Customer Operations Associate

About the job

Customer Operations Associate – New York City

About Us:

Market data is one of the few mission-critical inputs to financial institutions that can quietly become overpriced, mis-scoped, and non-compliant—often because no one truly owns it day to day. The result is a constant, low-grade burden: renewal fire drills, vendor pressure, invoice disputes, and uncertainty around whether pricing, scope, and usage are fully optimized.

Concertiv exists to solve this problem. We ensure small and mid-sized financial institutions have the right market data solutions, at the right scope, at the best possible price—and that those outcomes are sustained over time. Today, we curate, procure, and optimize market data agreements for more than 75 firms, overseeing $140M+ in annual spend across approximately 1,600 contracts and 2,000 suppliers.

We are an ambitious, early-stage team based in Midtown Manhattan, united by a mission to deliver an exceptional client experience, scale a high-growth company, and have fun along the way.

Role Overview:

We are hiring a Customer Operations Associate to support our investment banking, private equity, hedge fund, and asset management clients with critical day-to-day market data and technology service operations.

In this fast-paced, detail-oriented role, you will serve as the primary day-to-day point of contact for clients—managing requests related to user access, subscriptions, and invoice management, answering questions, and consistently delivering an outstanding customer experience. You will also work closely with our India-based operations team to project manage requests, meet tight deadlines, and ensure accuracy and timely execution.

This is a hands-on, client-facing role offering broad exposure to client services, operations, project management, and financial services in a highly entrepreneurial environment. Success in this role requires comfort working under pressure, collaborating with international teams, managing competing priorities, and maintaining exceptional attention to detail.

What you’ll do:

• Deliver a highly responsive, friendly, and professional client service experience
• Support clients’ daily workflows across proprietary and third-party applications, collaborating with internal teams and following through until tasks are complete
• Troubleshoot common subscription issues, including licensing questions and invoice verification
• Support client portfolio management by coordinating meetings, preparing analysis, taking meeting notes, and ensuring timely follow-ups
• Provide analytical and operational support to the Procurement team
• Organize and present results for internal and external stakeholders
• Review, organize, and file documentation supporting client contracts and subscriptions
• Build and maintain strong relationships with client stakeholders across private equity, investment banking, and hedge fund clients
• Work collaboratively with internal teams and external vendors

Skills and experience:

• 1–2 years of experience in client service, operations, or a related role
• Bachelor’s degree from a four-year university; preference for business administration, operations, supply chain management, procurement, or related fields
• Strong customer-service mindset with the ability to guide clients through questions related to SaaS platforms and third-party tools
• Results- and deadline-oriented, with the ability to manage multiple priorities under pressure
• Proficiency with BI tools or the ability to learn quickly; experience with tools such as Zendesk or Salesforce is a plus
• Strong analytical and problem-solving skills
• Excellent written communication skills (email, presentations; longer-form writing over time)
• Coachable, self-motivated, resilient, and eager to grow

Who will love this job:

• Builders who want to help create and scale processes, playbooks, and infrastructure
• People-oriented professionals who take pride in delivering exceptional client experiences
• Competitive, results-driven individuals motivated by client wins
• Team players who know when to collaborate and when to execute independently
• Problem solvers with sharp attention to detail and a solution-oriented mindset
• People who enjoy the journey—we work hard, move fast, and know when to have fun together

Benefits:

• Competitive compensation with internal movement potential after two years
• Ground-floor opportunity to help shape an industry-disrupting business
• Exposure to leaders across finance, law, consulting, operations, and technology
• Smart, motivated teammates in a collaborative, in-office environment
• WFH flexibility on Fridays

Salary: $66,500-$70,000, Hiring Manager: Sloan Danenhower