Product Operations and Compliance Analyst
Castle
Castle is the all-in-one payment platform that saves homeowners time and money.
Homeowners use Castle to pay for and track all of their home expenses in one place. Castle then monitors those transactions for savings opportunities, and provides end-to-end support to claim tax credits and rebates for any eligible expenses. The average Castle customer saves more than $10k on their home.
Realtors, property managers, and home service professionals work with Castle to deliver the next level of premium service to their customers. Castle’s on-call concierge assists homeowners with all of their home finance questions and needs (from account set-up to tax credit eligibility), making homeowners happier and saving home service professionals time to focus on their core business.
Castle’s founding team helped build and sell the largest AI company (at the time of exit) to S&P Global in 2018; graduated from Harvard and MIT, and renovated six homes during the Covid-19 pandemic. Castle’s founding investors have backed companies like Airbnb, Dropbox, Facebook, Pinterest and Venmo.
Position Overview:
The Business Operations Associate will play a critical role in managing back office operations, supporting inbound sales efforts, and enhancing the customer support and success functions. This role requires a data-driven individual with a high attention to detail who is comfortable operating in an environment of ambiguity.
What you'll do:
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Back Office Operations:
Lead critical back office functions to ensure a smooth customer experience.
Assist in developing ways to streamline and automate manual processes.
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Sales Support:
Support the sales function by managing inbound inquiries and conducting consultation calls with leads.
Conduct research to identify new customer prospects and potential partnership opportunities, and inform strategies to engage new customer and partnership leads.
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Customer Support and Success:
Provide exceptional customer support by responding to inquiries and resolving issues promptly.
Qualifications:
Proven experience in business operations, sales, or customer success roles.
Excellent attention to detail and organizational skills.
Effective communication and interpersonal skills, with the ability to build relationships with customers and team members.
Comfortable operating in a fast-paced and ambiguous environment.
Proficient using Hubspot, or similar CRM tools.
Demonstrated ability to learn new internal tools to drive operational efficiency.