Customer Support Representative - PT

Customer Support/Success Representative

Part-time, work-from-home opportunities are available

Customer Support is the heart and soul of Blueleaf. We’re on the search for exceptional representatives with a passion for helping people and solving challenging problems. Our team is continuing to grow, and we can’t wait to hear from you!

If you have the desire to help others, an interest in technology, and a passion to make the customer support experience a bit more human, this could be the right opportunity for you!

Our Mission

Blueleaf's mission is to deliver great wealth management experiences to everyone. We work with the very best financial advisory firms to help make it profitable to deliver extraordinary service to a substantially broader audience. Clients win by getting better service. Advisors win by growing their businesses.

Job Summary

Customer Support & Success Analyst (Remote | Part-Time)

We’re looking for smart, analytical, and spreadsheet-savvy professionals to join our growing Customer Support & Success teams. In this role, you’ll sit at the intersection of customer support, data analysis, and customer onboarding—helping financial advisors get real value from our platform from day one.

Our platform is growing fast, with millions of dollars added every day. That growth depends on delivering a rock-solid customer experience, and that’s where you come in.

What You’ll Do

• Serve as a first responder for customer questions and issues, using data and structured problem-solving to identify root causes and solutions

• Become a product expert and help financial advisors understand, configure, and optimize their use of our platform

• Work closely with our Success Team to support onboarding of new customers, including data validation, setup support, and workflow checks

• Use spreadsheets and reports to analyze customer data, troubleshoot issues, and ensure accuracy across accounts

• Communicate clearly and confidently with customers via email, chat, and video, translating complex concepts into simple, actionable guidance

• Contribute to documentation, internal tools, and process improvements as we scale

Who You Are

• A college graduate with strong analytical instincts and exceptional attention to detail

• Comfortable living in spreadsheets—advanced in Excel or Google Sheets (formulas, lookups, data validation, etc.)

• A clear, concise communicator with strong written and verbal skills

• Naturally curious and tech-savvy, with the ability to quickly learn new systems and workflows

• Highly organized and able to juggle multiple requests, projects, and priorities without dropping details

• Interested in finance, accounting, or business (related major preferred)

• Familiar with or eager to learn about the financial advisory industry (experience a plus, not required)

• Prior experience supporting a software product or SaaS platform is a plus

Role Details

• Part-time candidates should be available 10–20 hours per week

• Remote-first culture—candidates from anywhere are encouraged to apply

If you enjoy solving puzzles, working with data, and helping customers succeed—and you want to grow with a fast-scaling fintech platform—we’d love to hear from you.

To Apply: Send us your resume with a short introduction telling us the accomplishment that you’re most proud of. (And anything else you think we should know.)

About Blueleaf

We are a profitable, seed-funded startup backed by investors who funded Mint.com, Dropbox, Bank Simple, and Betterment. Currently, we process over $55 Billion every day.

(No recruiters please. Direct inquiries only)

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.