CapitalOS
Customer Operations & Experience Associate
Remote (United States) · Full-time · Posted Jan 1, 2026
- Experience
- 2+ years in customer support or operations at a software company.
About the job
Runs customer and payment operations, resolves issues using established AI-driven workflows, supports platform launches, and identifies opportunities to improve or automate recurring work.
What you'll do
- Resolve customer and payment issues, handle escalations, and represent the customer’s perspective.
- Support platform launches through onboarding and outreach while meeting established SLAs and communication standards.
- Identify recurring problems and propose automated fixes.
What they ask for
- 2+ years in customer support or operations at a software company.
- Fluency with AI agents and prompts, and experience using AI in personal workflows.
- Strong written and verbal communication, emotional intelligence, and organizational skills to manage multiple tickets and threads.
- Comfort handling payment and account issues accurately, learning multiple platforms and tools, and traveling 3–4 days per quarter for company offsites.
Nice to have
- Experience in fintech, particularly embedded finance or spend management.
- Early-stage company experience.
AI focus
Uses AI agents and prompts in customer and payment workflows, adjusts existing agent prompts and rules, and proposes automated fixes for recurring problems.
Model-written summary · the original posting is authoritative