Customer Success Agent

December 27, 2024

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Inyova Impact Investing

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Inyova Impact Investing is an international financial service provider based in Zurich, Switzerland, focusing on sustainable and impact investing. Offering fully digital, personalized investment solutions, Inyova allows individuals to invest in a variety of impact themes and projects. The company emphasizes long-term financial returns coupled with positive societal impact through sustainable investments. Inyova's platform is designed to be user-friendly, allowing investors to manage their portfolios online while aligning with their personal values towards a more sustainable future. With a strong track record of outperforming benchmarks, Inyova is dedicated to revolutionizing the investment industry with a focus on sustainability, transparency, and personalization.

impact investing • sustainable investing • fintech • investing • retail investing

11 - 50 employees

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• You will make our customers the hero. Only with millions of impact investors can we make a change, which is why our customers are the real heroes. Understand their deepest desires, what personal problems they solve by using Inyova and how we can support them in their mission to become successful. • Helping customers with your expertise: You will be the expert on Inyova and help customers with their requests. Answering the phone, responding to chats and replying to e-mails will be your daily bread. • Conceptional shaping of the Inyova product: You will track valuable customer feedback to shape the Inyova product to be as customer-centric as possible. Your input helps to conceptualize new features and solutions. You will ensure that the platform's user experience is flawless and that the customers get the maximal value from investing with Inyova. • You will facilitate the onboarding phase of our customers by supporting them with valuable advice on registering, identifying and getting ready to use the investment platform. • You contribute to improving the process for customer touchpoints and take responsibility for small projects (like constantly updating the FAQ section of our website to offer the latest and greatest information to our customers).

🎯 Requirements

• Fully proficient in German and English (C1 level in both). Swiss German and/or French would be a strong plus. • Excited to spread the word about Inyova’s mission to mainstream impact investing. • A great problem solver with a lot of empathy for people and their situations. • An open, communicative personality. Experiences with phone duty or e-mail support are an advantage. • A person who likes to use tools to track customer feedback and has an affinity for technology. • Lots of fun to work with. • Proficient in standard office IT tools and CRM systems (e.g. MS Office, preferably G-Suite, Jira or Zendesk). • Financial knowledge is not a must, but it is a plus if you are interested in how to change the world with the proper financial allocation.

🏖️ Benefits

• You will join a high-performing team in a fast-growing start-up. • You will work in a fun and flexible environment with great and inspiring colleagues. Our team is truly unique. • You will be part of an ambitious impact mission. • You will work very independently and take responsibility from day one, contributing your own ideas and opinions. • You will be on a fast-paced learning path, where you will be learning, growing and developing professionally on a daily basis. • You will get an attractive compensation package and fringe benefits, such as: 30 days paid vacation, flexible work hours, company stock options, financial commuting support, training and professional development budget, access to nilo.health, and many more ...