providing technical support in the financial services industry.
  • You take an analytical and data-oriented approach to problem-solving.
  • You always strive to do your best, deliver quality results, and take accountability.
  • You know how to deliver a great customer experience and always go the extra mile.
  • You have strong communication skills in verbal/written English.
  • You are patient, empathetic, and have a positive attitude with a desire to help our customers.
  • You are a problem solver with a strong work ethic.
  • You are tech-savvy and enjoy learning and over time mastering new tools and systems.
  • You have the flexibility and availability needed to work in a start-up environment.

Preferred Skills & Experience

  • You have experience supporting investment account rollovers, electronic, ACH, and manual transfers.
  • You have experience with managing messaging inboxes as well as other help desk ticketing platforms.
  • You have experience with phone support along with chat/screen share walkthroughs.
  • You are willing to fully adopt and champion the Facet brand internally and externally.
  • You have superb communication, organizational, and client service skills.
  • You have excellent computer skills.

Skills

Financial Services Knowledge
Customer Support
Investment Transfers
Brokerage Trading Procedures
Technical Troubleshooting
CRM Systems (e.g., Salesforce)

Facet

AI platform for professional image generation

About Facet

Facet provides a collaborative platform for generating high-quality images using AI technology. It is designed for creative professionals such as graphic designers, photographers, and digital artists who need customizable images for their projects. Users can access advanced AI tools through a subscription model, which allows them to generate and refine images efficiently. Facet differentiates itself from competitors by focusing on a user-friendly experience that enhances both productivity and creativity. The company's goal is to empower creative professionals by streamlining the image creation process, making it easier for them to produce the visuals they need.

San Francisco, CaliforniaHeadquarters
2017Year Founded
$15.1MTotal Funding
EARLY_VCCompany Stage
Consumer Software, AI & Machine LearningIndustries
1-10Employees

Benefits

Competitive salary & equity
Paid parental leave
Three weeks paid vacation
Medical, dental, vision insurance & OneMedical membership
Order any work-related books on the company's Amazon account.
Flexible working hours
Relocation assistance
Yearly stipend for learning & development.
Commuter benefits including a monthly ride-sharing stipend

Risks

Emerging competition from companies like RunwayML could impact Facet's market share.
Open-source AI models may reduce the value of Facet's technology.
Stricter regulations on data privacy and ethical AI could affect Facet's operations.

Differentiation

Facet offers a collaborative platform for professional image generation.
Facet's AI tools enable efficient image generation and refinement.
Facet provides subscription-based access to advanced AI tools for creative professionals.

Upsides

AI-driven image synthesis is integrating with AR/VR for immersive experiences.
Demand for AI tools with real-time collaboration features is growing.
AI-generated art is gaining acceptance in traditional art spaces.

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